Configure MedChart in Profile

article overview & feature requirements this article is intended for system administrators, clinical users and technical users it outlines the configuration process for medchart within profile, focusing on the following areas step 1 obtain the required licenses docid\ njp94rvb4773vik crfq step 2 enable role actions for medchart users docid\ njp94rvb4773vik crfq step 3 configure the short codes for the medchart medication order views docid\ njp94rvb4773vik crfq step 4 configure the filters in the medchart view docid\ njp94rvb4773vik crfq step 5 configure preferences in profile docid\ njp94rvb4773vik crfq feature requirements medication license module configuration processes detailed below medchart view added to left navigation (medical record & encounters actions panel) steps to confligure medchart in profile step 1 obtain the required licenses to use medchart in profile, you need to first obtain the medication license module go to organisation / preferences / technical / licensed modules to see if the license module has been obtained or not contact intrahealth at help\@intrahealthc om mailto\ help\@intrahealthc om to obtain the license number for these modules if it has not been obtained step 2 enable role actions for medchart users the medchart role actions need to be enabled for any user of medchart complete the following instructions to enable the medchart role actions in profile go to organisation / roles select the user types that require medchart access search for the medchart role actions in the find search bar grant and enable the medchart actions for users that need to view the medchart list use and see items in careflow prescribe and/or administer medications be involved in the admission medication reconciliation process be involved with any inpatient management and inpatient medication managementthis is done by right clicking the action and select grant the net actions column should now show a green circle raised above a hand step 3 configure the short codes for the medchart medication order views the medchart short codes need to be configured in profile so that they can reflect your prescribing inpatient workflows the steps below will cover how to configure the medchart short codes in profile go to maintain / short codes the following short codes need to be configured based on your organisation's individual workflows short code type where short code appears in profile medchart administration status captured in the administer medication careflow window when you administer medication medchart dose type important when setting the medchart dose type short codes, ensure that they match exactly with the prescription dose type short codes configured for the prescription module in the same short codes window consistency between these short codes is essential to avoid downstream issues a drop down list in the medchart order window medchart order method a drop down list in the medchart order window medchart order type a drop down list in the medchart order window step 4 configure the filters in the medchart view the filters in medchart can be configured to adjust the presentation, and what is included in the various windows of the medchart view, as seen below the following steps will show you how to configure the filters from the medchart view click on edit which is located on the top, right hand corner of the medchart view in the patient's medical record the medchart filters window will open you'll notice there is a default filter as seen in the image below click new to create a new filter add in the name of the filter in the view description box some examples of potential useful filters are current orders past 30 days discontinued medications expiring and expired medications once you've added in your new filter names click on the first filter view you wish to configure the chosen filter will appear in the view description box click on each of the tabs and adjust the the filter settings for each filter view according to your organisation's preferences filter tabthe filter tab will adjust the views based on who ordered the medication, and the medication's status make selections based on your organisation's preferences flag tag is used to signal when a medication needs review by a provider filter dates tabthe filter dates tab will narrow or expand the medchart view by date make selections based on your organisation's preferences general tabbased on your organisations preferences, the general tab will determine if and which type of interactions the clinical user will have flagged presentation regular tabthe presentation of the regular medications window in the medchart view can be adjusted from the presentation regular tab certain columns can be selected, display names, width, size and justification of those columns can be adjusted, as per your organisation's needs note net new, additional columns cannot be added presentation irregular tabthe presentation of the prn/irregular window in the medchart view can be adjusted from the presentation irregular tab certain columns can be selected, display names, width, size and justification of those columns can be adjusted, as per your organisation's needs note net new, additional columns cannot be added when you have updated each of the filter tabs, click update , apply , and close your filters should now be configured, and saved based on your input step 5 configure preferences in profile to set defaults, turn on alerts, printing options, and set warnings, you'll need to configure certain preferences in profile go to organisation / preferences / scripts and instructions click on the administration tab add and validate that your frequencies are represented correctly this will be dependent on your organisation's preferences this relates to dose frequency in the medchart order window see below the information you enter in the administration tab's frequency drop down is also reflected in the careflow administration window see below the order starts on drop down sets the default parameter for the medchart order window for when a medication needs to be initiated choose the option that relates best to your organisation's workflows click on the medchart tab medchart printing options are associated with our forms functionality contact intrahealth to discuss how to use form templates in medchart once you've validated and filled out all of the necessary sections based on your organisations workflow preferences click on apply , and ok the configuration process is now complete learn more for more information on medchart in profileplease click on the article links below medchart in profile docid\ sysvxbkocabmhj09vvhfzfaq medchart in profile docid\ ffs61ibiqbh3outavcaj9review the medchart for a patient in profile docid\ abzjd iwqxzfneby0k5vpcreate and manage medication orders from a new encounter in profile docid\ d0sjnlmfrfa8bq7eeefn0create and view new medication orders or new ad hoc medication order from the medchart view in profile docid\ l7lxss8mxmf9dpioxx 5jmanage medication orders from the work centre view in profile docid\ poz7x5uykubqw9xjce07hcomplete a medchart phone or third party order from the new encounter view in profile docid\ sflzy8aurmdczr0yveegaprint various medchart items in profile docid\ sukxvmfdls3xsrmza78z use medchart print variables in profile docid\ ma4zvt8cgiyarxd5tnsfrmedchart reports in profile docid\ kcrnsko5yhm5uzicyrf5m