Creating and managing pull lists

From  Medical Records > Manage Case Notes > Pull Lists > Manage Pull Lists, you can create and assign pull lists.

1. From  Medical Records > Manage Case Notes > Pull Lists > Manage Pull Lists, select Add.

2. Complete the fields using the table below.

   Run order	Enter a number. When a loan request is made, Nervecentre places the loan request in the matching pull list. If a loan request matches multiple pull lists, then Nervecentre places the loan request in the pull list with the lower number. You can have more than one pull list with the same number in run order, but those pull lists must have different criteria. For example, different from and to locations. You must not create a pull list with the same criteria and the same number in run order.
   Name	Enter a name for the pull list. For example, 'Wards to Library'.
   From Borrower Type	Select a type of borrower. The pull list contains loan requests going from this type of location. For example, going from a hospital location.
   From Location	Select a location. The pull list contains loan requests going from this location. For example, going from ward 15 in the hospital.
   To Borrower Type	Select a type of borrower. The pull list contains loan requests going to this type of location. For example, going to a library.
   To Location	Select a location. The pull list contains loan requests going to this location. For example, going to a specific clinic.
   Restrict to reasons	Select a reason for the loan request. You can select multiple reasons. The pull list contains loan requests with this reason. For example, a case note volume might be requested when a patient has an appointment at a clinic. When the case note volume is requested, the reason chosen is 'Scheduled clinic'.
   Days ahead	Enter a number of days. Nervecentre places loan requests in this pull list X days before the case note volume is needed, where X is the number you enter. For example, a loan request is made 15 days before the case note volume is needed. If the pull list is set to 10 days ahead, the loan request only appears on the pull list 10 days before the case note volume is needed.

3. Select Add.

On a pull list, you can edit Days ahead, but you can't edit any other part of the pull list. If you need to edit a pull list, add a new pull list, then when you are happy with that pull list, delete the old pull list.

Make sure there are no loan requests on the pull list before you delete it.

To delete a pull list:

1. From  Medical Records > Manage Case Notes > Pull Lists > Manage Pull Lists, select a pull list.

2. Select Delete.

As a medical records manager, you can assign loan requests on a pull list to yourself or a specific staff member.

1. From  Medical Records > Manage Case Notes > Pull Lists > Manage Pull Lists, select a pull list with unassigned loan requests.

2. Select Assign.

3. Select Assign to.

4. Select who you want to assign loan requests to.

   • To assign loan requests on the pull list to yourself, select Set to me.

   • To assign loan requests on the pull list to a staff member with a specific role:

     1. Select All users with role n.

        Where n is the name of a role. For example, medical records clerk.

     2. Select a staff member from the list.

   • To assign loan requests on the pull list to a staff member:

     1. Select All users.

     2. Enter the name of the staff member.

     3. Select Search.

     4. Select the name of the staff member.

5. From Maximum volumes, enter the number of loan requests you want to assign.

   For example, you might have 1000 loan requests in a pull list. As a medical records manager, you might want to assign 50 loan requests to a specific medical records clerk.

6. Select Add.

   The numbers in Volumes unassigned and Volumes assigned update.

   For example, originally you had 1000 unassigned loan requests and you assigned 50 loan requests. Volumes unassigned now shows 950 and Volumes assigned shows 50. Both unassigned and assigned loan requests remain on the pull list until those loan requests are completed.

When a loan request is made, Nervecentre places the loan request in the matching pull list. You can view the number of loan requests in each pull list. To update the numbers shown, you must refresh the pull lists.

• From  Medical Records > Manage Case Notes > Pull Lists > Manage Pull Lists, select Refresh counts.

From  Medical Records > Manage Case Notes > Pull Lists > Assigned Pull Lists, you can view and manage assigned pull lists.

You can unassign a pull list. You might do this if you know that the person you assigned the pull list doesn't have time to complete the pull list.

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

2. Select Cancel assignment.

3. Select Cancel assignment.