Quick Guide

If a patient is intended for an emergency admission but they haven’t yet arrived, then a PreAdmission can be added. Do not use this process for Elective admissions

1. 1. Open CapMgmt
   2. Select the PreAdmit tab (If the PreAdmit tab is not visible, it can be selected through Personalization / My Gadgets)
   3. Click the button for PM Conversation
   4. Select CM Inpatient Pre Admission
   5. Search for your patient:

a.   Using their MRN or NHS Number (If you don’t have a number, use the patient initials and DOB)

b.   Click the Search button

c.   Select the correct patient

d.  Select Add Encounter

1. 6. Add your organisation workbase, click the magnifying glass and select the site before clicking OK
   7. If you cannot see the mandatory fields, right-click anywhere in the grey area of the form and select Highlight Required Fields
   8. Check the demographic details are correct and update if required 
   9. Add the Patient NHS Number if necessary

Once the demographics have been checked and updated, the visit details will need to be completed.

Visit Details Tab

From the Visit Details Tab, complete the missing fields:

1. Admission Method: Who sent the patient to your ward
2. Source of Admission: Where the patient has come from (if it’s their home address; select Usual Place of Residence)
3. Referring Clinician:  Use the magnifying glass to locate the referring clinician typing the surname and first name of the referring clinician.  If the referring clinician is not found, use NotKnown – Referring Clinician Not Known
4. Estimated Arrive Date: Enter the estimated arrival date (a “T” to add today’s date)
5. Estimated Arrive Time: Enter the estimated arrival time
6. Lead Clinician: Type the Surname of the Lead Clinician, click the magnifying glass, double click to select the correct clinician
7. Treatment Function: Select the correct treatment from the dropdown list
8. Ward: Click the dropdown and select the ward the patient is being admitted to

Next of Kin Tab

1. Complete the NOKCONFIRMATION field.  If Patient Refused to Provide NOK Confirmation or Unable to Provide NOK is selected, click OK to complete the admission.  For NOK Confirmed you will need to complete further information (see below)
2. NOK Confirmed
   1. Complete the NOKs Relationship to Patient field
   2. Click the Search for Next of Kin button to search for the next of kin, clicking OK if located (if the next of kin is a known patient, the demographic details will populate and select OK to complete the admission). If the next of kin is not known to the Trust, follow the steps below
   3. If the Search for Next of Kin returns no results, select Add Patient
   4. Add the gender for the next of kin
   5. Add a contact telephone number
   6. Enter the Postcode and search for the next of kin address in the same way that the patient address was located

Once all information has been entered, click OK to complete the Pre Admission