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Monthly tips and tricks for Medtech Evolution

In News New Zealand

Here are some tips and tricks to get the best out of your PMS:

Appointment Book Provider Selection

An option is available to allow the user to configure the Appointment Books to remember the selection of Providers that has been made so that they do not need to be re-selected on closing and opening the appointment book, or logging out and back into Evolution.

Select File > Options > User Preferences > Layout then select the ‘Remember Appointment Book Provider Selection’ option in the Provider Selection Options section of the screen

Exit Evolution once the change to the setup has been made and upon logging back into Evolution, and selecting Providers in the Appointment Book, the chosen Providers will be selected by default each time the user closes and opens the appointment book, or logs out and back into Evolution.

Provider Inbox Prevent Instant Refresh

A new option called ‘Prevent Instant Refresh’ is now available in the Provider Inbox toolbar ribbon.

The selection / un-selection of the ‘Prevent Instant Refresh’ option will be retained for each staff member.

The ‘Prevent Instant Refresh’ option will be selected for all users by default, to ensure that the current functionality is retained (i.e. not updating the Inbox when records are updated or filed unless the screen is closed or manually refreshed).

When the ‘Prevent Instant Refresh’ option is un-selected for a user, then instant refresh will occur when updating any record in the list (i.e. the Inbox record will be removed from the list instantly based on the applied filter criteria).

Clinical Action Icons

The Clinical Actions within the Provider/Patient Inbox previously displayed as buttons at the bottom of the screen are now available as Icons within the Action Menu in the View Provider/Patient Inbox screens.

The Clinical Action icons are displayed with the same icon as their equivalent action icon seen on the Ribbon Toolbar of the Evolution application.