Version 7.6 and higher The ‘End’ action is available on the clients in protocol overview. If you want to end a running protocol for multiple clients at once, this action can set a new end date for the applied protocol of all selected clients. Required User right 6.5: ‘Orders: editing’, with for each selected client: […]
Version 7.6 and higher On the clients in protocol overview, the ‘Replace’ action is available on the action bar. If you want to replace a running protocol for multiple clients at once, this action can end the current protocol and directly apply a new protocol for all selected clients. This can be useful – for […]
Version 7.6 and higher For an existing protocol that is already applied a ‘Find’ action is available on the action bar on the protocols overview. With this action an overview can be shown of all resources (clients) that are in the selected protocol. Then there are two bulk actions available. The protocol can be ended […]
Version 7.5 and higher For an existing protocol, the ‘End’ action is available on the protocols overview. When a protocol can no longer be applied to clients, for example because its content is outdated, then the protocol needs to be ended by entering a certain new end date. If desired, a new end date can […]
Version 7.5 and higher The ‘Copy’ action is available for existing protocols on the protocols overview. When a protocol is already applied to one or more clients, it cannot be edited anymore. In that case, copying can be the solution. A new protocol can be created quickly, including the required changes. Afterwards, the existing protocol […]
Version 7.5 and higher The ‘Edit’ action is available on the protocols overview for an existing protocol that is not applied yet. Editing a protocol can mean: editing its basic properties, or changing something in the protocol schedules. An existing protocol schedule can be edited or deleted, or a new schedule can be added. Required […]
Version 7.5 and higher A new protocol can be added with the ‘Add’ action on the protocols overview. A protocol consists of a few basic properties (like name, code and runtime) and one or more protocol-orders. For each service that needs to be delivered as part of the protocol a separate protocol-order needs to be […]
Version 7.5 and higher The page ‘Protocols’ shows an overview of all protocols that are available in the system. It shows an overview of the protocols that were created, their runtime and whether or not they are applied. If a protocol is created for a specific contractor, this is also visible. Required User right 23: […]
Version 7.5 and higher A protocol is a predefined collection of appointments which can be applied as a whole to a client. Protocols can be used to quickly implement a standardized (care) process. For example, the care and rehabilitation process for a broken hip in elderly care, or a yearly examination for diabetics. Each protocol […]
Version 7.5 and higher For all services the so-called access time is monitored, in order to check if the number of sessions in the system is sufficient. The access time is the number of days that a client needs to wait before there is a big enough timeslot available on a session on a certain […]