- How To Create an Assessment or Form Template
- How to Add Assessments to a Template
- Automated Notifications
- Opt Out Patients from SMS Communications
- How to Add Conditionality To Assessments
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configure Security Policies & Roles
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters and their Dependencies
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Create Tasks
- Communication center: how to create message templates
- API Exports: Usage
- Designer: User Access
- DocuSign: Feature Overview in Designer
- Enable Patient Delete
- Brand Terminology: Flexibility
- Designer Overview
- Forms: Conditional Logic
- Programs and Phases
- Notifications and Alerts
- Presentation: Customized Layouts and Action Bar
- Data Views
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: DrFirst Overview
Designer: Profiles Overview
Designer: Feature Overview – Profiles
Profiles store information about third parties that also engage with your organization or patients. For example, profiles are frequently used as a repository of external providers who are outside of your organization, such as: provider referrals, hospitals, family members, or specialists. Profiles are also used for dx, CPTs, or other medical code sets which may be used in your organization.
Creating Profiles in Designer is a multi-step process.
- Create the Profile: In the Profile section of Designer, click on “Profiles” and then the “+New” button. These are configured similar to CDTs, so name your profile, and then create fields to store name, phone, email, etc for the Profile. If this is a Profile that you will want to communicate with via phone/SMS/email, check the box “Contactable within Patient”. See below .gif on how to make a profile contactable.
- Create the Profile Data View: In the same Profile section, select “Profile Data Views” and then the “+New” button. This configuration is similar to Data Views. First, name and select the Profile you are creating a view for, and then pick an Icon that best fits the Profile type. Next, configure how you would like to view the Profile, and what you want to see when Previewing, Adding, and Editing the Profile.
- Create a Profile Data Type: In order to establish an association between a particular Profile and a Patient, you need a Profile Data Type (CDT). Under Custom Data, select “Data Types” and then click on the “+New” button. Name your CDT, and then create at least one field (CDTF) that you want to display with the data that resides in the Profile. For example, if your Profile “pdt-doctors” has fields for title, name, address, and phone number, create a field called “profile-data” and then select type “pdt-doctors” Once you do that, under the “Profile Fields” section, select as many of the fields that you want to display. This can be some or all of the name, address, and phone number fields. If you want to communicate with this Profile, make sure you include an email and/or phone field.
- Create a Data View: To establish and view the Profile(s) on a patient, you need a Data view associated with the CDT you just created. Select “Data Views” from the Visual Components section of Designer, and click on “+New”. Name your Data View, and then select the Data Type you just created. Here you will define what fields are visible in the Patient section for the Profile. This includes choosing options for View, Add, and Edit. When you choose fields available in View, any of the profile fields you created previously will also need a click on them so you can select one or more Profile fields. If you would like to communicate to a Profile via email or phone, you will also need to select, “Separate columns (fields).” This is because the Profile CDTF that you created could contain more than one Profile field all combined (for example, displaying Title “MD” and Name “Mike” as a single value of “MD Mike”
- Add the Data View to a layout: Navigate to the Navigation (Layouts) section under the Patient menu, and add your new Data View to one or more layouts per the normal process.
- Enable security policies: You have created new Data Types, so you need to also navigate to the Security Policies section of Access Control and update the policies for any users who will need this access.
Final tips: If a role does not have access to the Profiles menu in Care, that will also need to be added in Designer. Before you can see and associate/communicate with one of these Profiles, it must be added directly through the Profile area of Care, or through a particular patient and their Profile Data View. Once the Profile is created, you will “Add” it to the patient through the Profile Data View, which will establish the connection.
If you have any questions regarding the Profiles features please explore our Knowledge Base further or contact your Implementation/CSM for more information.