Sortable Tables Throughout InputHealth
We have now added the ability to sort more things in a patient's chart. Before this, you could only sort of a few tables, such as Patient Files, and you were only given the ability to sort on the date fields.
We have now expanded this feature to include sorting on almost every single table field within a patient's chart. So anywhere you see a table you should be able to sort by descending or ascending order on any of the fields. This will allow for easier grouping of documents in a patient's chart.
The sorting is remembered per user, so if you are sorting a specific field in any of the tables throughout the patient's chart, it will remember this.
For example, you can now sort and group Referrals based on their Direction:
You will know what column you are filtering on based on the arrow seen in the screenshot above. And to add to this, any of the fields above can be sorted so you can group all the referrals with the same Reason together! It's a powerful new tool that allows you to view your patient's data how you want.
2. New Template Variable: Active Medication List
We have now added a new way for you to display a patient's active medications. This new variable is now accessible to Encounter and Letter templates.
Now you will see the old Medication Variable listed as Medications Table and the new variable listed as Medications List. Just as the name suggests it will list the medications instead of putting them in a table. The differences are shown below:
With this change, we also made it so the variables will only show the most recent prescription in regards to that medication. Before this, we were showing all prescriptions of active medications.
3. Roles Created for Easier Granting of Permissions
We have added a way for users to grant permissions more easily. You can now create Roles which contain specific permissions. Then you can assign this role, along with others, to a patient so that they have all the permissions associated with the roles.
This new setting can be found under Settings > Accounts > Roles.
From here you can simply hit the Add Role button to create a new role. You will also see all the other roles that have been created and how many users have the role. You can edit the settings for those roles and any changes will affect all users with that role immediately.
Creating a role looks like so. It follows the same workflow as picking permissions for a single user, but now you can apply these permissions to many users at once:
You can pick a name for the role along with a detailed description. You can also assign the role to users from the role itself. Once it has been submitted, you will have to enter your password to apply the changes. You will need the setting Edit Other Users to change any of their permissions, just like before.
A big difference with looking a user's permissions is knowing if they do have the permission and where it came from.
Now you will see a checkmark or an x icon stating if they have access or not. If they do have access it will tell you if it was given to them through a role or an individual, meaning someone gave a permission setting to them the old way.
If you need to remove a permission setting when it was granted by Individual, you can do so using the old workflow or just removing it with the checkbox in their account settings. If you need to remove the settings granted by a role, you can do this by removing the role or altering the role, but this affects all users with the role.
4. Many Addresses
Patient's may not just have one address. Some individuals could have a house address and a mailing address. They could also be a child and have multiple home addresses, one for each parent/guardian. To add additional addresses, you can navigate to the patient's data section in their chart.
From here, you will select the Addresses field which will contain the old information but with a new data field, Type, which can be either Home or Mailing.
You can add a new address here with the Add Address button. The only address that will auto populate on forms and other such templates will be the ones that is set as the patient's Primary Address.
5. Default Location when Booking from a Referral
Before this change was put in place, the default location when booking an appointment from a referral was always the Primary Location in Schedule Settings. However this added extra clicks for users who were always booking in the same location which differs from the primary location.
Now the location that will appear here will be the location that is set in that user's schedule. If my schedule is set to this location
I will see this location first when booking an appointment from a referral. So now your schedule setting reflects where you see this location when booking an appointment from anywhere in the system.
Important Notes appear twice when opening chart from appointment.
Patient Address data point populates if missing any data.
UI bug with Referral buttons being placed in weird places.
Cloning Qnaires with deleted patient data causes error and does not clone.