
CPE View
EDIS automatically adds patients when you use VistA’s Scheduling (Appointment Management) package to
create an emergency department appointment for patients.
The EDPF LOCATION parameter, which holds your site’s emergency department location or
locations, controls this functionality. Parameter settings ensure that only emergency-department
check-ins and appointments add patients to EDIS.
From the CPE view, you can create a visit in CPRS, add patients to the application from the
Display Board, Worksheet (Visit or Assess) or combined Display Board and Worksheet views.
Adding a provider (or a nurse who has an active person class in the New Person file) in
EDIS automatically creates a PCE visit in CPRS — unless EDIS has already created a visit
for this particular emergency-department episode of care (through Appointment Management, for
example) or the provider does not have an active person class in VistA’s New Person file.
To reduce the possibility of creating duplicate PCE visits in CPRS, EDIS checks back one hour
for PCE visit entries associated with the emergency department location your site’s IT staff
has specified.
(EDPF LOCATION parameter settings and—if applicable—Clinic list selections determine
the location EDIS uses to create visits.)
The application creates only one PCE visit in CPRS for each emergency-department episode
of care (or encounter).You can avoid creating duplicate visits for the same episode of care
by selecting the visit that EDIS creates when you complete patients’ emergency-department
encounters in CPRS.

Adding provider assignments in EDIS create PCE visits in CPRS

Click New Patient in the upper right-hand corner of the CPE View. Keyboard: use the <Tab>
key to locate the New Patient button and press the <Spacebar> key to select it. The application displays
the Add Patient dialog box, which offers the following three selections:
Search for Patient in VistA: enables you to add patients who are
already in your local VistA system
Ambulance Is Arriving, Patient Name Is Unknown: enables you to add
information for patients whose identities are unknown (EDIS does not create PCE visits for these p
atients until someone adds them via a VistA search)
Enter Name, Patient Is Not in VistA: enables you to add patients who are not in your local VistA system (EDIS does not create PCE visits for these patients until someone adds them via a VistA search)
- Adding Patients Using the Search for Patient in VistA Selection
- If necessary, select Search for Patient in VistA. (Search for Patient in VistA is the
application’s default selection; in most cases, you won’t need to manually select this
button.) Keyboard: if the Search for Patient in VistA button isn’t already selected, use the
<Tab> key to locate the selected button (Enter Name, Patient Is Not in VistA or
Ambulance Is Arriving, Patient Name Is Unknown). Use the <Up Arrow> key to locate
the Search for Patient in VistA button and use the <Spacebar> key to select it.
- Type all or part of the patient’s name in the Find Patient box using this format:
Surname,Firstname. For example, you can search using the patient’s surname only, or the
patient’s surname and the first initial of his or her first name. You can also search using the
initial letter of the patient’s surname concatenated with the last four digits of his or her Social
Security number (X9999 format), the patient’s entire Social Security number (SSN), or
the last four digits of his or her SSN
Use an underscore to denote spaces in names. For example, if the patient’s name is O Hara, type O_Hara.
- Click Search or press the <Enter> key.
- The Add Patient dialog box lists possible matches. Select the correct patient and
click Continue or press the <Enter> key. Keyboard: use the <Down Arrow>
and <Up Arrow> keys to locate the correct patient. Press the
<Enter> key to select the patient or use the <Tab> key to locate the Continue
button and then press the <Spacebar> key to select it.
The application displays the Patient Information pane.
- Adding Patients Using the Enter Name Selection
If the Find Patient search list does not contain a match, add the
patient using the Enter Name, Patient Is Not in VistA selection.
- In the Add Patient dialog box, select Enter Name, Patient Is Not in VistA.
Keyboard: use the <Tab> key to locate the currently selected button and use
the <Down Arrow> or <Up Arrow> key to locate the Enter Name,
Patient Is Not in VistA button. Press the <Spacebar> key to select this button.
- EDIS automatically populates the Patient Name box with the name you typed to initiate
the VistA search. If this name is incorrect or incomplete, type the patient’s full name in the
Patient Name box using this format: Lastname,Firstname. Keyboard: use the <Tab>
key to locate the Patient Name box.
- Press the <Enter> key or click Continue.
The application displays the Patient Information pane.

The Enter Name, Patient Is Not in VistA button
- Adding Unidentified Patients
When you must add unresponsive patients whose identities you do not know,
use the Enter Name, Patient Is Not in VistA selection and follow the naming
protocol defined in section 12 of VHA Directive 2006-036: Data Quality Requirements for
Identity Management and Master Patient Index Functions. (Use the name UU-UNRESPONSIVE,PATIENT
for the first such patient, UU-UNRESPONSIVE,PATIENT A for the second,
UU-UNRESPONSIVE,PATIENT B for the third, and so forth. You can find the full text of
this directive at
http://wwww.domain/123publica123ns/ViewPublication.asp?pub_ID=1434.)
- Adding Patients Using the Ambulance Is Arriving Selection
EDIS enables you to add unknown patients who are arriving by ambulance or other types
of emergency transportation, thereby allowing you to make room, provider, and
nurse assignments before these patients arrive.
EDIS reports do not reflect the number of patients whom users add to the application via this method.
Also, EDIS creates its Time In timestamps when users identify patients in VistA or create unscheduled
appointments for them in Appointment Management. As a result, sites must correct EDIS’s Time In
values to reflect the times these patients actually arrived.

The Ambulance Is Arriving, Patient Name Is Unknown button
From the main Display Board, select from one of the following column headers to perform the following functions:
- Room – to update or add a room or bed
- Patient – to view or update patient demographics information
- Visit – a check mark lets the user know that a visit has been created in PCE
- Status – to change the status of a patient
- ESI – to change the Acuity of a patient
- PRV – to assign or change the provider
- RN – to assign or change a nurse
- Dispo – to assign or change the disposition
- Orders – to view orders
- Comments – to enter comments in free-form text
- Complaint– to enter complaint in free-form text
NOTE : The header text is configurable and may be different for certain sites.

Display Board View
- Updating a Room or Bed from the Display Board
In the Room row, select the patient column whose information you want to view
or edit. Use the <Down Arrow> key to enter the list, and use the <Down Arrow>
and <Up Arrow> keys to select your Room.

Room/Bed Popup
- View or Update Patient Demographic Information
In the Patient row, select the patient column whose information you want to view
or edit. Select one of the fields to update the telephone number and click the OK button
to accept your changes.

Patient Demographics Popup
- Change the Patient Status
In the Status row, select the patient column whose information you want to view or edit.
Use the <Down Arrow> key to enter the list, and use the <Down Arrow>
and <Up Arrow> keys to select your Status

Status Popup
Definitions for Status Selections
The EDIS TWG has provided the following definitions for nationally released status selections:
- Admitted—the patient is admitted, but is still in the emergency department.
- ED Boarding [Hold]—the patient is admitted and is designated as a holder (extended time in the emergency department).
- Discharged—the patient is discharged, but is still in the emergency department.
- ED Observation Unit—the patient is an observation patient under the emergency department’s care.
- ED Patient—the patient is an emergency department patient (after triage).
- En Route/Prearrival—the patient is en route to the emergency department.
- Awaiting Triage—the patient is at the emergency department and is awaiting triage.
Other Status-list selections are site configurable.
- Change the ESI Acuity Level
In the ESI row, select the patient column whose information you want to view
or edit. Use the <Down Arrow> key to enter the list, and use the
<Down Arrow> and <Up Arrow> keys to select your Acuity level

ESI Popup
- Assign or Change a Provider
In the PRV row, select the patient column whose information you want to view or edit.
Use the <Down Arrow> key to enter the list, and use the <Down Arrow>
and <Up Arrow> keys to select your Provider Name.

Provider Popup
- Add or Change a Nurse
In the Room row, select the patient column whose information you want to view or edit. Use the
<Down Arrow> key to enter the list, and use the <Down Arrow>
and <Up Arrow> keys to select your option.

Nurse Popup
- Add or Change a Disposition
In the Dispo row, select the patient column whose information you want to view or edit. Use the
<Down Arrow> key to enter the list, and use the <Down Arrow>
and <Up Arrow> keys to select your option.

Disposition Popup
- Entering Comments
In the Comments row, select the patient column whose information you want to view or edit.

Comments Popup
- Entering Complaint
In the Complain row, select the patient column whose information you want to view or edit.

Complaint Popup
Use the Worksheet (Visit and Assess) or combined view to edit or update information
that you gather as part of the patient process. From this view, you can:
- update patients’ display-board complaints;
- include additional, not-for-display information about their complaints (optional);
- update their room or area assignments;
- add information about their acuities;
- make nursing, provider, and resident assignments;
- update or add their sources (on-site clinics, nursing homes, and so forth);
- and specify a clinic location for the patient’s emergency-department visit.

Visit Worksheet View
- Visit Worksheet View
In the Active Patients view, select the patient whose information you want to enter.
Keyboard: use the <Tab> key to locate the Active Patients list. Use the
<Down Arrow> key to enter the list, and use the <Down Arrow> and
<Up Arrow> keys to locate the patient you want to select. The Patient Information
pane displays current information for the selected patient.
- Enter Patient Compliant
- if applicable, select the <Down Arrow> and <Up Arrow> keys in the Complaint
view and enter the complaint in the Complaint for Display Board box. The application will
not allow you to add the patient if the Complaint for Display Board box is empty.
- In the Long Complaint (optional) box, you may type supplementary information about the
patient’s display-board complaint.
- Vitals
- View / Print vitals information
- Update Vitals
- Status/Responsibility
- If applicable, in the Status/Responsibility option, select the <Down Arrow> and
<Up Arrow> keys and enter the Room/Area list and make or update the patient’s room or
area assignment. (Room or area information is mandatory; the waiting room is the application’s default selection.)
Keyboard: Use the <Down Arrow> and <Up Arrow> keys to select a room or area from the list.
- Select an acuity value from the Acuity list. Acuity information is mandatory for this view. If you do
not select an acuity, the application will not allow you to save your updates or edits. Keyboard: Use the
<Down Arrow> and <Up Arrow> keys to select an Acuity from the list.
- EDIS supports the Emergency Severity Index (ESI) triage algorithm, which ranks patients’ acuities using
the numbers 1 (most urgent) through 5 (least urgent). Please visit the Agency for Healthcare Research
and Quality ESI Web site for more information.
- From the Status list, select the patient’s status. Keyboard: Use the <Down Arrow>
and <Up Arrow> keys to select a Status from the list.
- Select a provider from the Provider list. Keyboard: Use the <Down Arrow>
and <Up Arrow> keys to select the patients’ provider assignment from the list.
The Provider list is also available on the Disposition view.
- Select a nurse from the Nurse list. Keyboard: use the <Tab> key to locate
the Nurse list. Use the <Down Arrow> and <Up Arrow> keys to select
the patients’ Nurse from the list.
- When you make a provider assignment in EDIS, the application automatically
creates a Patient Care Encounter (PCE) visit in CPRS—if it hasn’t already done so, or
unless the provider does not have an active person class in VistA.
EDIS does not create visits for patients you’ve added using the Enter Name, Patient Is Not in VistA
and Ambulance Is Arriving, Patient Name Is Unknown selections. It does not create visits
when you enter only resident or nurse assignments. However, EDIS does create visits in CPRS for nurse
assignments if the nurses in question are listed in VistA’s Provider file.
EDIS does not register patients.
- Disposition
- Definitions for National Dispositions
The EDIS TWG offers the following definitions for nationally released dispositions:
- Admitted to VA Ward—the patient was admitted to an inpatient location, not including an ICU, telemetry, or psychiatric unit.
- AMA—the patient left against medical advice after signing a form; the patient may or may not have been medically evaluated before leaving.
- Sent to Urgent Care Clinic—the patient was discharged from the emergency department and referred to another evaluation clinic at the same site; some degree of triage is necessary to make this judgment.
- Deceased—the patient is dead.
- Eloped—the patient left the emergency department and his or her disposition is unknown; a nurse or physician may have seen and evaluated the patient.
- Patient Name Entered in Error—the patient’s name was entered in error; this disposition removes the patient from the board.
- Home—the patient was discharged to his or her previous living arrangement.
- Admitted to ICU—the patient was admitted to an inpatient critical care unit.
- Left Without Being Treated/Seen—the patient left the emergency department before receiving treatment and before signing the form; this is not the same as AMA, which assumes the patient signed a form before leaving.
- Sent to Nurse Eval / Drop-in Clinic—the patient was discharged from the emergency department and referred to another on-campus same-day evaluation clinic; some degree of triage is necessary to make this judgment.
- Admitted to Psychiatry—the patient was admitted to an inpatient psychiatric unit.
- Admitted to Telemetry—the patient was admitted to an inpatient telemetry unit.
- Transferred to a Non-VA Facility—the patient was discharged from the emergency department and sent to another, non-VA, facility.
- Transferred to VA Facility—the patient was discharged from the emergency department and sent to another VA facility.
Sites can activate and inactivate these dispositions. The application allows your site to configure additional, site-specific dispositions.
To capture admission-delay times for reporting, you must change patients’ statuses to Admitted and then
immediately select Admitted to VA Ward as their dispositions. Unless you intend to remove patients from
the board, click Save. Do not click Save & Remove from Board, which will prematurely remove your patients
from the EDIS tracking application.
Click Save to save your edits and updates or click Cancel to close the Patient Information pane
without saving your changes. The Save button is available only after you’ve added or updated information i
n the Patient Information pane.
Select a Reason for Delay
- If the Delay Reason list is available, open it and select a reason for delay. Depending upon your site’s configuration, the application may require a reason for delay when patients’ emergency-department visits have exceeded a specified number of minutes. Keyboard: use the TAB key to locate the Delay Reason list and use the DOWN ARROW and UP ARROW keys to select a reason from the list.
The Delay Reason list is available only under the following conditions:
- Your site requires a delay reason and
- The patients stay has exceeded the site-determined limit and
- The patient is not in an observation ward
If your site requires a reason for delay and the patient’s stay has exceeded your site’s maximum number of minutes, the application will require you to enter a delay reason before it allows you to remove the patient from the display board.
Defining National Reason-for-Delay Selections
The EDIS TWG offers the following definitions for nationally released reason-for-delay selections:
Obtain Accepting Physician—the delay was caused by the inability to find an accepting physician to admit the patient. This selection includes the elapsed time between determining the patient’s need for admission and obtaining an accepting physician.
Admit Physician Writing Dispo—the delay resulted from the physician’s failure to write the patient’s admit or discharge order. This selection includes the elapsed time between when the patient was ready for his or her disposition and when the physician wrote the order to admit or discharge the patient.
Admitting Physician Evaluation—the delay was related to the admitting physician’s evaluation and confirmation of the patient’s disposition. For this selection, delay time begins when the physician sees the patient and ends when:
- H&P is done
- Ancillary studies that are necessary for disposing the patient are done and resulted
- The patient is ready to be disposed
Patient Admitted to Observation—the delay resulted from the patient’s admission to observation. This selection includes the elapsed time between when the patient was ready to be disposed and the time the physician wrote an order to admit the patient to 23 hours of emergency-department or floor observation.
Obtain Ambulance Services—the delay resulted from the time it took to obtain ambulance services. This selection includes the elapsed time between when emergency department staff requested ambulance services and the time the ambulance service arrived.
Obtain Consultant—the delay resulted from an ordered consultation’s lack of completion. This selection includes the elapsed time from when a physician ordered a consultation to the time the physician obtained the consultation.
ED to Hospital Bed—the delay represents the difference between the time the patient was assigned a hospital bed and the time the patient was transported from the emergency department; for example, this delay could represent the time emergency department staff spent waiting for an escort, for a bed to be cleaned, for a nursing report, or for staffing.
Obtain Escort—the delay resulted from the time it took to obtain an escort for the purpose of transporting the patient (not including transport to a hospital bed—use ED to Hospital Bed for this reason). This selection includes the time that elapsed between when the emergency department called an escort and the time the escort arrived to transport the patient to a clinic, radiology, or another ancillary department.
Patient Transport Home—the delay resulted from an inability to find transportation for a discharged patient or from the time it took the identified source of transportation to arrive at the emergency department. This selection includes the elapsed time between when the patient was ready for discharge and the time the patient left the emergency department.
Obtain Imaging Results—the delay resulted from time spent waiting to obtain imaging results. This selection includes the elapsed time between when the imaging study was completed and the time the study was resulted.
Obtain Imaging Studies—the delay resulted from time spent waiting for imaging studies. This selection includes the elapsed time between when the physician ordered the imaging study and the time the study was done and ready for interpretation.
Obtain Inpatient Bed—the delay resulted from the time spent waiting for an impatient bed assignment. This selection includes the elapsed time between when the physician wrote the admission order and the time bed control or the house supervisor assigned the patient to a bed—the time an ICU patient waited for an ICU bed to open up, for example.
Interfacility Transfer—the delay was caused by an inability to transfer the patient to another facility in a timely manner.
Obtain Lab Results—the delay was caused by the lack of a timely turnaround for laboratory tests. This selection includes the elapsed time between when labs were drawn or obtained and the time the labs were resulted.
Obtain Lab Studies—the delay was caused by an inability to get labs drawn in a timely fashion. This selection includes the elapsed time between when the physician wrote the lab order and the time the lab test was drawn.
On-call Staff—the delay was caused by an inability to contact on-call staff.
Overcrowding of ED—the delay resulted from waiting for an emergency department bed to become available (includes hallway beds and beds that were unavailable because of staffing issues); no beds were available for inbound ambulances, including hallway beds.
Obtain Drugs/Pharmacology—the delay was caused by an inability to get ordered drugs from the pharmacy. This selection includes the elapsed time between when the physician ordered the medications and the time the emergency department received the medications.
ED Physician Limits—the delay resulted from time the physician spent seeing patients. This selection includes the elapsed time between when the patient was placed in a bed and when the physician saw the patient. For example, this reason for delay might apply if five patients presented with chest pains, all within 10 minutes.
ED Staff Limits—the delay resulted from a failure to process the patient (see the patient or accomplish orders, for example) in a timely manner because of insufficient staffing. This selection includes the elapsed time between when the physician wrote an order (splint a broken ankle, for example) and the time the order was accomplished.
Obtain Medical Supplies—the delay resulted from an inability to obtain medical supplies (splints, crutches, and c-line kits, for example) in a timely manner. This selection includes elapsed time from when emergency department personnel ordered the supplies (or identified the need for them) and the time the emergency department received the supplies.
Arrange Emergency Surgery—the delay resulted from the time it took to get the patient (who needed surgery) to the operating room.
Patient Transport Other—the delay resulted from the time it took to find transportation for the patient to a location other than home. This selection includes the elapsed time between when the patient was ready for transport to the time the patient left the emergency department.
You can type in free-text diagnoses only if your site has set the parameter that enables you to do so.
- Type a diagnosis or procedure in the Diagnosis box and click Add or press the <Enter> key.
Keyboard: use the <Tab> key to locate the Diagnosis box. Type a diagnosis in the box and press
the <Enter> key. You can also press the <Tab> key to locate the Add button and press the <Spacebar>
key to select the button. The application displays your diagnosis or procedure in the
Selected Diagnoses list.
- To remove an item from the Selected Diagnoses list, select the item and click Remove
or press the <Delete> key. Keyboard: use the <Tab> key to locate the Selected Diagnoses
list and use the <Down Arrow> and <Up Arrow> keys to locate and select the diagnosis
you want to remove. Use the <Delete> key to remove the diagnosis. You can also remove
the diagnosis by simultaneously pressing the <Shift> and <Tab> keys to locate the
Remove button, then pressing the <Spacebar> key to select the button.
- Repeat steps 1–2 as needed.
- In the Selected Diagnoses list, choose a primary diagnosis, then click Set as
Primary Diagnosis. Keyboard: use the <Tab> key to enter the Selected Diagnoses list
and the <Down Arrow> and <Up Arrow> keys to locate the primary diagnosis. Use the <Tab>
key to locate the Set as Primary Diagnosis button and use the <Spacebar> key to select it.
- Click Save to save your changes or click Cancel to close the Patient Information
pane without saving your changes. Keyboard: use the <Tab> key to locate the Save or
Cancel button. Use the <Spacebar> key to select the button.
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