User Interface Configuration
From DOC
Contents |
Introduction
The section of the end user guide will explain how the end user can customize the application look and feel and default setting.
The Tolven applications can be configured by the end user to provide rapid access to tabs, lists, portals and specific functions. The end user configuration is stored centrally, meaning that a user’s default settings will be reflected whenever – and wherever – the user accesses the system.
User account configuration is driven by “metadata.” If the system administrator has enabled automatic updates for an account, all new functionality and changes to existing functionality that the user has access to will be automatically updated. If this option is not selected, the user must check for updates manually in the Account preferences.
Customizing Tabs
Tabs are the top level navigation in the Tolven applications. The order in which the tabs are displayed can be changed by “dragging and dropping” the order of the available tabs in the “Edit User Preferences” window, which is accessed by clicking “Customize” on the “More” tab.
Function Bar Configuration
The function bar provides a mechanism to access Patient Lists or lists of specific items (e.g., Results, Problems, Plans and Medications).
The function bar can be configured by selecting “Customize” from the “More” option on any toolbar. The order in which the options on the function bar are displayed can be changed by “dragging and dropping” the order of the options in the “Edit User Preferences” window.
User Preferences” can be used to define whether the default or another specified option is employed.
Function bars will automatically re-size based on the screen size and/or screen resolution. If there are more options available than can be displayed on a function bar, they can be access by using the “drop down” arrow on the “More” tab.
Configuring Portals in the Overview
The portals in the patient overview can be customized to provide a display that meets end user-specific requirements.
Adding and Removing Portals
Portals can be removed from the overview by using the “Close” icon on the individual portal. Removing a portal from the “Overview” will be saved as a default setting.
If a portal is removed in error, it can be replaced by either using the “undo” option or by adding the portal back by clicking on the “Settings” link and selecting the portals to be added.
Items to be displayed
The number of items to be displayed in a portal can be changed by selecting the drop down arrow on the individual portal and selecting the required number of items to be shown.
Portal Position
The position of portals can be changed by simply dragging and dropping the portals to the required position on the overview page.
