Limit patient lookup

Juan_M_Alcantara_Aco · 8 August 2013 19:42

Hello everyone
I have users of tracker that need to be able to search clients in all facilities, this happens because persons are registered at an organizational unit level 3 -state/department- (and this is just an example) with a first contact program that provides a referral to a medical service, then when the person gets the service we do the enrollment to a clinical program at an organizational unit level 5 -medical facility/provider-
Users are just allowed to work and see one of several level 1 organizational units, but when they do a search that includes all facilities, the result includes clients from ALL Organizational Units.
Is there a way to limit the scope of the search to include only persons registered in organizational units the user is allowed to see?
Best regards,
JM

olatitle · 9 August 2013 06:59

Hi Juan,

You are correct in that the “Search in all Facilities” option in FInd/Add Person searches for persons in all orgunits of the database.

The default search is to search for Persons in the selected (in the left side orgunit menu) orgunit, which can be done with one orgunit at a time only.

So far this has been designed to support users that work at a facility and typically only have their own facility in the orgunit tree.

The “search in all” is an option to be able to look up persons outside the facility from any part of the country, in case of migration etc.

The workflow you describe seems different in that you would have DHIS users at higher levels (e.f. a district or province office) doing backlog/“non-real time” data entry for multiple facilities based on submitted paper reports/forms, but within a limited area of the country/region/organisation (a subset of the full DHIS orgunit hierarchy).

For this use case we would have to add a new option in the Advanced Search feature called something like “Search in all visible orgunits” or “Search in user’s orgunits”.

This would have to be supported by a new authority (for user roles) that allows the user to do this kind of search.

See attached screenshot for what I mean.

Would that work for your use case Juan?

Ola

···

Ola Hodne Titlestad (Mr)
HISP
Department of Informatics

University of Oslo

Mobile: +47 48069736
Home address: Eftasåsen 68, 0687 Oslo, Norway. Googlemaps link

On 8 August 2013 21:42, Juan M Alcántara Acosta jmalcantara@apunto.com.mx wrote:

Hello everyone

I have users of tracker that need to be able to search clients in all facilities, this happens because persons are registered at an organizational unit level 3 -state/department- (and this is just an example) with a first contact program that provides a referral to a medical service, then when the person gets the service we do the enrollment to a clinical program at an organizational unit level 5 -medical facility/provider-

Users are just allowed to work and see one of several level 1 organizational units, but when they do a search that includes all facilities, the result includes clients from ALL Organizational Units.

Is there a way to limit the scope of the search to include only persons registered in organizational units the user is allowed to see?

Best regards,

JM

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Juan_M_Alcantara_Aco · 9 August 2013 13:51

Hi Ola
Yes, you are absolutely right.

When the user that does the input gets the list of persons that received a service at a facility, there is no clear indication of where the user was registered for the referral program and even if the user had that information, it seems the search is still necessary to enroll the user in the clinical program (or add more stages?) linking the service to the facility/provider.

Limiting the scope of the search based on user rights seems like a great solution, thank you!

Best regards,

JM

···

El 09/08/2013, a las 01:59, Ola Hodne Titlestad olati@ifi.uio.no escribió: