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- Home Healthcare Management
- Data model
The tables behind Home Healthcare Management
Home Healthcare Management ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
People and patients
Users and People identify staff; Patients holds patient identity and assigned clinician.
Visits and follow-up
Encounters holds the visit, while care tasks and care team assignments hold patient work and access periods.
Clinical evidence
Clinical notes and Observations reference the encounter; Consents references the patient; clinical privileges references the clinician.
Specialty and financial records
Specimens, pharmacy dispensations and Charges reference the encounter. Payments reference the patient. Exchange rates is a read-only effective-rate reference.
Every table, by feature
- Patients and care teams5
- Visits5
- Care tasks4
- Clinical documentation4
- Consent and privileges5
- Service charges4
- Specialty operations4
- Shared and settings1
- Patients
Patient identity and consent status
Linked to People - People
Home healthcare staff and clinicians
Linked to Users - Care team assignments
Care team access assignments
Linked to Patients, People - Consents
Purpose-specific patient consent
Linked to Patients - Users
Users
Linked to Users
- Encounters
Patient visits and care episodes
Linked to Patients, People - Patients
Patient identity and consent status
Linked to People - People
Home healthcare staff and clinicians
Linked to Users - Clinical notes
Attributed clinical documentation
Linked to Encounters, People - Observations
Measured clinical observations
Linked to Encounters, People
- Care tasks
Follow-up care tasks
Linked to Patients, People - Patients
Patient identity and consent status
Linked to People - People
Home healthcare staff and clinicians
Linked to Users - Users
Users
Linked to Users
- Clinical notes
Attributed clinical documentation
Linked to Encounters, People - Observations
Measured clinical observations
Linked to Encounters, People - Encounters
Patient visits and care episodes
Linked to Patients, People - People
Home healthcare staff and clinicians
Linked to Users
- Consents
Purpose-specific patient consent
Linked to Patients - Patients
Patient identity and consent status
Linked to People - Clinical privileges
Verified clinician privileges
Linked to People - Care team assignments
Care team access assignments
Linked to Patients, People - People
Home healthcare staff and clinicians
Linked to Users
- Charges
Service charges for encounters
Linked to Encounters - Encounters
Patient visits and care episodes
Linked to Patients, People - Patients
Patient identity and consent status
Linked to People - Payments
Patient payments received
Linked to Patients
- Specimens
Lab specimens and their processing state
Linked to Encounters - Pharmacy dispensations
Medication dispensations with lot and quantity
Linked to Encounters, People - Encounters
Patient visits and care episodes
Linked to Patients, People - People
Home healthcare staff and clinicians
Linked to Users
Keys and references
The patient number distinguishes a patient from a display name. Encounters points to both Patients and People. The encounter reference then joins notes, observations, charges, specimens and dispensations to the visit. Care tasks, Consents and Payments link to Patients. People links to Users, and care-team assignments link Patients to People with a purpose and effective period. Check these references when importing historical visits so evidence is not assigned to the wrong patient.
Migration order
- Load Users and People and check the user-to-person links.
- Load Patients with patient numbers and assigned clinicians.
- Load clinical privileges, Consents and care team assignments with their dates and evidence.
- Load Encounters with patient and clinician references.
- Load clinical notes, Observations, care tasks, Specimens, pharmacy dispensations and Charges against their parent records.
- Load Payments and review their patient references; check exchange rates separately where effective rates are relevant.
Set up Home Healthcare Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.