Settings- Patient Tabs

Custom patient tabs can be created by an Administrator through a form editor. These tabs will appear across the top of the Transfer Center dialog. There are several preset tabs that are needed for program functionality and are identified as (preset); however, their order and name can be modified.

By right clicking on any of the tabs an admin can set user group permissions for any of the tabs listed.

Preset Tabs

The preset tabs are Flight Plan. Times, Documents and History. The user can create additional (preset) tabs when selecting the Green Plus button. The additional presets that are available are listed below Custom... and include Times, Demographic, Medical and Closest Assets. What is contained on each of these preset tabs is discussed in the user interface section covering Transfer Center dialog.

 

The following editing options are available:

If the Demographic and Medical tabs are selected from the Add button they will replace the standard, provided Demographic and Medical tabs with the tab created by the administrator.

Additional Times tabs with a filtered subset of the times can be added to the Transfer Center dialog. To create a new times tab select the green plus button and Times in the pop out.

 

This will bring up a dialog that will allow the user to name the tab and select the Transfer Center Times that will be displayed on the tab. All of the times that are listed are created in the Settings->Patient Setup->Transfer Center Times.

 

Closest Asset results can be displayed on the Closest Assets tab in the Transfer Center dialog. The Closest Asset tab is preset on the Request dialog, but the Transfer Center Closest Asset tab will have to be setup by selecting the green plus button and selecting Closest Assets.

 

Each time the Search button is selected a snapshot will be taken and the time will be displayed in the Time of Search field. Any notes entered will be displayed and whether an asset was chosen based on the search closest results.

When selecting the Custom... option will display the Form Editor Window. The Form Editor is a WYSIWYG (What You See Is What You Get) style of editor. How the form looks on this page is exactly how the form will look when selected in the Transfer Center dialog. 

The Form Editor is broken down into four major areas;

Title: This is where you will name the tab as it will appear in the Patient Window.

Palette: These are the tools you will use to create the different elements for the various forms (We will look at each one in detail in the next section).

Modify: This is where the options for the selected form element is available as well as other formatting options. You may also Delete a selected element.

Main Window: Where the form is built and selected element may be manipulated by dragging and dropping them into position and/or sizing them with the blue editing frame.

Simply click and hold anywhere inside the Blue Frame to move the selection around the Main window or click and hold on any of the sizing nodes along each edge or in each corner to resize the element.

 

The Palette area has 9 buttons that all provide different tool options for creating elements for each form. Simply click on the button and the requested element will automatically place itself in the Main Window where it can be sized and placed. The type and function of each button is explained below.

Label - By clicking on the Label button, you will place a Label element in the form. This is nothing more than a text area that is used to define different areas or label buttons or checkboxes.

 

The Label tool can only be a single line and can be Left, Center, or Right justified.

Text Box - This will place a text box on the form where users can enter information. The Save as: area is where you will define how the Text Box is referenced when the file is written to NEMSIS.

 

Checkbox - This will drop a checkbox element with a Label text that can either be checked or unchecked. The Save as: area is where you will define how the Checkbox is referenced when the file is written to NEMSIS.

 

Dropdown - This will place a Dropdown menu bar element on the form. In order to populate the list, we must either select existing an existing Content List or create new Content List to be displayed (this function is also used in the Checklist element covered later).

To create a new Content List, select New...  This will open the dialog for naming your new Content List.

When you click Ok, you will be presented with the Edit Content List Window. Here you will use the same tools listed above to create your list items.

When finished adding all your list items, click Ok to return to the Form Editor. Now under Content: you will see the name of the new list you just created. If at any time you need to edit a list, select the title in the Content: dropdown list and click on the ellipsis button (...) to the right.

Radio - This will place a circular Radio button on your form. Radio buttons are considered "either-or" buttons, meaning that if you have multiple Radio button elements, you can only have one selected at a time. If you need to have more than one set of Radio buttons, you will need to place them inside of Groups by clicking on the Group button.

*WARNING - You must size the Radio buttons to fit inside of the Group box, otherwise it will be considered part of the overall form. In the following picture, you can see that the No Radio button defined area is extending beyond the Patient Dizzy Group

If the user selects the No Radio Button and then selects one of the Zone buttons, the No Radio Button will uncheck.

Group - Covered in the example above.

Section - This will draw a dividing line around a section on the form with a title. This would be used to format a large form into several smaller and specific forms. This can also be used to organize information for inclusion in NEMSIS.

Checklist - This element works very much like the Dropdown element, except you can select multiple items. Creating a list for inclusion in the Checklist element is exactly the same procedure described earlier in the Dropdown section. You can size the element to expose all of the items on the checklist, or only a certain number and have a scroll bar on the right side.

Other - This button will open a sub-menu with different special format element options. Depending on your organization the contents of Other may vary. Listed below are the primary selections under Other.

The Date and Date/Time elements will produce a text field with a click box next to it. When the user clicks on the box, it will open a window with a calendar. Select the date you wish to enter.

To enter the time, double click on the time portion of the display and enter the desired time. For Date and Time field entries, you can now set a specific time frame. This will keep users from entering invalid times and dates in specific fields. Examples would be Times/Dates Only in the future for appointments or Times/Dates Only in the past for things like Birthdates and Vitals.

List are tables generated to represent the custom list control fields created by an administrator.  Each list control is turned into its own table, named after the "Save As" value for that list control on the tab editor.  For example, a list control saved as "lstvitals" would be turned into a table named "lstvitals".  First each field in the list control tab is turned into an column in the table (note this refers to the actual fields themselves, not the displayed values on the list control; if you have the fields txtfirstname and txtlastname, and combine them into one Name column on the list control display, the fields txtfirstname and txtlastname will be in the newly created table).  

Rows in the table represent rows in the list control, and are ordered in the same manner.  To access the most recent passport number for a patient, for example, you could write: (SELECT txtpatientpassport# FROM lstpatientpassport LIMIT 1).

 

Dropdown with list allows for a list to be created with selectable contents that are created in their own list.

The Contents are created by either selecting the Content dropdown or by selecting the ellipsis to create a new dropdown.

Hidden Dynamic Text field allows fields to be created that are not visible in the patient tabs. When selecting the ellipsis next to Text (dynamic) the Dynamic Expression editor is displayed. This does require SQL knowledge, but available fields are provided in the Insert dropdown. User's can then use this for other functions. For example, the SQL expression written below will underline the Burns tab when the Burns Box is checked on the Medical tab.

 

 

The Name element is formatted for First, Middle and Last and the Phone element is formatted for Area Code and Main Number, (###) ###-####.

The Modify area allows a user to specify how the item's save as name, System Name (NOTE: the system name is unique and can only be assigned to one field within the any given editor) and title which is how it will appear in the UI. In addition, this is where the administrator defines how the item should be formatted, whether the information should be redacted, user permissions and validation rules.

Formats for custom patient tab fields can be enforced now.  Checking the "Format is required" box on the form editor allows an administrator to specify that only inputs which follow the format will be allowed.  Remember that capital letters (A-Z), lower-case letters (a-z), and numerals (# and 0-9) can be used in setting up a format.  In the example below, the field is expecting ten numerals to be entered, and punctuation will be incorporate as specified.

If a format is marked as required and a user enters in data that matches the format, it will be formatted appropriately and saved to that field.  If the entered data does not match the format, the user will be prompted to correct their error and the data will not be saved to the field (see below).

 

Should be redacted allows for the administrator to decide which information should be hidden when the User Permission is set to read-only.      

Edit User Rights allows for tabs to be full permission, hidden or made read-only based on user groups.

Mandatory fields can be set for individual fields. In the Form Editor there is a Validation Rules checkbox that opens the dynamic expression editor.

If a required field is left blank, the user is prompted with a Validation Error window.

If the user leaves the box unchecked next to the error or selects OK, the field will be displayed and be outlined by a blue box.

Patient tabs in the UI will appear from left to right in the order that they are sorted in the main Patient Tab edit dialog.