Grid Display Fields
Grid display fields encompass all of the data that is available for resource and patient identification on the grid in appointments and grid column headers. During implementation, administrators configure a subset of the available fields from which end users choose what they actually want in their own grid display.
Display fields can be of three types:
- Appointment Grid Display Fields: These determine the information provided in the appointments on the grid, and they are discussed in the following section.
- Resource Column Display Fields: These determine the heading information that is used to identify the resources who are assigned to a resource column. Navigate to the link provided for a discussion.
- Patient Column Display Fields: These determine the heading information that is used to identify the patients who are assigned to a patient column. Navigate to the link provided for a discussion.
Appointment Grid Display Fields
Like color, these are one of the key visual components used in distinguishing appointments on the scheduling grid. Moreover, they are key in providing information that is used in the daily workflow of scheduling personnel.
- Appointment display fields are pulled from patient demographics and appointment details. In deciding which fields to include in the available subset, administrators should take into consideration the scheduling practices of everyone who uses the system to account for variation in personnel and domain requirements across the organization.
- Once the set of potential display fields has been decided upon, then users can choose up to 8 for their appointment display. Each user's selection is saved with their profile (see Preferences > Display Fields) so that no matter what workstation they log into, the appointments display includes those the fields.
NOTE – As an alternative, it may
be more efficient for an administrator to create a user profile and copy
that to additional users who share the same scheduling requirements. This
will create a consistent display with which everyone will be familiar
and include the fields that the organization requires as a whole. As different
requirements become apparent, these can be changed by users who have the
appropriate rights or by their administrator.
Adding or Removing Appointment Grid Display Fields
To configure a set of appointment grid display fields,
- Select Data Maintenance > System and Security > Grid Display Fields from the Main menu. The Grid Display Fields screen will appear.
- Locate the Grid Display Fields panel.
- Do one of the following to add or remove a field from the Assigned list:
- Double-click an Available field to add it to the Assigned list.
- Double-click an Assigned field to remove (delete) it. When a field is deleted from the short list, it is automatically removed for all users, and it will no longer display with any scheduling appointment.
- Click Save to commit the changes. Click Revert to reestablish the settings to point at which they were last saved.
Key Considerations
- Display field maintenance is governed by the Global User Right "System Preferences."
- Assign any combination of display fields, including all or none of them. The fields that are configured here only makes them available for use in user profiles. If none are configured or if the user does not configure any in Preferences, then color will be the only appointment differentiation on the grid. Unless otherwise required, at least one display field should be selected to identify appointments.
- The order in which display fields are assigned here is not consequential in that each user (or administrator creating a user profile) must navigate to Preferences and assign the actual fields they want. The assignment in Preferences then becomes a part of the user’s profile and determines the order in which they appear. So administrators will need to create profiles with the appropriate arrangement or users will need to assign them accordingly.
- Time slots that are not large enough to show all assigned fields, will display the fields in a tool tip as users “mouse” over any cell associated with the appointment.
- Changes that a system administrator makes to the list of grid display fields apply across the organization and become immediately available to users who have the appropriate rights to make changes.
- Patient display fields are derived from fields in both the Demographics and the Inpatient demographic screens. Case display fields come from case demographics.
- The preference configuration for display fields is applied to all appointments in the database: past, present, and future. There is no historical record of the fields that have been used over time.
