Granular Clinical Scheduling
New for ME 1.15, administrators have the ability to manage clinical rotations with additional detail
The existing functionality of creating slots in the rotation schedule was limited to differentiating between on service or off service learners. This did not provide any detail to be able to track the exact hours a learner spent in a block.
This new feature allows the ability to capture the variability in a learner's schedule during a rotation to be able to better manage specific clinical events that occur for short periods of time, enforce occupancy limits and accommodate call schedules.
How to manage granular clinical events in a rotation
Navigate to a rotation schedule (published or draft) and click on a rotation.
A list of blocks will display.
Click on the Learners tab, under the rotation name. You can also filter learners by Curriculum Track on this page.
If the learner hasn't been added to any slots in the rotation, add them into a block by clicking on the area of the calendar that corresponds with the correct block.
Within this pop up, select the rotation and then you can provide additional details for the booking in the Details tab. In this tab, you can select the block span, block, whether they are on service or off service, sites, buildings and rooms, and preceptors that are associated with this slot.
In the Clinical Events tab, a calendar interface is used to book the specific granular clinical events. Pre-existing learning events will appear in grey when learners are unavailable.
To book a new granular clinical event, a plus sign appears on the calendar where the learner is available. These events can be as short as 30 minutes.
Once a timeframe has been selected, the granular clinical event details can be specified for duration, recurring event behaviour, a description of the clinical activity, the site, preceptors and attendees. Attendees can be other learners that are already scheduled in the rotation so you can add multiple learners at once without having to edit each individual learner's schedule.
You can edit the time of any granular clinical event and delete individual events.
To view and edit the granular clinical events in the rotation schedule, in the Learners tab, click on the booking and a pop up will appear with a list of granular clinical events that have been scheduled.
To manage additional granular clinical events to a slot, click on the 'Schedule' button in the bottom left hand of the pop up.
To edit or delete any of the rotation bookings, click on the corresponding delete (red garbage can), edit (blue pencil) buttons and overlapping booking (plus '+') button on the bottom right hand side of the pop up to add a new booking during the same timeframe.
How learners see their granular clinical events schedule
Learners have access to their rotation schedule from the Dashboard by clicking on the 'My Event Calendar' tab.
From this tab, a learner will be able to filter the calendar view for the day, week, or month.
The learner will be able to click on each granular clinical event where a pop up appears with the date and time, location and preceptors associated with the event. The learner can confirm or approve a scheduled clinical event in this pop up.
The learner will also be able to log an encounter directly from this pop up.
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