Admit and discharge a patient from the Whiteboard

Estimated reading: 13 minutes

Patients can be added to the whiteboard through the check in process or added manually, and discharged automatically through the invoicing process or removed manually. 

Before you start

Security

Setup

Important!

  • Once an order is entered and saved, it cannot be deleted, but can be discontinued.

Adding a patient to the Whiteboard

A patient must be selected as an Inpatient to be added to the Whiteboard automatically. You can select this status using the Patient Check-in/out window, Daily Planner Checked-in tab or Census List. Manually add a patient from the Patient Clipboard or Whiteboard window. 

Check in the patient or update a checked-in patient

Select the Inpatient option to automatically place the patient on the Whiteboard upon check-in. Based on reason for visit settings, Inpatient may be preselected for you.
Example: Surgery or Dental.

From the Patient Check-in/out window

Navigate to either:

  • Right-click Appointment > Check in. 
  • Patient Clipboard > right-click patient > Check In.  
  1. Select Inpatient. Based on reason for visit settings, Inpatient may be preselected for you. Example: Surgery or dental.
  2. Click Check in. 

From the Daily Planner

Navigate to Checked-in tab > Right-click the patient > Update.  

  1. Do the following in the Check-in/out window: 
    • Change the reason for visit, if needed.
    • Select Inpatient. Based on reason for visit settings, Inpatient may be preselected for you. Example: Surgery or Dental.
  2. Click Update.  

From the Census List

Navigate to Census List, > Select the patient > click Update

  1. Do one the following in the Check-in/out window: 
    • Change the reason for visit, if needed.
    • Select Inpatient. Based on reason for visit settings, Inpatient may be preselected for you. Example: Surgery or Dental.
  2. Click Update.  

Manually add a patient

From the Patient Clipboard

Navigate to Right-click the patient’s name > Electronic Whiteboard > Patient Orders.  

  1. The patient’s information displays in the Patient Orders window with Inpatient status selected by default. Modify as needed. 
  2. Enter additional information as needed/available. Note: A Supervising and Current Care doctor must be entered. These can be the same provider and changed as needed. 
  3. Select Critical to flag a patient as such and display the Critical icon for the patient on all Electronic Whiteboard windows, Patient Clipboard, the Check-in/out window, and the Census List window.  
  4. Select a Primary reason for visit. The designated reason color displays as a dot on Whiteboard main window.
  5. Select or enter a Secondary reason for visit. If entered, this displays on the Whiteboard main window in place of the Primary reason description. 
  6. Modify the Admit and Discharge date/time details.
    • Admit date/time defaults to current system date/time. 
    • Discharge defaults to 3 days from the current date. Information can be updated as needed. 
  7. Enter the Supervising ID or F2 to search and select from the staff list. Typically, this is the admitting doctor. 
  8. Enter the Current Care ID or F2 to search and select from the staff list. Displays on Whiteboard main window and is typically doctor making medical decisions for the patient for the day/shift. 
  9. Enter Cage details (name, number, etc.).
  10. Select a Ward. This is general location of the patient and can be used as a filter for the whiteboard main window. 
  11. Add whiteboard Alerts if needed, click Edit and do the following: 
    • Select the alert from the drop down or manually enter an alert in the text box. Maximum of 20 alphanumeric characters/spaces. Note: alert type will display as Manually entered.
    • Click Add.   
    • Continue as needed for additional alerts. 
    • Click OK to exit the alert list. 
  12. Do one of the following: 
    • Click OK to finish adding patient and return to the Clipboard and enter orders at another time. 
    • Continue to add patient orders.

From the Whiteboard

Navigate to Toolbar > Whiteboard > right-click in patient column > Orders for New Patient.  

  1. Do one of the following: 
    • Select a recently accessed patient from the ID field drop down. 
    • Enter the patient’s ID. 
    • F2 to search and select the patient from the patient list.  
  2. The Inpatient status is selected by default. Modify as needed. 
  3. Enter additional information as needed/available. Note: a Supervising and Current Care doctor must be entered. These can be the same provider and changed as needed. 
  4. Select Critical to flag a patient as such and display the Critical icon for the patient on all Electronic Whiteboard windows, the Check-in/out window, and the Census List window.  
  5. Select a Primary reason for visit. Designated reason color displays as a dot on Whiteboard main window.
  6. Select or enter a Secondary reason for visit. If entered, displays on Whiteboard main window in place of the Primary reason description. 
  7. Modify the Admit and Discharge date/time details. Admit date/time defaults to current system date/time. Discharge defaults to 3 days from current date. Information can be updated as needed. 
  8. Enter the Supervising ID or F2 to search and select from the staff list. Typically, this is the admitting doctor. 
  9. Enter the Current Care ID or F2 to search and select from the staff list. Displays on Whiteboard main window and is typically doctor making medical decisions for the patient for the day/shift. 
  10. Enter Cage details (name, number, etc.) 
  11. Select a Ward. This is the general location of the patient and can be used as a filter for the whiteboard main window. 
  12. Add whiteboard Alerts if needed, click Edit and do the following: 
    • Select the alert from the drop down or manually enter an alert in the text box. Maximum of 20 alphanumeric characters/spaces. Note: alert type will display as Manually entered.
    • Click Add.   
    • Continue as needed for additional alerts. 
    • Click OK to exit the alert list. 
  13. Do one of the following: 
    • Click OK to finish adding patient and return to the main Whiteboard and enter orders at another time. 
    • Continue to add patient orders.

Discharging a patient

Posting an invoice will automatically remove a patient from the whiteboard unless the Check out patients option is deselected in the Post Invoice window. Whiteboard defaults will determine if a patient not at ready to go status or with uncompleted treatments can be invoiced. As needed, patients can also be manually removed in cases where an invoice is not needed at the time or patient entered in error. 

Invoicing method (automatic removal)

Before you invoice the patient, do the follow from the Whiteboard.

  • Open the Patient Orders window.
  • Check for uncompleted treatments. Either complete them, mark them as not performed or discontinue the patient order. 
    • In the Patients column on the Whiteboard (main grid) window, right-click in the patient’s block and select Patient Orders.  
  • Change an inpatient’s status to Ready to go home, or an equivalent custom status that contains one of these keywords: Ready, Home, Pick, Release, or discharge.
    • From the Status drop-down list in the Patient Orders window, select Ready to go home (or custom status equivalent).  
  • Click OK to save the change and return to the Whiteboard.  

The updated status displays in the patient’s block in the Patients column. 

Note: You can also update the status from the Patient Check-in/out window, select Ready to go home from the Status drop-down list, and click Update. Navigate to one of the windows by doing the following:

  • Right-click Appointment > Check in
  • Patient Clipboard > right-click patient > Check In  
  • Daily Planner > Checked-in tab > Right-click the patient > Update
  • Census List > Select the patient > click Update 
  1. Create and post an invoice for the client.  
    • If the patient is not at a ready status or uncompleted treatments exist, a message will display, based on whiteboard defaults. Do one of the following, depending on how the default is set: 
      • Set as a warning: Click Yes or No to proceed or pause invoicing. It is recommended to check with your medical team before proceeding. 
      • Set to stop: Work with medical team to ensure patient status and any uncompleted treatments are addressed. 
      • Set to manager override: A team member with appropriate security access must be available. Click Yes or No to proceed. When clicking yes, the login window displays. Once a manager staff ID and password have been entered, posting can continue under the logged in user.
  2. In the Post Invoice window, verify the Check-out patient option is selected. 
  3. Once the invoice is posted, the patient’s status changes to Discharged and/or is removed from the Whiteboard, based on whiteboard default settings for discharged patient display. 

Removing a patient (manual method)

You can manually remove a patient from the Whiteboard without creating and posting an invoice. This is useful in the following situations:

  • A patient was added in error.
  • A boarding patient needed a single medical service, which has been completed, and they are staying an additional week.
  • The patient is deceased and billing will occur at a later time.

Note: If this removal method is used, staff will still need to complete other applicable client/patient processing tasks such as invoicing and check out. The patient is still displayed on the Daily Planner Checked-in tab and Census List.

  1. In the Patients column on the Whiteboard (main grid) window, right-click in the patient’s block and select Remove from Whiteboard.
  2. Do one of the following:
    • If the patient does not have any orders, proceed to next step.
    • If the patient has orders, the Patient Orders window opens. Click Remove from Whiteboard.
  3. Select a hospital status for the patient from the New status drop-down list.
  4. Click OK.
  5. Click Yes or No to confirm the patient removal.

The patient is marked as Discharged and may continue to display on the Whiteboard, depending on the length of time set in Whiteboard default settings. You can also right-click the list of Whiteboard patients and select Hide Discharged Patients.

Additional information

General

Related Reports

These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window. 

Whiteboard Patient Orders Report

Whiteboard Patient Treatment report

Other Resources

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