Add custom record producers to the service catalog in Care Team Operations for Healthcare IT

Add custom record producers you have configured into service catalogs in Care Team Operations for Healthcare IT.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Record Producers.

2. Select New.

3. Set the table name to Healthcare Facilities Case [sn_cto_facilities_case].

4. In the Accessibility tab, set Catalogs to Facilities service.

5. Set the Category field to the desired service category.

6. Add in the following common variable sets.

   Title	Description
   Description set	Contains the short description and description fields.
   Care Team Portal Asset Model Set	Contains a reference to the asset model.
   Care Team Portal Asset Tag Set	Contains the asset tag or serial number and the identified asset. Used in combination with the catalog client script to identify the asset by its asset tag or serial number and sets the reference field to the asset.
   Requesting unit set	Contains the requesting service organization.
   Urgency set	Contains the urgency field.

7. Recommended - Add in the following catalog client scripts.

   Catalog client script	Description
   Clear location asset change	Clears the location field when the asset is changed so that only locations associated with the current asset are shown.
   Clear location on unit change	Clears the location field when the requesting unit is changed so that only locations associated with the current unit are shown.
   Populate contact on phone type	Populates contact person when phone type is selected.
   Populate EMR session params	Allows tokenized data to be captured when launched inside of Epic Hyperspace when reporting an EMR issue.
   Populate phone number on user selection	Populates phone number when a contact person is selected.
   Populate session params for IT service	Allows tokenized data to be captured when launched inside of Epic Hyperspace when requesting other IT service.
   Update contact on unit change	Clears contact person field when the unit is changed so only contact persons associated with the new unit are shown
   Update EMR issue description	Aggregates the contact person information and appends it to the case description when reporting a medical device issue.
   Update IT request description	Aggregates the contact person information and appends it to the case description when requesting other IT service.

8. Fill in other fields as needed.

9. Select Save.

Result

You have created a custom record producer for use with Care Team Operations for Healthcare IT.