--- title: Introduction to Profile slug: portal-sub/introduction-to-profile docTags: createdAt: 2026-03-04T12:03:16.439Z --- ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QIWc4GD-jbMyI-StTxqg5_pzcabl88epcedt2-cgjehmgmranypkywq.png) **User Manual** Introduction to Profile ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/bRZQGJk8cQsC16PaE-rkv_z4m2rsopwvb1no0n11txqpd6sytifqvngq.png" size="92" isUploading="false" initialPath="assets/z4m2RSopWVB1no0N11TxQpD6syTiFQVnGQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/z4m2RSopWVB1no0N11TxQpD6syTiFQVnGQ.png" position="flex-start" showCaption="false"}  Suite 550 - 375 Water Street, Vancouver, British Columbia, Canada, V6B 5C6 Table of Contents [Logging In](docId\:rStXm-_gWiS2H-ol9tWSc) [Screen Overview](docId\:rStXm-_gWiS2H-ol9tWSc) Menu Bar Toolbar Patient Info Panel Segment List and Views [Working with Profile Windows](docId\:rStXm-_gWiS2H-ol9tWSc) Resizing Windows Saving Window Settings Switching Between Windows Changing Your Password Logging Out Locking Your Screen [Filters](docId\:rStXm-_gWiS2H-ol9tWSc) Additional Topics [Accessing the Help File](docId\:rStXm-_gWiS2H-ol9tWSc) Intrahealth Help Desk [Inserting Information](docId\:rStXm-_gWiS2H-ol9tWSc) Date Format Free Text Field Pull-down List Field Search Field [The Select Patient Window](docId\:rStXm-_gWiS2H-ol9tWSc) [Finding Patients Using Specific Criteria](docId\:rStXm-_gWiS2H-ol9tWSc) [The Work Centre Window](docId\:rStXm-_gWiS2H-ol9tWSc) Work Centre Views Floating Work Notification [The Clinical Details Window](docId\:rStXm-_gWiS2H-ol9tWSc) [The Medical Record Window](docId\:rStXm-_gWiS2H-ol9tWSc) [Common Icons](docId\:rStXm-_gWiS2H-ol9tWSc) [Command Buttons](docId\:rStXm-_gWiS2H-ol9tWSc) [Tasks](docId\:rStXm-_gWiS2H-ol9tWSc) Creating a New Task Linking a Task to a Patient Reviewing Your Tasks Task Filters Updating the Status of a Task:  “Complete” Editing a Task Printing a Task # Logging In To start Profile, Double-click on the **Profile** icon ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0LG3goE0iOUEEz1_VJF0v_4dy05n6gjjkqjwmlp6g07dy3yemrjikrgq.png" size="10" isUploading="false" initialPath="assets/4DY05n6gJjKQJwmLp6G07Dy3yEmrjIKRgQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4DY05n6gJjKQJwmLp6G07Dy3yEmrjIKRgQ.png" position="flex-start" showCaption="false"}  on your desktop. The login screen will appear: | Each user will have a unique **User Name** and **Password**.
Enter your **User Name**.
Enter your **Password**.
Click **OK** or press the **\[ENTER]** key.
You will not need to change the **Server** name. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2ujctZ8qjldo55B8BtkzU_surtdma5iilxluhmtxqa6ic4e3ieg2yqvg.png" size="39" isUploading="false" initialPath="assets/sUrTDMA5IIlXLuhMTXQa6ic4E3IeG2YQVg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/sUrTDMA5IIlXLuhMTXQa6ic4E3IeG2YQVg.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | NOTE: | | | -------------------------------------------------------------------------------- | - | | You can press the **\[TAB]** key to move from field to field in Profile windows. | | # Screen Overview ## Menu Bar There are eleven pull-down menus at the top of the Profile screen. Click once on the required menu heading and the pull-down menu will appear. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Nfyx-r04xwTxQz6IMgsUr_uzmjj86rbo0ik1yrbqqtcco6xhsofzkbma.png" size="73" isUploading="false" initialPath="assets/UZMjJ86rBO0iK1yRBQQTcCO6xhSoFzkBMA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UZMjJ86rBO0iK1yRBQQTcCO6xhSoFzkBMA.png" position="flex-start" showCaption="false"} ## Toolbar The Toolbar is a row of icons that helps you navigate the system quickly. Click once on the required icon to go directly to that function. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pbCtDHhaTlRr3kOzagcBp_ztu-a5fomheonaety5o88lzj6ogaolluq.png" size="57" isUploading="false" initialPath="assets/zTu-a5fOMhEoNAEtY5O88LZ_j6OgaOlLuQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zTu-a5fOMhEoNAEtY5O88LZ_j6OgaOlLuQ.png" position="flex-start" showCaption="false"} | NOTE: | | | ----------------------------------------------------------------------------------------------------------------------- | - | | If the toolbar is not visible, go to** Window/Show **and select** Toolbar** to enable it. | | ## Patient Info Panel The **Patient Info Panel** resides just below the toolbar, and displays information about the current patient. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3WuaYhdDQjgkWOfs44k3L_ievdpfxgbbauvi8md5xiux2yc615c3zphw.png" size="78" isUploading="false" initialPath="assets/IEVdpfXGBBAUVi8md5xIUx2YC615C3ZpHw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/IEVdpfXGBBAUVi8md5xIUx2YC615C3ZpHw.png" position="flex-start" showCaption="false"} | **NOTE:** | | | ------------------------------------------------------------------------------------------------------------------------------------------ | - | | If the Patient Info Panel is not visible, go to **Window/Show/Patient Info Panel** and select **Patient Info Panel Visible** to enable it. | | When the** Patient Info Panel **is populated with patient’s information, any operation performed will be recorded in this patient file.  If the** Patient Info Panel **is blank, no record has been activated. Selecting any Profile function will display **Select Patient** window.  | HOT TIP | | | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | Press and hold the **\[SHIFT] **key when selecting Profile function in order to bypass the** Patient Info Panel **selection. | | | ## Segment List and Views
The** Segment List is **a set of icons that can display a different view inside of the particular window. It is located on the left side and it is divided into separate segments. Each segment has a selection of icons.
To display a different view, click on the icon on the **Segment List.**
Each view has its own toolbar with functional icons. Icons can be reorganized or removed. Then, the settings can be locked to prevent from accidental changes:
* Right-click on the window’s toolbar and select **Lock Toolbar**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tfU73TI-TPcZZxKMecYUB_ketkfqke5u4ievmz2qr2e2p34cnlrlk4q.png" size="29" isUploading="false" initialPath="assets/KEtKfqke5_U4IeVMZ2qr2E2p34CnlRlK4Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/KEtKfqke5_U4IeVMZ2qr2E2p34CnlRlK4Q.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | |
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Rw6IMLS9kmihzonjqR3CC_408hnss9t1r9pgz0sdbvvzrmefolmb12jg.png" size="94" isUploading="false" initialPath="assets/408HnSS9t1r9Pgz0SdBvVZRMEfOLmb12jg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/408HnSS9t1r9Pgz0SdBvVZRMEfOLmb12jg.png" position="flex-start" showCaption="false"} | | # Working with Profile Windows ## Resizing Windows You may wish to change the size of a window that you are working with if it is too large or too small for convenient use. You can resize many windows using the mouse:  | 1. Position the cursor over the vertical border, horizontal border, or corner. The cursor becomes a double‑headed arrow
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/c0qGP22SLFVxi0qqDoTrg_br1etagbvbgkdgdpgmxu7biny-r7fiwdw.png" size="10" isUploading="false" initialPath="assets/bR1ETagBvBgKD_gDpgmxu7BINy-R7FiWDw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bR1ETagBvBgKD_gDpgmxu7BINy-R7FiWDw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} . :::
Click and hold down the mouse button and drag the border to the required position.
Release the button. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0FRN9etM80K4pqd-1lKon_cr5fkcex8muvbrjvbfistjsv78hcy7tea.png" size="32" isUploading="false" initialPath="assets/Cr5fKCEX8muVbrjVB_fIstjsV78HcY7TEA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Cr5fKCEX8muVbrjVB_fIstjsV78HcY7TEA.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | You can also resize panels within a window when there is a “splitter bar” between the panels: | 1. Position the cursor over the splitter bar. The cursor becomes a “splitter cursor”
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VnCeCFYugkdDnz57_hyxc_vz9qfkxdwsrn62y5ebtwrtomzq2strdaxg.png" size="10" isUploading="false" initialPath="assets/vz9QfKXDwsRN62Y5ebtwRtOMzQ2sTRDaxg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vz9QfKXDwsRN62Y5ebtwRtOMzQ2sTRDaxg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} . :::
Click and hold down the mouse button and drag the splitter bar to adjust the relative sizes of the panels.
Release the button. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/861A51IbHEGkZhV14JGyV_ilexap7jj-sxlkxsyqfrrzajsdmmuss9ma.png" size="16" isUploading="false" initialPath="assets/iLeXap7JJ-SXlkxSYqFRrZAJSdmMuSs9MA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/iLeXap7JJ-SXlkxSYqFRrZAJSdmMuSs9MA.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Saving Window Settings Once you have your windows looking the way you like them, you can save these settings so that Profile will use them automatically whenever you return to this window. | 1. Select **Edit/Defaults** from the menu bar. This will display the **Set Defaults for This Window **dialog box.
Tick the first two options (**Position for first window** and **Size and layout of elements**).
Click** OK **to save.
You may also **c**heck **Background colour box** to customize your background. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QK4kIRmYmS7pQTX2-fIM4_etsgghnwscsahhj4nqdeqxozdd6i7t5za.png" size="36" isUploading="false" initialPath="assets/etsGGhnwSc_Sahhj4nQdEQxOZDD6I7T5ZA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/etsGGhnwSc_Sahhj4nQdEQxOZDD6I7T5ZA.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | The third option, Base parameters, is a “global” option that affects everybody.  Do not change it unless you wish to do so for the whole organisation. | | | |
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| ## Switching Between Windows If you have several Profile windows open, you can bring one after the other to the forefront by pressing the **\[F2]** key. | HOT TIP | | | ------------------------------------------------------------------------------------ | - | | Select **Window **in the main menu to view a list of open Profile windows. | | ## Changing Your Password To change your Profile system password: | 1. Go to **Organisation/Change Password** in the main menu.
Type your old password in the **Current Password** field.
Type your new password in the **New Password **field.
Type the new password again in the **Retype New Password** field.
Click **OK**. 
The password change is effective immediately. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cMKOlZoN_yOaVTWoB1MVz_ayintafb7umagntkpvgcj2qzuzkkchb8sa.png" size="40" isUploading="false" initialPath="assets/ayintaFb7uMagntkPvgCj2QzUZKkcHB8sA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ayintaFb7uMagntkPvgCj2QzUZKkcHB8sA.png" position="flex-start" showCaption="false"} | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | You can press the **\[Tab]** key to move from one field to the next. | | | |
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| ## Logging Out If you wish to log out as one user, and log back in as another: - Press **\[CTRL] + \[F3]** on the keyboard. If you wish to log out of the server and close your Profile program: - Go to **File/Exit** on the main menu. ## Locking Your Screen | To lock your Profile screen:
* Select **File/Lock** in the main menu.
All of your Profile windows will be replaced by the **Unlock Profile** screen.
To resume work exactly where you left off:
* Type your password and click **OK**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ih-POzd0YTSDZ3sKEeVQF_9fgxe8dcy1taxdlw8hlkco7rzdtwor6dfw.png" size="35" isUploading="false" initialPath="assets/9fGXE8dcy1TaXdLw8HlkCo7rZDTWor6Dfw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/9fGXE8dcy1TaXdLw8HlkCo7rZDTWor6Dfw.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # Filters Filters allow for customizable views for each user in various areas of Profile.  1. To switch between existing views, use the **View** drop-down at the top-right of the window to expand options available: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xo48uUpT-Fd5dVyN2Q-61_h7afjhugsxyhfa9bmwexobszpiez8jte4g.png" size="95" isUploading="false" initialPath="assets/h7aFjHugsXYHFa9BmWexObSzPiEz8Jte4g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/h7aFjHugsXYHFa9BmWexObSzPiEz8Jte4g.png" position="flex-start" showCaption="false"} 1. To create or modify views, click on the **Edit…** button to the right of the drop-down list to open the filter window: 2. Select the view to edit from the list. 3. Use the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jkXN5pH0Xld1HWCW63tQO_jiupzoyv1by3fswnqj3hjtnfujrhd7irq.png" size="10" isUploading="false" initialPath="assets/jiUP_zoYV1By3fswnQJ3HJTNFuJRHD7IrQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/jiUP_zoYV1By3fswnQJ3HJTNFuJRHD7IrQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} and ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lC84tAwfyoh76Gude2Mkp_xobjoj2f1ldwis7mzjlzdns892op2rc3rg.png" size="10" isUploading="false" initialPath="assets/XobJoj2F1LdwIs7mZjlzDNS892op2RC3Rg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XobJoj2F1LdwIs7mZjlzDNS892op2RC3Rg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  buttons to move the selected view up or down in the list. ::: 4. Right-click on the view and select **Set Default** to make it the default view when the window is opened. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ml87jGll2mxDlHfonZFys_4-inix-a1gzwetoexws15ktgh0hvaelsg.png)![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8erbQ-ekpHGjbfxBC0yse_w0gh2qrc7tlhgexnrbrtqsogp0bg7ftlg.png) - Use the parameters in the filter to modify what will be seen. Some filters include a **Column **or **Presentation** area, where columns at the top of the window can be added, removed, or resized. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ylaJO3YeOTgkSN4TnICty_lsfpdfanjujf2drygw5euntlwmt6h92za.png" size="85" isUploading="false" initialPath="assets/lsFp_dFaNJuJf2drYGw5eUNtlWmT6h92zA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lsFp_dFaNJuJf2drYGw5eUNtlWmT6h92zA.png" position="flex-start" showCaption="false"} | NOTE: | | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | In some filters, the **View Description** will automatically update when changes are made. Rename the description after making changes to make sure it is consistent with what the filter will show. | | - Click an applicable command button at the bottom of the filter:**New:     **Creates a new view,**Update:  **Saves changes to the selected view,**Delete:** Deletes the selected view,**Apply:** Saves changes to the selected view and closes window,**Close:**     Close window without saving changes. # Accessing the Help File | 1. Select** Help **on Profile main menu to open **Help **introductory page 2. Select one of three available tabs (screen shot below) | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/snb-yRGoTMMtDX0DOtpFq_asa6hnxrqyxcnvvck7twsuslauamouohsq.png" size="32" isUploading="false" initialPath="assets/Asa6hnxrqYXcnvvCk7TWsUSlauamoUoHsQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Asa6hnxrqYXcnvvCk7TWsUSlauamoUoHsQ.png" position="flex-start" showCaption="false"}
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | - **Contents **tab will display the topics in groups; expand the group by clicking on the plus sign - **Index **tab will list topics alphabetically - **Search **tab will provide a field to search for the specific term and list only the relevant topics | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jCTrMKCTB8rCCmx89fZvl_eczqlxlhsllohtvxmekk3gu4ppd0xjntla.png" size="35" isUploading="false" initialPath="assets/eCzQLXLhSLLOhTVxMEKK3Gu4PpD0XJnTLA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/eCzQLXLhSLLOhTVxMEKK3Gu4PpD0XJnTLA.png" position="flex-start" showCaption="false"}
| | Select the topic to display its content in the right panel of the** Help **window 
If you need help with within the active Profile window, press** F1 **key; this will open the relevant online help file (context-sensitive help) instead of** Help** introductory page | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/e1YEUup9-GTE5H5BPsCn__ay9w2bqfqh1fsgjkrchrzbexzh5eknnrpq.png" size="49" isUploading="false" initialPath="assets/AY9W2BQFQH1FsGJkrcHrzbexzh5EKNnRpQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/AY9W2BQFQH1FsGJkrcHrzbexzh5EKNnRpQ.png" position="flex-start" showCaption="false"} | # Inserting Information ## Date Format | 1. Click on the arrow in the date field
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kZ4UZ_AhJk3ETWWmeEqn0_lsttttdps6d0wsjxr6owvn2uw8hg43g2hq.png" size="10" isUploading="false" initialPath="assets/LSttTTDps6D0wSjxr6owvn2UW8hg43G2HQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/LSttTTDps6D0wSjxr6owvn2UW8hg43G2HQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  to display the pull-down calendar and select the date on the calendar. ::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/i3BsulQI68CV_9VjpcWNf_ruzuu6zgn1hopdeyeigjslrtyjii1puoqa.png" size="35" isUploading="false" initialPath="assets/RUZUu6zGn1HOpDEYEIGjSlrTYJiI1PuOQA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/RUZUu6zGn1HOpDEYEIGjSlrTYJiI1PuOQA.png" position="flex-start" showCaption="false"}
| | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Type in specific format:** **ddmmmyyyy (no spaces are necessary); Profile will format the date properly once the entry is accepted. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6mHSIudPVvN5e27r6koCy_jsc2eexmtyqjoifin1rmzwlhugnykzsnqa.png" size="16" isUploading="false" initialPath="assets/jSC2EEXmtYqJOIfIN1RmzWlhugNYKZSNQA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/jSC2EEXmtYqJOIfIN1RmzWlhugNYKZSNQA.png" position="flex-start" showCaption="false"}
| | Check in** Approx **checkbox to be able to enter the date in a different format; the approximate date will always default to the first day of the date, eg. 2002 entry will default to 01 Jan 2002, and Mar 2002 will default 01 Mar 2002. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dqWxjKrQqc09Uvbyve4l__wqkz09-risckk4ig-tqhcm4resch-9lfyq.png" size="21" isUploading="false" initialPath="assets/wqkz09-RiscKK4iG-TQhCM4REsch-9lFYQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/wqkz09-RiscKK4iG-TQhCM4REsch-9lFYQ.png" position="flex-start" showCaption="false"} | ## Free Text Field Click inside of the field to place your cursor there and simply start typing. There might be sometimes limitation to the maximum number of characters allowed in specific field. ## Pull-down List Field | Click on the arrow to expand the list
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/37RpoBfykHsfGwjeUczaA_0yf74-f1500lwdk-yvguqi5cjdo2kiwnaq.png" size="10" isUploading="false" initialPath="assets/0Yf74-F1500LWdK-YVGUqI5CJdo2KiWNAQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/0Yf74-F1500LWdK-YVGUqI5CJdo2KiWNAQ.png" position="flex-start" showCaption="false"}
 and make a selection from the list.
Some list are standard Profile lists but can be customized.
Some lists can entirely be built by the user. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ekl-fcrLmc0FbtSkSHJj4_wyesyszzkwxgkbmjht-dtv-mjewtbmen5w.png" size="41" isUploading="false" initialPath="assets/WYesYsZzkwXgkBmJHT-DtV-MjeWTbMen5w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WYesYsZzkwXgkBmJHT-DtV-MjeWTbMen5w.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Search Field | Search field is the field with an ellipsis
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sn0E-d7e2--83GUoC3sVz_wkaknuf5n7ti6ehpzydppoa0ywgza.png" size="10" isUploading="false" initialPath="assets/wKAkN_uF_5n_7Ti6EHpZyDpPoA0__ywgzA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/wKAkN_uF_5n_7Ti6EHpZyDpPoA0__ywgzA.png" position="flex-start" showCaption="false"}
 button: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/m0RggNOcheFRxlOQ0Z6_E_wpcw8fesz2rukdie17kwf-q7m6gmcmwnlw.png" size="55" isUploading="false" initialPath="assets/wPCw8FESz2rUkDIE17kwf-q7M6GmcmwnLw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/wPCw8FESz2rUkDIE17kwf-q7M6GmcmwnLw.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | You will see the ellipses button when you click inside the field to enter the information.  A search field is linked to a particular and predefined type of information in the database. It allows for running searches and reports on that data. In the above example, a **Patient** search field will look up names of patients; some other examples of search fields are those for external providers or disease codes. To use the search field, use one of the following techniques: 1. Type the code if you know it: | - For example, type ‘MG’ for the internal provider Mary Gold to automatically populate the field. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7avRPkov9FBA-LPqz4vWQ_xdgndfedtdjjqguzt6ywusu5viajamwqwq.png" size="26" isUploading="false" initialPath="assets/XDGNdfedtDjJQgUzt6YwusU5viAjamwQwQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XDGNdfedtDjJQgUzt6YwusU5viAjamwQwQ.png" position="flex-start" showCaption="false"}
(valid entry is in blue font and underlined) | | ------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | Start typing first letters: - If only one entry matches what you have typed, it will be selected automatically, - As soon as you type at least two letters, a drop-down list will display entries that begin with what you have typed, - Typing more letters will narrow the list down, - When you see the entry you want, double-click on it. | Make sure to see** All matches are shown;** | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RxZ-wP1Odxps1gSL_2Xik_kmfw2jewuh1tw1s1djsnrmnigzoa9vgskg.png" size="48" isUploading="false" initialPath="assets/KMFw2JeWuH1TW1S1DJsNRMNiGZoa9vgskg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/KMFw2JeWuH1TW1S1DJsNRMNiGZoa9vgskg.png" position="flex-start" showCaption="false"} | | | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | | If you see** Too many matches to show, **it means the database contains too many entries to display in the drop-down list.
Add more characters to narrow the list or use ellipsis tool to select patient. | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/b_eqteCL2lFkpNlKbKC0V_kjaaf2nyw-g1wzz8oj81dnck-p-mvrbika.png" size="48" isUploading="false" initialPath="assets/kjaaf2nyw-g1Wzz8oj81dnCK-p-mVRbIkA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/kjaaf2nyw-g1Wzz8oj81dnCK-p-mVRbIkA.png" position="flex-start" showCaption="false"} | | | | If nothing in the database matches what you have typed,** No matches found **message will appear.You can either correct what you have typed, or click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DACAVL1R_Nq0U4ixRTeDK_3igzsuxdeqnijwpuzxja4fvwzfofvsdima.png" size="10" isUploading="false" initialPath="assets/3igZsuXDEQNiJWPuZxja4FvWZFOFvsDImA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3igZsuXDEQNiJWPuZxja4FvWZFOFvsDImA.png" position="flex-start" showCaption="false"}
 to create a new database record. | | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/L9QHGL1_JSqEMANpF2V7J_vkaawwulngqkgusr2fk5zagfsl3qg4raq.png" size="19" isUploading="false" initialPath="assets/VkAawwULN_GQkGUsR2Fk5zaGFsl3QG4rAQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/VkAawwULN_GQkGUsR2Fk5zaGFsl3QG4rAQ.png" position="flex-start" showCaption="false"}
| | | | **NOTE:** | | | | | | | Not all users will have the right to create database records. See your system administrator if you don’t see a
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/y2chxZXX1ojHfy2rHoF2B_birdj6kixzolwpxwye35hbs91-fo7xjapq.png" size="10" isUploading="false" initialPath="assets/biRDJ6KiXZolWPXwYE35hBS91-Fo7xjaPQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/biRDJ6KiXZolWPXwYE35hBS91-Fo7xjaPQ.png" position="flex-start" showCaption="false"}
  button. | | | | | |
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| Click on the ellipsis tool ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/U-g2-zg0a5t8vXpVDdgt__ft3b9mlxe12zymgadbcpx22g9igxccx0ng.png" size="10" isUploading="false" initialPath="assets/Ft3b9mlxE12zYmgadBcPx22G9IGXccX0Ng.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Ft3b9mlxE12zYmgadBcPx22G9IGXccX0Ng.png" position="flex-start" showCaption="false"} to display the predefined list or the search window - Select the entry form the predefined list or search for the right entry. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6qyxOqOgwGRTrimVD0BGg_gjwt4krwtctw6ke01keigliut6ybbgiyfq.png" size="43" isUploading="false" initialPath="assets/GJWt4krWtCTW6KE01keIGlIuT6ybbGiyfQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/GJWt4krWtCTW6KE01keIGlIuT6ybbGiyfQ.png" position="flex-start" showCaption="false"}
Figure: Predefined list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/U1UY9M3f0ANt0tMJjUPW1_i5u4wyeapthelpk55nkqtuptd0t41s57gg.png" size="51" isUploading="false" initialPath="assets/i5U4WYEApThelpK55NkqTupTd0t41S57Gg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/i5U4WYEApThelpK55NkqTupTd0t41S57Gg.png" position="flex-start" showCaption="false"}
Figure: Search window. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # The Select Patient Window The **Select Patient** window lets you search for the patient before performing Profile functions that are patient related. When the **Select Patient** window opens: 1. Type the patient’s name in the **Index** field, using the format **Lastname, Firstname** then click **Search** to list all matching patient names, or click **Recent** to see a list of all recently-accessed patients. Select the required name from the list and click **OK**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/P07L2UrqvZW4P86_-zRhj_gfzcqav0e5wu1gyutqx-4cnpcvlvmq8hpa.png" size="40" isUploading="false" initialPath="assets/gfZcQAv0e5Wu1GyuTQX-4cNPCvlVmq8hpA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/gfZcQAv0e5Wu1GyuTQX-4cNPCvlVmq8hpA.png" position="flex-start" showCaption="false"} Searching on partial names is allowed, for example: - Typing **R, P** in the **Index** field will return all patients whose last name starts with R and whose first name starts with P; - Typing **,firstname**  \[comma + first name] will allow to search for patients with specific first name. Search by a file number in the **FilNum** field Other search options are available when the **Folder** field is expanded: - By folder name - By date of birth - By health number The selected patient record will open, allowing you to alter any details. # Finding Patients Using Specific Criteria You may search for a patient, or group of patients based on criteria like age, street name or a combination of details.  The **Find Patients Results** window is also known as the **Found List** and provides the basis of many reports in Profile. 1. Go to **Patient/Find Patients** on the main menu. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IZK6ZFUOSYs7xdP_XTevZ_wtunzllua8yukh4gqz5hc69jqihjfzllw.png) 1. In the** General **view, select fields that you want to search by and enter the search criteriafor example to find all patients aged between 20 and 45 enter** 20...45,in the Age field.** 2. Click on ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ivEqHL8TV9uJE1v-13CeB_6csj-lxkcelop7t6pijibrjvdbdyufta.png" size="10" isUploading="false" initialPath="assets/6csJ-_Lxkce_LOp7t6pIJIBRjVdbDyUFTA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/6csJ-_Lxkce_LOp7t6pIJIBRjVdbDyUFTA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the field to access list of search qualifiers. ::: Select ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/bTlQa0oCxVch9PlNi5-6u_d5n99k8t3fy7-hggeei17jph9arha2d3g.png" size="10" isUploading="false" initialPath="assets/d5n99K8t3FY7-hgGEeI17JpH9arH_a2d3g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/d5n99K8t3FY7-hgGEeI17JpH9arH_a2d3g.png" position="flex-start" showCaption="false"}  button to compile the list matching your search criteria. | **Find Patient Results** window will appear; Choose one of the following options:
* To add a client to the list, [search](mk%3A@MSITStore%3AC%3A%5C7.7.1664%5CProfile.chm%3A%3A/4261.htm)in the **Name **field and click** Add.** * To remove a patient from the list, highlight the name and click **Remove.** * To display the original list of search results, click** Again.** * To access the patient record in edit mode select the name and click** Alter.** | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gbSHuzKNtay8a3902nl9z_phvsckj-frzumpkalwa0dn55r1nus8hcw.png" size="63" isUploading="false" initialPath="assets/phVscKj-FRZUMpkAlwA0dN55_R1NUS8hCw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/phVscKj-FRZUMpkAlwA0dN55_R1NUS8hCw.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - To access the patient record in display mode for highlighted patient, click **Display.** - To save the list, select **File/Save as** on the menu bar. | HOT TIP | | | ------------------------------------------------------------------------------------- | - | | To print a letter for the selected patient(s), click the** Letter** button. | | # The Work Centre Window Typically, the **Work Centre** is set to open automatically when you log into Profile. It has a convenient collection of views related to your everyday work flow. This list of views is called the segment list depends on your job role or level of access. To open **Work Centre** manually: 1. Click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5-f_WtG24TzOJqgPXjBtk_o0b21vshnjqi6hcy88dbv8vpfpdozia2eq.png" size="11" isUploading="false" initialPath="assets/O0B21Vshnjqi6HcY88dBv8VpFpdOZIa2EQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/O0B21Vshnjqi6HcY88dBv8VpFpdOZIa2EQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  icon on the toolbar. ::: 2. Go to **Organisation/Work Centre** on the menu bar. ## Work Centre Views Like the Patient Register, the **Work Centre** consists of several views, a list of which may be seen on the right side of the window. See the *Segment List* section for more information. ## Floating Work Notification Floating **Work Notification** is an ever present window on your screen providing instant information on your daily status. It is updated in set time intervals and can blink or play a sound whenever it is changed. To enable **Work Notification** and select items that will be tracked by **Work Notification** window: - Go to** Organization/Preferences/General **on the main menu. - Click on** Work Notification **tab to display the setup window. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AcyPJ64PCHmt0egqbn32l_osfls34yehzwmt32vxd0grl2rfniboqkg.png" size="89" isUploading="false" initialPath="assets/osFlS34_YehZWMt32vxD0GRl2RFniBOQKg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/osFlS34_YehZWMt32vxD0GRl2RFniBOQKg.png" position="flex-start" showCaption="false"} The items tracked for each user depends on your role settings and your organization preferences. # The Clinical Details Window The **Clinical Details** window allows you to enter and maintain a number of clinical details about a patient. To access Clinical Details: - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AayvHq5eUBSrFn3yzJkEs_c3amb3czxp6vhdxai7coqj0bwloawiswha.jpeg" size="12" isUploading="false" initialPath="assets/c3AMb3CzXP6vHdXai7coqJ0BWloaWIswHA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/c3AMb3CzXP6vHdXai7coqJ0BWloaWIswHA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the Toolbar, or ::: - Go to **Clinical/Clinical Details** on the menu bar. Select the patient if necessary. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6Q_lqRw_-FpYgfM5mYSHO_qzi4nsts26fizbzmlm7tnimemem4239a.png) The **Clinical Details** window consists of several tabs. Each tab is used to enter a specific category of historical information about the patient: | **Family/Social History** | Information relating to a patient’s social history and their family’s medical history. | | ------------------------- | -------------------------------------------------------------------------------------- | | **Past History** | The patient’s narrative medical history. | | **Obstetric History** | Record the patient’s past or present obstetrical history (if relevant). | | **Allergies** | View and record a patient’s allergies. | | **Measures** | View and record a patient’s key measurements. | | **Problems** | A summary of diagnoses, procedures, and social/risk items for the patient. | | **Usual Medications** | Current and discontinued medications for the patient. | | **Immunisations** | Create and view past or present Immunisations. | | **CarePlans** | Create and view past or present Interventions and Care Plans. | # The Medical Record Window To view a patient’s medical record: - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0lfsLne9pbpAADd1-2Xju_knimkctd4by9wsvwjd0tcr0cofvbcpg-g.jpeg" size="12" alt="button med record" isUploading="false" initialPath="assets/KNiMKCTd4_BY9wsvWjd0tCR0cOFvbCpg-g.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/KNiMKCTd4_BY9wsvWjd0tCR0cOFvbCpg-g.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the Toolbar, or ::: - Select **Clinical/Medical Record** from the menu bar. Select the patient, if necessary.  Like the **Work Centre**, the medical record consists of several views on its segment list; the views you see may depend on your job role or level of access. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6bu-PRS8UMi4pcCj7S1H4_ipkgp8nd5xmxb3rzoqaotvpcn2vz9a6q.png) Some of the more common views are: | **Overview** | Clinical information and activities that are top priority to a provider when working with a patient. | | ----------------- | ---------------------------------------------------------------------------------------------------------------------- | | **Summary** | High-level clinical information about a patient that allows quick access to the information. | | **Encounters** | A summary of encounters and details of contacts within each encounter for this patient. | | **Measures** | A record of clinical measures for a patient such as height, weight, blood pressure, etc. These are recorded elsewhere. | | **Results** | Details of electronic laboratory results for this patient. | | **Tasks** | Tasks relating to this patient. | | **CarePlans** | Care plans and interventions for this patient and when they are due. | | **Immunisations** | Immunisations for this patient and when they are due. | | **Forms** | Electronic forms that relate to this patient. | | **Documents** | Correspondence relating to this patient. | | **Problems** | Problems associated with this patient. | | **Referrals** | Referrals associated with this patient. | | **Medications** | Details of prior medications and current usual medications for this patient. | | **NewEncounter** |  Record details about a consultation and perform relevant actions. | | **Obstetric** | Obstetric information relating to a female patient. | | **CareTeam** | A list of providers contributing to the patient's care. | # Common Icons | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5Kc-Ci40nRsh5tI2GCYiK_oos9wnla6cs5b6tetiv7zxpqjdwq74bwla.png" size="10" isUploading="false" initialPath="assets/ooS9wnla6CS5B6TetiV7zxPqjdwq74BwlA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ooS9wnla6CS5B6TetiV7zxPqjdwq74BwlA.png" position="flex-start" showCaption="false"} | Displayed at the end of a search field and allowing a search of predefined options. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UEA859dyzXaCOV2exPkFK_pjmzhpg3tiil4u9k4tr-shvnejmeb7oqsw.png" size="10" isUploading="false" initialPath="assets/PjmzHpg3tiIl4u9k4TR-sHVnEjmeb7oqsw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/PjmzHpg3tiIl4u9k4TR-sHVnEjmeb7oqsw.png" position="flex-start" showCaption="false"} | Create new. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/X50eEKPDp2TZN0MRa6OCg_upfhasfuj7hqhs43guce3wftkvfc-0-qg.png" size="10" isUploading="false" initialPath="assets/uPFHASFUj7HqHS43gUCE3WfT_kVfc-0-Qg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uPFHASFUj7HqHS43gUCE3WfT_kVfc-0-Qg.png" position="flex-start" showCaption="false"} | Open in edit mode. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2XytRf0pQMuYuN4avKkxx_dmsu2um4wgzdtvzxbv3a1l6z2uxrlbhloa.png" size="10" isUploading="false" initialPath="assets/DMSu2UM4wgzdTvzxBV3A1L6Z2uxRlbHloA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/DMSu2UM4wgzdTvzxBV3A1L6Z2uxRlbHloA.png" position="flex-start" showCaption="false"} | Refresh. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/my2mDqxjunvNN2_d3n5xu_vv9jpvqqcfh8xu9v1hxnbx7wran5ijnymq.png" size="10" isUploading="false" initialPath="assets/vV9jPvqQCfh8Xu9v1hxNbX7WRAn5iJNyMQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vV9jPvqQCfh8Xu9v1hxNbX7WRAn5iJNyMQ.png" position="flex-start" showCaption="false"} | Print. | # Command Buttons When you are finished working on any Profile window, choose one of the following options: - Click **OK** to save the changes and close the window. - Click **Cancel** to discard the changes. You will be asked to confirm. - Click **Apply** to save the changes and leave the window open. # Tasks You can create reminders and maintain them as to-do list that can be accessed in various ways. Two most convenient are: | 1. Click on the** Task **icon on the segment list of** Work Centre **window | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FYSW6Ct6TLKIoXTTA9pbh_pi8snbtqtpner8uxpix5e1fewp8h8zvgg.png" size="10" isUploading="false" initialPath="assets/Pi8SnBtQtPNER8UXPIX5e1_Fewp8h8ZVGg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Pi8SnBtQtPNER8UXPIX5e1_Fewp8h8ZVGg.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) Double-click on the** Task **button of the** Work Notification **box | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/q3_XhB0VFYkcLQV6-FcHj_bvdoxq0dt6zywm6gzmkxlxrbjd9qjhkzlg.png" size="18" isUploading="false" initialPath="assets/bvdoXQ0Dt6ZyWm6GZmKxLXrbjD9qjHkZLg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bvdoXQ0Dt6ZyWm6GZmKxLXrbjD9qjHkZLg.png" position="flex-start" showCaption="false"} | ## Creating a New Task 1. Select the **Tasks** view of the **Work Centre** and click the **New Task** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ogoSmmTGGeOrMW6pMPTqw_jhhxilwezosval4bbfaaracab0h3461fna.png" size="10" isUploading="false" initialPath="assets/JhhxiLweZOSvAL4bbfAarAcAb0h3461fNA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/JhhxiLweZOSvAL4bbfAarAcAb0h3461fNA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button, or ::: 2. Go to **Special/New Task** in the main menu. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fN7jOc5rYATOKdHulAHTv_u05oeim7ln1u-khgup4qhuoajgpbmtiqhw.png" size="89" isUploading="false" initialPath="assets/u05oEIm7Ln1u-khGUP4qHuoAjGpbmTiqhw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/u05oEIm7Ln1u-khGUP4qHuoAjGpbmTiqhw.png" position="flex-start" showCaption="false"} The two required fields to fill out are: - **Subject** - A brief description of the task. It will appear in task lists, so use terms that will easily prompt your memory. - **Holder** - The person responsible for the task. It defaults to you but can be changed to any user or group. Other useful fields are: - **Due/Time** - The date and time by which the task should be accomplished. - **Priority*** - *Identify the urgency of the task. ## Linking a Task to a Patient Tasks are often patient-related reminders. To associate a patient with a task: 1. Click the **Patient:** field ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/06fq0RO70t5a7ncfQY1mB_3xce9ghozg0wpfhmon8sufhltwn9q2k7lw.png" size="42" isUploading="false" initialPath="assets/3xCe9gHoZG0WPfhmOn8suFHLtwn9q2K7lw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3xCe9gHoZG0WPfhmOn8suFHLtwn9q2K7lw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  and type in the name of the patient in the correct format. ::: | NOTE: | | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | If a patient is already showing in the **Patient Info Panel** at the time the task is created, you do not need to take the above step; a link to that patient will appear automatically. | | | | - The **Explanation and Links** field of the **Task** window can be used for a more detailed explanation of the task, if the **Subject** field is not sufficient. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/aWSaU7MjhafFlkvsT-AUn_p2j10-ivngl3pnzcsw6efa4fyihlszsytw.png" size="33" isUploading="false" initialPath="assets/p2J10-IvngL3pNzCSw6EFA4FyIHlSZsytw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/p2J10-IvngL3pNzCSw6EFA4FyIHlSZsytw.png" position="flex-start" showCaption="false"} | | | -------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | | | * The **Activity Notes** field of the **Task** window can be used to enter in user actions taken to accomplish task. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/716KPvPgq3fumm5UFE_9__mb7phrupyyjjlm7qz9ahljwl39pui8ea.png" size="42" isUploading="false" initialPath="assets/MB7P_HRUP_yyJjlM7QZ9aHLjwL39PUI8eA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/MB7P_HRUP_yyJjlM7QZ9aHLjwL39PUI8eA.png" position="flex-start" showCaption="false"} | | | HOT TIP | | | | | | The Hotkey **\[Ctrl] + \[1]** can be used to add a date stamp. | | | | | |
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| ## Reviewing Your Tasks 1. Select the **Tasks** view of the **Work Centre** window: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SHZPcL_Q6S6KB66-iv8iS_7amiuwtvewvyifzgfz161dyhrflgk3a.png) | HOT TIP | | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | Click the **Refresh**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6SKIpQfvx7FuuqzzIaPeW_kh5kqzxuqfspxmvosr27oexkghdzapm-rw.png" size="10" isUploading="false" initialPath="assets/Kh5KqZxUqFsPxmvoSr27oEXkgHdzApm-Rw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Kh5KqZxUqFsPxmvoSr27oEXkgHdzApm-Rw.png" position="flex-start" showCaption="false"}
  button at any time to update the list (i.e., to view any new tasks). | | ## Task Filters By default, the **Tasks** view will display all pending tasks assigned to you and your group. This can be changed by clicking on the drop-down list marked **View**, and selecting a different task view. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FmXS7QeFjsOfPZQ_nwND1_s5hkjfod6shilg7jdglixn7piomyut1dhq.png" size="53" isUploading="false" initialPath="assets/S5HKjFod6Shilg7JDgLixn7pIomyUt1DhQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/S5HKjFod6Shilg7JDgLixn7pIomyUt1DhQ.png" position="flex-start" showCaption="false"} ## Updating the Status of a Task:  “Complete” Once you complete a task, indicate that fact as follows: 1. Open the **Tasks** view of the **Work Centre**. 2. Double-click on the task in question to open it. 3. Enter any relevant completion information in the **Activity Notes** field. 4. Click the **Completion** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HWNZDmP0cuouD6qxSHHSE_ewl1x5s5soevtnsplmbx1eko4bwgfofrba.png" size="10" isUploading="false" initialPath="assets/EWL1X5s5sOevtnSpLMbX1ekO4bwgfOFrBA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EWL1X5s5sOevtnSpLMbX1ekO4bwgfOFrBA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button. The task status will change, the task will be saved, and the task window will close automatically. ::: | HOT TIP | | | ---------------------------------------------------------------------------------------------------------------------------------- | - | | From the **Tasks **view, you can also right-click on a task and select **Change Status/Completed** from the pop-up menu. | | ## Editing a Task To open a task for editing (for example, to add comments to the **Activity Notes** field), either: - Double-click on the task in the **Tasks** view of the **Work Centre**; or - Select the task and click the **Open** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tWHiaZWwzu_NQtIxYbfPl_gtachw44phdwwel4nffpljqq5ykfodgfbw.png" size="10" isUploading="false" initialPath="assets/GTachw44PHdwWel4nfFpLJqQ5YKfODGFBw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/GTachw44PHdwWel4nfFpLJqQ5YKfODGFBw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button. ::: ## Printing a Task - Select it in the **Tasks** view and click the **Print** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/u73F6CeMt6Hj_4cl9gkMW_zm-zo-htfunuybnldw2sjzingy2cyluysa.png" size="10" isUploading="false" initialPath="assets/zM-zO-HtFUnUybNLdW2sjzINGY2CYLuYsA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zM-zO-HtFUnUybNLdW2sjzINGY2CYLuYsA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button. :::