PatientKeeper Administrative Tools Help

Contents - Tools Overview

The PatientKeeper Administrative Tools are organized into six logical sections accessed by tabs in the application header. The appearance, and therefore access to these tools is controlled by a user's PAT Access Level as shown below.

Tab: |  |  |  |  |  |
PAT Level: | 0 - 1 | 0 - 1 - 2 | 0 - 1 - 2 | 0 - 1 - 2 - 3 | 0 - 1 - 2 - 3 | 0 - 1 - 2 - 3

Level | Description
--- | ---
0 | Level 0 access is reserved for the technical team that deploys Mobilizer at an institution.
1 | Level 1 access is reserved for system administrators.
2 | Level 2 access is reserved for back office and departmental administrators.
3 | Level 3 access is for typical handheld users. Most users will be at this level.

Institution
The Institution Settings contains system settings that are maintained by the technical team that deploys Mobilizer and system administrators that manage Mobilizer at an institution. It is only accessible to users with a PAT Access Level of 0 or 1.

Department
The Department Settings contains Institution, Position, Department and User settings. It is accessible to users with a PAT Access Level of 0, 1 or 2.

User
The User Settings tool allows administrators to make changes to preferences on behalf of users. Administrators essentially impersonate a user and access the same tools as in Preferences below. It is accessible to users with a PAT Access Level of 0, 1 or 2.

Charges
The Charge Keeper Desktop gives allows users to review charges they've submitted from their handhelds, as well as add new charges for patients. Charge reports and billing batches can be generated from this tool as well. This tool is accessible to all users, although specific features are dependent on PAT Access Level.

Patients
The Patients Tool lets users manage their patient list. A user can add and remove patients from their short list, send a patient to another user, and view demographic data about a patient using this tool. This tool is accessible to all users.

Preferences
The Preferences Settings contains a subset of PAT options that are configurable by the user, broken down by application. Changes made to settings in the Personal Preferences tool affect only the individual user’s handheld environment. This tool is accessible to all users.