Configuring Coordinators

A coordinator is generally an administrative person who is responsible for completing certain tasks on the Treatment Pathway.

Note: This page includes generic Add, Edit, and Disable Functionality

• Add New: opens a new record at the bottom of the window with all of the fields empty. Please carefully review the existing descriptions to see if one of them may work BEFORE adding a description to the system
• Add as New: must be selected to save the information after completing the empty Add New screen. May be selected when an existing record is in focus and you wish to create a copy of that record instead of creating a new, blank record.
• Save Modifications: must be selected when you have made changes to an existing record and you wish to save the changes.
• Disable: select the disable checkbox and select Save Modifications.

 

Warning: patientNOW does not allow you to delete configuration items because they may already be assigned to a patient. However, you may disable them so that they will not appear in patientNOW in order to be selected.

Add Coordinator

Navigate to Back Office | People / Places, Coordinators Tab.

Select Add New Coordinator and enter information. Note: Fill out all fields completely because this information may be pulled into automated emails, texts or even consent documents.

Warning: You MUST connect a user to the coordinator in order for Treatment Pathways to execute correctly.