Custom screens can be added to services to assist when recording important information and data when treating patients.

Attaching Custom Screens to Services

1. Go to Configure - Services/Stock Items - View Services.
2. Find and open the required service in the list by double-clicking it.
3. The Edit Service Item window will open.
   • Select the Advanced Charting tab.
   • Click in the Custom Screen field.
   • Click the Selection button to open your list of Custom Screens.
   • Select the required custom screen, clicking OK to add it to the service.
4. Use the drop-down menu to set how you would like the custom screen to appear when charting the service.
   • Popup disabled, you can complete the custom screen, but it will not pop up for the user.
   • Popup when planned, the custom screen will open when the service item is first charted.
   • Popup when completed, the custom screen will open when the service item is marked as completed.

Attaching to a Service From the Custom Screen List

You can attach a custom screen to a service from the custom screens area.

1. Go to Configure - Custom Screens.
2. Select the custom screen by highlighting the row (do not double-click).
3. Click the Set Services option at the bottom of the window.
4. All Available Services are displayed on the left, with any Services Using Custom Screen on the right.
5. Use the double right arrows (>>) to move a service to the right column to assign the custom screen to the service.
   • The D, P and C options set the pop up options for the custom screens.
     • D = Popup disabled, you can complete the custom screen, but it will not pop up for the user.
     • P = Popup when planned, the custom screen will open when the service item is first charted.
     • C = Popup when completed, the custom screen will open when the service item is marked as completed.
6. Once you've configured the custom screen services, select OK to save or cancel to discard.
   

Removing from a service

From services,

1. Go to Configure - Services/Stock Items - View Services.
2. Find and open (double-click) the service in the services list.
3. On the first tab, details, you will find the custom screen field.
4. Clear the custom screen name from this field.
5. Press OK to save.

From custom screens,

1. Configure - Custom Screens.
2. Select the custom screen by highlighting the row.
3. Click the set services button at the bottom of the screen.
4. Select the service in the right-hand section.
5. Press the double left (<<) arrows to remove the custom screen.
6. Press OK to save.