Adding a patient to a TCI Waiting List – Elective Theatre

If a patient is required to come into the Trust for a day case or inpatient stay, they will need to be added to a TCI list from which they will be admitted when they arrive on the ward/dept

1. Open SchApptBook
2. Select the Appointment tab
3. Search for and select the Appointment Type (tip: type “the” to locate Theatres Elective appointments)

4. Appointment Location – select the hospital site/theatre suite where the patient will arrive
5. Patient Name – click the ellipsis (…) to search for your patient by MRN or NHS Number (if this is not known, use initials and DOB to locate the correct patient)
6. Once the Patient Search results display, check the top part of the screen to confirm you have located the correct patient.
7. Select Add Encounter
8. Select Yes to the pop up – Is this a Waiting list encounter?
9. Select Inpatient Waiting List from the Available Conversations pop up, click OK
10. The patients’ pathway information will display – select the correct pathway, click OK – If there is no pathway for this encounter, right click and select Add Episode, then select the newly created encounter

The Inpatient Waiting List form displays

11. Ensure the yellow required fields are switched on (right click in a grey space and select Highlight Required fields – first time use only) and complete any required information from the patient demographic page
12. Open the Inpatient Waiting List tab
    1. Complete the Date on Waiting List (tip: type the letter T to use todays’ date)
    2. Complete all other required fields
    3. Complete the Ward that the patient will be admitted to – if this is not selected, the patient will not display on the TCI list for the Ward Clerk when the patient arrives (you do not need to locate a bay or bed)
    4. Click OK

Once the relevant information has been completed on the Waiting List form, the system will return to SchApptBook where the remaining fields would be completed

13. Select the Primary Surgeon – a performing surgeon and Anaesthetist can be selected in the fields below if required
14. Complete the Priority
15. Add any Additional Comments
16. Click the Move button

17. The Appointment Attributes dialog will open. In the lower portion of the screen, search for and select the procedure being performed
18. Complete any required fields (check the pre-populated information is correct and amend if necessary)
19. Click OK

20. The Theatres diaries will now display.

a.   Select the appropriate date for the procedure

b.   Select the theatre and procedure appointment time

c.   Click the Schedule button  

d.   Check the Theatre Schedule Information is correct and click OK

e.   Click the Confirm button

f.   Check the details on the Confirm Summary before clicking OK

21. The scheduled Theatre appointment is now confirmed