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These personal configurations are private, ensuring that the custom setup remains visible only to the individual user who defined it.
It is a quick select pill which allows the user to quickly view only selected clinical files in the patient file section, such as only pathology results, only scripts, or only a clinical form completed by the practitioner.
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Navigating to the “Patient File Quick Filters” feature?
You can access patient files through several different pathways depending on your current workflow:
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From the Debtor Screen: Navigate through the debtor's profile to view all associated patient records.
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From the Diary Booking Screen: Access patient files directly from their scheduled slots in the diary.
From the Debtor Screen
Selecting the relevant debtor activates the information panel on the right side of the interface. This panel includes the access button for the "Patient File" section, allowing seamless navigation to the patient's records.
From the Diary Booking Screen
After you select a specific debtor or patient booking, a contextual panel appears on the right side of the screen. This panel serves as a quick-access hub, displaying the dedicated button required to open the "Patient File" section.
The Patient File centralises all patient documentation, providing a comprehensive overview within a single interface. By default, the system utilises "Normal Mode," which features expanded document views designed for effortless reading of the most recent entries. Alternatively, users can toggle to "Story Mode," which offers a more condensed layout that is ideal for efficient searching through historical records.
To further personalise the workflow, the system allows you to select either "Normal" or "Story" mode as your preferred default view upon opening a file.
Story Mode lets you scroll quickly through records to find specific documents. While this view is highly efficient, the list can expand significantly for regular patients who have frequent visits. To manage this effectively, the Patient File Quick Filters provide a valuable tool, allowing you to narrow results and find the information you need more precisely.
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How can the “Patient File Quick Filters” feature be applied?
You can create and customise quick filter categories to suit each user's specific requirements. These personal configurations are private, ensuring that the custom setup remains visible only to the individual user who defined it.
The colour selection in the designated bubble "5" applies to the category name colour. This feature lets you visually distinguish sections by applying a specific hue to the category label, improving the overall readability of the patient file.
To configure your preferred Patient Quick File Filters, navigate to your site settings and select the User Entity Settings option. From there, scroll down to the Patient File Settings section, then expand Quick Filters to customise them.
It is essential to select "Save" before navigating away from the screen to ensure that all modifications are successfully retained by the system. By doing so, you guarantee that your personalised settings and updates are permanently applied.
To add new categories, select the blue "+" icon located within the interface. You may then customise existing or newly added categories by selecting the grey area indicated by bubble "3". As shown in bubble "4", you can label category names to match your preferences and ensure the system aligns with your professional terminology.
When addressing the steps associated with bubble "6," determine whether the view should be restricted to specific templates and forms completed for the patient or encompass all documents categorised under a clinical form type. The configurations highlighted in bubbles "6" through "8" specifically manage the settings for instances where only designated form templates are intended to be displayed.
If you prefer to filter the view to specific forms only, ensure that the option in bubble "11" remains unselected. You may then proceed to select only the relevant form templates from the options provided in bubble "12" under the corresponding form type.
To see all template types, complete the selection in bubble "13" and fill in both fields. This configuration ensures that all templates associated with the clinical form type are automatically reflected whenever that specific quick filter category is selected.
When you navigate to the Patient File and select your custom category, the view filters to show only the documents relevant to your intent. This targeted approach streamlines the review process by excluding unnecessary information and focusing solely on the data required for the task at hand.
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