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 check box 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

You should be aware of the following behaviors when relying on 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 available 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.