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Message #19233
[Branch ~dhis2-documenters/dhis2/dhis2-docbook-docs] Rev 586: Update patient module.
------------------------------------------------------------
revno: 586
committer: Tran Chau <tran.hispvietnam@xxxxxxxxx>
branch nick: dhis2-docbook-docs
timestamp: Fri 2012-09-28 16:12:53 +0700
message:
Update patient module.
removed:
src/docbkx/en/resources/images/patients_programs/data_entry.PNG
src/docbkx/en/resources/images/patients_programs/open_data_entry_form.PNG
src/docbkx/en/resources/images/patients_programs/start_advanced_search.PNG
modified:
src/docbkx/en/dhis2_user_man_persons_and_programs.xml
src/docbkx/en/resources/images/patients_programs/management_page.PNG
src/docbkx/en/resources/images/patients_programs/multi_program_validation.png
src/docbkx/en/resources/images/patients_programs/program_management.PNG
src/docbkx/en/resources/images/patients_programs/program_summary_report.png
src/docbkx/en/resources/images/patients_programs/select_program_for_person.PNG
src/docbkx/en/resources/images/patients_programs/single_program_validation.png
--
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=== modified file 'src/docbkx/en/dhis2_user_man_persons_and_programs.xml'
--- src/docbkx/en/dhis2_user_man_persons_and_programs.xml 2012-08-02 17:36:34 +0000
+++ src/docbkx/en/dhis2_user_man_persons_and_programs.xml 2012-09-28 09:12:53 +0000
@@ -153,6 +153,10 @@
<para>Validation Criteria</para>
<para>Create, modify and view validation criteria. A criteria is used for validation of Person data. </para>
</listitem>
+ <listitem>
+ <para>Schedule sending message </para>
+ <para>Schedule sending message for persons automatically.</para>
+ </listitem>
</itemizedlist>
<section id="patient_attribute">
<title>Person attribute</title>
@@ -173,9 +177,6 @@
<listitem>
<para><emphasis role="italic">Value Type</emphasis>: Data type of value inputed.</para>
</listitem>
- <listitem>
- <para><emphasis role="italic">Program</emphasis>: Specify a program which this attribute belongs to.</para>
- </listitem>
</itemizedlist>
</section>
<section id="patient_attribute_group">
@@ -209,9 +210,6 @@
<listitem>
<para><emphasis role="italic">Type</emphasis>: Data type of value inputted.</para>
</listitem>
- <listitem>
- <para><emphasis role="italic">Program</emphasis>: specify a program which the identifier type belongs to.</para>
- </listitem>
</itemizedlist>
</section>
<section id="relationship_type">
@@ -243,6 +241,12 @@
<para><emphasis role="italic">Show provided elsewhere</emphasis>: Set show/hide status of provided elsewhere column in data entry form.</para>
</listitem>
<listitem>
+ <para><emphasis role="italic">Show incident date</emphasis>: Set show/hide incident date field when a person enroll into this program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Generated by enrollment date</emphasis>: Check on it for auto-generating due dates of events from program-stages of this program based on the enrollment date. If not check it, the due dates are generated based on incident date.</para>
+ </listitem>
+ <listitem>
<para><emphasis role="italic">Description of enrollment date</emphasis>: The date in which a person is registered to the system.
For example: the date in which a person enrolls to the system.</para>
</listitem>
@@ -252,6 +256,9 @@
<listitem>
<para><emphasis role="italic">Duration in days</emphasis>: System gets the days to calculate the activity plan of each person in mobile project ( refer mobile chapter ).</para>
</listitem>
+ <listitem>
+ <para><emphasis role="italic">Identifiers / attributes section</emphasis>: Select identifier-types and person attributes which belong to the program. Check <emphasis role="italic">Displayed in list</emphasis> checkboxes of identiders to display its value in person list instead of person's full-name.</para>
+ </listitem>
</itemizedlist>
<para>To assign a program for organisation units, click<emphasis role="italic"> Assign program to organisation units</emphasis> icon and select organisation units where provide the program.</para>
<para>To create validation for programs, click <emphasis role="italic">Program validation management</emphasis> icon. There are two type of validation - </para>
@@ -269,7 +276,7 @@
<para>To create a formula with data elements in the list, double-click on a data element, a formula text of this data element is shown into the condition area. </para>
</listitem>
<listitem>
- <para>Click the comparing operations (+, <, <=, >, >=, =, != ) below to set operation for the formula. Then continue to double-click on the data element if you want to compare two data value of these data elements or type the value into the condition area directly. </para>
+ <para>Click the comparing operations (+, <, <=, >, >=, =, !=, !=NULL ) below to set operation for the formula. Then continue to double-click on the data element if you want to compare two data value of these data elements or type the value into the condition area directly. </para>
</listitem>
<listitem>
<para>Click <emphasis role="italic">Add</emphasis> button.</para>
@@ -344,15 +351,45 @@
<para><emphasis role="italic">Description</emphasis>: The description of the program stage</para>
</listitem>
<listitem>
+ <para><emphasis role="italic">Description of report date</emphasis>: The description for report date which is displayed in case entry form.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Auto-generate event:</emphasis> Un-check this to prevent for creating an event of this program stage automatically when a person enroll into the program.</para>
+ </listitem>
+ <listitem>
<para><emphasis role="italic">Scheduled days from start</emphasis>: The minimum number of days to wait for starting the program stage.</para>
</listitem>
<listitem>
<para><emphasis role="italic">Repeatable</emphasis>: specify the program stage as repeatable or not.</para>
</listitem>
<listitem>
- <para><emphasis role="italic">Standard interval days</emphasis>: specify the number of days to repeat the repeatable program stage.</para>
+ <para><emphasis role="italic">Standard interval days</emphasis>: Specify the number of days to repeat the repeatable program stage.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Data elements <emphasis role="italic">section</emphasis></emphasis>: Select person data elements which belong to the program stage</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Template reminder message<emphasis role="italic"> section</emphasis></emphasis>: Define template reminder messages which are used for sending messages for person automatically. There are two params -</para>
+ <para><emphasis role="italic">1) Days before/after due date</emphasis>: Enter a positive number of days if sending process happens after due-date of events which are generated from this program stage. Enter a nagative number of days if sending process happens before due-date of events.</para>
+ <para><emphasis role="italic">2) Parameters</emphasis>: Provide parameters which are used for generating a message for each person. The parameters include person's first name, program's name, program stage's name, due date of event, interval between current date and due date and organisation unit's name. Double-click on an option to insert it into template message field below.</para>
+ <para><emphasis role="italic">3) Message</emphasis>: Content of template message. E.g Dear {patient-name}, please come to your appointment at {due-date}.</para>
+ <note>
+ <para>Click <emphasis role="italic">Add more... </emphasis>button to add many template reminder messages.</para>
+ </note>
</listitem>
</itemizedlist>
+ <para>The system support three type of data entry forms - </para>
+ <orderedlist>
+ <listitem>
+ <para><emphasis role="italic">Custom data entry form</emphasis>: Define a data entry form as HTML page. Click<emphasis role="italic"> fifth icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the program stage you would like to define custom data entry form. The system supports to define a custom entry form with multi stages. So this form can be re-used in other stages of the same program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Section data entry form</emphasis>: Group some data elements which belong to the program stage as sections and display data elements by sections. Click<emphasis role="italic"> forth icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the program stage you would like to define section data entry form.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Default data entry</emphasis>: List all data elements which belong to the program stage</para>
+ </listitem>
+ </orderedlist>
</section>
</section>
<section id="patient_aggregation_query_builder">
@@ -507,17 +544,30 @@
<para>To create a new validation criterion, click the <emphasis role="italic">Add new</emphasis> button. Fill all fields with read asterisk, and click <emphasis role="italic">Add</emphasis> button.</para>
<para>You can assign facilities to a validation criterion in the <emphasis role="italic">Validation Criteria Management </emphasis>(list of available validation criteria are shown) by clicking the blue folder icon, the first icon under Operations, corresponding to the validation criterion you would like to assign. Click the <emphasis role="italic">Move selected</emphasis> button to add the selected programs to the validation criterion. Click the <emphasis role="italic">Remove selected</emphasis> button to remove programs from the group that have been selected in the right panel. Finally, click the <emphasis role="italic">Save</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes.</para>
</section>
+ <section id="schedule_sending_message">
+ <title>Schedule sending message</title>
+ <para>This function is used for scheduling auto-send messages on the time defined. When the schedule is started, messages for each person are generated at midnight. On the time, the scheduled messages are sent.</para>
+ <para>Click <emphasis role="italic">Execute</emphasis> button to generate and send each message for each person at the time the button clicked.</para>
+ </section>
</section>
<section>
<title>Individual records module</title>
<para>Each of the options for the services will be described in the following section -</para>
<itemizedlist>
<listitem>
- <para>Person</para>
+ <para>Find/Add Person</para>
<para>Create, modify and search for persons. Any type of data can be registered for a person by including attributes.
</para>
</listitem>
<listitem>
+ <para>Visit Schedule</para>
+ <para>Visit Schedule provides for the user at a facility or in an area a list of upcoming visits to better plan for daily/weekly activities.</para>
+ </listitem>
+ <listitem>
+ <para>Program Tracking</para>
+ <para>Support the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. </para>
+ </listitem>
+ <listitem>
<para>Multiple Individual records</para>
<para>Enter data for multiple program stages and persons for a program. The entry screen gives an overview of the stage status.
</para>
@@ -563,13 +613,17 @@
<para>To register a person, go to the <emphasis role="italic">Services</emphasis> menu, select option <emphasis role="italic">Individual Records</emphasis>.</para>
</listitem>
<listitem>
- <para>Click the <emphasis>Person</emphasis> option below <emphasis role="italic">Registration</emphasis> header to go to <emphasis>Person Registration</emphasis> window.</para>
+ <para>Click the <emphasis role="italic">
+ <emphasis>
+ <emphasis role="italic">Find/Add person</emphasis>
+ </emphasis>
+ </emphasis> option below <emphasis role="italic">Person</emphasis> header to go to <emphasis>Person management</emphasis> window.</para>
</listitem>
<listitem>
<para>Select a facility from the facilities hierarchy displayed on the left side of the screen. Then click the <emphasis role="italic">Add new</emphasis> button on the right side.</para>
</listitem>
<listitem>
- <para>Start process of registration by providing name, location details, identification details, contact details and other details like <emphasis role="italic">child contact name</emphasis> and <emphasis role="italic">child contact type</emphasis>. The click the <emphasis role="italic">Add</emphasis> button to complete to process of registration or click the <emphasis>Back to registration</emphasis> to navigate to previous page.</para>
+ <para>Start process of registration by providing name, location details, identification details, contact details and other details like <emphasis role="italic">child contact name</emphasis> and <emphasis role="italic">child contact type</emphasis>. The click the <emphasis role="italic">Add</emphasis> button to complete to process of registration or click the <emphasis role="italic">Person management</emphasis> to navigate to previous page.</para>
<screenshot>
<mediaobject>
<imageobject>
@@ -578,7 +632,7 @@
</mediaobject>
</screenshot>
<para>To check the duplicates or to avoid double registration, after providing name and demographic details, click the <emphasis role="italic">Check duplicate</emphasis> button. Checking process bases on full name, gender and birthday of the registering person to look for the available persons with the similar information in the database. The result list will be displayed if the system finds out the same persons. Now health providers can cancel the registration process and update the existing person or continue the process of registration.</para>
- <para>To register representative for the registering person, check on the <emphasis role="italic">Has guardian</emphasis> checkbox in <emphasis role="italic">Register new person</emphasis> form. The sub-function has two tab -</para>
+ <para>To register representative for the registering person, check on the <emphasis role="italic">Has guardian/caretaker</emphasis> checkbox in <emphasis role="italic">Register new person</emphasis> form. The sub-function has two tab -</para>
<itemizedlist>
<listitem>
<para><emphasis role="italic">Search existing person</emphasis> tab is used for searching available persons and users can select one person in the result list to set relationship. The criteria to search is based on identifier, attribute and name of persons.</para>
@@ -597,11 +651,48 @@
</listitem>
</orderedlist>
<section>
+ <title>Person dashboard</title>
+ <para>The function is intended to provide quick access to individual data of person. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the person . Other sections of the dashboard allow users to enter data values for data entry form, reschedule and set status for each events of activity plan; show messages and report of the program.</para>
+ <para>The dashboard of the person is opened after register successfully or click the <emphasis role="italic">first icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the person who you would like.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="resources/images/patients_programs/person_dashboard.png" format="PNG" width="80%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>The <emphasis role="italic">Demographics</emphasis> section provides links for editing profile and changing other location of the person. Click on <emphasis role="italic">Edit profile</emphasis> link to update individual information of person. Click on <emphasis role="italic">Change location</emphasis> link to change other location for the person</para>
+ <para>The <emphasis role="italic">Active programs</emphasis> section provides links for activity program and the next visit of person for this program. </para>
+ <para>Click on <emphasis role="italic">Enroll into program </emphasis>link to open the Enrollment form.</para>
+ <para>Click on a program link to open the data entry form for the next visit of the selected program. A form is open below with five tab - </para>
+ <orderedlist>
+ <listitem>
+ <para><emphasis role="italic">Data entry screen </emphasis>tab is where data is manually registered for each person. Click on a event box in tab. Then fill a report date to open data entry form of the selected event. </para>
+ <para>After entering data values into the data entry form, user should click on <emphasis role="italic">Run validation </emphasis> button before clicking on <emphasis role="italic">Complete</emphasis> button to check reality of data. The event is only completed successfully if all validation is valid.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Identifier / Attribute</emphasis> tab - Load identifier-types and person-attributes which belong to the selected program for users to enter values for this program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Reschedule and set status</emphasis> tab provides function for re-scheduling, setting status and sending messages/comments or deleting for each events.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Comments and messages</emphasis> tab displays a message/comment list of the program</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Program report </emphasis>tab is summary report for the program</para>
+ </listitem>
+ </orderedlist>
+ <para>The <emphasis role="italic">Completed programs</emphasis> section consists of completed program list. Select a program to show detail information below.</para>
+ <para>The <emphasis role="italic">Relationship</emphasis> section consists of relationships of the person. Click on a person in list to open his/her dashboard.</para>
+ <para>Besides, the system audits user's information who accessed on the dashboard. Click on the <emphasis role="italic">History</emphasis> link in the header to display this information.</para>
+ </section>
+ <section>
<title>Person enrollment</title>
<para>After the registration, the person needs to be enrolled in any available program. To enroll:</para>
<orderedlist>
<listitem>
- <para>Click the <emphasis role="italic">Program management </emphasis>icon, the first icon under Operations, corresponding to the person you would like to enroll.</para>
+ <para>Click on <emphasis role="italic">Enroll into program</emphasis> link from Dashboard of person to open the Enrollment form.</para>
</listitem>
<listitem>
<para>Select a program from the list ( i.e., Death, Child Health Program... )</para>
@@ -612,22 +703,20 @@
</imageobject>
</mediaobject>
</screenshot>
- <warning>
- <para>This task can be executed after registration successfully, a form like the form above is showed up for enrollment.
-</para>
- </warning>
</listitem>
<listitem>
<para>After the selection of program, you need to provide two dates:</para>
<para>1) <emphasis role="italic">Date of enrollment:</emphasis> The date when person enrolls into the selected program.</para>
<para>2) <emphasis role="italic">Date of incident</emphasis>: The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up.</para>
+ <para>Besides, if the selected program has any identifier-types and person-attributes, they are displayed below. Users can enter these values at this time.</para>
<warning>
- <para>The date of incident are very important to generate the activity plan for each person. Health provider needs to ensure recording and reporting date of incidence with each case of multi events with registration. However, the date is ignored with single event programs.</para>
+ <para>The date of incident are very important to generate the activity plan for each person. Health provider needs to ensure recording and reporting date of incidence with each case of multi events with registration. However, the date is ignored with single event programs. </para>
+ <para>In addition, when to define a program, you can set <emphasis role="italic">Generated by enrollment date</emphasis> property as true to generate the activity plan based on the enrollment date, not incident date. </para>
</warning>
</listitem>
<listitem>
<para>Click the <emphasis role="italic">Enroll</emphasis> button to complete the enrollment process.</para>
- <para>The system will automatically calculate due-date for each the program stage and will show same the below enrollment. In health programme, a person registered and enrolled, needs to be checked from time to time by health providers.
+ <para>The system will automatically calculate due-date for each event of program and will show it in the <emphasis role="italic">Schedule and set status</emphasis> tab below. In health programme, a person registered and enrolled, needs to be checked from time to time by health providers.
The case update is designed in the same manner so that services which are received by the persons can be updated from time to time when they visit the facility or whenever the health providers need to <emphasis role="italic">track</emphasis>.</para>
<para>The system will automatically calculate due-date for each the program stage and will show same the below enrollment. In health program, a person registered and enrolled, needs to be checked from time to time by health providers.
The case update is designed in the same manner so that services which are received by the persons can be updated from time to time when they visit the facility or whenever the health providers need to track.</para>
@@ -643,19 +732,22 @@
</section>
<section>
<title>Editing person profile</title>
- <para>After enrolling a person to any program, you can edit profile for that person.</para>
+ <para>After enrolling a person to a certain program, you can edit profile for that person.</para>
<orderedlist>
<listitem>
- <para>Click the <emphasis>Edit profile</emphasis> icon, the second icon under <emphasis>Operations</emphasis>, corresponding to the person you would like to edit.</para>
- </listitem>
- <listitem>
- <para>When you click on <emphasis>Edit profile</emphasis> icon, a dialog box may appear to require you verify the date of birth if it is not verified. You just simply click <emphasis>OK</emphasis> to go to the edit page.</para>
+ <para>Click the second icon under <emphasis>Operations</emphasis>, corresponding to the person you would like to edit. Or click the <emphasis>Edit profile</emphasis> link in Dashboard of person.</para>
+ </listitem>
+ <listitem>
+ <para>Then a dialog box may appear to require you verify the date of birth if it is not verified. You just simply click <emphasis>OK</emphasis> to go to the edit page.</para>
+ </listitem>
+ <listitem>
+ <para>Click Update button to update data and go to his/her dashboard.</para>
</listitem>
</orderedlist>
</section>
<section>
<title>Adding relationship</title>
- <para>Now you can add relationship for person. To do that, you have to click on the <emphasis>Relationship management</emphasis> icon under <emphasis>Operations</emphasis>. Then, the management page appears...</para>
+ <para>Now you can add relationships for person. To do that, you have to click on the <emphasis>Relationship management</emphasis> icon under <emphasis>Operations</emphasis> Or click on the Management link on Relationships section in Dashboard. Then, the management page appears...</para>
<screenshot>
<mediaobject>
<imageobject>
@@ -663,12 +755,13 @@
</imageobject>
</mediaobject>
</screenshot>
- <para>To add relationship for a person, you have to click on <emphasis>Search available person</emphasis> button to navigate to <emphasis>adding relationship page.</emphasis></para>
- <para>To register a new person and create relationship with the selected person, click <emphasis role="italic">Register new person</emphasis> button.</para>
+ <para>To add relationship for a person, you have to click on <emphasis>Search available person</emphasis> link to navigate to <emphasis>search page.</emphasis></para>
+ <para>To register a new person and create relationship with the selected person, click <emphasis role="italic">Register new person</emphasis> link.</para>
</section>
<section>
<title>Change person location and View person details and history</title>
- <para>You can change person location by clicking the <emphasis>Change person location</emphasis> icon under <emphasis>Operations</emphasis>. In addition, you can view all person details and history by click on <emphasis>Person details and history</emphasis> icon under <emphasis>Operations</emphasis>.</para>
+ <para>You can change person location by clicking the <emphasis>Change person location</emphasis> icon under <emphasis>Operations</emphasis> or click on <emphasis role="italic">Change location</emphasis> link on <emphasis role="italic">Demographics</emphasis> section in Dashboard. </para>
+ <para>In addition, you can view all person details and history by click on <emphasis>Person details and history</emphasis> icon under <emphasis>Operations</emphasis>.</para>
<para>Furthermore, you can download all person details and history in the format of <emphasis role="italic"> XLS</emphasis> or <emphasis role="italic">PDF</emphasis> by clicking <emphasis>Download as Excel</emphasis> or <emphasis>Download as PDF </emphasis>button.</para>
<screenshot>
<mediaobject>
@@ -679,17 +772,10 @@
</screenshot>
</section>
<section>
- <title>Advanced search</title>
- <para>The <emphasis>Advanced Search</emphasis> function is used for searching persons based on full-name, identifiers and person attributes.</para>
- <para>To access <emphasis role="italic">Advanced Search</emphasis> function, from the <emphasis>Services</emphasis> menu, go the the <emphasis>Individual Records </emphasis> option and click on it. Select <emphasis>Person</emphasis> option on the left menu to proceed. Then, after selecting organisation unit, click on the <emphasis>Advanced Search</emphasis> button on the right side.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/start_advanced_search.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>When user clicks on <emphasis>Advanced search</emphasis> button, a search form is appeared. User has to select criteria and input values into the function.</para>
+ <title>Search persons</title>
+ <para>The <emphasis>Search</emphasis> function is used for searching persons based on full-name, identifiers and person attributes.</para>
+ <para>To access <emphasis role="italic">Search</emphasis> function, from the <emphasis>Services</emphasis> menu, go the the <emphasis>Individual Records </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on the left menu to proceed. Then, after selecting organisation unit, click on the <emphasis>Search</emphasis> button on the right side.</para>
+ <para> A search form is appeared after clicking. User has to select criteria and input values into the function.</para>
<screenshot>
<mediaobject>
<imageobject>
@@ -697,7 +783,7 @@
</imageobject>
</mediaobject>
</screenshot>
- <para>After selecting search type, entering keyword and clicking on <emphasis role="italic">Search</emphasis> button. The search result will display on the screen, and then user can interact with that person.</para>
+ <para>After selecting search type, entering keyword and clicking on <emphasis role="italic">Search</emphasis> button. The search result will display on the screen, and then user can interact with these persons.</para>
<screenshot>
<mediaobject>
<imageobject>
@@ -706,18 +792,39 @@
</mediaobject>
</screenshot>
</section>
- <section>
- <title>Data Entry tab in patient enrollment</title>
- <para>The data entry function is where data is manually registered for each person. To open the data entry, click on the <emphasis role="italic">Program management</emphasis> icon. Then select a program. If the patient enrolled the program, data entry screen is shown below.</para>
- <para>Click on a event box in <emphasis role="italic">Data Entry screen</emphasis> tab. Then fill a report date to open data entry form of the selected event. </para>
- <para>After entering data values into the data entry form, user should click on <emphasis>Run validation</emphasis> button before clicking on <emphasis>Complete</emphasis> button to check reality of data. The event is only completed successfully if all validation is valid.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/data_entry.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
+ </section>
+ <section>
+ <title>Tracking</title>
+ <para>This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. </para>
+ <section id="visit_schedule">
+ <title>Visit Schedule</title>
+ <para>This will be used to provide the user at a facility or in an area with a list of upcoming visits to better plan for daily/weekly activities. This can also be used as quick navigation to the data entry screen when using the system as a live/real-time data entry system.
+</para>
+ <para> Clicking on an event to open the data entry screen, and plan is updated when closing data entry form.
+
+The plan (expected visits for the upcoming period) will typically be a mix of recently overdue stages and stages that are non-completed and scheduled for the coming days/week.</para>
+ <para>After selecting organisation unit on the left panel, select a program in list. Then status which you would like. Select show events since ( if any) and Show events up to ( if any ). Finally, click Show Event List button to get events which are satisfied with searching criteria.</para>
+ <para>Click Export XLS button to export the result to excel file.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="resources/images/patients_programs/visit_schedule.PNG" format="PNG" width="70%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </section>
+ <section id="program_tracking">
+ <title>Program Tracking</title>
+ <para>This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up.</para>
+ <para>After selecting organisation unit on the left panel, select a program in list. And click on List All Person button to load all over-due events of persons.</para>
+ <para>Click on person's name to open his/her dashboard.</para>
+ <para>Click on an event to re-schedule and set status for the selected event or see all tracking history for this event.<screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="resources/images/patients_programs/tracking_program.png" depth="" format="PNG" width="70%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
</section>
</section>
<section>
@@ -726,14 +833,14 @@
<title>Multiple individual records</title>
<para>The multiple individual records function is where individual data is manually registered in the DHIS database. A list events for each person who enrolled into the selected program after clicking a multi events with registration.</para>
<para>To access the multiple individual records function, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Multiple individual records</emphasis> option on left menu to proceed.</para>
- <para>To start enter data, the first step is to open a list events of person who enrolled a certain program by clicking a program in the list on the main page. Follow these steps:</para>
+ <para>To start enter data, the first step is to open a list events of person who enrolled a certain program by selecting a program in the list on the main page. Follow these steps:</para>
<orderedlist>
<listitem>
<para>Locate the organisation unit you want to register data for in the tree menu to the left. Expand and close branches by clicking on the +/- symbols. A quick way to find an organisation unit is to use the search box just above the tree (the green symbol), but you need to write in the full name to get a match.</para>
<para>The system loads multi events with registration which belong to the selected organisation unit.</para>
</listitem>
<listitem>
- <para>Select a program in the list. An event list of persons who enrolled into the selected program is shown.</para>
+ <para>Select a program in the list and click on <emphasis role="italic">List All Person </emphasis> button. An event list of persons who enrolled into the selected program is shown.</para>
<screenshot>
<mediaobject>
<imageobject>
@@ -744,13 +851,6 @@
</listitem>
<listitem>
<para>Click an event to open data entry form.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/open_data_entry_form.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
<para>After filling and selecting data for a form. You have to click on <emphasis>Run validation</emphasis> button to check whether your inputs are valid. Then, click on <emphasis>Complete</emphasis> button to finish the entry.</para>
</listitem>
</orderedlist>
@@ -800,17 +900,17 @@
<title>Reports</title>
<para>The sub module provides two functions for individual reports -<itemizedlist>
<listitem>
- <para>Program summary - view the summary report to get an overview of the services provided for a program.</para>
+ <para><emphasis role="italic">Program summary</emphasis> - view the summary report to get an overview of the services provided for a program.</para>
</listitem>
<listitem>
- <para>Tabular report - an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute and data element. </para>
+ <para><emphasis role="italic">Tabular report</emphasis> - an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute and data element. </para>
</listitem>
</itemizedlist></para>
<section id="program_summary_report">
<title>Program summary</title>
<para><emphasis role="bold">Program summary</emphasis> provides a tool for generating summary list of individual information with color shown on program stages to identify status of receiving services in each stage.</para>
- <para>To access the program summary report, choose <emphasis role="italic">Services</emphasis> -> <emphasis role="italic">Name-based Data Records</emphasis> > <emphasis role="italic">Program summary</emphasis>.</para>
- <para>Select a <emphasis role="italic">organisation unit</emphasis> which provides services on the left menu. Then on the main page, select <emphasis role="italic">Program</emphasis>, <emphasis role="italic">Start date</emphasis>, <emphasis role="italic">End date </emphasis>to get period. Finally, click <emphasis role="italic">Generate</emphasis> button. </para>
+ <para>To access the program summary report, choose <emphasis role="italic">Services</emphasis> -> <emphasis role="italic">Individual Records</emphasis> > <emphasis role="italic">Program summary</emphasis>.</para>
+ <para>Select a <emphasis role="italic">organisation unit</emphasis> which provides services on the left menu. Then on the main page, select <emphasis role="italic">Program</emphasis>, <emphasis role="italic">Start date</emphasis>, <emphasis role="italic">End date </emphasis>to get period. After, select Use data from level(s). There are three levels <emphasis role="italic">Selected</emphasis>, <emphasis role="italic">Children Only</emphasis> and <emphasis role="italic">All</emphasis>. Finally, click <emphasis role="italic">Generate</emphasis> button. </para>
<para>The result is get based on the date of enrollment of each person who registered the selected organisation unit and enrolled in the selected program in the interval from start-date and end-date what health provider entered.</para>
<screenshot>
<mediaobject>
@@ -833,6 +933,9 @@
<listitem>
<para>GREEN: Compete stages.</para>
</listitem>
+ <listitem>
+ <para>GREY: Skipped stages.</para>
+ </listitem>
</itemizedlist>
</section>
<section>
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