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A tracking board provides the patient's healthcare team with instant access to important patient information and the patient chart. Tracking boards are built according to the needs and preferences of the department and can be interactive or non-interactive (view only). Multiple tracking boards can be created and patient lists can be customized.This chapter reviews the tracking board functionality.

 

To access the Tracking Board, select Charts > Tracking Board.

 

Tracking Board - Hospital

 

 

Action Bar Options

 

The following options are available from the action bar:

 

•Change Tracking Board: Allows a user to change the default tracking board that displays when Tracking Board is selected from Charts.

 

•Refresh: Allows for a manual refresh of the data on the tracking board.

 

•Daily Sched: Launches the Daily Schedule application for Updated Scheduling. See the Updated Scheduling User Guide for more information.

 

•Customize: Launches the tracking board custom filter option. Users can select custom filters and create new filters to delimit the tracking board display when the My Custom filter option is selected. See Creating Custom Filters for more information on creating and using custom filters.

 

•Patient Search: Displays when the My Patients filter is selected. Allows the user to add additional patients and patients from other departments to their My Patients list.

 

•Clear My Patients: Displays when the My Patients filter is selected. Allows the user to remove all patients from their My Patients list.

 

•Complete Chart: Displays when the Incomplete filter is selected and there are no incomplete discharge components that are required in the list. Allows the selected patient chart to be marked complete ignoring the status of the discharge components.

 

 

Filter Options

 

The following filter options are available:

 

•Department: Displays all patients registered and admitted in the department(s) associated with the tracking board. Once a patient is discharged, they drop off the list.

 

•My Patients: Displays all patients the user has added to their My Patients list by selecting the green plus sign in the +/- column. Patients added to the My Patients list will display until the user removes the patient(s), including discharged patients. See Creating a Patient List for detailed information on creating a patient list.

 

•My Assigned: Displays patients assigned to the user in Patient Location Maintenance. Once a patient is discharged, they drop off the list. See Patient Location Maintenance for more information.

 

•My Custom: Displays patients for the selected custom filters. Custom filters are created and selected from the Customize option on the action bar. See Creating Custom Filters for more information.

 

•Incomplete: Displays current and discharged patients that have incomplete charts, according to the items set in the Discharge Checklist. See Addressing Incomplete Charts for more information.

 

NOTE: The filter selection is "sticky," meaning it will remain on the user's last selection when returning to the tracking board.

 

The tracking board description displays above the tracking board in the upper-left corner, and the total number of patients on the tracking board displays in the upper-right corner.

 

 

Tracking Board Columns

 

Most tracking board columns can be defined to launch to a specific destination (i.e., application). When a destination is defined for a column, the system will launch to the specified application when the cell in the column is double-clicked. This allows for quick access to the application and the patient chart.

 

By default, the first column on all tracking boards is the + / - column. Selecting the the green plus sign adds the patient to the user's My Patients list, and selecting the red minus sign removes the patient from the user's My Patients list.

 

The remaining columns on a tracking board are determined by the facility and may vary by department. The following is a list of all available columns:

 

•Admit Date: Displays the admit date.

 

•Admit Date/Time: Displays the admit date and time.

 

•Age: Displays the patient's age.

•Alerts: The icon displays in the column when the patient has unacknowledged alerts. Once the alerts are acknowledged, the notification will be removed. See the Alerts User Guide for more information.

 

•Attending: Displays the attending physician.

 

•Authorized Representative: Displays the authorized representative.

 

•Check In Time: (Clinic and ED only) Displays the time the patient was checked in.

 

•Chief Complaint: Displays the patient's chief complaint.

 

•Code Status: Displays the patient's code status. Code statuses may have colors assigned.

 

•Comments: Displays the last comment entered on the patient. Selecting the column allows for the entry of public and/or private comments. These comments are not intended to be a part of the patient's chart.

 

•Consulting: Displays the consulting physicians.

 

•Date of Birth: Display the patient's date of birth.

 

•ED/Clinic Notification: (Clinic and ED only) Displays notifications specific to the Clinic and Emergency Department.

 

•First Name: Displays the patient's first name.

 

•Full Name: Displays the patient's full name.

 

•Gender: Displays the patient's gender.

 

•Hospital Notifications: (Hospital only) Displays notifications specific to the Hospital. The following icons may display:

o Unverified Orders: The question mark indicates there are unverified orders that need to be addressed.

o Unverified Orders with Stat Priority: The question mark with a red exclamation badge indicates there are unverified orders and at least one of the orders has a Stat priority.

o New Results: The tray with a green check mark badge indicates there are new results available that need to be acknowledged.

o New Results with Critical Values: The tray with the red exclamation badge indicates there are new results available that include critical values.

oMedication Reassessment: The timer indicates there are medications that require a reassessment.

 

•Hospitalist: Displays the hospitalist assigned in Patient Location Maintenance.

 

•Last Name: Displays the patient's last name.

 

•Medical Record Number: Displays the patient's medical record number.

 

•Minutes At Location: Displays the minutes since the last location change.

 

•Minutes At Status: Displays the minutes since the last status change.

 

•Minutes Since Check In: (Clinic and ED only) Displays the minutes since the check-in time.

 

•Nurse: Displays the nurse assigned in Patient Location Maintenance.

 

•Physician Admit Reason: Displays the physician admit reason(s).

 

•Primary Care: Displays the primary care physician.

 

•Primary Insurance: Displays the name of the primary insurance.

 

•Priority Patient: (Clinic only) Identifies the patient as a priority patient when selected in Patient Location Maintenance.

 

•Provider of Care: Displays the provider of care.

 

•Room Description: Displays the room description.

 

•Room Number: Displays the room number.

 

•Secondary Insurance: Displays the name of the secondary insurance.

 

•Status: Displays the patient status. Selecting the column displays a list of patient statuses to choose from. A patient's status may also be selected in Patient Location Maintenance. Statuses may have colors assigned.

 

•Stay Type: Displays the patient stay type.

 

•Triage Level: (ED only) Displays the triage level selected in Patient Location Maintenance. Triage levels may have colors assigned.

 

•Visit Number: Displays the visit number.

 

NOTE: Users can adjust the tracking board column widths and rearrange the order of the columns by dragging and dropping the columns. These column adjustments are "sticky," meaning they will remain when returning to the tracking board.