Introduction

This section explains the different areas that must be configured to succesfully implement the patient Workflow functionality.



Configuration

  • How to include the Clinical Task and Task History buttons on the Side Bar of the Progress Note screen.



Click on Settingsbutton on the toolbar of the Progress Note screen, Select the Side Bar Settings option. Select the Clinical Tasks and Task History items from the available items area on the right side of the screen and drag/drop into the items window on the lower left corner of any Side Bar category. Press saveto store the change. The Side Bar panel will refresh and the buttons will appear under the category where they were added.

 

For more information see: Advanced Progress Note / Settings / Side Bar Setting


  • For details on how to insert the Triage segment into the Clinical Evaluation window of the Progress Note screen (As displayed below), click here: Clinical Evaluation Template Settings





  • How to configure Reasons for Visit options.




  • In the Settings Module, click on Clinical then select the Clinical Task Templates option. Click on the Arrival Categories button on the tool bar of the screen.


Click here for more details: Setting / Clinical / Clinical Tasks Templates

   

Note: You must restart the application for any changes to take effect.
 

  • How to configure categories for the Add Workflow screen.


  • In the Settings Module, click on Clinical then select the Clinical Task Templates option. Click on the Task Categories button on the tool bar of the screen. 

Note: You must restart the application for any changes to take effect. 


  • How to configure Office Locations.

  •  In the Settings Module, click on Office then select the Appointments option. Click on the Rooms button on the tool bar of the screen.


  • How to include the Clinical Tasks and/or Triage segments in the printed progress note report.
  • In the Settings Module, click on General then select the Staff & Providers option. Click on the P.N Settings button on the tool bar of the screen. Each option listed will be enabled to be included in the printed report if the Visible column is checked for that option. Also, the order in which items are printed are in the same order as they are listed on this screen. To change the order of the items just drag and drop them to place them in the desired order.