After logging in, the user will see the Reassign Signed Patient Orders window, which is the main window for the Provider Role Tool.
The Provider Role Tool Main Window
The main Provider Role Tool window has three sections:
Left side: Select and display a current provider and associated patients/orders associated with that provider and the chosen date range.
Right side: Select and display new providers and the patients/orders assigned to each.
Center: Buttons to move patients between old and new providers.
Some GUI functionality is not immediately evident…
Most tables and lists have popup or context menus with additional actions. When in doubt, right click to see if a menu pops up.
The main screen supports drag and drop. You can drag patients from left to right, or between providers at right.
Some tables support double click. You can double click a patient to see associated orders.
Most tables and lists support multiple selections using standard Windows techniques.
All buttons on the main screen have corresponding menu commands in the “Edit” main menu. All buttons and menu items have shortcuts (command keys) that are displayed when the “ALT” key is pressed.
Choose Current Provider and Order Dates: Displays a popup dialog (see additional help) in which the user can select the current provider from a list. The user can also modify the default selection period, which defaults to the past calendar year. Upon selection, the patients list at screen left will be populated with patients. The order count for each will be displayed to the right of the patient’s name.
Add Selected: Move the selected current provider patients (at screen left) to the selected new provider (at screen right).
Add All: Moves all current provider patients (at screen left) to the selected new provider (at screen right).
Auto Allocate All: Evenly distributes all current provider patients (at screen left) between all new providers (at screen right).
Undo Selected: Removes all selected patients at screen right (new provider) and restores them at screen left (current provider).
Undo All: Removes all patients at screen right (new provider) and restores them at screen left (current provider).
Related Help Topics