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Treatment Board - Setup and Configuration

  • Updated

This article will go over the different areas of Pulse to setup and configure for best use of the Treatment Board.

 

Locations

Locations is a way to filter the patients listed on the Treatment Board. Locations also helps to identify where a patient is located in the practice. A location can be an exam room, surgery, or a cage or run.

 

Verify Locations is Enabled

  1. Go the Menu > Settings > Practice Setup > General > Miscellaneous Settings.
  2. Enable Use Locations.
  3. Click Save.

Use Locations.png

 

Create a Location

  1. Go the Menu > Settings > Practice Setup > Locations.
  2. Click Add Location.

Add Location panel.png

  1. Enter the Name for the Location.
  2. Enter a Description, if desired.
  3. Enter a numeric value for Capacity. 
  4. Click Add to save and create the new Location.

Note: To hide a Location, uncheck Active, or from the Locations main screen, move the Active toggle to the left.

 

Visit Status

Visit Status allows the user to designate the current stage of a patient’s visit or appointment.

  1. Go the Menu > Settings > Calendar > Visit Status.
  2. Click Add Visit Status. 
Add Visit Status panel.png
  1. Enter the Name for the Visit Status.
  2. Select a Calendar icon from the drop-down list of choices.
  3. Enter a brief Description of the Visit Status.
  4. Check any of the three options that fit this status: Copy, Print, Set primary provider.
  5. To have the patient appear on the Treatment Board, select Add for Whiteboard. 
  6. If you don't want the patient to appear as a Boarding Reservation, leave as No action. Otherwise, select Check in or Check out.
  7. For Treatment Board Status, select if this is an Outpatient visit or Inpatient visit.
  8. If at some point you want to inactivate this Visit Status, uncheck Active or on the Visit Statuses main screen, move the Active toggle to the left to make the status inactive.
  9. Click Add when finished.

 

Department

Hospitals can further compartmentalize patients by Department. Departments are created from within the Treatment Board.

  1. Go to Menu > Treatment Board.
  2. Click on the Gear icon (gear icon.png)
  3. Click the plus icon (dept plus icon.png) to create a new department.

Add Department screen.png

  1. For Department naming, as indicated, enter the full name of the department then a short name, which must be six characters or less.
  2. For Display preferences, select a color from the drop-down list, to represent the department.
  3. The toggle at the top of the screen, by default, is set to display the department on the Treatment Board. If you don't want the department to be available on the Treatment Board, slide the toggle to the left.
  4. Click Save.

 

Related Articles

Treatment Board - Overview

Treatment Board - Workflow

 

 

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