Difference between revisions of "Ruba Awayes Global Appearance"

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(Accessing the Globals Panel)
(Vitals Form Options)
 
(38 intermediate revisions by the same user not shown)
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[[File:Ruba-GlobalAppearance07a.png]]
 
[[File:Ruba-GlobalAppearance07a.png]]
 
  
 
=====Appearance User Preferences=====
 
=====Appearance User Preferences=====
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[[File:Ruba-GlobalAppearance08.png]]
 
[[File:Ruba-GlobalAppearance08.png]]
 
  
 
======Default Second Tab======
 
======Default Second Tab======
 
By default, the second tab will open the Messages panel. This can be changed just as we did with the Default First Tab.
 
By default, the second tab will open the Messages panel. This can be changed just as we did with the Default First Tab.
 
 
   
 
   
 
[[File:Ruba-GlobalAppearance09.png]]
 
[[File:Ruba-GlobalAppearance09.png]]
 
  
 
======Theme======
 
======Theme======
Line 66: Line 62:
 
The Theme determines the look of the screens. Default is the color Light. You can also choose Prism, Purple, Tan, or Tan with no icons.
 
The Theme determines the look of the screens. Default is the color Light. You can also choose Prism, Purple, Tan, or Tan with no icons.
  
Note: you will need to logout/login after you change the setting.
+
'''Note:''' you will need to logout/login after you change the setting.
   
+
 
 +
[[File:Ruba-GlobalAppearance10.png]]
 +
 
 +
======Primary color======
 +
 
 +
1. Click the bar next to the Primary color.
 +
 
 +
2.  The color picker will be opened, choose the color you want to be displayed in the background of the system.
  
 +
3.  Click OK.
  
Primary color
+
[[File:Ruba-GlobalAppearance11a.png]]
1. Click the bar next to the Primary color.
 
2. The color picker will be opened, choose the color you want to be displayed in the background of the system.
 
3. Click OK.
 
 
  
 
The result will be as follows:
 
The result will be as follows:
 
  
Primary font color
+
[[File:Ruba-GlobalAppearance12a.png]]
1. Click the bar next to the Primary font color.
+
 
2. From the color picker, choose the color for the font displayed in the upper menu.
+
======Primary font color======
3. Click OK.
+
 
+
1. Click the bar next to the Primary font color.
 +
 
 +
2. From the color picker, choose the color for the font displayed in the upper menu.
 +
 
 +
3. Click OK.
 +
 
 +
[[File:Ruba-GlobalAppearance13a.png]]
  
 
After saving the preferences, the result will be as follows:
 
After saving the preferences, the result will be as follows:
 
  
Secondary color
+
[[File:Ruba-GlobalAppearance14a.png]]
1. Click the bar next to the Secondary color.
+
 
2. The color picker window will be opened, choose the desired color.
+
======Secondary color======
3. Click OK.
+
 
+
1. Click the bar next to the Secondary color.
 +
 
 +
2. The color picker window will be opened, choose the desired color.
 +
 
 +
3. Click OK.
 +
 
 +
[[File:Ruba-GlobalAppearance15.png]]
  
 
The color will change the background for the opened panels and the buttons, as follows:
 
The color will change the background for the opened panels and the buttons, as follows:
 
  
Secondary font color
+
[[File:Ruba-GlobalAppearance16a.png]]
1. Click the bar next to the Secondary font color.
+
 
2. The color picker window will be opened, choose the desired color.
+
======Secondary font color======
3. Click OK.
+
 
+
1. Click the bar next to the Secondary font color.
 +
 
 +
2. The color picker window will be opened, choose the desired color.
 +
 
 +
3. Click OK.
 +
 
 +
[[File:Ruba-GlobalAppearance17a.png]]
  
 
The font color will be displayed in the lower section of the screen. In the following picture, we used a green font color:
 
The font color will be displayed in the lower section of the screen. In the following picture, we used a green font color:
 
  
Application Title
+
[[File:Ruba-GlobalAppearance18a.png]]
 +
 
 +
======Application Title======
 +
 
 
The application Title is where you can change the application name that will appear in login page and window title.
 
The application Title is where you can change the application name that will appear in login page and window title.
+
 
 +
[[File:Ruba-GlobalAppearance19.png]]
  
 
The Application name will appear as illustrated in the following picture:
 
The Application name will appear as illustrated in the following picture:
 
  
New Patient Form
+
[[File:Ruba-GlobalAppearance20a.png]]
 +
 
 +
======New Patient Form======
 +
 
 
Choose the style of the form of adding a new patient to the system.  
 
Choose the style of the form of adding a new patient to the system.  
+
 
 +
[[File:Ruba-GlobalAppearance21.png]]
  
 
By default, all demographic fields are displayed with search and duplicate checking, as follow:
 
By default, all demographic fields are displayed with search and duplicate checking, as follow:
+
 
 +
[[File:Ruba-GlobalAppearance22a.png]]
  
 
Mandatory or specified fields can also be chosen with duplication checking and with or without searching, as follows:
 
Mandatory or specified fields can also be chosen with duplication checking and with or without searching, as follows:
 
  
Patient Search Results Style
+
[[File:Ruba-GlobalAppearance23a.png]]
 +
 
 +
======Patient Search Results Style======
 +
 
 
By default, patient information is shown along with encounter statistics.
 
By default, patient information is shown along with encounter statistics.
 +
 
Only mandatory and specified fields can also be displayed without encounter statistics.
 
Only mandatory and specified fields can also be displayed without encounter statistics.
 
  
Simplified Demographics
+
[[File:Ruba-GlobalAppearance24a.png]]
You can control which demographics you are adding to the patient’s information record. By clicking on the checkbox, you simplify the demographics by omitting insurance and some other features from the demographics form.
+
 
+
======Simplified Demographics======
 +
 
 +
You can control which demographics you are adding to the patient’s information record.  
 +
 
 +
By clicking on the checkbox, you simplify the demographics by omitting insurance and some other features from the demographics form.
 +
 
 +
[[File:Ruba-GlobalAppearance26.png]]
 +
 
 +
======Simplified Prescriptions======
  
Simplified Prescriptions
 
 
This setting simplifies prescriptions by omitting form, route and interval from it. They are added to dosage.
 
This setting simplifies prescriptions by omitting form, route and interval from it. They are added to dosage.
 
  
Simplified Co-Pay
+
[[File:Ruba-GlobalAppearance27.png]]
 +
 
 +
======Simplified Co-Pay======
 +
 
 
This setting omits payment method from co-pay panel.
 
This setting omits payment method from co-pay panel.
 
  
Enable Fees In Menu
+
[[File:Ruba-GlobalAppearance28.png]]
 +
 
 +
======Enable Fees In Menu======
 +
 
 
Click the checkbox to enable this feature:
 
Click the checkbox to enable this feature:
 
   
 
   
 +
[[File:Ruba-GlobalAppearance29.png]]
  
 
When enabled, billing modules can be used, and a Fee menu will appear in the main menu
 
When enabled, billing modules can be used, and a Fee menu will appear in the main menu
 
  
Enable EDI History In Fees Menu
+
[[File:Ruba-GlobalAppearance30a.png]]
 +
 
 +
======Enable EDI History In Fees Menu======
 +
 
 
To enable the EDI History feature in Fees section.
 
To enable the EDI History feature in Fees section.
Note: The EDI history feature is currently inoperative.
 
  
Show updater floating action button
+
'''Note:''' The EDI history feature is currently inoperative.
Enable or disable the updater action floating button which is at the bottom of the screen, following is the updater icon:
+
 
 +
======Show updater floating action button======
 +
 
 +
Enable or disable the updater action floating button which is at the bottom of the screen, following is the updater icon:
 +
 
 +
[[File:Ruba-GlobalAppearance31.png]]
 +
 
 +
======Online Forum Support Link======
  
Online Forum Support Link
 
 
The link for the online forum support.
 
The link for the online forum support.
 
  
Support Phone Number
+
[[File:Ruba-GlobalAppearance32.png]]
 +
 
 +
======Support Phone Number======
 +
 
 
In this field you can enter the phone number for support.
 
In this field you can enter the phone number for support.
 
  
Patient List Page Size
+
[[File:Ruba-GlobalAppearance34.png]]
 +
 
 +
======Patient List Page Size======
 +
 
 
Specifies the number of patients to display per page in the patient list, you can change this to any number from the following list:
 
Specifies the number of patients to display per page in the patient list, you can change this to any number from the following list:
 
  
Appointment List Page Size
+
[[File:Ruba-GlobalAppearance35.png]]
 +
 
 +
======Appointment List Page Size======
 +
 
 
Specifies the number of patients to display per page in the appointment list, you can change this to any number from the following list:
 
Specifies the number of patients to display per page in the appointment list, you can change this to any number from the following list:
+
 
Vitals Form Options
+
[[File:Ruba-GlobalAppearance36.png]]
 +
 
 +
======Vitals Form Options======
 +
 
 
Special option for Vitals form whether to include circumferences, which is standard, or omit them.
 
Special option for Vitals form whether to include circumferences, which is standard, or omit them.
 
  
When you are happy with your Appearance choices, remember to click on Save so that it will be there on your next Login.
+
[[File:Ruba-GlobalAppearance37.png]]
 +
 
 +
When you are happy with your Appearance choices, remember to click on '''Save''' so that it will be there for your next Login.
  
 
==Summary==
 
==Summary==

Latest revision as of 23:34, 29 March 2020

LibreHealth EHR Globals / Appearance

Introduction

This document explains how to change the appearance of LibreHealth EHR using the Globals in the Administration menu.

Global settings are the general settings applicable to different services offered by LibreHealth EHR. You must be logged in as an Admin user on the LibreHealth EHR system to access and change them.

One of these superficial settings is the appearance where you can change the default settings and control what you see when the system opens.

In the Appearance tab, we will explore the various methods to change the look and feel of your personal working environment to your preferred interface. This documentation explores the following areas:

  • Accessing the Globals Panel
  • Accessing the Appearance Tab
  • Appearance User Preferences


Ruba Awayes, LibreHealth EHR-Outreachy Internship Applicant, 25 Mar 2020.

Procedure

Accessing the Globals Panel

1. After logging into the system, locate the “Administration” tab from the main menu.


Ruba-GlobalAppearance01a.png


2. From the dropdown click “Globals”

Ruba-GlobalAppearance02.png

This will open “Edit Global Settings“ panel in the main window.

3. The “Edit Global Settings” panel can be refreshed, locked or closed using the icons next to the tab name as shown here Ruba-GlobalAppearance03.png , where:

  • Refresh icon Ruba-GlobalAppearance04.png to reload and update the panel
  • Lock icon Ruba-GlobalAppearance05.png to hide the panel and put it in the top of the main window, clicking it again will reopen the window
  • Close icon Ruba-GlobalAppearance06.png to close the tab

Accessing the Appearance tab

The first tab on the panel is the Appearance tab. Each row of choices has two columns. The first column gives the name of the item to be changed. The second column has a dropdown menu of choices or a checkbox as follows:

Ruba-GlobalAppearance07a.png

Appearance User Preferences

We will explore the various methods to change the look and feel of your personal working environment to your preferred interface.

Default First Tab

This will be the default tab to appear on the main screen after login. If you prefer to see a different setting than the Default, choose a different menu item, it can be either a Dynamic Finder, Calendar Screen, Messages, Patient Add/Search screen or Patient Flow Board. In this case, we used the Default First Tab to choose to see the Calendar Screen.

Ruba-GlobalAppearance08.png

Default Second Tab

By default, the second tab will open the Messages panel. This can be changed just as we did with the Default First Tab.

Ruba-GlobalAppearance09.png

Theme

The Theme determines the look of the screens. Default is the color Light. You can also choose Prism, Purple, Tan, or Tan with no icons.

Note: you will need to logout/login after you change the setting.

Ruba-GlobalAppearance10.png

Primary color

1. Click the bar next to the Primary color.

2. The color picker will be opened, choose the color you want to be displayed in the background of the system.

3. Click OK.

Ruba-GlobalAppearance11a.png

The result will be as follows:

Ruba-GlobalAppearance12a.png

Primary font color

1. Click the bar next to the Primary font color.

2. From the color picker, choose the color for the font displayed in the upper menu.

3. Click OK.

Ruba-GlobalAppearance13a.png

After saving the preferences, the result will be as follows:

Ruba-GlobalAppearance14a.png

Secondary color

1. Click the bar next to the Secondary color.

2. The color picker window will be opened, choose the desired color.

3. Click OK.

Ruba-GlobalAppearance15.png

The color will change the background for the opened panels and the buttons, as follows:

Ruba-GlobalAppearance16a.png

Secondary font color

1. Click the bar next to the Secondary font color.

2. The color picker window will be opened, choose the desired color.

3. Click OK.

Ruba-GlobalAppearance17a.png

The font color will be displayed in the lower section of the screen. In the following picture, we used a green font color:

Ruba-GlobalAppearance18a.png

Application Title

The application Title is where you can change the application name that will appear in login page and window title.

Ruba-GlobalAppearance19.png

The Application name will appear as illustrated in the following picture:

Ruba-GlobalAppearance20a.png

New Patient Form

Choose the style of the form of adding a new patient to the system.

Ruba-GlobalAppearance21.png

By default, all demographic fields are displayed with search and duplicate checking, as follow:

Ruba-GlobalAppearance22a.png

Mandatory or specified fields can also be chosen with duplication checking and with or without searching, as follows:

Ruba-GlobalAppearance23a.png

Patient Search Results Style

By default, patient information is shown along with encounter statistics.

Only mandatory and specified fields can also be displayed without encounter statistics.

Ruba-GlobalAppearance24a.png

Simplified Demographics

You can control which demographics you are adding to the patient’s information record.

By clicking on the checkbox, you simplify the demographics by omitting insurance and some other features from the demographics form.

Ruba-GlobalAppearance26.png

Simplified Prescriptions

This setting simplifies prescriptions by omitting form, route and interval from it. They are added to dosage.

Ruba-GlobalAppearance27.png

Simplified Co-Pay

This setting omits payment method from co-pay panel.

Ruba-GlobalAppearance28.png

Enable Fees In Menu

Click the checkbox to enable this feature:

Ruba-GlobalAppearance29.png

When enabled, billing modules can be used, and a Fee menu will appear in the main menu

Ruba-GlobalAppearance30a.png

Enable EDI History In Fees Menu

To enable the EDI History feature in Fees section.

Note: The EDI history feature is currently inoperative.

Show updater floating action button

Enable or disable the updater action floating button which is at the bottom of the screen, following is the updater icon:

Ruba-GlobalAppearance31.png

Online Forum Support Link

The link for the online forum support.

Ruba-GlobalAppearance32.png

Support Phone Number

In this field you can enter the phone number for support.

Ruba-GlobalAppearance34.png

Patient List Page Size

Specifies the number of patients to display per page in the patient list, you can change this to any number from the following list:

Ruba-GlobalAppearance35.png

Appointment List Page Size

Specifies the number of patients to display per page in the appointment list, you can change this to any number from the following list:

Ruba-GlobalAppearance36.png

Vitals Form Options

Special option for Vitals form whether to include circumferences, which is standard, or omit them.

Ruba-GlobalAppearance37.png

When you are happy with your Appearance choices, remember to click on Save so that it will be there for your next Login.

Summary

This concludes the different options to change the appearance of the system using Globals from the Administration menu.

We have explored the methods used to change the system appearance. We have changed our working environment to our personal preferences.

You can only set your own preferences; you will not be able to modify the default system settings for any other user.