Add an observation schedule

This article explains how to add an observation schedule to a client's record.

Observation schedules enable workers to record observations related to a client's health condition or support needs for tracking and clinical review.

Required packages

Available with: Lumary DC 2.4 and later, updated in Lumary DC 2.18

This article covers:

• observation types
• how to add an observation schedule
• how to filter and view observation schedules, and
• how to edit an observation schedule.

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Observation types

The following observation types and readings are supported:

Observation type	Observation fields
Blood Glucose	Millimoles per litre of blood (mmol/L), Actions Taken
Blood Pressure	Systolic blood pressure (SBP), Diastolic blood pressure (DBP), Beats per minute (BPM), Actions Taken
Bowel	Bowel Action, Faeces Type, Method, Amount, Actions Taken
Cough Assist Chart	Manual or Machine, Number of Cycles, Secretion, Actions Taken
Enteral Feeding Regime	Flush (mL), Feed (mL), Rate (mL/hr), Actions Taken Start Date/Time, End Date/Time
Fluid intake	Drink Item, Amount Served (mL), Amount Consumed (mL), Actions Taken
Food intake	Food Item, Amount Served, Amount Consumed, Actions Taken
Head Injury	Pupils different shapes or sizes, Blurry or double vision, Difficulty hearing, speaking or seeing, Sensitivity to light, Seizure activity or twitching, Sensitivity to noise, Confused or acting strangely, Numbness or tingling, Vomits, Does not "feel right", Can't recall events (hit, bump, fall), Difficulty eating or drinking, Headache getting worse, Has blood or discharge from nose or ear, Has trouble staying awake, Blacks out/loses consciousness, Balance problems or dizziness, Visual disturbance, Loses memory, Weakness, Actions Taken
Heart Rate	Beats per minute (BPM), Additional Information, Actions Taken
IDC/SPC Bag Change Chart	Reason for bag change, Reason for change, Date next change due, Actions Taken
IDC/SPC Change Chart	Reason for change, Date next change due, Actions Taken
Medication Administration	Medication Administered, Actions Taken
Menstruation	Amount, Cycle Stage, Period Duration (days), Other Symptoms, Additional Information, Actions Taken
Neurological Observations Chart	Best Eye Response, Best Verbal Response, Best Physical Response, Total Score, Actions Taken
Oxygen Saturation	SpO2, Actions Taken
Pain	Pain Symptoms, Pain Type, Location, Area, Actions Taken, Additional Information
Repositioning Chart	Positioned From, Positioned To, Actions Taken
Respiratory Rate	Breaths per minute, Actions Taken
Seizure	Duration, Type of seizure, Symptoms - Absence, Symptoms - Partial, Symptoms - Tonic Clonic, Sensations & Physical Responses, After Seizure, Actions Taken
Skin integrity Issue	New Issue, Location, Estimated Size or Scale of the issue, Area, Integrity Issues, Possible Cause, Incident Recorded, Actions Taken
Skin Monitoring Chart	Type of New Mark, Date Resolved, Location on Body, Actions Taken
SPC Flushes	Urine PH, SPC Flush Solution, Actions Taken
Temperature	Temperature (°C), Actions Taken
Urine	Urine Colour Hydration Rating, Additional Information, Method, Amount, Actions Taken
Vomit	Volume (ml), Onset, Appearance, Other Symptoms, Actions Taken, Additional Information
Weight	Weight (kgs), Weight Change, Actions Taken

Additional observation types may be available in your system if they have been customised for your organisation.

The following observation schedule types allow users to capture multiple observation types:

Observation schedule type	Observation types
Fluid Balance Chart	Enteral Feeding Regime Fluid Intake Stoma (Bowel) Urine Vomit
Vitals	Oxygen Saturation Blood Pressure and Heart Rate Temperature

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How to add an observation schedule

To add an observation schedule:

1. Go to the client's record.
2. Click on the Support Needs tab.
3. Click on the Observations tab.
4. Click the New Schedule button.

This will open a New Observation Schedule form. The following table describes the fields in this form. Mandatory fields are marked with an asterisk. Filling in some fields reveals or activates additional options.

Field	Use and purpose
* Client	This field is auto-filled with the name of the client.
* Status	Set the status to Active.
Schedule Details
* Observation Schedule Type	Select an option from the list.
* Schedule	To track observations at set times, select Specific Daily Times, or for less frequent or ad hoc observations, select General Schedule.
Also create Ad Hoc Schedule	Tick this option to automatically create an equivalent ad hoc schedule for the same Observation Schedule Type. This option is not available when you are already creating an ad hoc schedule.
* Specific Times	Tick the checkboxes next to the relevant times this observation is required to be tracked. This field will only display if you selected Specific Daily Times above.
* Non-Specific Times	Select a value from the picklist: Weekly, Monthly, Ad Hoc or Custom. This field will only display if you selected General Schedule above.
* Custom Times	Enter custom observation schedule times or frequencies. This field will only display if you selected Custom above.
Additional Instructions	Record additional instructions for this observation schedule.
Enteral Feeding Regime Schedule (this section will only display for the Enteral Feeding Regime and Fluid Balance Chart schedule types)
Regime	Select a value from the picklist: PEG, PEJ, RIG, NGT. Record relevant details in the other fields as needed: Dietician Details, Feed, No. boluses each day, Water flushes in mL (Pre bolus), Water flushes in mL (Post bolus), Bolus via gravity or pump, Total feed volume (mL), Total fluid volume (mL).
Targets or Restrictions (this section will only display for the Fluid Balance Chart schedule type)
Daily Target (mL)	Enter the client's daily fluid intake target for this observation schedule.
Daily Restriction (mL)	Enter the client's daily fluid intake restriction for this observation schedule.
Observation Escalations (this section will only display for the Blood Glucose, Blood Pressure, Heart Rate, Oxygen Saturation, Temperature, Vitals and Weight schedule types)
* Low	This will pre-populate with the lowest value for the normal range, based on the observation type and the client's age. This value can be overwritten if the client has a different normal range.
* High	This will pre-populate with the highest value for the normal range, based on the observation type and the client's age. This value can be overwritten if the client has a different normal range.
* Escalation Ranges	This will pre-populate with escalation guidance information for when the captured values are outside of the normal range, based on the observation type and the client's age. This information can be overwritten on the client's schedule as needed.
Schedule Dates
* Start Date	This will pre-populate with today's date. Select the date from which observations are to be recorded if different to today.
End Date	If applicable, select the date to end recording new observations against this schedule.

5. Click the Next button.

A confirmation prompt with details of the observation schedule will be displayed.

6. Click the Next button to create the schedule.

The new schedule will appear as a card under the client's observation type on the Observations tab.

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Filter and view observation schedules

Observation schedules are displayed on the client's Observations tab, grouped by observation type. Each type is shown as a card displaying the type name, a summary of the schedule types in use, and the most recent observation recorded.

To filter the cards by clinical category, click a filter pill at the top of the section:

• All — shows all active observation types
• Vitals — Blood Pressure, Heart Rate, Temperature, Vitals, Oxygen Saturation, Respiratory Rate, Blood Glucose
• Output — Bowel, Urine
• Intake & Feeding — Fluid Intake, Food Intake, Enteral Feeding Regime, Fluid Balance Chart
• Neurological — Seizure, Neurological Observations Chart, Head Injury
• Skin & Wound — Skin Integrity Issue, Skin Monitoring Chart, Repositioning Chart
• Other — all remaining types 

By default, only active schedules are shown. To view inactive schedules, click the Show Inactive toggle.

To view all individual schedules for an observation type, click the type card. This opens a detail view showing each schedule's start and end dates, time slots, the latest observation reading, and recent observation history. From here you can edit observations using the pencil action, add a new observation or navigate to a schedule record.

Click < next to the schedule type to return to the client's overall observations view.

The maximum number of observations listed for each schedule will be based on the Last Observations List Max setting under Lumary Extended Settings in your environment.

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Edit an observation schedule

To edit an observation schedule:

1. Go to the client's record.
2. Click on the Support Needs tab.
3. Click on the Observations tab.
4. Click the card for the relevant observation type.
5. Locate the schedule you want to edit, click the drop-down and select Edit Schedule.

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For more information, see Add and view observations.

To add or edit an observation schedule if your organisation is on a version prior to Lumary DC 2.18

To add a schedule:

1. Go to the client's record.
2. Click on the Support Needs tab.
3. Click on the Observations tab.
4. Expand the Observation Schedules accordion.
5. Click on the New Observation Schedule button.

To edit a schedule:

1. Expand the Observation Schedules accordion.
2. Expand the specific schedule.
3. Click on the cog icon at the end of the row.
4. Select Edit Schedule.

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