Overview
In the context of managing patient records, pinning a custom field means setting a specific custom field to always be visible in the patient record's quick view side panel. This feature ensures that the custom field will remain on display regardless of whether it has a value filled in or not, providing continuous visibility for that field.
Key Points:
Pinned custom fields stay visible in the quick view side panel, even if they are empty.
This feature helps users keep track of important patient information that should always be accessible.
Pinned fields are different from regular custom fields, which may only appear if they contain data.
System Pinned Custom Fields
System Pinned Custom Fields refer to fields that are automatically pinned to the patient record's quick view side panel by default, meaning they are always visible, even if empty, without the user needing to manually pin them. These fields are typically essential or critical pieces of information that need to be consistently available.
How to Default Pin a Custom Field:
Navigate to Custom Field Management.
Choose the custom field you want to pin.
Set it as Pinned in the configuration settings.
This can be particularly useful for fields that need constant attention.
User-Pinned Custom Fields
User-Pinned Custom Fields are fields that individual users can manually select to be always visible in the patient record's quick view side panel. These fields remain fixed in the panel, regardless of whether they have a value or not. Unlike system-default pinned fields, these are customized by the user to highlight information that is most relevant or important to their specific workflow. User pinned custom fields are only visible to the user who pinned them.
Key Characteristics of User-Pinned Custom Fields:
User-Defined: These fields are chosen by the user based on their preferences or needs. Each user can choose which custom fields are pinned to their own quick view panel, making it easier for them to access the data that matters most in their daily workflow.
Always Visible: Just like system-default pinned fields, user-pinned fields stay visible in the quick view panel, even if the field is empty.
Not Shared Across Users: The fields a user pins will only appear in their own interface. Other users will not see these same pinned fields unless they also pin them.
Highly Customizable: Users can select which custom fields to pin based on their administrative requirements, ensuring they have easy access to the most relevant data.
Benefits of User-Pinned Custom Fields:
Personalized Workflow: Users can tailor the information they see to their specific role and needs, improving their workflow efficiency.
Increased Productivity: Having key data readily available means less time spent searching for information, allowing users to focus on patient care and administrative tasks.
How User-Pinned Custom Fields Work:
Pinning a Field: A user accesses the custom field within the patient or order record and selects the field(s) they want to pin.
Pin the Field: The user marks these fields as "pinned," ensuring they are always visible in the quick view side panel of the patient's record.
Only Visible to the User: Once pinned, these fields will appear on the user's own patient record screen, but only for that user. Other users will not see the same pinned fields unless they choose to pin them as well.
Customizations Are Independent: Each user can manage their own list of pinned fields independently of others. For example, one user might pin "Preferred Language" while another might pin "Emergency Contact Information."
Important Considerations:
Consistency: While users can customize the fields they pin, it is important to ensure that all users across an organization have access to the same critical data. Administrators might set guidelines on which fields should be pinned by default for consistency.
Field Overload: Pinning too many fields might overwhelm the quick view panel, making it harder to focus on the most important information. It’s generally best to only pin the fields that are essential for immediate decision-making.