Recording "Declined" for Diabetes Annual Review

By default, Patient Dashboard doesn't allow you to record that a patient has declined an annual diabetes review, but there is an upgrade you can do to allow this.

There are 3 steps involved:

1. Adding a "declined" outcome to screening.
2. Add a new concept.
3. Setting the "instant decline" option.

Adding a declined outcome

You need to know the screening term that is used to record a diabetes annual review.  This is usually "DIAP" but can also be "CVR" if you are using Predict to do an annual review.  You need to edit the definition of whatever screening term you use at your practice.

1. In Medtech32: Setup → Recall/Screening → Screening Terms
   In Evolution: File → Options → Recall Screening → Screening Terms
2. Locate and open the screening term you use to record the diabetes annual review.
3. "Outcomes" tab.
4. Add an outcome of "D" with a description of "Declined".
   
5. "OK" to save.

Adding a new concept

1. In Medtech32: Setup → Advanced Forms → Concept Map, then click on the "Add a Concept" button.
   In Evolution: File → Options → Advanced Forms → Concept Map, then Action → New
2. Record the details of the concept exactly as shown below, but you may need to change the "Screening code" to be whatever screening term you use to record a diabetes annual review.
   

Setting the "Instant Decline" Option

1. Put the patient with a last name of "Dashboard" and first name of "Patient" on the palette.
2. Run the form "Patient Dashboard Customise V4" - press {Shift}{F3} to display a list of forms.  You may need to expand the "Procon Limited" folder to find it.
3. Click on the button marked "Diabetes Annual Review".
   
4. Change "Action on Blue Button" to "Instand Decline" and enter "D" as the outcome to use:
   
   and make sure that "Declined" box is ticked for the outcome of "D" as shown here:
   
   
5. "OK" to save the form.

And you're done!

Oh one last thing - log out of Medtech and log back in again.

You will now find that you have a blue "button" on the Diabetes Annual Review row of Patient Dashboard.  When you click on this button, it will record an outcome of "Declined" for Diabetes Annual Review and patient dashboard will thereafter show a "Blue" traffic light for the next 12 months.