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User Specific Encounter Types

General Discussion

Last Post by jeisenmann 6 years ago

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jeisenmann

(@jeisenmann)

Posts: 10

Eminent Member

Topic starter

Let's say there's a staff member who only needs to create 6 different encounter types when starting a new document. Is there a way to prevent that user from seeing the encounter types that are not relevant?

I feel like there should be a user preference setting that could accomplish this, but I'm unable to find anything so far.

Posted : October 15, 2018 2:52 am

swhite

(@sbrooks)

Posts: 84

Trusted Member

Yes. There is a way to do that.
I don't think you can set this up for them via preferences in admin.
You will need to have the user logged in and help them set up a group.

1. Click New Document in any patient's chart
2. Click the binoculars to the right of the Encounter Type field
3. Click the More button in the lower left corner of the Encounter Type dialog box
4. I believe everyone has a "My Folder" there but if not, click the New Group button to create a group
5. Search or browse to find the encounter you want to add to the Group and select it
6. Click the Add Item button
7. In the Add Item to My Folder dialog, select the "My Folder" (or whatever group you created in step 4)
8. Click OK
9. Continue adding just the encounter the user needs
10. In the "More" section, in the "Contents of Encounter Type list" section (middle, bottom of the form) do:
A. Select "My Folder" and Click OK
or
B. Select the group you created in step 4 from the folder list above & select "Selected folder" in the "Contents" section, & click the Set button & click OK.
Then the next time the user clicks New Document, they will see only those encounters

Posted : October 15, 2018 3:38 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

Very interesting. Experimenting with this.

But, how do you turn this preference to 'My Folder' off, if the user would later like the full list?

Posted : October 15, 2018 4:50 am

swhite

(@sbrooks)

Posts: 84

Trusted Member

Turn off the My Folder by clicking the binoculars again.
- click More.
- select "Encounter Type" folder in the upper right folder list
- click "Selected folder" in the Contents of Encounter Type list section
- click the Set button
- click OK
Then all the encounters will show up again when you next click New Document.

Posted : October 15, 2018 4:55 am

jeisenmann

(@jeisenmann)

Posts: 10

Eminent Member

Topic starter

Thank you this worked perfectly!

Posted : October 15, 2018 5:34 am

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