Patient Panel Settings

You have the option to choose between two demographic panels in which to display patient information on the grid: (a) the Standard Panel and (b) the Inpatient Panel. The Standard Panel is designed primarily for outpatient demographics and is the default panel. It displays patient information such as age, DOB, gender, contact phone numbers, etc. The Inpatient Panel displays the Inpatient Data fields, such as bed, nursing unit, etc.

Use the Following Patient Panel: If you use the Standard panel, complete the outlined steps to choose up to six additional fields for display  from those listed. Keep in mind that Inpatient panels do not have any additional configuration options.

1. Click the drop-down in Extra Field 1 and then choose a field from those in the following list.

Contact Fields

• Occurrence Contact 1: The default label is Primary Physician, but the field will display whatever label your organization chooses.
• Occurrence Contact 2
• Occurrence Contact 3
• Occurrence Contact 4

Resource Fields

• Occurrence Resource 1: The default label is Practitioner, but the field will display whatever label your organization chooses.
• Occurrence Resource 2
• Occurrence Resource 3
• Occurrence Resource 4

Neither Contact nor Resource 2–4 have a default label. These must be configured by the organization and will reflect whatever label is selected during that configuration.

Employer

Referral Source

Primary Insurance: If a patient has more than one plan associated with a case, the first plan listed is considered primary and will appear in the patient panel. Users have the option of arranging the insurance plans in the order they prefer.

Patient Language: This is configured in patient demographics under the Reminders & Language heading.

Case Fields: The following fields are derived from the Case Information screen in case demographics. Up to three domains are listed in the panel. All of the patient's domains are listed in a mouseover.

• Description
• Domains
• Admit Date
• Date Last Seen
• Date First Offered
• Re-evaluation Date

Phone 3 — Patient Cell Phone: The default label for Phone 3 is Cell, however, this field displays whatever label your organization chooses. The data comes from the patient's Phone 3 field.

Phone 4 — Patient Fax:. The default label for Phone 4 is Fax, however, this field displays whatever label your organization chooses. The data comes from the patient's Phone 4 field.

2. Repeat as necessary in each additional field where you want data to appear, substituting Extra Field 2 … Extra Field 6.
3. Click Save to complete the changes you have made to Preferences. Click Revert at any time during the configuration process to return the data to a state when it was last saved.

Key Considerations

• The program provides for a maximum of 6 additional display fields on the Demographics panel.
• Any time that an administrator makes a change to the Grid and Case Settings, users must log out of the program and log back in before the changes will be visible in Preferences.

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