Patient > Patient Care Views

Key Info
Purpose:	Configure patient care views which are used to quickly display information about patient activity.
Related Module(s):	Patient Care
Accessed From:	Maintenance > Patient > Patient Care Views
Window(s):	Patient Care Views Patient Care View Access Patient Care View Records Patient Care Record Access
Dependencies:	None.

Patient Care Views Window

Patient Care views are predefined sets of data that display patient information. Once configured, they display from the Patient Care module > Activity tab.

Patient care views are created and access is managed at the user level. Access to item included in the patient care view are also managed by user level. This allows you to specify a care view that is available to several user groups, but can display records customized to their needs.

Note: The All Records view is hard-coded into axiUm and displays in the Patient Care module and all new created views default to the All Records view’s access specifications.

The Patient Care Views window allows you to manage the list of patient care views.

Patient Care Views - Field Definitions

Field	Description
Description	A text field that describes the view.

Patient Care Views - Tasks

Task	Procedure
Add Patient Care Views	Click the Clear Data () icon. Complete the Description field and click the Add a new Record () icon.
Edit Patient Care Views	Select a listed entry. Make any necessary changes and click the Modify Record () icon. Note: Once a code is created, the Code field cannot be modified.
Manage Access to Patient Care Views	Select a listed entry and click the Level Access () icon to display the Patient Care View Access window. Make any necessary changes and close the window.
Specify Patient Care View Records	Select a listed entry and click the Patient Care View Records () icon to display the Patient Care View Records window. Make any necessary changes close the window.
Delete Patient Care Views	Select a listed entry and click the Delete Record () icon. When prompted, click Yes to confirm the deletion.
Preview/Print Report	(Optional) To preview the Patient Care Views report, click the Preview Report () icon. To print the Patient Care Views report, click the Print Report () icon. Note: The Patient Care Views report uses the PCView.rpt file.

Patient Care View Access Window

(Maintenance > Patient > Patient Care Views)

The Patient Care View Access window allows you to manage access to the selected patient care view. It displays when you open the Patient Care Views window, select a listed view and click the Level Access () icon.

Note: In addition to managing the access to the view itself, access for each item within the view must also be managed.

Patient Care View Access - Field Definitions

Field

Description

View

A disabled field that indicates the selected patient care view.

Level

A disabled field that indicates the selected user level(s).

Tip: You can select multiple levels to save time. If multiple are selected, a comma and ellipsis (, ...) display after the first level.

Access

A drop-down list that indicates access to the doc template for the selected user level(s):

No
Yes

Patient Care View Access - Tasks

Task	Procedure
Configure Patient Care View Access	Select one or more user levels that should have the same access. Set the access fields as necessary and click the Modify Record () icon. Repeat the steps for all necessary user levels.

Patient Care View Records Window

(Maintenance > Patient > Patient Care Views)

The Patient Care View Records window allows you to assign the records to include in the patient care view. It displays when you open the Patient Care Views window, select a listed view and click the Patient Care View Records () icon.

Patient Care View Records - Field Definitions

Field	Description
View Name	A disabled field that indicates the selected patient care view.
Record	A drop-down list that indicates the type of patient care view record.

Patient Care View Records - List of Record Types

Record #	Record Type
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	<Not in use>
47	eLab Oder
48	Dental Device

Patient Care View Records - Tasks

Task	Procedure
Add View Items	Click the Clear Data () icon. Select a Record from the drop-down list and click the Add a new Record () icon.
Manage Access to View Items	Select a listed entry and click the Level Access () icon to display the Patient Care Record Access window. Make any necessary changes and close the window.
Delete View Items	Select a listed entry and click the Delete Record () icon. When prompted, click Yes to confirm the deletion.

Patient Care Record Access Window

(Maintenance > Patient > Patient Care Views > Patient Care View Records)

The Patient Care Record Access window allows you to manage access to individual record types within a view. It displays when you open the Patient Care View Records window, select a listed record and click the Level Access () icon.

Tip: axiUm uses the defined access within the All Records view to determine default access when creating other views.

Patient Care Record Access - Field Definitions

Field

Description

View / Record

Disabled fields that indicate the view and the record within the view that this access applies to.

Level

A disabled field that indicates the selected user level(s).

Tip: You can select multiple levels to save time. If multiple are selected, a comma and ellipsis (, ...) display after the first level.

Access

A drop-down list that indicates the access for the selected user level(s):

No
Yes

Patient Care Record Access - Tasks

Task	Procedure
Configure Patient Care Record Access	Select one or more user levels that should have the same access. Set the access fields as necessary and click the Modify Record () icon. Repeat the steps for all necessary user levels.