Difference between revisions of "V11.1.1 Touchworks Communication Picklist"
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== Description == | == Description == | ||
− | '''The v11 TouchWorks Picklists''' are short lists of selectable items within TouchWorks. These picklists are made up of defined values from the TW dictionaries. In Regards to Communication Methods; a picklist can be created to establish a set of communication methods connected to an Orderable item. For Example: when creating a communication picklist for | + | '''The v11 TouchWorks Picklists''' are short lists of selectable items within TouchWorks. These picklists are made up of defined values from the TW dictionaries. In Regards to Communication Methods; a picklist can be created to establish a set of communication methods connected to an Orderable item. For Example: when creating a communication picklist for Labs, you would include all of the ways a physician may communicate that order (Send to performing location, print requisition, record) |
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'''Note''' - | '''Note''' - | ||
− | The | + | The three communication methods "Interface, Manual, and None" that exist in V10 will become inactive in V11, and communication picklists for orderable items will need to be created and associated with each orderable item. To further enhance this you can choose a default communication method so that the user does not have to choose a communication method each time. |
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+ | '''For orderable items that have multiple requested performing locations, all default communication methods for those Requested Performing Locations should be set in the [[Requested Performing Location]] dictionary not in the OID.''' For a classification of items, ex. all LABS that always have the same requested performing location, the default communication method can be set in the Orderable Item Dictionary. | ||
'''BW Tasks ''' - | '''BW Tasks ''' - | ||
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*Login as TWAdmin | *Login as TWAdmin | ||
*Navigate to Dictionaries from the Vertical Tool Bar | *Navigate to Dictionaries from the Vertical Tool Bar | ||
− | *Select the Communication Dictionary | + | *Select the Communication Method Dictionary |
[[Image:compick1.jpg]] | [[Image:compick1.jpg]] | ||
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[[Image:compick8.jpg]] | [[Image:compick8.jpg]] | ||
− | ==Assigning the Communication Method Picklists | + | ==Assigning the Communication Method Picklists== |
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+ | '''For orderable items that have multiple requested performing locations, all default communication methods for those Requested Performing Locations should be set in the [[Requested Performing Location]] dictionary not in the OID.''' For a classification of items, ex. all LABS that always have the same requested performing location, the default communication method can be set in the Orderable Item Dictionary. | ||
[[Image:oid.jpg]] | [[Image:oid.jpg]] | ||
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Communication Method Picklist | Communication Method Picklist | ||
[[Image:commpick.jpg]] | [[Image:commpick.jpg]] | ||
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+ | ==Assigning Communication method defaults== |
Revision as of 15:07, 11 June 2009
Description
The v11 TouchWorks Picklists are short lists of selectable items within TouchWorks. These picklists are made up of defined values from the TW dictionaries. In Regards to Communication Methods; a picklist can be created to establish a set of communication methods connected to an Orderable item. For Example: when creating a communication picklist for Labs, you would include all of the ways a physician may communicate that order (Send to performing location, print requisition, record)
The v11 TouchWorks Picklist Default is an item from the Picklist you would like to see defaulted in the workflow.
Build Workbook Notes and Tasks
Note - The three communication methods "Interface, Manual, and None" that exist in V10 will become inactive in V11, and communication picklists for orderable items will need to be created and associated with each orderable item. To further enhance this you can choose a default communication method so that the user does not have to choose a communication method each time.
For orderable items that have multiple requested performing locations, all default communication methods for those Requested Performing Locations should be set in the Requested Performing Location dictionary not in the OID. For a classification of items, ex. all LABS that always have the same requested performing location, the default communication method can be set in the Orderable Item Dictionary.
BW Tasks - The two tasks that need to be performed for Communication Method are as follows.
- "Create Communication Method Picklists"
- "Assign the Communication Method Picklists and Communication Method Defaults" for all of your Orderable Items".
Creating Communication Method Picklists
To create global picklists review the process here SSMT: OID - Orderable Item Dictionary
In Order to create a communications Picklist:
- Login as TWAdmin
- Navigate to Dictionaries from the Vertical Tool Bar
- Select the Communication Method Dictionary
Select Picklist from the bottom of the screen
- This will open a Communication Picklist dialog box
- Select "Add Picklist"
- A pop up window will appear in which you will name your new picklist
- Type a name for your picklist and click OK. The picklist name will now appear in the Communication Picklist window. Select the picklist you just created and click "Add Entry.
- This will open a the "Add Entries" window. In this window select the Communication Methods in the left hand window that you want as options in this particular picklist, one at a time and then click the add button. When your list is complete, click OK.
Assigning the Communication Method Picklists
For orderable items that have multiple requested performing locations, all default communication methods for those Requested Performing Locations should be set in the Requested Performing Location dictionary not in the OID. For a classification of items, ex. all LABS that always have the same requested performing location, the default communication method can be set in the Orderable Item Dictionary.
One at a time - You'll need to extract each of these spreadsheets, enter the Communication Method Picklist into column AY, enter the Communication Method Default into column AZ, load the spreadsheets back into TW, extract spreadsheet from TW and visually confirm the Picklists and Defaults have properly been assigned.
Start by logging into SSMT and extracting one of the Orderable Item Categories; Diagnostic Orders, Imaging Orders, Lab Orders, Etc...
Once extracted, enter the Communication Method Picklist Name, not mnemonic or Code into Column "AY" (the Communication Method Picklist column) and then enter the Communication Method Default Name, not Mnemonic or code into column AZ (the Communication Method Default column).
Once you've completed the spreadsheet(s), load it into TW via SSMT.
The next step is to make sure the Communication Method Picklists and Defaults loaded into TW properly. You confirm this by extracting the spreadsheet you just loaded, go to column AY and column AZ and confirming the appropriate Communication Method Picklists appear.
Where does the user/provider see the Communication Method Picklist and Default?
The Communication Method Picklists and Defaults are found in the Order Details Window which appears after the user/provider places an Order within the ACI (Add Clinical Item).