UBC Forms - Neurologist Dropdown Request

Note: UBC has moved to CERNER on October 27, 2023 as their clinical chart. However, UBC staff may still utilize some forms in Profile EMR and therefore may have some edit requests. 

Identify Requests that should use this Functionality
Manage/View current UBC Doctors Included
Implement the Functionality

Identify Requests that should use this Functionality

There are reoccurring requests from UBC to either add or update existing forms with these features:

• Contain a dropdown that lists all the current UBC Neurologists' names
• Populate a text field with their College ID or MSP

The code in this article can be used to dynamically populate the dropdown with the names of UBC Neurologists and to have a text field populate with the College ID or MSP based on the the dropdown selection. 

All other cases of requests can ignore this article.

Manage/View current UBC Doctors Included

1. Sign into EMR production using a Sys Admin account
   
2. Go to Maintain > Short Codes to open the Short Codes window
   
   
   
3. Select UBC Doctors type on the left pane
4. After selection, the right pane will display all the current UBC neurologists that will populate in the forms (listed by clinician user code)
   
   
   
5. If need to, from here you can add a new neurologist or delete one who has left. 
   Note: for now we only support functionality for neurologists.

Implement the Functionality

1. In form editor, add a combo box with these properties (the rest can remain the default values):

Name	cbRefPhyName
ComboBoxKind	cbkdCustom
HideBordersWhenPrint	True
Style	csOwnderDrawVariable

2. Add a text field with these properties (the rest can remain the default values):

Name	If displaying MSP: edRefPhyMSP If displaying College ID: edRefPhyCollegeID
EditKind	edkdCustom
HideBordersWhenPrint	True
ReadOnly	True

3. Edit macro AccelEMR_FormAutoLoad 

a. Add this code to the Main sub before the check to see if it's the first time the form is loading or a subsequent load of the form (grey italic text for reference for where to place the code)

• If populating the College ID:

' set Referring Physician combobox
Set cbPhysicianList = Form.Controls_("cbRefPhyName")
cbPhysicianList.Items.Clear

Set colShortCodes = Profile.LoadShortCodesByDescription("UBC Doctors", "Neurologist")
For i = 0 to colShortCodes.Count - 1
  Set objProvider = Profile.LoadProvider(colShortCodes(i).Code)
  If objProvider.ID > 0 Then
    cbPhysicianList.Items.AddData objProvider.FullName , GetCollegeID(objProvider)
  End If
Next
cbPhysicianList.Sorted = True

'Check if any data has been previously saved, if not, this is the first
'time the form has been opened.
If serial = "" Or instr(serial, "=") < 4 Then 
  Call OnFirstOpen
  Call OnEveryOpen

• If populating the MSP:

' set Referring Physician combobox
Set cbPhysicianList = Form.Controls_("cbRefPhyName")
cbPhysicianList.Items.Clear

Set colShortCodes = Profile.LoadShortCodesByDescription("UBC Doctors", "Neurologist")
For i = 0 to colShortCodes.Count - 1
  Set objProvider = Profile.LoadProvider(colShortCodes(i).Code)
  If objProvider.ID > 0 Then
    cbPhysicianList.Items.AddData objProvider.FullName , GetMSPID(objProvider)
  End If
Next
cbPhysicianList.Sorted = True

'Check if any data has been previously saved, if not, this is the first
'time the form has been opened.
If serial = "" Or instr(serial, "=") < 4 Then 
  Call OnFirstOpen
  Call OnEveryOpen

b. Add these two functions at the very bottom of the macro:

Function GetCollegeID(objProvider)
  GetCollegeID = ""
  If objProvider Is Nothing Then Exit Function
  If objProvider.ReferenceSystem Is Nothing Then Exit Function
  If objProvider.ReferenceSystem.Code <> "CMC" Then Exit Function
  GetCollegeID = objProvider.ReferenceCode
End Function

Function GetMSPID(objProvider)
  GetMSPID = ""
  If objProvider Is Nothing Then Exit Function
  Set objAlias = objProvider.LoadAlias("MSP")
  If objAlias Is Nothing Then Exit Function
  GetMSPID = objAlias.Reference1
End Function

4. Create macro OnPhysicianListChange with the code below:

a. If populating the MSP, replace any premade text in the new macro with this code:

'macro OnPhysicianListChange
'Purpose: When dropdown of physicians is changed, update corresponding College ID and the other sets in the form

Sub Main()
  Set aCbPhysList = Profile.Variable("Sender").Value
  aInxPhys = aCbPhysList.ItemIndex
  aPhyMSP = ""
  If aInxPhys >=0 Then
    aPhyMSP = aCbPhysList.SelectedData
  End If
  Form.Controls_("edRefPhyMSP").Text = aPhyMSP 
End Sub

b. If populating the College ID, replace any premade text in the new macro with this code:

'macro OnPhysicianListChange
'Purpose: When dropdown of physicians is changed, update corresponding College ID and the other sets in the form

Sub Main()
  Set aCbPhysList = Profile.Variable("Sender").Value
  aInxPhys = aCbPhysList.ItemIndex
  aPhyCollegeID = ""
  If aInxPhys >=0 Then
    aPhyCollegeID = aCbPhysList.SelectedData
  End If
  Form.Controls_("edRefPhyCollegeID").Text = aPhyCollegeID 
End Sub

5. Update dropdown cbRefPhyName's event OnMChange to use OnPhysicianListChange

6. Save form edits and validate changes by creating a new form, confirming the names are in the dropdown, and that the text field changes when different names are selected from the dropdown.