Version 14.19
Overview
This section of template design demonstrates the edit or addition of resources associated to a template.
Add a Resource
- Review the Resources tab.
- Click the Resources tab.
- Click the Insert Record button
. - Select a method below to add a resource.
- Method 1:
- Click the drop-down arrow and select from the resource list. (These were previously added under Utilities> Manage Clinical Features> AAP/Local Content Library).
- Method 2:
- Click the ellipse button
and select a resource saved in a folder.
- Method 3
- Click the scanner button
and select a resource that you have already scanned into OP.
- Click the drop-down arrow and select a Department.
Note: If you are sending the resource to the Patient Portal the department must be assigned to Patient. |
- Select Usage from the drop-down menu. .
| Usage | Definition |
|---|---|
| Alternate | Will show the item in the task window. An alternate item needs to be selected at time of charting. |
| Routine | Will show the item in the task window. A routine item means that the checkmark will already be there when selecting a task for submission at time of charting. |
| Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Post edit button
.
Edit a Resource
- Review the Resources tab.
- Click the Resources tab.
- Click to highlight a resource to edit.
- Click the drop-down arrow in the Resources field, select a resource.
- Click the drop-down arrow in the Department field, select a Department.
- Click the drop-down arrow in the Usage field, select a Usage.
- Click the Post edit button .
Delete a Resource
- Review the Resources tab.
- Click the Resources tab.
- Click to highlight a resource to delete
- Click the Delete record button
.
Version 14.10
Overview
This section of template design demonstrates the edit or addition of resources associated to a template.
Add a Resource
- Review the Resources tab.
- Click the Resources tab.
- Click the Insert Record button .
- Select a method below to add a resource.
- Method 1:
- Click the drop-down arrow and select from the resource list. (These were previously added under Utilities> Manage Clinical Features> AAP/Local Content Library).
- Method 2:
- Click the ellipse buttonand select a resource saved in a folder.
- Method 3
- Click the scanner button and select a resource that you have already scanned into OP.
- Click the drop-down arrow and select a Department.
 | If you are sending the resource to the Patient Portal the department must be assigned to Patient. |
- Click the drop-down arrow and select a Usage.
| Usage | Definition |
|---|---|
| Alternate | Will show the item in the task window. An alternate item needs to be selected at time of charting. |
| Routine | Will show the item in the task window. A routine item means that the checkmark will already be there when selecting a task for submission at time of charting. |
| Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Post edit button .
Edit a Resource
- Review the Resources tab.
- Click the Resources tab.
- Click to highlight a resource to edit.
- Click the drop-down arrow in the Resources field, select a resource.
- Click the drop-down arrow in the Department field, select a Department.
- Click the drop-down arrow in the Usage field, select a Usage.
- Click the Post edit button .
Delete a Resource
- Review the Resources tab.
- Click the Resources tab.
- Click to highlight a resource to delete
- Click the Delete record button .
