Background
Ext POS field has been hidden from Inward and Outward Referrals and the Create Ext POS button in External Clinician Dictionary has been hidden. See EMR-5705.
Issue
Super Users are still able to right-click Create Ext POS in the External Clinician Dictionary, therefore, a manual and scheduled monthly check that no Ext POS has been created needs to be done. Afterwards, Support Analyst to convert the Ext POS to Ext Clinician.
Business Analyst/Project Support Steps (Monthly)
1. Login as support analyst role in Support environment
2. Open Work Centre and navigate to Referrals segment
3. Create an Inward Referral (click dropdown arrow and select New Referral In)
4. When prompted, select test client PID 148 then Inward Referral window opens
5. Click ellipsis of Ext POS field
6. Select External POS list opens (sample below of a not empty Ext POS List)
- If list is empty, this is the end of this check. Cancel or X to close all windows.
- If the list is not empty, please email EMRHelp@vch.ca the below email template:
To: EMRHelp@vch.ca
Subject: Ext POS Remediation Required
Dear EMR Help,
Please note that Ext POS list needs to be remediated. See Support Analyst Steps in help file: https://imitspccs.zendesk.com/hc/en-us/articles/31882549393556-Monthly-Manual-Ext-POS-Check-and-Conversion.
Thanks,
[SA Signature]
Support Analyst Steps (When Notified by Email)
1. Login as support analyst role in Live envrionment
2. Open Work Centre and navigate to Referrals segment
3. Create an Inward Referral (click dropdown arrow and select New Referral In)
4. When prompted, select test client PID 148 then Inward Referral window opens
5. Click ellipsis of Ext POS field
6. Select External POS list opens (sample below of a not empty Ext POS List)
7. Take screenshot of Ext POS list or note down code and name
8. Open External Clinician Dictionary (Organization > External Clinician)
9. Search for Ext POS by name
10. Double-click to open the Ext POS
11. Confirm that Ext POS was opened because window description is Edit External POS
12. Click Cancel to close
13. In search results, select the Ext POS and click Change to External Clinician button
14. Click OK on confirmation
15. Repeat the above steps until no Ext POS remains