Viewing and completing your pull lists

As a medical records clerk, you can view and complete pull lists you have been assigned. You can also suspend loan requests.

A pull list is a list of case note volumes that need to go from one location to another. For example, you might have a pull list that contains all the loan requests from the Medical Records Library to Ward 15. A medical records manager assigns a pull list to a medical records clerk. The medical records clerk finds the case note volumes on that pull list and takes the volumes to the location that requested them.

Viewing and completing your pull lists on a mobile

You can't do this on a mobile.

Viewing and completing your pull lists on a desktop

From  Medical Records > My Pull Lists, you can view and complete pull lists you have been assigned.

My Pull Lists

Shows a list of pull lists you have been assigned.

Name

The name of the pull list.

Count

The number of loan requests in the pull list.

Assigned to

The name of the user who has been assigned the pull list.

Assigned by

The name of the user who assigned the pull list.

Date assigned

The date and time the pull list was assigned.

Show loan requests

Select to view loan requests for the selected pull list.

Cancel assignment

Depending on your permissions, you can unassign a pull list.

Select this to unassign the selected pull list.

Read more about unassigning a pull list

Shows the loan requests for the selected pull list.

Date required

Shows the date a case note volume needs to be its destination.

For example, if a case note volume is going from a ward back to the library, this is the date the case note volume needs to be in the library.

Case Note ID

Shows the ID for the case note volume.

Borrower From / To

Shows the borrower codes for:

  • The current location of the case note volume

  • The location the case note volume is going to

Patient name

Shows the name of the patient.

Current location

Shows the current location of the case note volume.

Requested by

Shows the name of the user who made the loan request.

Actions

Select an action.

Mark as complete

Select to mark the loan request as complete.

Read more about completing a pull list

Print list

Select to print a list of the loan requests.

Print selected labels

Select to print labels for the selected case note volumes.

Cancel loan request

Select to cancel the selected loan request.

Read more about cancelling a loan request

  1. From  Medical Records > My Pull Lists, select a pull list.

  2. Select Show loan requests to view loan requests in the selected pull list.

  3. Select Print list.

    A PDF opens in your organisation's PDF reader.

    The PDF lists all loan requests in the pull list.

  4. Print the PDF file.

  5. For each case note volume on your pull list:

    1. Go to the current location of the case note volume.

    2. Search for the case note volume.

    3. Mark the case note volume as 'Found' or 'Not found'.

      • To mark a case note volume as 'Found', select Found.

      • To mark a case note volume as 'Not found', select Not Found and enter a note.

      • To remove a mark of 'Found' or 'Not found', select .

        You might do this if you mark a case note volume as 'Not found', but then someone finds the case note volume.

    4. Select the case note volume in the pull list.

    5. Select Print selected labels.

      A PDF opens in your organisation's PDF reader.

      The PDF contains a tracking label for the selected case note volume.

    6. Print the label.

    7. Attach the label to the case note volume.

      This tracking label shows the location the case note volume is going to, and the borrower code for that location. For example, if the case note volume gets lost when moving between locations, the label tells the person who finds the case note volume where to take it.

  6. Select Mark as complete.

    Depending on your organisation's policy, you might mark your pull list as complete:

    • After you have marked all case note volumes on the pull list as 'Found' or 'Not found'.

    • After you have delivered all case note volumes on the pull list.

You only have the option to suspend if the case note volume is in a hospital location.

You might suspend a loan request when there are multiple requests for a case note volume.

For example, 'Clinician 1' has a case note volume and 'Clinician 2' has requested that volume. 'Clinician 1' still needs the case note volume. You might suspend the loan request from 'Clinician 2' for a few days until 'Clinician 1' has finished using the case note volume.

The staff member who requested the case note volume doesn't get notified in Nervecentre about the suspended loan request. They can monitor their request from Loan Requests, or from Patient Detail > Manage case notes. Follow your organisation’s policy for notifying staff members of suspended loan requests.

To suspend a loan request:

  1. Select a pull list.

    There are two ways to do this.

    • From  Medical Records > My Pull Lists, select a pull list.

    • From  Medical Records > Manage Case Notes > Pull Lists > Assigned Pull Lists, select a pull list.

  2. Select Show loan requests to view loan requests in the selected pull list.

  3. To suspend a loan request, select Suspend.

  4. Enter the number of days the loan requests is suspended for.

  5. Enter any notes.

  6. Select Suspend.