Set Up Patient Folder Captions

Use the Captions tab of your patient folder properties to name the user-defined fields in your patient folders.

Choose Your Settings

1. Open Patient Folder Properties Window - You can open this feature in multiple ways: Use the method that's most convenient for you.

   ViewPoint Main Menu - Tools & Utilities > Patient Folder Properties.

   

   Patient Folder - ViewPoint toolbar > Properties. (A patient folder must be open first: Otherwise, the Properties icon will open your Main Menu Properties instead of your Patient Folder properties window.)

   

   Patient Folder - ViewPoint shortcut menu > Folder > Properties. (A patient folder must be open first: Otherwise, the Properties icon will open your Main Menu Properties instead of your Patient Folder properties window.)

   

   New Patient Folder - You can also open Patient Folder Properties while creating a new patient folder. See "Create a New Patient Folder" for details.

2. Open Captions Tab - When the Patient Folder Properties window opens, click the Captions tab.

   

3. Edit Captions - Enter the caption, or name, for each field. You may also set up these captions in your User Defined Fields table. See "Set Up User Defined Field Captions" for details. All of the settings in this table are system-wide: When you change a setting, you change the setting for all ViewPoint users and workstations in your system. So, for example, if you have a user-defined field named Hobbies, and you change the caption to FavColor, the responses in existing patient folders may no longer make sense.

   Primary Code - (i.e. PR Code; Id. No.) This caption describes your patient's primary identification number. Generally, the number is generated automatically when you create a patient folder. You can find this field on the Patient tab of the patient folder, as well as the patient folder header, and the caption is used in several areas of ViewPoint.

   

   Secondary Code - (i.e. Model No.; Alt. No..) This caption describes your patient's secondary identification number. The number can be generated automatically when you create a patient folder, or you can enter the number manually. You can find this field on the Patient tab of the patient folder, and the caption is used in several areas of ViewPoint. See "Set Up Patient Folder Default Responses" for details about setting up ID numbers.

   

   Patient Custom List - (i.e. Hobbies.) The field that accompanies this caption is found on the Patient tab of the patient folder. It requires that you select a response from the Patient Custom table. You can subgroup the responses you enter into patient folders as needed. See "Set Up Custom Response Lists" for details.

   

   Patient Custom Text - (i.e. Other; Note.) The field that accompanies this caption is found on the Patient tab of the patient folder. You can type your text, including Internet hyperlinks, into this field as needed. If you plan to subgroup the responses, be sure to use a standard set of rules when typing your entries into the field.

   

   Res. Party Custom List - (i.e. Occupation; Call Time.) The field that accompanies this caption is found on the Responsible tab of the patient folder. It requires that you select a response from the Responsible Party Custom table. You can subgroup the responses you enter into responsible party records as needed. See "Set Up Custom Response Lists" for details.

   

   Res. Party Custom Text - (i.e. Other; Fee.) The field that accompanies this caption is found on the Responsible tab of the patient folder. You can type your text, including Internet hyperlinks, into this field as needed. If you plan to subgroup the responses, be sure to use a standard set of rules when typing your entries into the field.

   

4. Save Your Changes - Click Ok at the bottom of the window to save the changes you have made and exit the editing window. You can also click Apply to save your changes but keep the window option, or click Cancel to close the editing window without saving any new changes.