Unit Manager is an Epic home workspace that allows nursing staff to manage patient movement and bed availability. This activity displays current bed information and provides access to clinical, demographic, and hospital stay data to assist with the placement of patients. Staff can approve, reject, and complete pending admissions or transfers, update patient locations, manage bed blocks, and discharge patients. ADT is Epic's system for tracking inpatient visits from their arrival (admission), to their movements inside the hospital (transfer), to their departure (discharge).

Resources

The following resources provide information on Unit Manager functionality.

Overview and Admission

  • Admission from the Unit Manager - (Handout) When a patient arrives in the unit, the NUC/RN will complete the admission process. This is NOT to be completed until the patient is physically on the unit.

  • Event Management Quick Reference Guide - (Handout) Event Management is used to edit and update specific admission information that changes throughout a patient stay to ensure billing is accurate. Data items that can be edited via Event Management include: Admission Date/Time, Attending Provider Date/Time, Admitting Provider, Patient Class, Service, and Accommodation Code.

  • Private Encounter - (Handout) The Private Encounter field within an encounter is used to document a patient’s request to opt out of the facility directory.

  • Unit Manager Overview - (Handout) The Unit Manager organizes and provides access to all tasks required to manage a patient's ADT status.

  • Unit Manager Move Column - (Handout) The Move column on inpatient unit managers provides additional information on the patient’s status when transferring to or from the unit.

Transfer and Transport

  • Admitted Patient not returning to old bed Following Procedure - (Handout) When clinician places case request order for a procedure and indicates that patient will not return to their old bed.

  • Adding and Removing Bed Blocks - (Handout) Bed Blocks are used in the bed planning process to prevent users from assigning a patient to a particular bed. Blocks warn those trying to admit or transfer patients to a bed about issues related to courtesy, census, isolation, infection, and maintenance.

  • Bed Requests (Transfer Patient)- (Handout) Once it has been determined by the healthcare team that a patient will transfer to another unit, the provider places a Patient Transfer order.

  • Bed Swap - (Handout) Use the Swap option from the Unit Manager activity toolbar to swap two patients between rooms/beds without discharging or transferring either patient in Epic.

  • ICU Expected Transfer Out Date - (Handout) The ICU expected transfer out date displays the date the patient is expected to transfer out of the ICU. This is intended only for bed/capacity planning purposes to assist with understanding our daily ICU bed capacity.

  • Requesting Transport for a Patient - (Handout) The Patient Transport activity is used to alert transport staff that assistance is needed to move a patient.

  • Requesting Transport for a Visitor - (Handout) The Service Task activity is used to alert Guest Services Transport staff that assistance is needed to escort a visitor.

  • Update a Patient's Location - (Handout) A patient's location is updated in order to keep track of the patient's movement within the hospital.

  • Viewing OR Patients’ Destination Unit/Room/Bed - (Handout) Patient belongings are sometimes left in perioperative areas as patients are moved through surgery prep, procedure, and recovery. In order to easily return those belongings, transport staff must be able to quickly find the destination location for patients (those that will stay at UIHC for recovery). The Status Board activity is best for finding this information quickly.

Discharge

  • Discharge a Patient - (Handout) When a patient’s discharge has been ordered, and the provider has performed Order Reconciliation, an After Visit Summary is typically printed, instructions provided by nursing staff, and the patient is released from the unit. At that time Unit Clerks and Nurses can discharge the patient through the Unit Manager activity.

  • Discharging a Deceased Patient - (Handout) A deceased patient will be discharged from the Unit Manager with the discharge disposition of Deceased and will include the declared date and time of death.

  • Discharge Milestones & Delays- (Handout) Discharge Milestones are key activities or tasks that must be completed prior to discharge. Discharge Delays identify reasons patients are not discharged by 1100 on the day of discharge.

  • Expected Discharge Date - (Handout) The Expected Discharge Date (EDD) and Time in Epic has strong multidisciplinary value towards throughput workflows within the organization, to meet regulatory compliances, and overall efficient discharge processes.

  • Undo a Discharge - (Handout) The Event Management activity is used to track events that have occurred during the patient’s encounter. The Cancel Last Event button can be used to undo a discharge entered in error.

  • Undo a Discharge – Disposition “Deceased” - (Handout) Using Event Management to undo a discharge with a disposition of “Deceased”.

Related Pages

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