Difference between revisions of "Dictionary Updates"

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Step 1 - Dictionary Update - Encounter Type
 
 
Step 2 - Dictionary Update - Order Status Reason
 
 
Step 3 - Dictionary Update - Order Interface Set-Up
 
 
 
 
== Description ==
 
== Description ==
  
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 +
== Dictionary Update - Encounter Type ==
  
 +
'''Step 1 Review Encounter Types with Client'''
  
 +
Login to TouchWorks as TWAdmin.
  
Login to TouchWorks as TWAdmin
+
Click on Dictionaries from the Vertical Tool Bar ([[VTB]]).
  
Click on Dictionaries from the Vertical Tool Bar ([[VTB]])
+
Click Encounter Type from the Dictionary drop down menu.
  
Click Encounter Type from the Dictionary drop down menu
+
Review each Encounter Type and with the client decide what needs to be added, changed or Inactive.
  
Review each Encounter Type and with the client decide what needs to be added, changed or Inactive
 
  
 +
[[Image:dictencounterview.jpg]]
  
[[Image:dictencounterview.jpg]]
 
  
== Step 2 - Add, Change or Inactivate ==
+
== Step 2 Add, Change or Inactivate Encounter Types==
  
 
Once the client has reviewed the Encounter Types they may begin to ''add, change'', or ''inactivate'' them as they desire.
 
Once the client has reviewed the Encounter Types they may begin to ''add, change'', or ''inactivate'' them as they desire.
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'''To Add an Encounter Type'''  
 
'''To Add an Encounter Type'''  
  
Login to TouchWorks as TWAdmin
+
Login to TouchWorks as TWAdmin.
  
Click on Dictionaries from the Vertical Tool Bar ([[VTB]])
+
Click on Dictionaries from the Vertical Tool Bar ([[VTB]]).
  
Click Encounter Type from the Dictionary drop down menu
+
Click Encounter Type from the Dictionary drop down menu.
  
Click the Add button
+
Click the Add button.
  
 
In the ''Name Field'' type in the exact Encounter name, be very specific and clear. This is what you and the users will see.
 
In the ''Name Field'' type in the exact Encounter name, be very specific and clear. This is what you and the users will see.
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In the ''Mnemonic Field'' type in the same thing you entered in the Code Field.
 
In the ''Mnemonic Field'' type in the same thing you entered in the Code Field.
  
Click Save
+
Click Save.
  
  
 
'''To Change an Encounter Type'''
 
'''To Change an Encounter Type'''
  
Login to TouchWorks as TWAdmin
+
Login to TouchWorks as TWAdmin.
  
Click on Dictionaries from the Vertical Tool Bar ([[VTB]])
+
Click on Dictionaries from the Vertical Tool Bar ([[VTB]]).
  
Click Encounter Type from the Dictionary drop down menu
+
Click Encounter Type from the Dictionary drop down menu.
  
 
Click the Name, Code or Mnemonic Field you'd like to change and change it, keeping in mind that the Code and Mnemonic names should be the same.
 
Click the Name, Code or Mnemonic Field you'd like to change and change it, keeping in mind that the Code and Mnemonic names should be the same.
  
Click Save
+
Click Save.
  
  
 
'''Inactivate or Activate an Encounter Type'''
 
'''Inactivate or Activate an Encounter Type'''
  
Login to TouchWorks as TWAdmin
+
Login to TouchWorks as TWAdmin.
  
Click on Dictionaries from the Vertical Tool Bar ([[VTB]])
+
Click on Dictionaries from the Vertical Tool Bar ([[VTB]]).
  
 
Click Encounter Type from the Dictionary drop down menu.
 
Click Encounter Type from the Dictionary drop down menu.
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Review and Define if necessary the Custom Order Status Reason found in the Order Status Reason Dictionary
+
 
 +
== Dictionary Update - Order Status Reason ==
 +
 
 +
 
 +
Before an upgrade it's important to review and, if necessary Define any Custom Order Status Reasons.

Revision as of 12:38, 8 May 2008

Description

This page is designed to guide you through the steps to perform the Dictionary Updates for the Encounter Type, Order Status Reason and Order Interface Set-up prior to an upgrade.


Dictionary Update - Encounter Type

Step 1 Review Encounter Types with Client

Login to TouchWorks as TWAdmin.

Click on Dictionaries from the Vertical Tool Bar (VTB).

Click Encounter Type from the Dictionary drop down menu.

Review each Encounter Type and with the client decide what needs to be added, changed or Inactive.


Dictencounterview.jpg


Step 2 Add, Change or Inactivate Encounter Types

Once the client has reviewed the Encounter Types they may begin to add, change, or inactivate them as they desire.


To Add an Encounter Type

Login to TouchWorks as TWAdmin.

Click on Dictionaries from the Vertical Tool Bar (VTB).

Click Encounter Type from the Dictionary drop down menu.

Click the Add button.

In the Name Field type in the exact Encounter name, be very specific and clear. This is what you and the users will see.

In the Code Field type in an abbreviation of the name (this Code Field is only 10 characters long and may not always accommodate the full name.

In the Mnemonic Field type in the same thing you entered in the Code Field.

Click Save.


To Change an Encounter Type

Login to TouchWorks as TWAdmin.

Click on Dictionaries from the Vertical Tool Bar (VTB).

Click Encounter Type from the Dictionary drop down menu.

Click the Name, Code or Mnemonic Field you'd like to change and change it, keeping in mind that the Code and Mnemonic names should be the same.

Click Save.


Inactivate or Activate an Encounter Type

Login to TouchWorks as TWAdmin.

Click on Dictionaries from the Vertical Tool Bar (VTB).

Click Encounter Type from the Dictionary drop down menu.

Add a check mark to the Inactive box if you would like to remove this Encounter Type as an option.

Remove the check mark from the Inactive box if you would like to see this Encounter Type as an option.


Dictionary Update - Order Status Reason

Before an upgrade it's important to review and, if necessary Define any Custom Order Status Reasons.