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To alert users to certain conditions on a patient’s record, toolbar colours can be set that display when the patient record is open, or pop-up notes can be displayed.
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When a patient record is displayed in EXACT, a query attached to a message is evaluated and if the query conditions apply then the message appears.
When a patient record is loaded to be displayed on screen, the toolbar triggers are evaluated as normal, stopping after the first successful match, in which case the appropriate toolbar colour is displayed. The order of the triggers can be changed with the most important colour notifications being placed at the top.
When navigating to the patient file any Pop Up notes created by a trigger can be temporarily closed but they cannot be de-activated.
Setting up Patient Triggers
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From the Setup Patient Triggers window, click the Insert into List button:
Select a query from the View Query Templates window and populate it if required, as shown below:
If the query you require is not present in the list, you can add one one. We cover query creation in Creating and Editing Queries
If you have added a new query to the list, the Edit Patient Trigger Query window will open.
Otherwise, with the required query highlighted, click on the Edit Patient Trigger item button:
This will open the following window:
Choose whether the trigger activates a popup message or sets the toolbar colour.
For toolbar colour, use the
button if the displayed colour is not the one you require.
If you choose the Pop-up Message action, you will be warned if:
You try to close the window without first setting up the message, or
The message you have set up is blank.
Clicking on the Edit Message button will display the Edit Popup Note window:
Add or edit the message text as required, and click on the Show this note... option(s) that you want.
These are not mutually exclusive (you can choose as many or few as you wish), and function the same way as regular pop-up notes.
Processing Patient Triggers
When a patient record is loaded to be displayed on screen, the toolbar triggers are evaluated as normal, stopping after the first successful match, in which case the appropriate toolbar colour is displayed.
Next the Pop-up messages are evaluated. The main difference is that if a match occurs, the message is popped up but the matching continues, so that all appropriate messages are displayed, one after another.
NOTE: These messages are NOT stored in the patient’s record. No record is kept of them having been displayed.
The messages will look similar to the pop-up notes but without the ability to turn them off:
They can be closed temporarily (with the Close button) but they cannot be de-activated.
They will automatically stop displaying once the query criteria are no longer true.
For example, if the query that was used to display the note was that the patient is under 18 (as in the example above), the message will appear on screen each time the patient's record is accessed, until the patient is over 18 years of age.