Guideline Triggering

Sometimes a guideline is triggered from a data entry, and appears minimised at the bottom of the navigation pane. Click on it to display the Management Plan in full on the Guidelines tab.

When you enter a READ term that is the triggering READ term for a guideline, what happens next depends on what is set up in Triggering of Guidelines in Consultation - Options - Setup - Management

If set to Disable triggering:

No guideline is triggered, even if the correct triggering READ term is entered.

If set to Active triggering:

Then a relevant guideline will be displayed full screen with the message:

The following Guidelines are available for this condition. Select the appropriate Guideline and press View. Alternatively you may Exit without invoking a Guideline. [name of guideline]

You choose either to View the guideline, or Exit, or Edit the Triggers for this guideline (the READ terms that trigger it). There are also on this dialog screen the options via check boxes:

Don't show this dialogue again during this session - switch guidelines off for the remainder of this Consultation Manager session;

Never show this dialogue again - or you can switch guidelines off altogether. If, later, you want to switch guidelines on again, go to Consultation - Options - Setup - Management, and recheck the Passive or Active Triggering buttons.

If set to Passive triggering:

Then a triggered guideline is shown as a open book Guideline icon and green line in the separate bottom left section of the navigation pane (MRO column) on the Patient Record (you do not have to scroll down to see it). Re-display the guideline by clicking on it, to show it in the Management tab.

The rules for passive triggering depend on the READ term entered (in History-Add, for instance) being a triggering READ term for a guideline; and whether or not a problem is generated as a result of this entry, because either semi-automatic or automatic problem generation is switched on.

If automatic problem generation, a problem is always created; but if semi-automatic, you are given the option to create a problem.

If a problem is created, the READ term becomes the new problem heading, and the guideline mnemonic becomes the Problem Short Name. The relevant guideline is passively triggered at the bottom of the MRO column as an open book icon. At the next consultation for this patient, because there is a problem with the READ term that triggers the guideline, the guideline will again be passively triggered, and show at the bottom of the MRO column.

If a problem is not created when you are given the option to do so, then the guideline will be triggered, but only for this one-off session, and not for subsequent consultations.