Appointment Display Fields
Appointment display fields comprise patient demographic and appointment data that system administrators make available to users during the program's implementation, and they are primarily used to display additional patient information in appointment on the grid. In addition, appointment display fields are used as column headers in patient columns.
To configure appointment display fields,
- Do either of the following:
- Click the Presets
and Preferences
icon on the scheduling
grid, or - Clicking the Preferences link in the top right corner of the main screen
- Select Display Fields from the side menu.
- Locate the Appointment Display Fields panel on the User Display Fields Preferences screen.
- Scroll through the list of fields in the Available panel, and then double-click any that you wish to use. This will move it to the Assigned list.
- Repeat step 4 up to 8 times.
- Configure the order of the fields using the Up and Down buttons. The order establishes the display in appointments on the grid.
- Click Save to complete the configuration. Click the Revert button any time during the configuration process to return the data to a state when it was last saved.
Remove a field from the Assigned list by double-clicking the description. This will move it back to the Available list. Be sure to click Save once the changes are complete.
NOTE –
The display fields selected in the user profile determines the
header text that is used in patient columns.
Key Considerations
- Your configuration is saved with the your account so that regardless of the workstation you log in to, the same patient information is displayed.
- Select up to 8 appointment display fields. The number of fields shown in the appointment cell and column headers depends on your configuration in Grid Display Preferences.
- The display text appears in the first cell of scheduled appointments.
- Keep in mind that if appointment display fields are not configured (i.e., left blank), appointments will display only color (i.e., they won't show text).
- Display Fields appear in a tooltip whenever a resource's time slot length is too small to display all of the information. The fields are displayed in the order in which they are arranged in the Assigned panel.
- When fields are changed or new ones added, appointments (past, present, and future) are updated in real time.
