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Patient Tracking Portal and PreAdmit Requester QRG - Capacity IQ® Transport
Patient Tracking Portal and PreAdmit Requester QRG - Capacity IQ® Transport
William Pelino avatar
Written by William Pelino
Updated over 5 months ago

About

Request Transport For Inpatient Nursing

This course provides step-by-step instructions for the functionality needed to complete the designed Patient Flow processes and workflows specific to the department


Steps

Patient Transport Functionality

Requesting Patient Transport from Patient Tracking Portal

  1. To request Transport for a patient, find the appropriate patient and click on the “Transport Status” icon.

  2. The Patient Transport History dialog displays. Click on the “Add Patient Request” button.

  3. The Transport Request will open. The following fields will need to be addressed:

    1. Origin (if it auto-populates, verify for accuracy)

    2. Destination

    3. Mode of Travel

    4. Isolation Type

    5. Job Status

    6. Travel Requirements

Setting Origin or Destination

  1. Click on the “magnifying glass” icon, next to each field. The “Find a Location” box will appear

  2. In the “Search Text” field, type the name/room # of the location.

  3. Click in the “Check All” box to select all units.

  4. Click the “Click to Search” button. You will see the search results in the Location Results box.

  5. Click on the location and it will highlight Blue. Click on the “Select Location” button. You will now see your location displayed in the Origin or Destination field.

Mode of Travel

  1. Select the appropriate “Mode of Travel” from the menu.

Isolation Type

  1. Verify that the “Isolation Type” is correct:

NOTE: If the patient has an isolation set in their record, this field will already display an Isolation.

Job Status

  • Pending – The Job will be sent to the first available transporter.

  • Appointment – The Job is entered for a specific time. The system will release the job prior to the scheduled time to ensure the patient arrives on time.

  • Possible – The Job is entered into the system but will not be an active request until the job is manually released.

Travel Requirements

  1. To set, highlight requirements in the “Available” box.

  2. Use the arrow to move to the “Selected” box.

  3. This can also be done in reverse to remove items.

  4. Now that the fields are completed, click on “Save” to complete the request. At the top of the Transport Request box, you will now see the job displaying the Job Status you selected.

Other Patient Transport Functionality

Adding Jobs To Sequence

  • Allows you to add an additional stop in the transport request. For example, if a patient needs to go to CT and MRI before returning to their room.

  1. Once the request is entered, click on the “Add to Sequence” button below the Job Status.

  2. You will now be prompted to enter the additional destination.

  3. Once completed, the second job will remain in a “Possible” status until it is “Released”.

Adding A Return Patient Job

  • Allows you to add a job in the system to return the patient to the Origin location of the first job. For example, if a patient goes to CT and they will be returning to their room once the CT is over. The second job will remain in a “Possible” status until it is “Released”.

  1. Once the request is entered, click the “Return Patient” button.

  2. The Return Job will now display as a Possible job.

Cancelling A Transport Job

  • Allows for the Transport job to be canceled and removed from the list of transport requests.

  1. Click on the “Cancel” button in the Transport Request.

  2. You will now be prompted to select a “Reason Code” to explain why the job needs to be canceled.

Item Transport Functionality

Requesting Item Transport

  1. In TransportTracking™ click on the Item Trans icon from the toolbar at the top of the screen.

  2. The Item Transport Request box will display. Complete the following fields:

    1. Item Type (choose from the drop-down menus)

    2. Origin

    3. Destination

    4. NOTE: Selecting Origins and Destinations for Items is the same as in a patient transport request.

  3. Click “Save”. You will now see the job in a Pending Status.

Requesting Patient Transport from PreAdmit with the Electronic Bedboard®

  1. To request Transport for a patient, find the appropriate patient and click on the Transport Status field.

    1. NOTE: If the patient is not on your tab view, you can use Patient Search to find their record.

  2. The Patient Transport History dialog displays. Click on the Add Patient Request button.

  3. The Transport Request will open. The following fields will need to be addressed:

    1. Origin

    2. Destination

    3. Mode of Travel

    4. Isolation Type

    5. Job Status

    6. Travel Requirements

Setting Origin or Destination

  1. Click on the magnifying glass icon, next to each field. The Find a Location box will appear

  2. In the Search Text field, type the name/room # of the location.

  3. Click in the Check All box to select all units.

  4. Click the Click to Search button. You will see the search results in the Location Results box.

  5. Click on the location and it will highlight Blue. Click on the Select Location Button. You will now see your location displayed in the Origin or Destination field.

Mode of Travel

  1. Select the appropriate Mode of Travel from the drop-down menu.

Isolation Type

  1. Verify that the Isolation is correct.

NOTE: If the patient has an isolation set in their record, this field will already display an Isolation.

Job Status

  • Pending – The Job will be sent to the first available transporter.

  • Appointment – The Job is entered for a specific time. The system will release the job prior to the scheduled time to ensure the patient arrives on time.

  • Possible – The Job is entered into the system but will not be an active request until the job is manually released.

Travel Requirements

  1. To set, highlight requirements in the Available box.

  2. Use the arrow to move to the Selected box.

  3. This can also be done in reverse to remove items.

  4. Now that the fields are completed, click on Save to complete the request. At the top of the Transport Request box, you will now see the job displaying the Job Status you selected.


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