Dashboard

Note: With portal version 5.1.2, the Dashboard menu item is available to all users from the portal menu bar. Access to dashboard features (except organizational news) is based on authorization. Before portal version 5.1.2, the dashboard is available to authorized roles only. The dashboard can be configured as the portal landing page.

Overview

Use the dashboard to access information to help you manage and serve your patient population. The dashboard can also be a place to share organizational news (portal versions 5.1.2 and later). The dashboard was introduced with portal version 5.1.0 with filter management functionality. Patient management features were added with portal version 5.1.1. Organizational news and Patient Archive Search (including the Recently Accessed Patients list) were added with portal version 5.1.2. 

Review the following notes about the dashboard:

  • The system displays information on the dashboard based on your configured authorizations and the functionality enabled for your organization. 
  • The [Orders] label is configurable in the application. Other labels such as [Requests] can be used. For simplicity, [Orders] is used throughout the Help.
  • The Manage Saved Filters function is not available from the inboxes on mobile devices.

Dashboard Help

- Dashboard - Now All Roles Have Access
- Dashboard - Filter Management
- Dashboard - Patient Management - Notifications
- Dashboard - Organizational News
- Dashboard - Patient Management - Patient Watchlist
- Dashboard - Patient Management - Patient Archive Search
Dashboard - Patient Management - Recently Accessed Patients List

Dashboard - Now All Roles Have Access

With portal versions 5.1.2 and later, dashboard authorization is assigned to all roles; therefore, the Dashboard menu item is available to all users from the portal menu bar. Dashboard features, however, are authorization driven (except organizational news). When organizational news is turned on, it is available to all users from the dashboard.

When you access the dashboard and organizational news is not turned on and your group-role is not authorized for the other features available from the dashboard, the system displays the following message: Your organization has not activated dashboard features that apply to your group-role. For more information, contact your portal user administrator.

Roles with access to Orders Inbox, Patient Archive Search, Results Inbox, or Secure Messaging Inbox have access to related functionality from the dashboard.

See Dashboard - Organizational News for more information.

Dashboard - Filter Management

Note: Access to this functionality is based on authorization and the features enabled for your organization.

From the dashboard, you can apply saved filters to find results, secure messages, and orders. In addition, the dashboard provides direct access to the inboxes where you can create, save, and manage filters. 

- Apply Saved Filters from Dashboard
- Select or Deselect Filters to Show on Dashboard in Plain View 
- See Inbox Saved Filters on Dashboard by Your Group-Role
- Create New Filter for Inbox from Dashboard
- Understand the Inbox See All Results Filter
- Understand the Inbox Carry Forward Filter
- Manage Saved Filters

Note: The Manage Saved Filters function is not available from the inboxes on mobile devices.

Apply Saved Filters from Dashboard

Complete the following steps to apply a saved filter from the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard.
  2. If you want to see all saved filters for an inbox, select View All. If you do not see the View All button, then all saved filters are already displayed for that inbox. 
  3. Select a saved filter. The corresponding inbox opens with the selected filter applied.
  4. If you want to return to the dashboard, from the menu bar, select Dashboard. The system displays the dashboard.

See the following topics for related information: 

Select or Deselect Filters to Show on Dashboard in Plain View

You can select up to five saved filters for the system to display in plain view on the dashboard. The selected filters are displayed in alphabetic order. You can view your remaining saved filters from the dashboard by selecting View All. With portal version 5.1.1, if you do not select at least one filter to be displayed on the dashboard, the system displays a functioning placeholder filter in plain view on the dashboard. This is to ensure that at least one filter per inbox is always displayed on the dashboard in plain view. With portal versions 5.1.2 and later, the functioning placeholder filter now is a permanent filter. It is named Go to Inbox - See All Results. It is always displayed in plain view on the dashboard and is in addition to the five saved filters that you can select to see in plain view. See Understand the Inbox See All Results Filter for more information.

For information on how to select or deselect filters to show on the dashboard in plain view, see one of the following topics: 

See Inbox Saved Filters on Dashboard by Your Group-Role

Note: This topic applies to you only if your user account is a member of more than one group-role combination in the portal. 

The system displays results, secure messaging, and orders information on the dashboard based on your group-role, and the inboxes you are authorized to access.

Complete the following steps to see your inbox saved filters on the dashboard by your group-role:

  1. From the top of the portal page (to the right of your name), select a different group-role combination. The system opens the landing page configured for the selected group-role.
  2. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens and contains your saved inbox filters for the selected group-role.
  3. If you want to see all the saved filters for an inbox, select View All. If you do not see the View All button, then all saved filters are already displayed for that inbox. 

Also see the following topics:

Create New Filter for Inbox from Dashboard

Complete the following steps to create a new filter for an inbox from the dashboard: 

  1. If the dashboard is not displayed, from the menu bar, select Dashboard.
  2. From Results Filters, Secure Messages Filters, or Orders Filters, select New Filter. The corresponding inbox opens with the Filters section expanded and filters cleared. 
  3. Create a filter. See one of the following topics for more information:
  4. If you want the system to display your new filter on the dashboard in plain view, see one of the following topics for more information:
  5. If you want to return to the dashboard, from the menu bar, select Dashboard. The system displays the dashboard.

Understand the Inbox See All Results Filter

Understand the Inbox See All Results Filter (portal version 5.1.1)

For each inbox, the system displays a functioning placeholder filter in plain view on the dashboard if no filters are selected for dashboard display. This is to ensure that at least one filter per inbox is always displayed on the dashboard in plain view. When you select the placeholder filter, an unfiltered view of the corresponding inbox opens. The placeholder filters have the following names:

  • Go to Results Inbox, see all results
  • Go to Secure Messaging Inbox, see all results
  • Go to Orders Inbox, see all results

The following details apply to the placeholder filter:

  • The system displays the placeholder filter on the dashboard only if no saved filters are selected to display. 
  • The placeholder filter cannot be deleted; however, it is hidden from view if at least one saved filter is selected for the system to display on the dashboard.
  • The only place you may see the placeholder filter is on the dashboard.

Understand the Inbox See All Results Filter (portal versions 5.1.2 and later)

For each inbox, the system displays the following filter in plain view on the dashboard: Go to Inbox - See All Results. When you select Go to Inbox - See All Results, an unfiltered view of the corresponding inbox opens. 

The following details apply to the Go to Inbox - See All Results filter:

  • The Go to Inbox - See All Results filter is always displayed on the dashboard (for results, secure messages, and orders, respectively).
  • The Go to Inbox - See All Results filter is in addition to the five filters that can be displayed in each pane on the dashboard.
  • You cannot delete the Go to Inbox - See All Results filter.
  • You cannot change the Go to Inbox - See All Results filter name or filter criteria.
  • The only place you will see the Go to Inbox - See All Results filter is on the dashboard.
  • The Go to Inbox - See All Results filter is not listed as a saved filter in the inboxes.
  • When the Go to Inbox - See All Results filter is applied, No Filters Applied is displayed in the associated inbox because an unfiltered view is displayed.

Understand the Inbox Carry Forward Filter

If you had a saved inbox filter in portal version 4.5.1, it was carried forward when your portal was upgraded to the next version. The filter was saved using the following naming convention: [Component Name] - Carry Forward Filter (where [Component Name] is Results, Secure Messages, or Orders). Upon upgrade, the Carry Forward Filter is set as your default filter for the corresponding inbox. Also, it is displayed on the dashboard in plain view for each of your group-role memberships. You can perform actions on the Carry Forward Filter specific to each of your group-role combinations. Actions include change filter name, modify the filter, delete the filter, deselect it as the default filter, or opt for the system to not display the filter on the dashboard. Actions are performed by selecting Manage Saved Filters from the Filters section in each inbox. See the following topics for more information:

Note: The Manage Saved Filters function is not available from the inboxes on mobile devices.

Manage Saved Filters

In each inbox, you can perform actions to manage saved filters. You can edit filter name, select a default filter, select filters for the system to display on the dashboard in plain view, and delete and sort filters. See the following topics for more information:

Note: The Manage Saved Filters function is not available from the inboxes on mobile devices.

See the following topics for additional information about filter actions you can perform, including modifying a saved filter:

Dashboard - Patient Management - Notifications

Note: Access to this functionality is based on authorization and the features enabled for your organization.

On the dashboard, you can receive emergency department (ED) visit, admission, and discharge notifications for patients in your practice (or group). The system displays the most recent notifications (five maximum) for each notification type. The notifications listed for each type will change upon refresh as new events are received in the portal, or as existing notifications are archived.

- View Notifications on Dashboard
- Refresh Notifications on Dashboard
Print, Download, or Archive Notifications from Dashboard
- Perform Actions from Notifications Pane

View Notifications on Dashboard

Complete the following steps to view notifications on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected. A maximum of five notifications per notification type are displayed on the dashboard. Each tab indicates the total number of notifications of that type. 
  3. If you want to view a patient notification, select the corresponding document ID or select Actions > Open. The system displays the notification in the document viewer.
  4. If you want to see all notifications (when there are more than five) for the selected notification type, select View All. The system opens a filtered view of the Results Inbox for the selected notification type.

Refresh Notifications on Dashboard 

Complete the following steps to refresh notification data on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. Notification data is refreshed (notification data is refreshed each time you access the dashboard).
  2. If you want to refresh notification data while the dashboard is displayed, in the Notifications pane, select the refresh icon . The system refreshes the notifications data and updates the last refresh time.

Print, Download, or Archive Notifications from Dashboard 

Complete the following steps to print, download, or archive notifications from the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select the document ID or select Actions > Open to open a notification. The system displays the notification in the document viewer.
  4. If you want to print the notification, select Print on the document viewer toolbar. Make your browser-specific print selections and print the notification.
  5. If you want to download the notification, select Download on the document viewer toolbar. The notification is downloaded to your device.
  6. If you want to archive the notification, select Archive and Close. The Archive confirmation dialog box opens. Click OK to archive the notification. The dashboard is displayed. The notification is removed from the dashboard and the Results Inbox. The notification is still available in the Patient Archive. 
  7. If you selected Print or Download on the document viewer toolbar, click Close to return to the dashboard. 

Note: Provider Portal does not support functions provided by your browser context menu such as print, select all, and copy. Your browser context menu is suppressed in the portal's document viewer. When you right-click in the document viewer, an "Unsupported Action" message is displayed. Click here for more information about printing in Provider Portal.

Perform Actions from Notifications Pane

- View Patient Summary
- View Patient Documents
- View Patient Face Sheet
- Create Secure Message
- Create Flowsheet
- Add (or View) Notification Comments
- Add Patient to Watchlist

View Patient Summary

Complete the following steps to view a patient summary from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens. 
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select a patient name or select Actions > Patient Summary to view the corresponding patient summary.

View Patient Documents

Complete the following steps to view a patient's documents from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select Actions > Documents to view a patient's documents.

View Patient Face Sheet

Complete the following steps to view a patient's face sheet from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select Actions > Face Sheet to view a patient's face sheet.

Create Secure Message

Complete the following steps to create a secure message from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select Actions > New Message. A new secure message opens. The patient's name and date of birth are automatically valued. In addition, the associated notification is automatically attached. 
  4. Complete the secure message. For more information, see Create and Send Secure Message (start at Step 3). 

Create Flowsheet

Complete the following steps to create a flowsheet from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select Actions > Flowsheets to create a patient flowsheet. The Flowsheet dialog box opens.
  4. Create a flowsheet. For more information, see Flowsheets

Add (or View) Notification Comments

Add (or View) Notification Comments (portal version 5.1.1)

Complete the following steps to add (or view) notification comments from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. Select Actions > Comments to add (or view) notification comments. The Comments dialog box opens.
  4. If you want to add a comment, enter it in the Add Comment box. You are limited to 255 characters.
  5. Select OK to add your comment or Close to close the Comments dialog box. A comments icon  for the notification is displayed in the Results Inbox.

Note: The comments icon  is not supported in the Notifications pane on the dashboard.  

Add (or View) Notification Comments (portal versions 5.1.2 and later)

Complete the following steps to add (or view) notification comments from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected. A comments icon  in a row indicates that comments are associated with the notification.
  3. If you want to view comments associated with a notification, either select the comments icon   or select Actions > Comments. The Comments dialog box opens.
  4. If you want to add comments to the notification, either select the comments icon   or select Actions > Comments. The Comments dialog box opens.
  5. If you want to add a comment, enter it in the Add Comment box. You are limited to 255 characters.
  6. Select OK to add your comment or Close to close the Comments dialog box. If comments are associated with a notification, the comments icon  is displayed in the notification row in the Results Inbox and in the dashboard Notifications pane (if the notification is displayed on the dashboard).

Add Patient to Watchlist

Complete the following steps to add a patient to the watchlist from the Notifications pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the notifications pane, select a notification type tab (ED Visits, Inpatient Admissions, or Discharges). The system displays the most recent patient-related notifications for the notification type you selected.
  3. In a patient row, select Actions > Add to Watchlist. The patient is added to the watchlist. See Dashboard - Patient Management - Patient Watchlist for more information. 

Dashboard - Organizational News

The organizational news feature is available with portal versions 5.1.2 and later. Your organization's portal administrators can turn on the feature through a system setting to share news and information with portal users. The news and information are displayed in a dashboard pane. If the feature is not turned on, the pane is not displayed. Portal administrators use system settings to create and manage the content that is displayed. Your organization has full control of turning this feature on, the pane title, and the content that is displayed. The content may change on a regular basis and you may have to scroll-flick to view all of it. 

Portal Administrators

Note: The following information is for portal administrators. 

From the portal menu bar, select Admin Tasks > Manage System Settings to turn on, create, and manage your organizational news. Update the title (optional) and add content before turning on the feature; otherwise, on the dashboard, users will see an Organizational News pane with no content. It is recommended that you add content and turn on organizational news as soon as possible after 5.1.2 upgrade to engage users. This will also ensure that even users with limited authorization privileges see content on the dashboard. See Dashboard - Now All Roles Have Access for more information. 

The following system settings apply to organizational news:

Organizational News System Settings
Setting Name Notes
C-Provider Portal Dashboard Enable Organizational News Pane (Y/N) Default is N
C-Provider Portal Dashboard Organizational News Pane Title Max 60 characters
C-Provider Portal Dashboard Organizational News Pane Title Mobile View Max 25 characters
C-Provider Portal Dashboard Organizational News Pane Text Max 2000 characters; HTML editor provided; links are not supported

See Manage System Settings for more information.    

Dashboard - Patient Management - Patient Watchlist

Note: Access to this functionality is based on authorization and the features enabled for your organization.

In the portal, you can select patients from your practice (or group) to add to your watchlist. A maximum of 20 patients is supported per watchlist. You maintain a different watchlist for each of your user, group, and role combinations. The system displays indicators on the dashboard when new clinical information is received for patients on your watchlist. Results received for the patients before they were added to the watchlist can be included as "new" by valuing a system setting. You can act on watchlist patients and their results from the dashboard.   

Add (or Remove) Watchlist Patients
- Refresh Patient Watchlist Data on Dashboard
- Understand Patient Watchlist Indicators on Dashboard
- View Results from Patient Watchlist
- Understand Description in Watchlist Patient Dialog Box
- Understand Archived and Read Check Boxes in Watchlist Patient Dialog Box
- Perform Actions from Watchlist Patient Dialog Box
- View Patient Summary from Patient Watchlist

Add (or Remove) Watchlist Patients

To add (or remove) a watchlist patient, select the Add to Watchlist (or Remove from Watchlist) button on the patient summary page. You can also select Actions > Add to Watchlist (or Actions > Remove from Watchlist) from the following portal locations:

  • Secure Messaging, Results, and Orders Inboxes
  • Patient Archive Search results
  • Dashboard Notifications pane

In addition, selecting Remove Patient in the Patient Watchlist pane removes the patient from the watchlist.

Watchlist patients who have new activity are listed first on the dashboard. Patients are listed alphabetically by last name. Patient phone number is displayed (when available), providing dial-out capability. A maximum of 20 patients is supported per watchlist. 

Note:

  • Before patients are added to the watchlist or when all patients are removed from the watchlist, the system displays the following message on the dashboard: No Patients on Watchlist.
  • When you add a patient to your watchlist, the system checks a setting to see the number of hours back to search for results received in the portal for that patient. Results received in the designated time frame are included in your initial watchlist view of the patient and flagged as New on the dashboard. With portal version 5.1.2, authorized admin users can select Admin Tasks > Manage System Settings from the portal menu bar to edit the associated system setting.

Refresh Patient Watchlist Data on Dashboard

Complete the following steps to refresh patient watchlist data on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. Patient watchlist data is refreshed (patient watchlist data is refreshed each time you access the dashboard).
  2. If you want to refresh patient watchlist data while the dashboard is displayed, in the Patient Watchlist pane, select the refresh icon . The system refreshes the patient watchlist data and updates the last refresh time.

Note: The watchlist is also refreshed when you remove all results from any watchlist patient's dialog box.

Understand Patient Watchlist Indicators on Dashboard

There are three related indicators that you may see in the Patient Watchlist pane on the dashboard: a number-of-patients indicator, an indicator labeled New, and a number-of-results indicator.

Number-Of-Patients Indicator

The number-of-patients indicator is the number of patients on your watchlist who have results that are awaiting your action. This number is displayed beside the Patient Watchlist pane heading. This indicator is not selectable.

Indicator Labeled New

The indicator labeled New is used to flag watchlist patients who have new results. It is displayed beside the patient's name. Select this indicator to open a dialog box to view and act on that watchlist patient or that patient's results. The New indicator is blue until you view all the patient's results in the dialog box, at which time it changes to gray. If a new result then arrives for that watchlist patient, the New indicator changes from gray to blue indicating there are unread results. The system removes the New indicator only after you remove all results from the dialog box for that watchlist patient. Results that are removed from the watchlist patient's dialog box are still accessible from the patient's document grid and from the Results Inbox (if the results are not archived).    

Number-Of-Results Indicator

The number-of-results indicator accompanies the indicator labeled New and is the number of that patient's results (read and unread) that are awaiting your action. It is displayed below the New indicator when the New indicator is present. Whether you select the number-of-results indicator or the indicator labeled New, the same watchlist patient dialog box opens.

View Results from Patient Watchlist

Complete the following steps to view results from the patient watchlist on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select a document ID or select Actions > Open. The system displays the document in the document viewer.  
  4. Click Close. The document and document viewer close.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view.

Understand Description in Watchlist Patient Dialog Box

If a result description is longer than the Description column width in the watchlist patient dialog box, a partial description is displayed in blue text. Position the pointer over the blue text to see the complete description. The description is not selectable.

Understand Archived and Read Check Boxes in Watchlist Patient Dialog Box

The system automatically tracks the results you have read, and the results archived by you or other users in your practice (or group). When you view a result from a watchlist patient's dialog box, the system places a check mark in the Read column for that result. If you or another user in your practice (or group) archives a result that is on your watchlist, the system places a check mark in the Archived column for that result.

Perform Actions from Watchlist Patient Dialog Box

- View Patient Summary
- View Patient Documents
- View Patient Face Sheet
- Create Secure Message
- Create Flowsheet
- Add Comments to Results
- View and Print One Document
- View and Print Multiple Documents at One Time
- View and Print Multiple Documents at One Time Without Breaks
- Download or Archive Results 
- Remove Results

View Patient Summary

Complete the following steps to view a patient summary from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select Actions > Patient Summary. The patient summary opens.  
  4. Click Close. The patient summary closes.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

View Patient Documents

Complete the following steps to view a patient's documents from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select Actions > Documents. The patient's document grid opens.  
  4. Click Close. The document grid closes.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

View Patient Face Sheet

Complete the following steps to view a patient's face sheet from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select Actions > Face Sheet. The system displays the patient's face sheet in the document viewer.  
  4. Click Close. The face sheet and document viewer close.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Create Secure Message

Complete the following steps to create a secure message from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select Actions > New Message. A new secure message opens. The patient's name and date of birth are automatically valued. In addition, the associated document is automatically attached.
  4. Complete the secure message. For more information, see Create and Send Secure Message (start at Step 3).

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Create Flowsheet

Complete the following steps to create a flowsheet from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select Actions > Flowsheet. The Flowsheet dialog box opens. 
  4. Create a flowsheet. For more information, see Flowsheets.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Add Comments to Results

A comments icon  below a result check box in the watchlist patient dialog box indicates that comments are associated with the document.

Complete the following steps to add a comment to a result (that does not have user-entered comments) from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select Actions > Comments. The Comments dialog box opens.
  4. Add a comment. You are limited to 255 characters.
  5. Click OK. The system adds your comment and displays a comments icon  for the result. The comments icon is displayed in the watchlist patient dialog box and the Results Inbox. Comments are associated with the result. Other users can view your comments. 

Complete the following steps to add a comment to a result (that already has user-entered comments) from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.
  3. Select the comments icon . The Comments dialog box opens.
  4. Add a comment. You are limited to 255 characters.
  5. Click OK. The system adds your comment.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

View and Print One Document

Complete the following steps to view and print one document from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select one of the following options and complete the steps to select a result:
    • Check Box Option
      1. Select the document's check box.
      2. Select View And Print. The system displays the document in the document viewer.
    • ID Option - Select the document ID. The system displays the document in the document viewer.
    • Actions Menu Option - Select Actions >  Open. The system displays the document in the document viewer.
  4. Select Print on the document viewer toolbar.
  5. Make your browser-specific print selections and print the document.
  6. Click Close to close the document viewer and return to the watchlist patient dialog box. 
  7. If you want to deselect the document, select its check box.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Note: Provider Portal does not support functions provided by your browser context menu such as print, select all, and copy. Your browser context menu is suppressed in the portal's document viewer. When you right-click in the document viewer, an "Unsupported Action" message is displayed. Click here for more information about printing in Provider Portal.

View and Print Multiple Documents at One Time

Complete the following steps to view and print multiple documents at one time from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select each document's check box. 
  4. If you want to select all documents, select the column heading check box.
  5. Select View And Print to open the document viewer. The documents are displayed.
  6. Select Print on the document viewer toolbar.
  7. Make your browser-specific print selections and print the documents. Page breaks occur between the documents.
  8. Click Close to close the document viewer and return to the watchlist patient dialog box. 
  9. If you want to deselect specific documents, select their check boxes.
  10. If you want to deselect all documents, use the column heading check box.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Note: Provider Portal does not support functions provided by your browser context menu such as print, select all, and copy. Your browser context menu is suppressed in the portal's document viewer. When you right-click in the document viewer, an "Unsupported Action" message is displayed. Click here for more information about printing in Provider Portal.

View and Print Multiple Documents at One Time Without Breaks

Complete the following steps to view and print multiple documents at one time without page breaks from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens. 
  3. Select each document's check box.
  4. If you want to select all documents, select the column heading check box.
  5. Select View And Print Without Breaks to open the document viewer. The documents are displayed.
  6. Select Print on the document viewer toolbar.
  7. Make your browser-specific print selections and print the documents. Page breaks occur between the documents.
  8. Click Close to close the document viewer and return to the watchlist patient dialog box. 
  9. If you want to deselect specific documents, select their check boxes.
  10. If you want to deselect all documents, use the column heading check box.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Note: Provider Portal does not support functions provided by your browser context menu such as print, select all, and copy. Your browser context menu is suppressed in the portal's document viewer. When you right-click in the document viewer, an "Unsupported Action" message is displayed. Click here for more information about printing in Provider Portal.

Download or Archive Results

Complete the following steps to download or archive results from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select each document's check box. 
  4. If you want to select all documents, select the column heading check box.
  5. Select View And Print to open the document viewer. The documents are displayed.
  6. If you want to download the results, select Download on the document viewer toolbar. The result documents are downloaded to your device. Click Close to close the document viewer and return to the watchlist patient dialog box. 
  7. If you want to archive the results, select Archive and Close. The Archive confirmation dialog box opens. Click OK to archive the results. The results are removed the Results Inbox, but they are still available in the Patient Archive. In the watchlist patient dialog box, the system places a check mark in the Archived column for each result that was archived. You will see the archived check marks the next time you open the watchlist patient dialog box for that patient. 
  8. If you want to deselect specific documents, select their check boxes.
  9. If you want to deselect all documents, use the column heading check box.
  10. Click Close to close the watchlist patient dialog box and return to the dashboard.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Remove Results

Complete the following steps to remove selected results from the watchlist patient dialog box:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Watchlist, select New. The watchlist patient's dialog box opens.  
  3. Select each result's check box. 
  4. If you want to select all results, select the column heading check box.
  5. Select Remove. A confirmation dialog box is displayed.
  6. Click OK. A confirmation dialog box is displayed.
  7. Click OK.

Note: If you do not see the New flag in the Patient Watchlist, then your watchlist patients currently have no new results to view and the corresponding patient watchlist dialog box is not available.

Note: Results that you remove from your watchlist are still accessible from the patient's document grid and from the Results Inbox (if the results are not archived).

View Patient Summary from Patient Watchlist  

Complete the following steps to view a patient summary from the Patient Watchlist pane on the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens. 
  2. In the Patient Watchlist pane, select a patient name. The corresponding patient summary opens.

Dashboard - Patient Management - Patient Archive Search

Note: Access to this functionality is based on authorization and the features enabled for your organization.

The ability to perform a Patient Archive Search from the dashboard is available with portal versions 5.1.2 and later. The following search filters are provided:

  • Patient Last Name (conditionally required)
  • Patient First Name
  • Patient DOB (conditionally required)
  • Patient MRN

Complete the following steps to perform a Patient Archive Search from the dashboard:

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. In the Patient Archive Search pane, enter search criteria.
  3. Select Search. The Patient Search page opens and search results are displayed.

Note: If you prefer to use additional search filters, select Advanced Search to open the Patient Search page.  

Recently Accessed Patients List

Note: Access to this functionality is based on authorization and the features enabled for your organization.

The Patient Archive Search pane includes your Recently Accessed Patients list. This is the list of patients (per your user, group, and role) that you most recently accessed through almost any of the portal's features. The list is built dynamically in reverse chronological order and contains up to 20 patients. The list reflects your portal activity continuously, across portal sessions and days. You can use it to access a patient summary without performing a patient search.

Complete the following steps to open a patient summary from the Recently Accessed Patients list. 

  1. If the dashboard is not displayed, from the menu bar, select Dashboard. The dashboard opens.
  2. From the Patient Archive Search pane, select the Recently Accessed Patients list. 
  3. Select a patient to open a Patient Archive view of that patient's patient summary.
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