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[ Help Main ] > [Main Navigation Bar] > [Misc] > [Customize] > Customize Dropdowns
Purpose: Allows the user to create user and group level dropdowns for templates.
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Buttons |
Description |
| View |
This link allows the user to view the elements that are in the dropdown. To view the elements in the dropdown, select the dropdown and click “View”
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| Update |
This link allows the user to update or modify the elements that are in the dropdown
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| Raname |
The system will prompt the user to enter a new name. The user has to enter the name and then click the “OK” button.
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| Delete |
This link allows the user to delete a dropdown. To delete a dropdown, select the dropdown and click “Delete”. Note: If a dropdown is being used, the user will not be able to delete the dropdown.
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| Share |
The user can share the dropdowns he/she created with the group. To share the dropdowns with the group, the user needs to highlight the dropdown from the “User Dropdown Repository” box and click the “Share” arrow button. Once the “Share” arrow button is clicked the system will prompt the user to enter the new shared dropdown name. After the user gives the dropdown a name, he/she needs to click the “OK” button. The dropdown that was selected to be shared with the group will be removed from the “User Dropdown Repository” box and will be placed in the “Group/System Dropdown Repository” box.
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| Copy |
With this option, the user does not have to start from scratch when creating a dropdown. The user can copy any group/system dropdowns and modify it. To copy a group dropdown, the user needs to highlight the dropdown from the “Group/System Dropdown Repository” box and click the “Copy” arrow button. Once the “Copy” arrow button is clicked the system will prompt the user to enter a new name for this dropdown. After the user gives the dropdown a name he/she, needs to click the “OK” button. This dropdown will now appear in the “User Dropdown Repository” box.
The user can now update the copied dropdown.
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| Back |
This button brings the user back to the “Custom Settings” page.
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| Main Menu |
This button brings the user to the “Main Menu” page.
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To create a new dropdown:
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In the “User Dropdown Repository” box click “New”. The system will prompt you to enter the new dropdown name.
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Enter the new dropdown name and click the “OK” button. The new dropdown name will appear in the “User Dropdown Repository” box.
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Select the dropdown name and click “Update”. The system will bring you to a page where you can add the elements you wish you place in the dropdown. In the “Element” box you will be able to see all the elements that are in this dropdown.
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Click the “Add New Element” arrow button to add a new element. The system will bring to you another page.
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Enter the element you wish to add in the “Element Name” field. Note: The user can tag a(n) ICD9, SNOMED, or LOINC to the element. Use the “ICD9 Search Phrase” to search for the code you wish to tag the element. When you click “Search ICD9 Codes” the list of code that match your search will appear in the “Tag ICD9 Code” box. You can highlight the code you wish to tag the element.
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Click the “Save” button.
To update a dropdown:
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Select the dropdown name and click “Update”.
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On this page you are able to add, update and delete an element. In addition, you can make the element as you default element. A default element will show up as the first element in the dropdown.
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To add a new element repeat step s4-6 in “To create a new dropdown” section
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To update an element, highlight the element in the “Tag ICD9 Code” box and click “Update”. Then repeat step s4-6 in “To create a new dropdown” section
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To delete an element from the dropdown, highlight the element in the “Tag ICD9 Code” box and click “Delete”.
FAQ:
What does Tag Type ICD9 do?
In the
dropdowns used in the office note, it scrubs the dropdown selections to
make the tagged icd9 codes of the selected elements into a suggested
diagnosis in the problem list page, and in the dropdowns used in procedure
templates, it scrubs the dropdowns to make the tagged selected icd9 codes
into pre-selected diagnoses for approval in the superbill.
I have added new
elements to dropdown menus in my account, how come other members in my
group cannot see the same changes?
That is probably because
the user has not shared the customized dropdown menus with his/her group.
To share one’s dropdown menus, go to miscàcustomize
à
customize dropdown menu. Here, one
can view all the dropdowns in the user repository and the dropdowns in the
system / group repository. Select the name of the dropdowns from the user
repository, and push it to system by clicking on share. One can
find the name of the dropdown during the customization process: upon
clicking the Edit … option on a dropdown menu, a customize window will
appear. The name of the dropdown is shown on the top left corner of the
window.
How can I add additional items to a list?
You can add additional items to the list by scrolling to the bottom of a
dropdown list and click on "edit..." Be aware that the additions are on a
per doctor basis.
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