How to use Occasion of Service

Occasion of Service (OS) groups together all components of a single patient visit. Each OS links directly to its related items such as a booking, the distribution list, a referral, a document, a clinical record or an admission/discharge.

If needed, OS can be disabled on a per Booking Type basis. In the Add/Modify Booking Types screen (via Admin > Diary & Bookings > Booking Types), select the booking type. Then, in the 'Other Settings' tab, tick the 'Disable Occasion of Service Support' check-box.

Creating an Occasion of Service

An Occasion of Service is created by either creating a booking or a clinical record.
If a clinical record exists on the same day the booking is made, an Occasion of Service Selector screen will pop-up.

Booking Types can be configured to ensure that new clinical records are correctly linked with the booking based on the booking type. Review our Usability Guide article - How to link booking types to related Clinical Records.

Closing an Occasion of Service

Once all related records have been completed, an open Occasion of Service can be closed via Workflow > Occasion of Service Summary.
A single OS can be completed via the 'green tick' icon.
- Multiple Occasions of Service can be completed by ticking the 'Sel' column, and selecting the Complete Selected button.

All OS should be reviewed for completion prior to being closed by a user.

It is recommended that the Occasion of Service Summary screen is reviewed and actioned daily, as it provides an overview of each record's status, as well as related invoicing and report status.