Using the Patient Workspace

Customizing Workspace Preferences

Use the Patient Workspace Preferences window to customize the workspace for different patient views:

• Practice DefaultsSome settings, such as tab colors, can only be set at the Practice Defaults level.

• Department OverridesWhen configuring Department Overrides, use the drop-down list to select the department you are configuring. Click Reset Users for Dept to delegate these workspace settings to all users assigned to this department.  For more information, see Setting Up Departments.

• My PreferencesOnly the available options are active. Users can customize their own settings, or click Restore Dept Settings to return to the assigned departmental preferences.

• Patient DockCustomize the action buttons on the Docked Patient window. These settings are user specific.

To set the patient workspace preferences:

1. Select Tables > Practice > Workspace Preferences. The Patient Workspace Preferences window is displayed with the Practice Defaults tab open.

2. Select the tab for the patient view preferences you are setting.

3. In the Configure Page section, select EMR. The features are listed with their default colors, in the order they are displayed on the EMR tab in the patient workspace.

4. Set the following preferences:

• To change a color, click the color block, select a new color from the pallet, and click OK. (Colors are set at the Practice Defaults level only.)

• To change the order the feature tabs display, click and drag the items in the list.

• To make EMR the default tab that opens first for this configuration,select Open the Patient Window to this Configuration.

• To disable the automatic display of the Alerts window,deselect the Open Alerts Window if Patient Alerts are Present option.

5. In the Configure Page section, select Workspace. The Workspace features are listed.

6. Set the following preferences:

7. Select Open for each feature you want on the workspace tab. The Alerts, Claims, and Demographics features are selected by default.

8. Select Active for the feature to display first when the tab is opened.

9. Hidden features can still be accessed from the Workspace tab by clicking the Additional Features button on the right.

10. To change a color, click the color block, select a new color from the pallet, and click OK. (Colors are set at the Practice Defaults level only.)

11. To change the order the feature tabs display, click and drag the items in the list.
    
    When customizing this tab for Department Overrides or My Preferences, you can deselect features you do not want displayed.

12. To make Workspace the default tab that opens first for this configuration, select Open the Patient Window to this Configuration.

13. To disable the automatic display of the Alerts window, deselect the Open Alerts Window if Patient Alerts are Present option.

7. Select the Patient Dock tab to define which actions can be performed from the Docked Patients window. You can select up to five actions from the list.

8. To enable notifications that alert you when another user has sent a patient and note to your Docked Patients window, select Enable Patient Dock Notifications and specify the time increments for the notification to display.

9. Click Ok.