Working on a medical device in-service case in Workspace
Summarize
Summary of Working on a medical device in-service case in Workspace
This guide explains how to use the Healthcare Computerized Maintenance Management System (Healthcare CMMS) playbook within Workspace to manage medical device in-service cases. It enables clinical engineers to efficiently complete all necessary activities to set medical devices in-service. Note that starting with the Xanadu release, Healthcare CMMS is being deprecated and hidden on new instances, but remains supported. Customers are encouraged to transition to Clinical Device Management for maintenance and servicing workflows.
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Key Features
- Playbook Experience: Provides cross-business workflow visibility and actionable steps for completing medical device in-service cases.
- Access via Workspace Playbook Tab: Clinical engineers with the snhclscmms.clinicalengineer role can access and manage all in-service activities in one place.
- Structured Stages: The playbook divides the process into stages that reflect key steps in setting medical devices in-service:
- Medical device model intake: Review and update device model details.
- Maintenance plan intake: Capture patient preferences and manage pre-authorization and maintenance plans.
- Medical device intake: Review devices, perform risk assessments, and manage work orders for initial inspections.
- Maintenance plans: Review and confirm maintenance schedules automatically populated from the device model.
- Review and confirm: Close the case by selecting resolution codes and adding notes.
Practical Workflow Details
- Stages progress the state of the medical device in-service case, culminating in closure and automatic status update of the device to Installed.
- Review medical device models for accuracy; if no new model is required, the related stages are skipped.
- Create and manage maintenance plans directly from the playbook using the integrated Work Plan page with auto-populated conditions.
- During medical device intake, clinical engineers assess risks and manage work orders for device inspections, marking them complete once technician actions are finished.
- Final case closure requires completion of all prior activities and documentation of resolution details.
Why It Matters
Using the Healthcare CMMS playbook streamlines the medical device in-service process, ensuring thorough review, risk assessment, maintenance planning, and proper documentation. This structured approach supports compliance, device safety, and operational readiness, all accessible within the Workspace environment tailored for clinical engineers.
Use the playbook available with the Healthcare Computerized Maintenance Management System (Healthcare CMMS) application to manage medical device in-service cases and complete requests to set the medical devices in-service.
To use maintenance and servicing workflows or inventory and management workflows, please see Clinical Device Management.
The playbook experience provides fulfillers with visibility into cross-business workflows and the actionable activities used to complete these workflows. When the playbook experience is activated with Workspace in Healthcare CMMS, the Playbook tab appears for a medical device in-service case. For more information on how to interact with a playbook, see Interact with Playbook.
As a clinical engineer with the sn_hcls_cmms.clinical_engineer role, you can use the Healthcare CMMS playbook to complete all medical device in-service activities for a medical device. You can access the Playbook tab on your Workspace when a medical device in-service case is assigned to you. The Healthcare CMMS workflow populates the case data for all launched activities on the Playbook tab. You can select a stage in the playbook to complete the activities associated with the stage.
By default, the following stages are available to you as a clinical engineer with the sn_hcls_cmms.clinical_engineer role on the Playbook tab of the Workspace.
Stage |
Description |
|---|---|
Review the medical device model associated with the medical device. |
|
Capture or review the benefits investigation preference opted by the patient and manage the pre-authorization activities. |
|
Review the medical devices to be in-service and the work orders created for the initial inspection of those devices. |
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Review the maintenance plans selected for the medical devices to be in-service. |
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Close the medical device in-service request. |
Reviewing the medical device model
In the Medical device model intake stage of the playbook, complete the Review model activity by reviewing the name, number, and manufacturer details including the short description entered for a medical device model included within an medical device in-service request and modify the details, if needed.
Managing maintenance plans
In the Maintenance plan intake stage of the playbook, complete the Manage maintenance plans activity by managing maintenance plans and schedules for the medical device. You can create a new maintenance plan by clicking Add plan and creating a work plan from the Work Plan page.
In the new Work Plan page, the required conditions and set conditions are automatically populated.
Completing the medical device intake activities
- Review devices: Review the medical devices included within a medical device model and edit their details, if needed. You also evaluate the risks for a medical device. When the risk assessment is
completed, the risk score is displayed for the device. For more information, see Assess the risks when setting a medical device in-service.
After the medical device is reviewed, a work order for the initial inspection for each device included in the model is created automatically.
- Review work orders: Mark this step as complete when a technician completes the work order associated with the device. You can also view all work orders associated with the medical device model or create another work order by clicking View all.
Reviewing maintenance plans
In the Maintenance plans stage of the playbook, review the schedule of the maintenance plan for the device that is automatically populated from the medical device model.