Difference between revisions of "Clinical Desktop Configuration"

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The Clinical Desktop View is a view of all of the patient information the clinician, physician or user needs to be able to care for a patient.  With the Allscripts Touchworks v11 Clinical Desktop each user will have the ability to create their own view(s).  
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<!--tie this article to the assign views article in order to explain that the delivered CDV and note views are mixed in together and how to use the AHS delivered views-->
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<!--What are the v11 upgrade AHS delivered views?-->
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<!--What is the intention of each?-->
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<!--Should these be used, copied and the copies used or deleted?-->
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<!--What are each of the “worklist” views for?-->
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<!--Calling these "worklist" views is confusing. Should they be they be renamed or deleted?-->
  
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The [[Clinical Desktop]] View is a view of all of the patient information the clinician, physician or user needs to be able to care for a patient.  With the Allscripts Touchworks EHR v11 [[Clinical Desktop]] each user will have the ability to create their own view(s).
  
== Benefits ==
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'''Clinical Desktop View Starter Sets''' - Allscripts provides a standard starter set of Clinical Desktop Views; Organizations can use what’s provided, modify them or build their own view(s). 
  
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'''Security''' - Users must have a security classification containing the “Workspace View Edit” security code assigned to them to be able to create or edit their Clinical Desktop Views.  This security clearance will activate the “edit” button in the Clinical Desktop.
  
"Your point of view" - You know what information you want to see and how you want to see it displayed on your desktop.
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'''Full Screen Display''' – At any time users can view one particular components information all by itself, by checking the box “Open in Full Screen Display”.  <!--This same check box may also be used if for any reason you do not like or wish to create a layered view.  No need to build layered views. (see a picture of the "Full Screen Display" view at the end of this document.)--> <!--What is the previous sentence trying to say?-->
 
 
"Key clicks" - You can eliminate excessive key clicks jumping from screen to screen.
 
  
"Time Saver" - You won't have to waste time searching for the information you are looking for, it will all appear exactly where you want it, all on one page if you'd like.
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== Create Clinical Desktop View==
  
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We'll configure a [[Clinical Desktop]] View using View 4.
  
== Understand ==
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Log in to [[TouchWorks]] as an administrative user.
  
Clinical Desktop View Starter Sets''' - Allscripts provides a standard starter set of Clinical Desktop Views upon delivery of the Clinical Desktop in v11; users can use what’s provided or easily build their own view(s). 
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Click [[Work_Def_Admin | Work Def Admin]] from the vertical toolbar.
 
 
'''Security''' - Each TouchWorks user must have the “Workspace View Edit” security code assigned to them to be able to create or edit their “Clinical Desktop View”.  This security clearance will activate the “edit” button in the Clinical Desktop.
 
 
 
'''Full Screen Display''' – At any time you decide that you want to view one particular components information all by itself, simply check the box “Open in Full Screen Display”.  This same check box may be used if for any reason you do not like or wish to create a layered view.  No need to build layered views. (see a picture of the "Full Screen Display" view at the end of this document.)
 
 
 
Let’s get started and configure a Clinical Desktop View using View 4.
 
 
 
Log in to TouchWorks as an '''administrative user.'''
 
Click “'''Work Def Admin'''” found on the vertical toolbar.
 
  
 
[[Image:111.jpg]]
 
[[Image:111.jpg]]
  
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* Select Enterprise to create a view that can be assigned to users in multiple organizations
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* Select a specific organization to create a view that can only be assigned to users in one organization
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<!--need more detailed explanation of 'Enterprise/Organization' field and how it effect views that are created-->
  
From the Workspace Definition Administrations workspace click '''Add/Edit Desktop View''' on the bottom left of workspace.
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From the Workspace Definition Admin HTB click '''Add/Edit Desktop View''' on the bottom left of workspace.
  
 
[[Image:222.jpg]]
 
[[Image:222.jpg]]
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The Edit View Dialog window will appear.
 
The Edit View Dialog window will appear.
Here you’ll see the default view, which in this example is the Adult Patient View utilizing View 3.  You will also see the 8 Views you can pick from to create a new view.   
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Here you’ll see the default view, which in this example is the Pediatric Patient View utilizing View 3.  You will also see the 8 Views you can pick from to create a new view.   
  
 
[[Image:22A.jpg]]
 
[[Image:22A.jpg]]
  
  
Let’s create a new view named Dr. HeartBeat using View 4.
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Let’s create a new view named 'Dr Heartbeat' using View 4.
  
Click the “'''New'''…” button  
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Click the “'''New'''…” button.
 
The Create New View box will appear.
 
The Create New View box will appear.
Type in a '''New View Name''', it can be anything you’d like, but please keep in mind that your new view name will be seen by other users.
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Type in a '''New View Name'''
  
 
[[Image:444.jpg]]
 
[[Image:444.jpg]]
  
 
Click '''OK'''
 
Click '''OK'''
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Click on the View you’d like to create.  
 
Click on the View you’d like to create.  
 
[[Image:555.jpg]]
 
[[Image:555.jpg]]
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[[Image:666b.jpg]]
 
[[Image:666b.jpg]]
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Let’s say we want to view the following Components in the workspace on the left:  Allergies, Meds/Orders and Problem.   
 
Let’s say we want to view the following Components in the workspace on the left:  Allergies, Meds/Orders and Problem.   
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[[Image:777A.jpg]]
 
[[Image:777A.jpg]]
  
Now I’ll add Health Management Plan and Chart Viewer in the top right workspace and Encounter and Patient Worklist in the bottom right workspace.
 
  
[[Image:888a.jpg]]
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Now I’ll add ''Health Management Plan'' and ''Chart Viewer'' in the top right workspace and ''Encounter'' and ''Patient Worklist'' in the bottom right workspace.
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[[Image:888a.jpg]]
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'''Note:''' If a Worklist View is assigned to a user, the Worklist View will be accessible from the Clinical Desktop View for that user, even if the checkbox for that view is not selected in Work Def Admin.  See: [[Q: Why do Worklist Views that were not selected in Work Def Admin display in the Clinical Desktop view?]]
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Click '''Apply''' to save the view and stay on this page, or click '''OK''' to save view and return to the main page and Vertical Tool Bar or click '''Cancel''' to cancel the action.
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== Add or Remove Items from a Component ==
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Select the component that you would like to Add or Remove Items from by clicking on the tab.  In the example I am going to Remove Items from the Health Management Plan.
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[[Image:desktop_1b.png]]
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Next, Check or UnCheck the Items you would like to Remove.  In the example, I will Remove all Items except FlowSheets, VitalSigns/Findings, and Normative Growth.
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[[Image:desktop_1.png]]
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Click Apply to Save Changes and continue Editing this View.
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== Rename a Component/Add Additional Tabs ==
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In the example I am going to split Meds/Orders into their own tabs.
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#Check the box next to '''Meds/Orders'''
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#Click '''Add Selected''' in the component on the left.
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#This has added a second instance of Meds/Orders to the clinical desktop
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[[File:Desktop_2b.png]]
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In this new component we will rename the component, set the default filters and select items to include in this view.
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#Change the Display Name to '''Orders'''
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#Set the Default View to '''Current Orders”
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#Set the first Sort Item to '''Problem'''
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#Set the second Sort Item to '''Alpha'''
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#Uncheck all items not related to Orders
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[[File:Desktop _4b.png]]
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Apply the same steps to the original Meds/Orders tab
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#Change the Display Name to '''Meds'''
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#Set the Default View to '''Current Meds”
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#Set the first Sort Item to '''Problem'''
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#Set the second Sort Item to '''Date (Descending)'''
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#Uncheck all items not related to Meds
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Click '''Apply''' to save the view and stay on this page, or click '''OK''' to save view and return to the main page and Vertical Tool Bar.
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[[File:Desktop _5a.png]]
  
This completes the basic design of my Clinical Desktop view.
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Click Apply to Save
  
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* For help with assigning your new view to users or organizational roles check out these links:
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** See also: [[Assign Clinical Desktop Views to Users]]
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** See also: [[Create Chart Views and Assign to Roles]]
  
Here is the Full Screen Display view. THis view allows you to view one components information at a time.  
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== Full Screen Display view  ==
Simply, check the "Open in Full SCreen Display" and then click on the component you;d like to access.
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This view allows you to view one component's information at a time.  
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Simply, check the "Open in Full SCreen Display" and then click on the component you'd like to open for viewing.
  
 
[[Image:999.jpg]]
 
[[Image:999.jpg]]
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== Adding Buttons to Views ==
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Allscripts does a good job at delivering the most useful buttons for each component in the Clinical Desktop. <br>
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Sometimes you may want to remove or add buttons to the bar to suit your needs.
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[[File:CED.JPG]]
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Navigate to Work Def Admin > Add/Edit Desktop View <BR>
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1) Select the View you want to modify <BR>
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2) Click on the component you want to modify the buttons for <br>
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3) Click on Define Buttons
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[[File:CED2.JPG]]
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Once in the Customizer you can see all the available commands by going to the Commands tab <BR>
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In this example we are going to add the Task command to the Chart Viewer <br>
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[[File:Commands.JPG]]
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From the Commands tab click on the Rearrange Commands... button <br>
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1) Select Toolbar- Button Toolbar<br>
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2) Click Add... <br>
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[[File:Command2.JPG]]
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3)Select the Command you want to add <br>
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4)Click OK <br>
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[[File:Command3.JPG]]
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5) You can now move the item(s) by selecting them and using the Move Up/Move Down buttons <br>
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6) When complete click Close <br>
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[[File:Command4.JPG]]
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7) You will now see your new button added to the toolbar<br>
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8) Click Close <br>
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[[File:Command5.JPG]]
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9) '''IMPORTANT''' you must click Apply! <br>
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[[File:Command6.JPG]]
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10) Log out and back into TWEHR to see your new toolbar
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==Removing Buttons from Views==
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This process is very similar to adding buttons. Follow steps 1-3 above. <br>
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4) right click the item you want to remove and select Delete <br>
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5) Click Close
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[[File:Delete.JPG]]
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6) '''IMPORTANT''' you must click Apply! <br>
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[[File:Command6.JPG]]
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7) Log out and back into TWEHR to see your new toolbar
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==How to remove Views==
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To remove a view you created and no longer need
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'''Important!''' -Both Desktop Views and Note Views populate the list together. If you try to delete a view in the following steps using the Add/Edit Desktop View button, but don't see it in the list then its under Add/Edit Note View.
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[[Image:Deleteworkspace4.jpg]]
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First- Select whether the view you want to delete/edit is an Enterprise or Organization view
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[[Image:Deleteworkspace3.jpg]]
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Next- select the view you wish to delete and make sure it is not assigned to any users
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[[Image:Deleteworkspace5.jpg]]
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Then- click the Add/Edit Desktop View or Add/Edit Note View depending on which type you wish to delete/edit
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[[Image:Deleteworkspace.JPG]]
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If you are in the right view editor (Desktop vs. Note), your selected view will be showing in the list- click the delete button to delete
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[[Image:Deleteworkspace2.jpg]]
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Your view is now deleted!
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Return to [[V10 to V11.2 Build Workbook (BW)]]

Latest revision as of 15:18, 12 August 2014


The Clinical Desktop View is a view of all of the patient information the clinician, physician or user needs to be able to care for a patient. With the Allscripts Touchworks EHR v11 Clinical Desktop each user will have the ability to create their own view(s).

Clinical Desktop View Starter Sets - Allscripts provides a standard starter set of Clinical Desktop Views; Organizations can use what’s provided, modify them or build their own view(s).

Security - Users must have a security classification containing the “Workspace View Edit” security code assigned to them to be able to create or edit their Clinical Desktop Views. This security clearance will activate the “edit” button in the Clinical Desktop.

Full Screen Display – At any time users can view one particular components information all by itself, by checking the box “Open in Full Screen Display”.

Create Clinical Desktop View

We'll configure a Clinical Desktop View using View 4.

Log in to TouchWorks as an administrative user.

Click Work Def Admin from the vertical toolbar.

111.jpg

  • Select Enterprise to create a view that can be assigned to users in multiple organizations
  • Select a specific organization to create a view that can only be assigned to users in one organization

From the Workspace Definition Admin HTB click Add/Edit Desktop View on the bottom left of workspace.

222.jpg


The Edit View Dialog window will appear. Here you’ll see the default view, which in this example is the Pediatric Patient View utilizing View 3. You will also see the 8 Views you can pick from to create a new view.

22A.jpg


Let’s create a new view named 'Dr Heartbeat' using View 4.

Click the “New…” button. The Create New View box will appear. Type in a New View Name

444.jpg

Click OK


Click on the View you’d like to create. 555.jpg


This example uses View 4, so when chosen, view 4 appears on my screen. 666.jpg


Next, decide which of these Components you want in each workspace.

666b.jpg


Let’s say we want to view the following Components in the workspace on the left: Allergies, Meds/Orders and Problem. Check the boxes associated with Allergies, Meds/Orders and Problem Click the “Add Selected” button in the left side workspace.

777A.jpg


Now I’ll add Health Management Plan and Chart Viewer in the top right workspace and Encounter and Patient Worklist in the bottom right workspace.

888a.jpg


Note: If a Worklist View is assigned to a user, the Worklist View will be accessible from the Clinical Desktop View for that user, even if the checkbox for that view is not selected in Work Def Admin. See: Q: Why do Worklist Views that were not selected in Work Def Admin display in the Clinical Desktop view?


Click Apply to save the view and stay on this page, or click OK to save view and return to the main page and Vertical Tool Bar or click Cancel to cancel the action.

Add or Remove Items from a Component

Select the component that you would like to Add or Remove Items from by clicking on the tab. In the example I am going to Remove Items from the Health Management Plan.

Desktop 1b.png

Next, Check or UnCheck the Items you would like to Remove. In the example, I will Remove all Items except FlowSheets, VitalSigns/Findings, and Normative Growth.

Desktop 1.png

Click Apply to Save Changes and continue Editing this View.

Rename a Component/Add Additional Tabs

In the example I am going to split Meds/Orders into their own tabs.

  1. Check the box next to Meds/Orders
  2. Click Add Selected in the component on the left.
  3. This has added a second instance of Meds/Orders to the clinical desktop

Desktop 2b.png

In this new component we will rename the component, set the default filters and select items to include in this view.

  1. Change the Display Name to Orders
  2. Set the Default View to Current Orders”
  3. Set the first Sort Item to Problem
  4. Set the second Sort Item to Alpha
  5. Uncheck all items not related to Orders

Desktop 4b.png

Apply the same steps to the original Meds/Orders tab

  1. Change the Display Name to Meds
  2. Set the Default View to Current Meds”
  3. Set the first Sort Item to Problem
  4. Set the second Sort Item to Date (Descending)
  5. Uncheck all items not related to Meds


Desktop 5a.png

Click Apply to Save

Full Screen Display view

This view allows you to view one component's information at a time. Simply, check the "Open in Full SCreen Display" and then click on the component you'd like to open for viewing.

999.jpg


Adding Buttons to Views

Allscripts does a good job at delivering the most useful buttons for each component in the Clinical Desktop.
Sometimes you may want to remove or add buttons to the bar to suit your needs.

CED.JPG


Navigate to Work Def Admin > Add/Edit Desktop View
1) Select the View you want to modify
2) Click on the component you want to modify the buttons for
3) Click on Define Buttons


CED2.JPG


Once in the Customizer you can see all the available commands by going to the Commands tab
In this example we are going to add the Task command to the Chart Viewer

Commands.JPG


From the Commands tab click on the Rearrange Commands... button
1) Select Toolbar- Button Toolbar
2) Click Add...


Command2.JPG


3)Select the Command you want to add
4)Click OK


Command3.JPG


5) You can now move the item(s) by selecting them and using the Move Up/Move Down buttons
6) When complete click Close


Command4.JPG


7) You will now see your new button added to the toolbar
8) Click Close


Command5.JPG


9) IMPORTANT you must click Apply!


Command6.JPG


10) Log out and back into TWEHR to see your new toolbar


Removing Buttons from Views

This process is very similar to adding buttons. Follow steps 1-3 above.
4) right click the item you want to remove and select Delete
5) Click Close


Delete.JPG


6) IMPORTANT you must click Apply!


Command6.JPG


7) Log out and back into TWEHR to see your new toolbar


How to remove Views

To remove a view you created and no longer need


Important! -Both Desktop Views and Note Views populate the list together. If you try to delete a view in the following steps using the Add/Edit Desktop View button, but don't see it in the list then its under Add/Edit Note View.


Deleteworkspace4.jpg


First- Select whether the view you want to delete/edit is an Enterprise or Organization view

Deleteworkspace3.jpg


Next- select the view you wish to delete and make sure it is not assigned to any users

Deleteworkspace5.jpg


Then- click the Add/Edit Desktop View or Add/Edit Note View depending on which type you wish to delete/edit

Deleteworkspace.JPG


If you are in the right view editor (Desktop vs. Note), your selected view will be showing in the list- click the delete button to delete

Deleteworkspace2.jpg

Your view is now deleted!

Return to V10 to V11.2 Build Workbook (BW)