PatientOS Open Source EMR

With version 0.85 we have a a few new features in the form editor that automate many of steps to building new forms.

Paste Controls into a form

Since I had build a form per section in the FIM assessment I wanted to paste the first 21 controls as a template into each form. Rather than going into each and using Paste, there is now a control on the form list that allows you to paste controls in your buffer into all selected forms. The forms must be empty but still this saves a fair amount of time.

Paste controls into empty forms

Replicating controls for terms

Now that we have a template set of controls in the form we want to replicate each line for each term in the subcategory. This is where it became very convenient to have a subcategory per term.

First we open the template form and select the last 7 controls to replicate.

Select controls to replicate

Next we press the replicate toolbar button and select the term subcategory for the terms we need. In this case typing the word ‘expression’ filters the list to the subcategory we need.

Select the term subcategory

Next we are prompted to select the terms from the subcategory. It is ordered the same as they were uploaded in order to match the originating form.

Note the form can be maximized by clicking the icon in the top right toolbar corner.

select terms by double clicking

Finally after clicking OK the system prompts for a shorter name for each term. It is just used on the form and has no direct visibility to the user. It is nice to have application control names under 50 characters though.

After all the prefixes are replace the system adds all the new controls to the form. Press the refresh button to update the form display

Press refresh to layout the form

Finally we need to fix up the labels. We select each label control in the list (they end in label) and using the control key use that to select them all.

Press the command button and enter the following script:

control.setLabel(control.getApplicationControlName().replace("label", ":"));

Click OK and this form is now finished - click OK and we will complete the rest.

Updated label and form is done

Here is a video on the process

FIM assessment build

Now that the PatientOS tools are becoming more mature I am able to write up instructions for administrators to build clinical documentation content - without requiring a developer to build it for them. Here are the instructions used for the FIM Worksheet Assessment.

Step 1 FIM Assessment Design

The assessment is divided into 20 or more sections, each of which have several questions to assess the patient. Each question is assigned a score and the lowest score in the section becomes the FIM score.

FIM Assessment Eating Section

We will have one form per section and then a single form which adds the others as sections.

Step 2 Data Elements

In this form will we create 2 new data elements for the FIM assessment and assign the OpenEHR identifier for a global assessment.

• Evaluations –> SOAP –> Assessment –> System FIM Assessment
  1. System FIM Assessment Item
     - Integer
     - openEHR-EHR-OBSERVATION.global.v1/data[at0001]/events[at0002]/data[at0003]/items[at0067]/value
  2. System FIM Assessment Score
     - Integer

FIM Assessment Data elements

Step 3 Term Subcategories

Ahead of time we create the term subcategories using the reference builder

Step 3 Terms

We open the Term Builder and create a term hierarchy

Evaluations–> FIM Assessment

and right click on the category to get the menu choices.

1. This time we want “add terms and details to FIM assessment”
2. We are then prompted and select the appropriate term subcategory
3. We say no to the prompt for a coded entry
4. We say yes to apply the same detail to all items
5. We then search for System FIM Assessment Score

6. Finally we enter the list ensuring one term per line and a semi-colon and the score at the end of the line

Term name with detail value

Step 5 Template Form

A form is created for each term subcategory and opening each form we sent the view properties to

• Columns 11
• Column spec

We then add 3 rows labels

1. Row 1
   • Blank label
   • Label “Day 1″ 3 columns wide
   • Label “Day 2″ 3 columns wide
   • Label “Day 3″ 3 columns wide
   • Blank label
2. Row 2
   • Subcategory label
   • Label for day 1 shift 1
   • Label for day 1 shift 2
   • Label for day 1 shift3
   • Label for day 2 shift 1
   • Label for day 2 shift 2
   • Label for day 2 shift 3
   • Label for day 3 shift 1
   • Label for day 3 shift 2
   • Label for day 4 shift 3
   • Label for FIM score
3. Row 3
   • Label for first term
   • 3 state (Yes Unvalued N/A) checkbox
     - FIM Assessment record item
     - First term value
     - Term Sequence 1
   • 3 state (Yes Unvalued N/A) checkbox
     - FIM Assessment record item
     - First term value
     - Term Sequence 2
   • 3 state (Yes Unvalued N/A) checkbox
     - FIM Assessment record item
     - First term value
     - Term Sequence 3
   • etc up to Term Sequence 9
   • Integer field with
     - FIM Assessment score record item
     - First term value

The template form now looks like this

FIM assessment header and first term

Step 4 Replicating the Form

1. First we open the FIM Worksheet Eating form and select the last 11 controls
2. We press the TERM toolbar button
3. We search and find the first term “Completely Independent”
4. We apply the term to all 11 controls
5. We press the copy button
6. We press the paste button
7. We then repeat steps 1-4 for the second term
8. We optionally change the control name (see below)
9. We do need to update the first controls name (see toolbar with an A)

We then repeat for all terms in this form.

Here is a video of the process to replicate the form design:

FIM assessment replicating the forms

We then repeat for all forms and terms. For each new form we first paste all of the header and first 11 controls (25 in total).

Note to change a control name you can use the command control button and enter the following script

control.setLabel(control.getLabel().replace(”independent”,”fed slower”));

The care plan is based upon the nursing diagnosis (NANDA) with associated interventions and goals.

In our form design we will divide in form into one section per diagnsosis and then subdivide each section into interventions and goals.

So one diagnosis on the form looks like this.

Care plan single NANDA section

Goals Section

Here is the design of a section for goals

Care plan mapping for goals

Effectively we have

• One row maps to one Term
• One row maps to one record
• The first column is the active indicator on the record
• The second column is the term text of the record
• The third column is a detail record for the goal met date

Data Elements

• Create a hierarchy
  - Evaluations –> Plan of Care –> Goal
  - Evaluations –> Plan of Care –> Followup
• Import the OpenEHR Archetype openEHR-EHR-EVALUATION.goal
• Import the OpenEHR Archetype openEHR-EHR-INSTRUCTION.follow_up
• Since the followup archetype does not have a qualifying type we add our own specific Nursing Intervention data types - one per diagnsos e.g.
  - Nursing Intervention Barriers to Discharge

Care plan data element record item hierarchy

Term Tool

• Create a hierarchy
  - Evaluations–>Plan of Care –> Plan of Care Goals
  - Evaluations–>Plan of Care –> Plan of Care Followup
• Create term subcategories, one for each NANDA diagnosis e.g.
  - System Care Plan Barriers to Discharge
• Add the terms

Care plan term hierarchy

Form Section Design - Goals

• Create a form per section e.g.
  - System - Care Plan Barriers to Discharge Goals
• The goals have 4 columns with the column spec of
  - 4dlu, 4dlu, 4dlu, 10dlu, 4dlu, 4dlu, 4dlu, 75dlu:grow(1), 4dlu, 4dlu, 4dlu, 75dlu:grow(1), 4dlu, 4dlu, 4dlu, 75dlu
• Goals have the following header fields
  - Empty label, Long term goal, goal resolved
• Goals have the following fields - each with a blank label to create a table look
  - Active column (Checkbox)
  —- Record Item: Goal Outcome
  —- Term: Patient will be discharged to ______
  —- Model: FORMRECORDS_ACTIVEIND
  —- Default Action Script:

importPackage(Packages.com.patientis.framework.scripting);

lockcontrols = !component.isSelected();
ServiceUtility.setOtherComponentsWithTermLocked(controlpanel, control, lockcontrols);

• - Long term goal (Text field)
  —- Record Item: Goal Outcome
  —- Term: Patient will be discharged to ______
  —- Model: FORMRECORDS_TERMTEXT
  —- Locked
  - Goal resolved (Calendar)
  —- Record Item: Goal Outcome
  —- Detail Item: Goal Met
  —- Term: Patient will be discharged to ______
  —- Model: FORMRECORDS_VALUEDATE
• The active indicator checkbox is used to activate or inactivate the goal and will also unlock the text box to allow the goal to be edited and the goal met date to be entered.

Form Section Design - Interventions

• Create a form per section e.g.
  - System - Care Plan Barriers to Discharge Interventions
• The interventions have 3 columns with the column spec of
  - 4dlu, 4dlu, 4dlu, 10dlu, 4dlu, 4dlu, 4dlu, 100dlu:grow(1), 4dlu, 4dlu, 4dlu, 100dlu:grow(1)
• Interventions have the following fields
  - Goal Active (Checkbox)
  —- Record Item: Nursing Intervention Barriers to Discharge
  —- Term: Patient / care giver conference with the interdisciplinary team
  —- FORMRECORDS_ACTIVEIND
  —- Default action script

  importPackage(Packages.com.patientis.framework.scripting);

  lockcontrols = !component.isSelected();
  ServiceUtility.setOtherComponentsWithTermLocked(controlpanel, control, lockcontrols);

• - Intervention (Text field)
  —- Record Item: Nursing Intervention Barriers to Discharge
  —- Term: Patient / care giver conference with the interdisciplinary team
  —- FORMRECORDS_TERMTEXT

Creating New Sections - Goals

• Open the first form and select the first 6 controls - 3 header labels and the first 3 controls
• Create a new form e.g.
  - System - Care Plan Alteration in ADL goals
• Paste the controls into the form using the toolbar or menu
• Select the last 3 controls
• Press the Term toolbar button
• Enter the name of the new term
• Click OK and OK to apply to the 3 selected controls

• Select the last 3 controls again and repeat the process for each goal
• Save the form

Creating New Sections - Interventions

• Repeat the process for goals for each intervention

Creating Rollup Sections

• Once we have all the goal and intervention sections created we create an additional form per NANDA diagnosis
  System - Care Plan Alteration in Mood goals
  System - Care Plan Alteration in Bladder goals
  System - Care Plan Alteration in Bowel goals
  System - Care Plan Alteration of Cognition goals
  System - Care Plan Alteration of Communication goals
  System - Care Plan Alteration in ADL goals
  System - Care Plan Alteration in Mobility goals
  System - Care Plan Alteration in Swallowing goals
  System - Care Plan Alteration in Nutrition goals
  System - Care Plan Alteration in Respiratory goals
  System - Care Plan Potential for Skin Breakdown goals
  System - Care Plan Alteration in Skin Integrity goals
  System - Care Plan Alteration in Mood interventions
  System - Care Plan Alteration in Bladder interventions
  System - Care Plan Alteration in Bowel interventions
  System - Care Plan Alteration of Cognition interventions
  System - Care Plan Alteration of Communication interventions
  System - Care Plan Alteration in ADL interventions
  System - Care Plan Alteration in Mobility interventions
  System - Care Plan Alteration in Swallowing interventions
  System - Care Plan Alteration in Nutrition interventions
  System - Care Plan Alteration in Respiratory interventions
  System - Care Plan Potential for Skin Breakdown interventions
  System - Care Plan Alteration in Skin Integrity interventions
• In each form we add 2 sections
• Press Add
• Click on the Section option
• Browse for the corresponding goal and intervention form

Care plan add an existing section

• View the properties of each section and change the section to be system expand only.
• This removes the expanding arrows

Remove user expand arrows

Create the Care Plan Form

• Create a new form System Care Plan
• Add each NANDA diagnosis section

We now have the basic care plan form.