Merging Medical records when another user changes a visit that is being edited

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Development Project Status: Completed

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This project seeks to address this issue raised by Amanda & Matt.

"Once the invoice is completed and the receptionist is checking it out, if there is a purchase of an item that is listed as a medication (eg worm tablet or flea control) then this will get inserted into the hx (which is what we want. But if the vet has gone back into the hx to write up the case whilst the receptionist is checking out, then the hx will be lost."


Tony suggested the following:


"One option is to capture this error and then tell the user that the record has been modified by another user and give them an option to Merge the changes. It may even show the changes that have occurred as it may have been that both users have edited the same notes and a merged result may not make much sense."


After this a radical rethink was proposed to change the way that medical records are edited generally.


  1. Direct editing of individual visit entries.  In the Medical Records workspace allow users to double click a medical record entry to edit it.  A dialogue will appear for that entry alone and when saved only that entry is saved and we have no issues with visit locking. To edit the actual visit details double click on the line with the visit and do the same.  Obviosuly if you do this you may get a lock situation but less likely as only usually done to change clinician or status and is a quick edit so less chance of contention with someone else.  Also much less to loose if you do get a lock situation not like loosing all your notes .
  2. Workflow Visit Editing.  The visit edit approach works well for workflow as it needs a visit edit dialogue to work its way through the check-in and consult process.  We could maintain the current visit editing approach here but change the save process so if only changes are made to visit entries only the entries are saved not the visit and therefore get over the majority of locking issues.   My other thought was to change the visit edit dialogue to display the summary instead of the table of visit entries and provide the same double click editing option as above.  The summary woudl be displayed just like the summary tab in the current visit dialogue.  We could make it so the filetr is set to only include the current visit and allow user sto remove the filter so they can see all clinical records, filter by type etc.  Essentially a merge of the current two tabs and changing it so editing is much simpler. 


 The only additional point has been made that if possible, keeping the summary view readable whilst editing through a pop up would be ideal.

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