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  1. OT / Surgery Scheduling
  2. Data model
Reference

The tables behind OT / Surgery Scheduling

OT / Surgery Scheduling 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

Patient foundation

Patients hold identity and assigned clinician; People represents staff and connects to Users. Care team assignments records patient-clinician access periods.

Visit activity

Encounters holds the scheduled visit, care timing, clinician and status. Clinical notes, Observations, Specimens, pharmacy dispensations and Charges refer to the encounter.

Patient activity

Consents, care tasks and Payments refer to Patients. Clinical privileges refer to People.

Reference rates

Exchange rates is a read-only effective-rate record available to the app.

Every table, by feature

Patients and care teams

4 tablesAbout this feature
  • Patients

    Patient identity and consent status

    Linked to People
  • People

    OT staff and clinicians

    Linked to Users
  • Care team assignments

    Care team access assignments

    Linked to Patients, People
  • Users

    Users

    Linked to Users

Encounter planning

3 tablesAbout this feature
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People
  • Patients

    Patient identity and consent status

    Linked to People
  • People

    OT staff and clinicians

    Linked to Users

Clinical documentation

4 tablesAbout this feature
  • 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

    OT staff and clinicians

    Linked to Users

Specimens and dispensations

4 tablesAbout this feature
  • 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

    OT staff and clinicians

    Linked to Users

Follow-up care

4 tablesAbout this feature
  • Care tasks

    Follow-up care tasks

    Linked to Patients, People
  • Patients

    Patient identity and consent status

    Linked to People
  • People

    OT staff and clinicians

    Linked to Users
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People

Charges and payments

4 tablesAbout this feature
  • Charges

    Service charges for encounters

    Linked to Encounters
  • Payments

    Patient payments received

    Linked to Patients
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People
  • Patients

    Patient identity and consent status

    Linked to People

Shared and settings

1 table
  • Exchange rates

    Read-only effective exchange rates for this app.

Keys and references

The patient number supports identity checks across visits. Encounter Id is the reference for visit-specific care evidence. Patient-linked tasks, consent and payments remain accessible across encounters. People connects clinical assignments, authorship, observation recording and dispensation authorization to staff. Preserve these references when importing data; a similar display name is not a substitute for the correct patient or clinician link.

Migration order

  1. Staff and access. Confirm Users and People before assigning clinicians.
  2. Patient identity. Import Patients and reconcile patient numbers.
  3. Governance. Add clinical privileges and care team assignments with their dates and states.
  4. Visits and consent. Add Encounters and Consents after patient references are stable.
  5. Care evidence. Load clinical notes, Observations, Specimens and pharmacy dispensations against the correct encounters.
  6. Follow-up and finance. Add care tasks, Charges and Payments, checking their distinct patient and encounter links.

Set up OT / Surgery Scheduling your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started