PatientKeeper Administrative Tools Help

Contents - Personal Preferences - Prefs

The Preferences tab contains the following categories of settings that you can use to customize how your handheld device operates:

- General Settings
- Patient List Settings
- Lab Results Settings
- Charge Capture Settings
- Problem List Settings

General Settings
From General settings, you have the ability to change your back end system password. This is the password that you use to login to PAT, and is also entered on the handheld to be used at sync time to connect to back end. If you change this password, any applications that you use to connect to the back end system will require your new password. To change your password:

1. Click 'Edit' in the Password row of the General Settings page.
2. Enter your password where indicated in the Change Password form.
3. Enter your new password where indicated in the Change Password form.
4. Re-enter your new password where indicated in the Change Password form.
5. Click the Save button.

Remember to update the password on your handheld device before your next sync.

Patient List Settings
Patient List Settings allow you to configure several settings that control the patient lists and clinical data that ultimately end up on your handheld. On your device, the Patient List application's main view is of your short list. This is the list of patients with whom you have a relationship that also meet the criteria of your short list data filter. This short list is also the list of patients for whom you have clinical data updated on your handheld whenever you sync your device. You can add patients to your short list by using the Add Patient feature and selecting them from the long list on your handheld. On your next sync, you will receive any clinical data available for the newly added patients.

Filters In General
There are two types of filters that you can use to control your long and short lists - view filters and data filters. View filters are selected and applied on your handheld to reduce the number of patients that get displayed on screen. Data filters are applied by the Mobilizer server during a sync to filter the patients before they even get sent to your handheld device.

View Filters
View Filters are used on the handheld to filter the long and short lists of patients that have already been sent to your handheld device. If your deparment administrator has created Stock View Filters for your department, you will automatically have access to those filters. You have the option of hiding stock filters if you do not want to use them. Additionally, you may create as many of your own view filters as you like.

Long List Data Filters
Long list data filters are used by the Mobilizer server to filter patients from your long list before they are ever sent to your handheld device. A profile may contain zero or exactly one long list filter. The resulting long list will contain all patients meeting the long list filter criteria as well as any patients filtered off of the short list by a short list data filter. If your profile does not contain a long list filter, the long list will be obtained using either organization security for the user or a default location list, depending on settings controlled by the system administrator. (See System Administration / Institution Tab / Patient List Settings for details). Using organization security could result in an exceedingly large long list and should be avoided.

Short List Data Filters
Short list data filters are used by the Mobilizer server to filter patients from your short list before they are ever sent to your handheld device. This helps you control how much clinical data is sent to your handheld during a sync, and therefore impacts the sync time that you will experience. A profile can contain zero or more short list filters. Each filter is applied independently. If a patient has any accounts that meet the criteria of any one of the filters, they will be left on the short list. If a patient is filtered off the short list, they are added to the long list.

Short List Data Populators
Mobilizer can automatically populate your short list at sync time based on short list populators. Short list populators operate like long list filters to determine which patients to add to your short list. A profile can contain zero or more short list populators. At sync-time, patients who have accounts that meet the criteria defined in any of the short list populators in your current profile will be added to your short list if they are not already there. Only administrators can create short list populators. This is to reduce the possibility of creating populators which cause unusably large numbers of patients to be added to the short list. In addition, there is an institution-level preference that governs the size of the short list when a populator is being used. If a profile’s short list populators will cause the short list to exceed the maximum size, the populators will not be applied.

Filter Details
A filter is a set of one or more account-based properties and a corresponding set of one or more values. The following properties are available in the different filters as indicated below:

Property | Example Value(s) | View Filters | Long List Data Filters | Short List Data Filters | Short List Populators
Location | 1N, 1S, 2N, 2S, etc | Yes | Yes | Yes | Yes
Visit Type | Inpatient, Outpatient, etc | Yes | Yes | Yes | Yes
Medical Service | Cardiology, Neurology, etc | Yes | Yes | Yes | Yes
Personnel Relationship | Attending, Consulting, etc | Yes | No | Yes | No
Provider Group | Respiratory - day shift | No | Yes | No | Yes
Patient Category | VIP, Employee, etc | Yes | No | No | No
Isolation | Airborne precautions, etc | Yes | No | No | No
Financial Class | Medicare, Self pay, etc | Yes | No | No | No

For example, a simple view filter might use just the Location property with a value of a single nursing unit. A more complex view filter might contain several Locations, one Medical Service, two Visit Types and one Personnel Relationship.

When a filter uses more than one property, the patient's account must match at least one value of each property in the filter.

Here are some examples to help explain the different types of filters:

Simple View Filter
Location(s) | 1N,2N
Result: | This simple view filter will show all patients in nursing units 1N and 2N

Complex View Filter
Location(s) | 1N,2N
Medical Service(s) | Cardiology
Personnel Relationship | Attending
Financial Class | Medicare
Result: | This view filter will show only the patients in nursing units 1N and 2N who have been admitted to the cardiology service, who have you listed as their attending physician and are also covered by Medicaire.

Simple Long List Data Filter
Visit Type | Inpatient
Result: | This long list data filter will cause all patients admitted as Inpatients to be sent to your handheld's long list.

Complex Long List Data Filter
Location(s) | 3N, 3S
Medical Service(s) | Neurology
Provider Group(s) | Neuro Team
Result: | This long list data filter will cause patients in nursing units 3N and 3S who have been admitted to the Neurology Service and are being covered by the Neuro Team to be sent to your handheld's long list.

Profiles
Profiles allow you to create groups of filters and populators to control your long and short patient lists. Each profile allows you to set the following items:

Item | Description
--- | ---
Name | Name of the profile that appears in the profile selection list on your handheld
Description | Description of the profile for your reference
Long List Data Filter | May be set to None or exactly one long list data filter
Short List Data Filters | May be set to None or one or more short list data filters
Short List Data Populators | May be set to None or one or more short list data populators
Rounding Order List | A user sorted list of locations that allows you to sort your patient lists in the order that you round locations
Exclude Discharged | A checkbox that determine whether to include discharged patients in your patient lists

You can create a variety of profiles to facilitate your work flow, and choose one to be your current profile. For example, during the week you might be on the cardiology service. On the weekends you might be covering for a particular provider group. You could set up a cardiology profile that automatically populates and filters your short list for patients admitted to the cardiology service. You could create another profile that populates and filters for your weekend provider group. On Monday morning you select your cardiology profile before you first sync and use it all week to see your cardiology patients. On the weekend you switch to your provider group profile and sync so you can cover the patients in your provider group over the weekend.

Special Notes About Profiles

- Patients added to your short list on your handheld or on the web and patients sent to you from other users are not affected by short list data filters. They always show on the short list, regardless of the filter applied.
- Users can apply the view filter "Added on PDA" to the short list and on the remove patients screen to see which patients have been added manually on the PDA.
- Patients that have ever been manually removed from a user's short list will not be added again by applying a short list populator.
- When syncing with a profile, the short list data filter is applied first and then the short list populator is applied. Filtering the patients to be added to the short list should be done on the populator itself.
- If a user's current Profile is changed on both the handheld and the web before a sync, the handheld change will prevail.
- If a Profile is not used during a sync, the settings imposed in the Mobilizer server's configuration file take affect. This includes encounter types that are filtered into the long list.
- All patients that appear on a user's unfiltered short list (those that have visit type relationships to the user) will always appear on the user's long list, regardless of what long list or short list filter is applied.
- The sync profile preview function availabe when selecting the current profile performs the preview on for the user that is logged in, not necessarily the user that the profile will be applied to. This is to preserve security.

Lab Results Settings
The Lab Results settings in the Personal Preferences tool allow you to create your own Snapshots and Phrases. Snapshots are used to customize sets of lab componenets that you view on the handheld. Phrases are shortcuts for adding commonly used phrases to lab annotations that you make on the handheld. Your department administrator may have created some Stock Snapshots and Stock Phrases that you automatically have access too. You may hide or unhide these Snapshots and Phrases as you desire.

Snapshots
A Snapshot is essentially a customized collection of lab components that you can configure. You can group arbitrary lab components from arbitrary panels in your lab system to create a view of results that meets your needs. For example, you may prefer to see Cholesterol, Sodium and Triglyceride results group together. Simply add those components to a Snapshot, and you will be able to so those results in one view on your handheld. You may create as many Snapshots as you wish.

To create a Snapshot:

1. Go to Personal Preferences - Lab Results Settings
2. Click 'Edit' for Snapshots
3. Click 'New Snapshot' on the button bar
4. Enter a title for your Snapshot in Quick Details
5. Click checkboxes to select Components for your Snapshot
   1. Use the Category and Panel dropdown lists to navigate to Components
   2. Use Search in Quick Details to search for specific Components
6. Click Save in Quick Details to save your Snapshot

Phrases
The Lab Results application on your handheld allows you to add annotations to lab results. You can create common phrases that can be added to your annotations with one tap on your handheld.

To create a Phrase:

1. Go to Personal Preferences - Lab Results Settings
2. Click 'Edit' for Phrases
3. Click 'New Phrase' on the button bar
4. Enter a your phrase in the pop up text window.
5. Click Save to save your Phrase

Use the Edit and Delete buttons in Quick Details to edit or delete existing Phrases. Use the Sort Phrases button on the button bar to sort the order that Phrases will appear on your handheld.

Charge Capture Settings
Using the Charge Capture settings in the Personal Preferences tool, you can create H-Pickers and Charge Macros to make it easier to enter charges for patients on your handheld device. An H-Picker is a hierarchical picker for selecting charge charge codes. You can organize subsets of codes into categories of your own choosing. A charge macro is a group of related charge codes that you can apply to a patient's charge transaction with a single tap on the handheld.

Charge H-Pickers
HPickers contain categories and codes. Categories are categories that your create. Leaves are either charge codes or charge macros that you select. Here is an example of an H-Picker:

- Common X-Rays
  - 71021 Chest x-ray
  - 71101 X-ray exam of ribs/chest
  - Head
    - 70100 X-ray exam of jaw
    - 70140 X-ray exam of facial bones
    - 70190 X-ray exam of eye sockets
  - Lower body
    - 73565 X-ray exam of knees
    - 73590 X-ray exam of lower leg
    - 73630 X-ray exam of foot
    - 73650 X-ray exam of heel

In this example, there are three categories: Common X-rays, Head and Lower Body. The rest of the items are codes. In this example all of the codes are single charge codes, however a code can can also be a charge macro. When this H-Picker appears on your handheld, the categories will expand and collapse as you tap on them. If you tap on a code, the corresponding charge code or macro will be added to your charge transaction.

Charge Macros
A Charge Macro is a set of charge codes that you can group together to make it easy to add the group of charges to a charge transaction on your handheld with a single tap. Consider a cardiac exam that includes the following charges:

- 93000: Electrocardiogram, complete
- 93014: Report on transmitted ecg
- 83715: Assay of blood lipoproteins
- 85007: Differential wbc count

Rather than having to enter these four charges one at a time, you can create a macro so that all four charges can be added with a single tap.

Problem List Settings
The Problem List settings in the Personal Preferences tool allow you to create H-Pickers for problem codes. These H-Pickers are similar to the one described in Charge Capture Settings except that you enter diagnosis codes for the codes and there is no equivalent to charge macros.