Difference between revisions of "Favorites"

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When organizations and users have lists of frequently used items, "Favorites" can be used to configure the following:
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'''Effective in TouchWorks Version 11, Favorites lists now exist at three “levels”:'''
  
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#Master Favorites by Specialty (Allscripts delivered content)
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1. Master Favorite List by [[V11_Specialty_Favorites|Specialty]] (Allscripts delivered content)
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#User Favorites
 
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#User QuickList
 
  
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Setting up favorites makes searching for list of frequently used items more efficient rather than searching entire dictionaries.
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  *Applied at the Enterprise level
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  *Inherited by all users assigned to the specialty if no personal favorites exist
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  *Remain intact when the user adds a personal favorite, however no subsequent master favorites are applied
  
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In previous versions of [[TouchWorks]], '''Favorites''' Lists were organized by group. Effective in
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2. Personal Favorites ([[QuickLists]])
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[[TouchWorks]] Version 11, some '''Favorites''' Lists can be defined, organized, and distributed at the
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  *To prevent Master Favorites from being applied automatically, an administrator must add one favorite to the users personal
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Specialty level by logging into TWAdmin > [[PAT | Physician Admin Tool]] (PAT). The following new concepts are
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    list
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introduced in [[TouchWorks]] Version 11 in regards to '''Favorites''' lists:
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  *Can add up to 100 items
  
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#Specific Favorites are organized into groups that correspond to specialties as opposed to groups.
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3. Team Favorites (effective V11.4)
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#Favorites can be organized so that the “top” favorites display at the top of the list ([[QuickLists]]).
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  *Available in [[PAT]] under Base and Charge
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#Favorites include a series of “master level” items that are predefined by Allscripts.
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  *Favorites can specifically be applied to an entire Patient Care Team (PCT)
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#Personal favorites are not overridden when master lists are updated.
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  *'''Prerequisites:''' Patient Profile - Edit and Note - Edit [[V11_Security_Codes | security codes]] must be associated to
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  the user. Only users, providers, user/providers, referring providers and entities can be defined as favorites.
  
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Effective in Touchworks Version 11.4, similar problems can be grouped together in the users problem list by way of the "organize favorites" context menu. New groups can be created, renamed or deleted.
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'''The following PAT Favorites lists remain group-based in Version 11:'''
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The following PAT Favorites seven items remain group-based in Version 11:
 
 
*Billing Provider
 
*Billing Provider
 
*Diagnosis
 
*Diagnosis
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*Visit Charges
 
*Visit Charges
 
*Schedulable Provider
 
*Schedulable Provider
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:''Note:'' No new tasks are necessary to configure the above Favorites lists.
 
  
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The following [[PAT]] Favorites lists are specialty-based:
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Note: No new tasks are necessary to configure the above Favorites lists. [[Text_Templates|Text template]] favorites also exist in [[V11_Note|V11 note]].
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'''The following PAT Favorites lists are specialty-based:'''
 
*Allergen (historical and medication)
 
*Allergen (historical and medication)
 
*Patient History
 
*Patient History
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**Active Problems
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*Active Problems
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**Family History
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*Family History
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**Past Medical History
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*Past Medical History
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**Past Surgical History
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*Past Surgical History
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**Social History
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*Social History
 
*Problem
 
*Problem
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**Medications
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*Medications
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**Orders
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*Orders
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*User
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'''The following [[Preferences|preferences]] are related Favorites:'''
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*AddFavoritesAutomatically - Allows the users to add to their favorite lists automatically
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*ChgWorksShowAddToFavorites - Determines if "add to favorites" displays on the charge selector
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*DefaultToQuickListFavorites - Determines if My Favorites or My Quicklist displays when the ACI is opened
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*DefaultSpecialtyID - Allows users the ability to default their specialty values to a favorites list.
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*Provider Selection Limited to Favorites - Limits the list of favorite items for non-providers.
  
  
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===SSMT Favorites===
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'''Related Articles:'''
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Favorites can be loaded in via SSMT for the individual or the specialty. The SSMT Content Categories all start with 'Favorites:'
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<br>
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[[Gathering_Favorites_Data| How To Gather Favorites]]<br>
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[[Edit_Personal_Favorites_-_SSMT|Edit Personal Favorites with SSMT]]<br>
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[[User_favorites_adding_automatically|Stop User Favorites From Adding Automatically]]<br>
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[[Q:_Who_will_be_loading_the_Specialty-specific_Favorites_into_V11.1.1_-_The_Allscripts/Galen_Upgrade_Team_or_us%3F|Loading Favorites]]

Latest revision as of 16:21, 31 October 2014

Effective in TouchWorks Version 11, Favorites lists now exist at three “levels”:

1. Master Favorite List by Specialty (Allscripts delivered content) 

  *Applied at the Enterprise level
  *Inherited by all users assigned to the specialty if no personal favorites exist
  *Remain intact when the user adds a personal favorite, however no subsequent master favorites are applied

2. Personal Favorites (QuickLists) 

  *To prevent Master Favorites from being applied automatically, an administrator must add one favorite to the users personal
   list
  *Can add up to 100 items

3. Team Favorites (effective V11.4) 

  *Available in PAT under Base and Charge
  *Favorites can specifically be applied to an entire Patient Care Team (PCT)
  *Prerequisites: Patient Profile - Edit and Note - Edit  security codes must be associated to 
  the user.  Only users, providers, user/providers, referring providers and entities can be defined as favorites.

The following PAT Favorites lists remain group-based in Version 11:

  • Billing Provider
  • Diagnosis
  • Procedure
  • Provider
  • Referring Provider
  • Visit Charges
  • Schedulable Provider

Note: No new tasks are necessary to configure the above Favorites lists. Text template favorites also exist in V11 note.


The following PAT Favorites lists are specialty-based:

  • Allergen (historical and medication)
  • Patient History
  • Active Problems
  • Family History
  • Past Medical History
  • Past Surgical History
  • Social History
  • Problem
  • Medications
  • Orders


The following preferences are related Favorites:

  • AddFavoritesAutomatically - Allows the users to add to their favorite lists automatically
  • ChgWorksShowAddToFavorites - Determines if "add to favorites" displays on the charge selector
  • DefaultToQuickListFavorites - Determines if My Favorites or My Quicklist displays when the ACI is opened
  • DefaultSpecialtyID - Allows users the ability to default their specialty values to a favorites list.
  • Provider Selection Limited to Favorites - Limits the list of favorite items for non-providers.


Related Articles:
How To Gather Favorites
Edit Personal Favorites with SSMT
Stop User Favorites From Adding Automatically
Loading Favorites

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