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Version: 3.1

Use an activity definition to order a service

Overview​

This flow describes how a clinician uses an activity definition template to order a service for a patient. The other flows in this module cover how an administrator builds the template.

Pre-requisites​

  • The patient is registered in Care and has an open encounter at the facility.
  • The facility has one or more activity definitions with the status Active.
  • You have the permission listed below.

Permissions​

PermissionAccess
Can Write Service Request on FacilityCreate and change service requests for patients at the facility. Facility Admin, Admin, Doctor, and Nurse roles hold this permission.

Steps​

1. Open the Service Requests tab​

Open the encounter of the patient. Select the Service Requests tab.

2. Start a new service request​

Select Create Service Request.

3. Select the activity definition​

  1. Select Select Activity Definition.
  2. Open the resource category that holds the template.
  3. Select the template.

Care adds a card for that service to the form. Care copies the Title, the Category, the Code, the Body Site, and the Locations from the template. Care also copies the Healthcare Service.

Note: Care shows only the activity definitions with the status Active.

4. Adjust the details​

Change the Priority, the Body Site, the Patient Instruction, the Requester, and the Note on the card.

Note: Priority is mandatory. The default value is Routine.

5. Add more services or submit​

Repeat step 3 to add more services to the same form. Select Submit to save all the services together.

Expected Outcome​

  • Care creates a service request for the patient under the current encounter.
  • If the template has linked charge item definitions, Care creates the matching charge items for the patient.

For the full ordering flow, and the other ways to create a service request, see the Service Request module.

Concepts:

Flows: