Form design

Hi, I wondered if anyone had come across a similar set up and had an idea
on how best to design it. We have patients undergoing surgery and want to
categorise them by stage - e.g. physical exam, pre op, op, post op,
discharge etc. I have set up each stage as a module and have set the case
management so that the patient is registered for a new module and a new
case list is created depending on a certain question (i.e. is the patient
going to have surgery?). I have set up the case types as 'pre op patient.
op patient, post op patient'. But because I have changed the case types I
cant now access the previous answers. This means that I cant ask certain
questions in the post operative module based on the type of operation the
patient had - as I cant reference that info as its a different case type.

My other thought was whether there was some way of showing that a form has
been completed? My only way round this is to have a hidden value which
calculates when the form was completed and then displays this in the case
detail so the surgeon or nurse can see it has been done.

This is very long - so to summarise Im looking for any examples where
patients have been categorised in 'stages' but where questions can still
reference the answers from previous questions - particularly for display
conditions.

Really appreciate any thoughts here.. thanks nicola

Hi Nicola,

Instead of creating different case types I suggest creating case properties
for the different stages a patient goes through and use the case list
filtering as you were doing before so that case lists for different modules
only appear for the cases that are relevant to that stage. That will allow
you to see the patient's historical data (case properties from other
stages/forms/modules) but will allow you to curate case lists based on
where they are at in the process now.

I think a mix of module and form filtering will help you display the
forms/modules you would like:

See these resources for more information:
https://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+Configuration
(see here for filtering a case list based on case property)
https://confluence.dimagi.com/display/commcarepublic/Form+Display+Conditions
https://confluence.dimagi.com/display/commcarepublic/Module+Filtering

Cheers,
claire

··· On Wed, Mar 22, 2017 at 12:04 PM, wrote:

Hi, I wondered if anyone had come across a similar set up and had an idea
on how best to design it. We have patients undergoing surgery and want to
categorise them by stage - e.g. physical exam, pre op, op, post op,
discharge etc. I have set up each stage as a module and have set the case
management so that the patient is registered for a new module and a new
case list is created depending on a certain question (i.e. is the patient
going to have surgery?). I have set up the case types as 'pre op patient.
op patient, post op patient'. But because I have changed the case types I
cant now access the previous answers. This means that I cant ask certain
questions in the post operative module based on the type of operation the
patient had - as I cant reference that info as its a different case type.

My other thought was whether there was some way of showing that a form has
been completed? My only way round this is to have a hidden value which
calculates when the form was completed and then displays this in the case
detail so the surgeon or nurse can see it has been done.

This is very long - so to summarise Im looking for any examples where
patients have been categorised in 'stages' but where questions can still
reference the answers from previous questions - particularly for display
conditions.

Really appreciate any thoughts here.. thanks nicola

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Claire E. Cravero
Senior Field Manager https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225

Thanks - I am now using the case lists. However, when I use the filter the
'case' appears in the case list of the next module - not the one Im working
in. The question is in the first module - i.e. Should the patient move to
the next stage?. in the second module, Ive put the filter expression.
However when I enroll a patient it appears in the list for the 3rd module
(physical exam), not in the 2nd module. ive obviously misunderstood the
logic. Can you explain at all? thanks Nicola

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

··· On Wed, Mar 22, 2017 at 11:19 AM, Claire Cravero wrote:

Hi Nicola,

Instead of creating different case types I suggest creating case
properties for the different stages a patient goes through and use the case
list filtering as you were doing before so that case lists for different
modules only appear for the cases that are relevant to that stage. That
will allow you to see the patient's historical data (case properties from
other stages/forms/modules) but will allow you to curate case lists based
on where they are at in the process now.

I think a mix of module and form filtering will help you display the
forms/modules you would like:

See these resources for more information:
https://confluence.dimagi.com/display/commcarepublic/Case+
List+and+Case+Detail+Configuration (see here for filtering a case list
based on case property)
https://confluence.dimagi.com/display/commcarepublic/Form+
Display+Conditions
https://confluence.dimagi.com/display/commcarepublic/Module+Filtering

Cheers,
claire

On Wed, Mar 22, 2017 at 12:04 PM, nicola@opfistula.org wrote:

Hi, I wondered if anyone had come across a similar set up and had an idea
on how best to design it. We have patients undergoing surgery and want to
categorise them by stage - e.g. physical exam, pre op, op, post op,
discharge etc. I have set up each stage as a module and have set the case
management so that the patient is registered for a new module and a new
case list is created depending on a certain question (i.e. is the patient
going to have surgery?). I have set up the case types as 'pre op patient.
op patient, post op patient'. But because I have changed the case types I
cant now access the previous answers. This means that I cant ask certain
questions in the post operative module based on the type of operation the
patient had - as I cant reference that info as its a different case type.

My other thought was whether there was some way of showing that a form
has been completed? My only way round this is to have a hidden value which
calculates when the form was completed and then displays this in the case
detail so the surgeon or nurse can see it has been done.

This is very long - so to summarise Im looking for any examples where
patients have been categorised in 'stages' but where questions can still
reference the answers from previous questions - particularly for display
conditions.

Really appreciate any thoughts here.. thanks nicola

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Claire E. Cravero
Senior Field Manager https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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Hi Nicola,

if your case property in module #2 is - "should the patient move on to the
next stage" then the filter based on that case property should be applied
to the case list for module #3. The case list for #3 will now only have the
cases that in module 2 were marked as "should move on to the next stage."

My Best,
Claire

··· On Wed, Mar 22, 2017 at 1:57 PM, Nicola Floyd wrote:

Thanks - I am now using the case lists. However, when I use the filter the
'case' appears in the case list of the next module - not the one Im working
in. The question is in the first module - i.e. Should the patient move to
the next stage?. in the second module, Ive put the filter expression.
However when I enroll a patient it appears in the list for the 3rd module
(physical exam), not in the 2nd module. ive obviously misunderstood the
logic. Can you explain at all? thanks Nicola

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

On Wed, Mar 22, 2017 at 11:19 AM, Claire Cravero ccravero@dimagi.com wrote:

Hi Nicola,

Instead of creating different case types I suggest creating case
properties for the different stages a patient goes through and use the case
list filtering as you were doing before so that case lists for different
modules only appear for the cases that are relevant to that stage. That
will allow you to see the patient's historical data (case properties from
other stages/forms/modules) but will allow you to curate case lists based
on where they are at in the process now.

I think a mix of module and form filtering will help you display the
forms/modules you would like:

See these resources for more information:
https://confluence.dimagi.com/display/commcarepublic/Case+Li
st+and+Case+Detail+Configuration (see here for filtering a case list
based on case property)
https://confluence.dimagi.com/display/commcarepublic/Form+Di
splay+Conditions
https://confluence.dimagi.com/display/commcarepublic/Module+Filtering

Cheers,
claire

On Wed, Mar 22, 2017 at 12:04 PM, nicola@opfistula.org wrote:

Hi, I wondered if anyone had come across a similar set up and had an
idea on how best to design it. We have patients undergoing surgery and want
to categorise them by stage - e.g. physical exam, pre op, op, post op,
discharge etc. I have set up each stage as a module and have set the case
management so that the patient is registered for a new module and a new
case list is created depending on a certain question (i.e. is the patient
going to have surgery?). I have set up the case types as 'pre op patient.
op patient, post op patient'. But because I have changed the case types I
cant now access the previous answers. This means that I cant ask certain
questions in the post operative module based on the type of operation the
patient had - as I cant reference that info as its a different case type.

My other thought was whether there was some way of showing that a form
has been completed? My only way round this is to have a hidden value which
calculates when the form was completed and then displays this in the case
detail so the surgeon or nurse can see it has been done.

This is very long - so to summarise Im looking for any examples where
patients have been categorised in 'stages' but where questions can still
reference the answers from previous questions - particularly for display
conditions.

Really appreciate any thoughts here.. thanks nicola

--
You received this message because you are subscribed to the Google
Groups "commcare-users" group.
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an email to commcare-users+unsubscribe@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.

--

Claire E. Cravero
Senior Field Manager
https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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--

Claire E. Cravero
Senior Field Manager https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225

thanks. Should the filter be an if statement. At the moment Ive got

if(patient_history_stage= 'yes', "true", "")

The question (in the first/ previous module) is called patient history
stage and the answers are yes and no. I only want to show the patients in
the second module who have answered yes to that question.

thanks a lot

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

··· On Wed, Mar 22, 2017 at 2:12 PM, Claire Cravero wrote:

Hi Nicola,

if your case property in module #2 is - "should the patient move on to
the next stage" then the filter based on that case property should be
applied to the case list for module #3. The case list for #3 will now only
have the cases that in module 2 were marked as "should move on to the next
stage."

My Best,
Claire

On Wed, Mar 22, 2017 at 1:57 PM, Nicola Floyd nicola@opfistula.org wrote:

Thanks - I am now using the case lists. However, when I use the filter
the 'case' appears in the case list of the next module - not the one Im
working in. The question is in the first module - i.e. Should the patient
move to the next stage?. in the second module, Ive put the filter
expression. However when I enroll a patient it appears in the list for the
3rd module (physical exam), not in the 2nd module. ive obviously
misunderstood the logic. Can you explain at all? thanks Nicola

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

On Wed, Mar 22, 2017 at 11:19 AM, Claire Cravero ccravero@dimagi.com wrote:

Hi Nicola,

Instead of creating different case types I suggest creating case
properties for the different stages a patient goes through and use the case
list filtering as you were doing before so that case lists for different
modules only appear for the cases that are relevant to that stage. That
will allow you to see the patient's historical data (case properties from
other stages/forms/modules) but will allow you to curate case lists based
on where they are at in the process now.

I think a mix of module and form filtering will help you display the
forms/modules you would like:

See these resources for more information:
https://confluence.dimagi.com/display/commcarepublic/Case+Li
st+and+Case+Detail+Configuration (see here for filtering a case list
based on case property)
https://confluence.dimagi.com/display/commcarepublic/Form+Di
splay+Conditions
https://confluence.dimagi.com/display/commcarepublic/Module+Filtering

Cheers,
claire

On Wed, Mar 22, 2017 at 12:04 PM, nicola@opfistula.org wrote:

Hi, I wondered if anyone had come across a similar set up and had an
idea on how best to design it. We have patients undergoing surgery and want
to categorise them by stage - e.g. physical exam, pre op, op, post op,
discharge etc. I have set up each stage as a module and have set the case
management so that the patient is registered for a new module and a new
case list is created depending on a certain question (i.e. is the patient
going to have surgery?). I have set up the case types as 'pre op patient.
op patient, post op patient'. But because I have changed the case types I
cant now access the previous answers. This means that I cant ask certain
questions in the post operative module based on the type of operation the
patient had - as I cant reference that info as its a different case type.

My other thought was whether there was some way of showing that a form
has been completed? My only way round this is to have a hidden value which
calculates when the form was completed and then displays this in the case
detail so the surgeon or nurse can see it has been done.

This is very long - so to summarise Im looking for any examples where
patients have been categorised in 'stages' but where questions can still
reference the answers from previous questions - particularly for display
conditions.

Really appreciate any thoughts here.. thanks nicola

--
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--

Claire E. Cravero
Senior Field Manager
https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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Claire E. Cravero
Senior Field Manager https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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ignore this! I've figured it out. thx

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

··· On Wed, Mar 22, 2017 at 2:14 PM, Nicola Floyd wrote:

thanks. Should the filter be an if statement. At the moment Ive got

if(patient_history_stage= 'yes', "true", "")

The question (in the first/ previous module) is called patient history
stage and the answers are yes and no. I only want to show the patients in
the second module who have answered yes to that question.

thanks a lot

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

On Wed, Mar 22, 2017 at 2:12 PM, Claire Cravero ccravero@dimagi.com wrote:

Hi Nicola,

if your case property in module #2 is - "should the patient move on to
the next stage" then the filter based on that case property should be
applied to the case list for module #3. The case list for #3 will now only
have the cases that in module 2 were marked as "should move on to the next
stage."

My Best,
Claire

On Wed, Mar 22, 2017 at 1:57 PM, Nicola Floyd nicola@opfistula.org wrote:

Thanks - I am now using the case lists. However, when I use the filter
the 'case' appears in the case list of the next module - not the one Im
working in. The question is in the first module - i.e. Should the patient
move to the next stage?. in the second module, Ive put the filter
expression. However when I enroll a patient it appears in the list for the
3rd module (physical exam), not in the 2nd module. ive obviously
misunderstood the logic. Can you explain at all? thanks Nicola

Nicola Floyd
Head of Impact and Analysis

Operation Fistula
www.opfistula.org

USA UK
401 Congress Avenue 10 Queen Street Place
Suite 1540 London
Austin, TX 78701 EC4R 1BE

On Wed, Mar 22, 2017 at 11:19 AM, Claire Cravero ccravero@dimagi.com wrote:

Hi Nicola,

Instead of creating different case types I suggest creating case
properties for the different stages a patient goes through and use the case
list filtering as you were doing before so that case lists for different
modules only appear for the cases that are relevant to that stage. That
will allow you to see the patient's historical data (case properties from
other stages/forms/modules) but will allow you to curate case lists based
on where they are at in the process now.

I think a mix of module and form filtering will help you display the
forms/modules you would like:

See these resources for more information:
https://confluence.dimagi.com/display/commcarepublic/Case+Li
st+and+Case+Detail+Configuration (see here for filtering a case list
based on case property)
https://confluence.dimagi.com/display/commcarepublic/Form+Di
splay+Conditions
https://confluence.dimagi.com/display/commcarepublic/Module+Filtering

Cheers,
claire

On Wed, Mar 22, 2017 at 12:04 PM, nicola@opfistula.org wrote:

Hi, I wondered if anyone had come across a similar set up and had an
idea on how best to design it. We have patients undergoing surgery and want
to categorise them by stage - e.g. physical exam, pre op, op, post op,
discharge etc. I have set up each stage as a module and have set the case
management so that the patient is registered for a new module and a new
case list is created depending on a certain question (i.e. is the patient
going to have surgery?). I have set up the case types as 'pre op patient.
op patient, post op patient'. But because I have changed the case types I
cant now access the previous answers. This means that I cant ask certain
questions in the post operative module based on the type of operation the
patient had - as I cant reference that info as its a different case type.

My other thought was whether there was some way of showing that a form
has been completed? My only way round this is to have a hidden value which
calculates when the form was completed and then displays this in the case
detail so the surgeon or nurse can see it has been done.

This is very long - so to summarise Im looking for any examples where
patients have been categorised in 'stages' but where questions can still
reference the answers from previous questions - particularly for display
conditions.

Really appreciate any thoughts here.. thanks nicola

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--

Claire E. Cravero
Senior Field Manager
https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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Claire E. Cravero
Senior Field Manager
https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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