Unisoft's GI Reporting Tool - Unisoft Medical Systems Version 10-30.pdf · The first step is to...

Version 10.30 Enhancements: (November 2012) Page 1 of 14

Unisoft’s GI Reporting Tool +44 (0) 20 8367 2103

Version 10.30.xx

1. Patient Friendly Version (PFR) of the discharge summary is available You may want to give the patients their own version of the discharge summary. You can configure

the PFR to meet your Trust’s requirements.

The first step is to call the Unisoft help desk on +44 (0) 208 367 2103 to have the PFR enabled. The call will only take one minute and will only need to be carried out once. Once this is done, you then you need to configure the PFR feature. Log in as an administrator. Call up any patient in the opening screen and RIGHT-click on him or her. Click Print last report, and select a procedure. You will see the Print the reports dialog box appear. Click the button arrowed.



In the next screen, click the button arrowed in red in order to begin configuring the PFR. Note that you can also redirect the PFR to any other printer – in recovery, say. To do this, click the drop-down button arrowed in blue.

Clicking the button arrowed in red will bring up the following screen where you can customise your own copy of the report. The changes made here will be applied to your whole site.



Place ticks in these check boxes on the left to have sections included / excluded from the PFR

Then modify the text accompanying the included sections

On the PFR you can have up to four boxes, with accompanying text, that are manually tick by a nurse.

Click these buttons to change the appropriate text.



To include the PFR with the printed reports just click the check box arrowed.

A sample PFR can be found at the back of these enhancement sheets.



2 There is a new option to output the JAG / GRS reports as Excel spreadsheets

ready for uploading to the JAG web site

One very useful feature: the position of endoscopists can be randomised and then anonymised within these reports. In this situation their names appear on a separate sheet within the Excel workbook and can be used in comparative studies where anonymity is essential.

To produce these reports you must be logged into Unisoft with administrator rights. The JAG/GRS option is available on the Reports menu in the opening screen – see below.



Type in part of a name to find specific endoscopists in the list on the left

You can save the list of endosco-pists on the right of the screen by clicking this button…

… and then recall this selection later

You can hide suppressed endosco-pists and/or anonymise the reports

And these are the reports that can be produced. Switch on or off the boxes accordingly.



3 You can record that a procedure was not carried out by RIGHT-clicking on a

patient in the opening screen. There are now two ways these reports can be entered. The first is to actually go into a procedure, record that the procedure was not carried and why, and then print the report. In the screen below you click the box arrowed and then complete the details.

The other way is to right-click on a patient and select Procedure NOT undertaken…



4 Changes to the Scheduling module 4.1 You now need a reason when locking/unlocking lists. To begin with, an administrator

who has the Configure menu option enabled sets up these reasons…

Then, to lock/unlock a list….

… you right click on the padlock and enter the reason



Each action has to be confirmed with the user’s password, simply to prevent accidental locking/unlocking by someone else. And whilst all (non-read only) users can lock a list, ONLY an administrator can unlock a list.

4.2 You can now cancel and re-instate free slots. You do this by right-clicking on the free slot.

Again the items in this list come from the Reasons set above by an Administrator

You can see the locked status by hovering the mouse over the padlock



The reason for cancellation is then shown in the main scheduling window.

Then, to return the slot back to being “FREE”, right-click on the slot and click Reinstate this free slot.



4.3 In the scheduler you can record whether a patient attended or not.

This is important for the Capacity and Demand figures (see next section). To record this information, RIGHT click on the patient in the list and click Patient attended/DNA

You get a CROSS signifying a “DNA” or a TICK signifying “attended” beneath the patient (see right)



4.4 You can now export the Capacity and Demand figures to Excel



This gives a good overview of room utilisation – how many slots an endoscopist has, how many of them have been booked and attended, how many slots are remaining, and the status of each list – whether it is locked or not.

4.5 You can now add General Information or an Alert flag to the patient notes

Once set, the flags appear in the list to the right of the patient’s name



4.6 You can now add grid lines when printing the lists plus you can also preview the report before printing it

Sample patient friendly version of the report follows:

Note: you can also choose the number of copies, which lists you want to print (am or pm), whether you want to include the call-in times, whether you want the moved or cancelled patient included in the list, whether you want them printed in landscape or portrait, and the font size.

Gastroscopy (Patient copy)

Address: 18 Woodfield Close Enfield Middlesex EN1 2AZ

Name: Stephen RAINEY, 21/11/1930 (M)

NHS No: 478 912 3456

Case note no.: K2222222

Procedure date: 8th November 2012

You have had biopsies taken to find out if you have a bug in your stomach known as helicobactor pylori, which can cause inflammation and ulcers. The results will be given to your GP in 2-3 working days.

Review will be in the GI clinic in 2 weeks. It is necessary for you to have a further upper endoscopy in 3 months.

You have been given an information leaflet

You have been referred to a Clinical Nurse Specialist

You have been spoken to by the Endoscopist regarding your diagnosis

A clinical appointment with your consultant has been made for you

If you have any questions please ask the nursing staff who will be happy to explain anything you are unclear about.

If you have any further concerns please phone the Hospital on XXXXXX

Completed by (please print)................................................. Signed.......................................

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