Customize Patient Care Activity

If you have the necessary access permissions, you can set up a custom view on individual workstations.

Configuration is accessible from the Options/Settings () icon > Patient Care Activity Options window.

Field	Description
Include Record Types	Press Ctrl and select each record type you want included in your custom view. Note: The records included in this list are not based on Record# numerical order. They are based on your user level and are set up by your axiUm administrator, and some may not be present. 1 Patient Record 2 Patient Type 3 Insurance Policy 4 Patient Contact 5 Assigned Provider 6 Patient Manager 7 Assigned Faculty 8 Patient Need 9 Patient Referral 10 Treatment 11 Planned Tx 12 Clinical Note 13 Medication 14 Medical Alert 15 X-Ray Taken 16 Perio Chart 17 Treatment Plan 18 Appointment 19 Patient Recall 20 Office Charge 21 Patient Payment 22 Insurance Payment 23 Patient Adjustment 24 Insurance Adjustment 25 Insurance Claim 26 Transaction Note 27 Payment Plan 28 Pmt Plan Fee 29 Overdue Event 30 Lab Order 31 Lab Activity 32 EPR Form 33 EPR Activity 34 EPR Page 35 Attachment 36 Patient Contract 37 Patient Survey 38 Chart Request 39 Chart Activity 40 Problems 41 Objectives 42 Materials 43 Conditions 44 Medical Test Results 45 Cases 46 eLab Order 47 Dental Devices
From the past __ months	Select the radio button to enable the text box and enter the number of previous months’ data that should display.
Between ___ and ____	Select the radio button to enable the date drop-downs and enter the start and end dates that data displays within.
List all planned treatments	Select the checkbox to display all planned treatments regardless of date entered. Note: This field is only enabled if Planned Treatment* is selected from the Include Record Types list.*