Knowledge base » Visit forms » 17.2 Creating a new protocol from scratch - Part 3
17.2 Creating a new protocol from scratch - Part 3
Part 3 contains:
1.g Copying appointment and medication details to a new step
1.h Adding a Task step to a protocol
1.i Copying a cycle type
1.g Copying appointment and medication details to a new step:
Once you have created a step or two that is to be repeated in future steps, save the page(s) so that the blue tick appears over the top of the step icon left.
You can now copy the details from one step to another. Go to the new, unconfigured step and in the case appointments it will copy the various appointment parameters to the new step. Select "Copy from" in the far right and select the step with data you want to clone.
In the case of medications, if you go to the new step the button will say "Append from" - see below. If you already have meds on the new step, it will add to the list, or if your new medication step is empty, the medications will copy from the existing step.
All meds from the selected step will appear in the same order and with the same dose, volume, instruction parameters as the step in the "append from" dropdown.
1.h Adding a Task step to a protocol
First, create a task type in 'Edit Tasks' which is in the System Administration menu. Instructions for creating a new task type are in another article.
Once a task type has been created it is available for selection when creating a protocol.
· When adding steps to a new protocol, click Add Step, name the step, then under the 'Type' heading, choose "Clinician Task" from the drop-down list.
· The task step can be linked to the relevant appointment step, then moved to the correct place in the protocol using the arrows.
Once the new step type is saved, it will display in the menu on the left.
- Click on the Task step to open and configure it.
- Select the task name from the User Task Type drop-down list
The selected task will then display in Drug Administration in the position you’ve chosen for completion by the nurse treating the patient.
1.i Copying a cycle type
To make it easier and faster to add more cycle types, there is a copy button which copies a cycle type and is then editable once created. The name of the cycle type should then be changed appropriately and the recommended number of cycles edited.
The different cycle types display on the list of cycles once added.
When assigned to a patient, the user can select the cycle type and the number of cycle types to prescribe.
1.g Copying appointment and medication details to a new step
1.h Adding a Task step to a protocol
1.i Copying a cycle type
1.g Copying appointment and medication details to a new step:
Once you have created a step or two that is to be repeated in future steps, save the page(s) so that the blue tick appears over the top of the step icon left.
You can now copy the details from one step to another. Go to the new, unconfigured step and in the case appointments it will copy the various appointment parameters to the new step. Select "Copy from" in the far right and select the step with data you want to clone.
In the case of medications, if you go to the new step the button will say "Append from" - see below. If you already have meds on the new step, it will add to the list, or if your new medication step is empty, the medications will copy from the existing step.
All meds from the selected step will appear in the same order and with the same dose, volume, instruction parameters as the step in the "append from" dropdown.
1.h Adding a Task step to a protocol
First, create a task type in 'Edit Tasks' which is in the System Administration menu. Instructions for creating a new task type are in another article.
Once a task type has been created it is available for selection when creating a protocol.
· When adding steps to a new protocol, click Add Step, name the step, then under the 'Type' heading, choose "Clinician Task" from the drop-down list.
· The task step can be linked to the relevant appointment step, then moved to the correct place in the protocol using the arrows.
Once the new step type is saved, it will display in the menu on the left.
- Click on the Task step to open and configure it.
- Select the task name from the User Task Type drop-down list
The selected task will then display in Drug Administration in the position you’ve chosen for completion by the nurse treating the patient.
1.i Copying a cycle type
To make it easier and faster to add more cycle types, there is a copy button which copies a cycle type and is then editable once created. The name of the cycle type should then be changed appropriately and the recommended number of cycles edited.
The different cycle types display on the list of cycles once added.
When assigned to a patient, the user can select the cycle type and the number of cycle types to prescribe.
