Customized Plans of Care

With AuthorSpace, clients can create customized plans of care by adding new plans, copying existing plans of care, and/or editing plans of care by adding, deleting, or editing Sections or order items.

When a plan of care is selected for editing, the plan of care is checked out to the user making the edits. No one else can see the changes until the plan of care is checked back in. In addition, no one else can edit a checked-out plan of care. A green check mark next to a plan of care in the content list indicates it is checked out for editing. When the user has finished editing the plan of care, the user checks the plan of care back in. At that point, the plan of care can be released to the environment. Released plans of care are assigned version numbers.

Customized plans of care reside in the Our Content folder in the Content Tree. When you select a folder, the contents of the folder appear in the content list on the right side of the screen. Select a plan of care in the content list and then click any of the following links at the top of the AuthorSpace main screen to perform these tasks:

• New: Click to create a new plan of care.
• Duplicate: Click to create a copy of the plan of care. The duplicate plan of care opens in the content grid.
• Edit: Click to open the Content Editor where you can customize the selected plan of care. A green check mark next to the plan of care in the content list indicates that it is checked out for editing. To display who the plan of care is checked out to, hover your mouse over the plan of care. Other users will not see the changes until the plan of care is checked back in.
• View: Click to open the Content Viewer to view the selected plan of care.
• Manage: Click to open the Content Manager to manage information about the selected plan of care.
• Review: Click to leave review comments for any content in Review status. When you click the Review button, the plan of care opens with an area for adding comments.
• Check In: Click to check in the selected plan of care with your changes applied.
• Undo: Click to check in the selected plan of care without applying any changes. If you have made changes to the plan of care and then click this link, all your changes will be lost.
• Print: Click to save and print the selected plan of care in a text format.
• Export: Click to print the selected order set in XML and to create a report with relevant details about the build. See the Integration Tab for information on configuring XML export formats.
• Delete: Click to delete the selected plan of care.

  The buttons that are available depend on the assigned user permission levels.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014