Difference between revisions of "Dictionary Updates"
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Before an upgrade it's important to review and, if necessary define any Custom Order Status Reasons that are used to "place an Order On-Hold" or in a "Needs Info" Status. | Before an upgrade it's important to review and, if necessary define any Custom Order Status Reasons that are used to "place an Order On-Hold" or in a "Needs Info" Status. | ||
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== Dictionary Update - Order Interface Set-Up == | == Dictionary Update - Order Interface Set-Up == |
Revision as of 13:54, 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.
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 that are used to "place an Order On-Hold" or in a "Needs Info" Status.
Step 1
Login to TouchWorks as TWAdmin.
Click on Dictionaries from the Vertical Tool Bar (VTB).
Click Order Status Reason from the Dictionary drop down menu.
Choose the Order Status you want to review or define.
Click on the Order Status button in the Detail 1 are
Make any necessary changes
Click Ok.
Click Save.
Dictionary Update - Order Interface Set-Up
Before an upgrade it's important to review the checkbox status of the Default Communication Method and Transmit/Norification. You must check the "Order Interface is Used" box for each Performing Location if the Inbound/Outbound Interface is being used.