The coloured bar at the top of every patient record can be configured to display in different colours depending on set triggers.

Highlighting Patient Information on the Patient Record

💡Tip: Setting triggers by payor or other important information helps you identify patient information quickly and effectively.

Configuring Patient Triggers

1. Go to Configure - Patient File.
2. Click the Set Patient Triggers button.
   • Any existing triggers will be displayed.
   • The triggers work by hierarchy, from top to bottom.
   • You can create a new trigger with the Insert a Patient Trigger option or remove one with the Remove Selected Patient Trigger option.
   • The e|d button allows you to edit an existing trigger.
   • The up and down arrows will rearrange the hierarchical order.
   • When no triggers are met, the bar will display the Default toolbar colours.

💡Tip: The toolbar can use two colours by using different top and bottom colours, this is useful when you wish to identify two different pieces of information.

Creating New Triggers

1. Click the Insert a Patient Trigger into the list option.
2. This will open the Patient List functionality.
   • Select an existing list or create a new list with your required conditions.
     💡Tip: Name your patient list with an identifier, such as adding the word TRIGGER or using a special character at the beginning, to highlight its use and prevent anyone from deleting the patient list, as this will stop your trigger from working.
   • Once created, click OK to save and close Patient Lists to continue creating your trigger.
   • You can now choose if the trigger will open a pop-up note or set the toolbar colour.
     • If it is a Popup Message, you can click Edit Message to set the message text and as well the colour and when the pop-up will appear.
     • If setting the toolbar colour, set both the top and bottom colours.
       💡Tip: Set the colours the same for a solid colour or use two colours to identify two different pieces of information such as a mixed payor patient.
     • Click OK to save your new trigger.
   • Your new trigger will be added at the bottom of the triggers list, use the up/down arrows to rearrange the order.
3. Click OK when complete and exit all configuration menus.