Holiday Takeout Eligibility

(Topic Last Updated On: 05/05/2010)

The Holiday Takeout Eligibility menu item on the Administration menu launches the Holiday Eligibility window, which is used to easily select and save patients as 'Eligible' or 'In-Eligible' for takeouts dispensed for holidays entered on the Holidays screen. Many facilities do not track holiday eligibility and thus do not use this window. Facilities that do track holiday eligibility have this functionality turned on in Pharmacy Preferences - General Setup, which causes the system to only adjust dose preparation and dispensing data for patients marked as 'Eligible' for holiday takeouts, instead of for all active patients. This window corresponds to the 'Eligible for Holiday Takeouts' field on the Dosing Information screen, and provides a more efficient interface for marking patients as 'Eligible' or 'In-Eligible'.

Field Descriptions

Eligible Patients

This grid displays all active patients who are currently eligible to receive holiday takeouts, which indicates the 'Eligible for Holiday Takeouts' field is checked for each of these patients on the Dosing Information screen. A patient must be selected on this grid to add the patient to the list of ineligible patients, unless the Add All->> button is being used.

In-Eligible Patients

This grid displays all active patients who are currently in-eligible to receive holiday takeouts, which indicates the 'Eligible for Holiday Takeouts' field is unchecked for each of these patients on the Dosing Information screen. A patient must be selected on this grid to remove the patient from the list of ineligible patients, unless the <<-Remove All button is being used.

Grid Columns

Patient ID

This column displays each patient's 'Patient ID' number as entered for each on the Patient Profile screen.

Patient Name

This column displays each patient's full name as entered for each on the Patient Profile screen.

Command Buttons

Add-->

When a patient is selected on the 'Eligible Patients' grid, pressing this button will move the selected patient to the 'In-Eligible Patients' grid.

Add All->>

When this button is pressed all patients listed on the 'Eligible Patients' grid will be moved to the 'In-Eligible Patients' grid.

<--Remove

When a patient is selected on the 'In-Eligible Patients' grid, pressing this button will move the selected patient to the 'Eligible Patients' grid.

<<-Remove All

When this button is pressed all patients listed on the 'In-Eligible Patients' grid will be moved to the 'Eligible Patients' grid.

Save

Pressing this button saves the holiday takeout eligibility status for each patient according to the grid each one appears on, and brings up the 'Save Successful' application message confirming the eligibility statuses were saved.

Procedures

How to Make a Patient Eligible for Holiday Takeouts
1.) Select the patient on the 'In-Eligible Patients' grid. 2.) Click on <--Remove. This will move the patient to the list of 'Eligible Patients'. 3.) Click on Save. This will save the patient's holiday takeout eligibility status and bring up the 'Save Successful' confirmation message shown below. 4.) Click on OK. This will close the 'Save Successful' application message and the Holiday Eligibility window.

How to Make a Patient In-Eligible for Holiday Takeouts
1.) Select the patient on the 'Eligible Patients' grid. 2.) Click on Add-->. This will move the patient to the list of 'In-Eligible Patients'. 3.) Click on Save. This will save the patient's holiday takeout eligibility status and bring up the 'Save Successful' confirmation message shown below. 4.) Click on OK. This will close the 'Save Successful' application message and the Holiday Eligibility window.

How to Make All Patients Eligible or In-Eligible for Holiday Takeouts
1.) To make all patients eligible for holiday takeouts, click on <<-Remove All. This will move all patients to the 'Eligible Patients' grid. OR 1.) To make all patients in-eligible for holiday takeouts, click on Add All->>. This will move all patients to the 'In-Eligible Patients' grid. 2.) Click on Save. This will save each patient's holiday takeout eligibility status and bring up the 'Save Successful' confirmation message shown below. 3.) Click on OK. This will close the 'Save Successful' application message and the Holiday Eligibility window.

Considerations

The 'Eligible for Holiday Takeouts' Field on the Dosing Information Screen

Patients can also be made 'Eligible' or 'In-Eligible' for holiday takeouts by checking or unchecking this field on the Dosing Information screen for a retrieved patient. When for example an 'In-Eligible' patient is saved as 'Eligible' on the Holiday Eligibility window, this corresponding field on Dosing Information is checked automatically.