Changing or Moving the Select Patient Columns

The columns that display on the Patient Select screen can be moved, added or removed if required.

To enable a member of staff to change the columns in the Select Patient screen:

1. From the Vision 3 front screen, select Management Tools - Control Panel - Security.

2. Right click on the member of staff to update and select Edit.

3. The User Details screen displays, tick Enable Browse Config window.

4. Select OK to save.

To configure the columns that display on the Select Patient screen:

1. From any screen where you can choose a patient, for example, Consultation Manager or Registration, choose Select Patient and search for any patient in the usual way, see Selecting a Patient for details if required.

2. Double click on the small square to the left of the column headers:

   

3. The List Settings screen displays:

   

   Select the following as required:

   • Selected attributes - Displays the information that displays on the Select Patient screen. Highlight and select Remove to remove the column from the Select Patient screen. Attributes display in the order selected.

   • Attributes - Lists the columns you can select from, highlight and select Add to add the column to the Select Patient screen.

   • Column - Highlight any attribute in selected Selected attributes and update the Heading name and Width if required.

   • Row - Do not update.

   • Settings - Do not update.

   • Horizontal - Do not update.

   • Vertical - Do not update.

   • Filter - Do not update.

   • Save As - Do not use.

4. Select OK to save.

Useful examples:

• You may want to see which of your branches a patient uses. If you record this information in Registration - Other - Notes Kept at, you could add this to the Selected attributes list.

  Training Tip - This is very useful for online prescription requests.

• You may want to see 'Known As' from the Patient Select screen.  If you enter this information in Registration - Notes - Administrative Notes, you could add this to the Selected attributes list and renamed it to 'AKA'.