Configuring Facility Settings: The Patient and Caregiver Identifiers Tab

The settings on the Facility Settings Patient and Caregiver Identifiers tab determine what data the application uses to identify patients and how to display that data.

See Configuring Demand Manager Facility Settings for the full list of steps for configuring facility settings.

1. From the Configure menu, select Demand Manager > Facility Settings. The Facility Settings page opens.The Patient Progress Manager tab is active by default.
2. If your organization has multiple facilities, there is a Facilities list on the right side of the page title bar. Select a facility from the menu.
3. Click the Patient and Caregiver Identifiers tab to make it active.
4. Complete the items in the Caregiver Identifiers section.
   1. Select a Name Display order:
      1. Select Last, First to display caregivers' names in last name, first name order, such as Smith, Jane for a caregiver named Jane Smith.
      2. Select First Middle Last to display full names, such as Jane Elizabeth Smith.
      3. Select Abbreviation to display abbreviations instead of names, such as JSmith-RN.
   2. Select a Display Gender Column option.
      1. Select Yes to display caregivers' genders throughout Clairvia Web pages and reports.
      2. Select No if you do not want caregivers' genders displayed.
5. Complete the items in the Patient Identifiers section.
   1. Select a Name Display Order.
      1. Select Last, First Middle to have patient names displayed in last name, first name, middle name order, such as Smith, Jane Elizabeth for a patient named Jane Elizabeth Smith.
      2. Select First Middle Last to have full names displayed, such as Jane Elizabeth Smith.
   2. Select a Display Gender Column option.
      1. Select Yes to display patients' genders throughout Assignment Manager pages and reports.
      2. Select No if you do not want patients' genders displayed. Note that you can still select gender as a patient identifier even if you select No for Display Gender Column (see the following step).
   3. If you want, you can complete one or more Identifier rows. Depending on the options you select, Clairvia Web displays patient identifier information in Assignment Manager.
      1. Select an Identifier. The options are National/Medical Record Number, Patient Encounter Number, Date of Birth, Gender, and Unique Encounter Number. Once you select an Identifier, the rest of the row becomes available for editing. An x is displayed at the end of the Identifier menu. If you click the x, the row reverts to its default state. You can only select each identifier once.
      2. Label: Enter up to four characters to label your selected identifier. For example, if you selected Date of Birth as the identifier, you might enter the label DOB. Each label must be unique.
      3. Select a Display On Screen option.
         1. Select No if you do not want the patient identifier and its label displayed in Clairvia Web.
         2. Select Yes to display your identifier and its label in Clairvia Web as a patient identifier. Note that only two patient identifiers can be displayed at a time.
         3. Select Yes and Hover to display your identifier and its label in Clairvia Web as a patient identifier and when users position their pointers over the identifier. Again, only two patient identifiers can be displayed at a time.
         4. Select Hover to display your identifier and its label in Clairvia Web only when users position their pointers over a patient's name or any other patient identifier.
      4. Select a Display On Reports option.

         1. Select No if you do not want the patient identifier value displayed on reports as a patient identifier.

         2. Select Yes to display your identifier and its label on reports as a patient identifier. You can only select Yes for two patient identifiers at any time.

      5. If you want, you can enter a number from 1 to 99 in the Truncate To box. This truncates or cuts your selected identifier to the number of characters you entered. If you do not want to truncate the identifier, leave this box blank. Note that Clairvia Web truncates the identifier starting from the right. See the EXAMPLE below for more information.
6. Click Save to save your changes for your selected facility, or click Save to All Facilities to save these changes to all facilities in your organization.

You can click Reset to undo any edits made since you last saved the configuration.

EXAMPLE

Ruth is configuring patient identifiers. She has selected two for display on screen and in reports: Patient Encounter Number (PEN) and Date of Birth (DOB). She has entered the number 7 in the Truncate To box for each identifier.

Patient John Jones has a Patient Encounter Number of 123456789 and was born on January 22, 1970 (01/22/1970). The application counts the characters to truncate starting from the right, so when Assignment Manager displays John's PEN, it displays *3456789, with the asterisk (*) showing that the value has been truncated. In the same way, Assignment Manager displays John's date of birth as *22/1970, with the slash (/) counted as one of the seven display characters.

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