Our new preset system allows you to save and apply a set of answers (or multiple sets of answers) from one case to another case.
When you use a preset it simply applies a set of answers as if you had just typed them in yourself. Don't worry, everything is still editable.
Our original presets only let you select drugs and a few non-case-specific items. Presets 2.0 takes this much farther.
Open any Case Summary page and scroll to the bottom of the page and you'll see something like this:
This lists all the answers you can save as a preset, you can then give it a name.
And very importantly... you can remove items you do not want to save as part of the preset:
Once you've saved it, you can now apply it to any case you want.
When you first open a new case, if no presets have been applied it will ask you if you want to apply one:
You can also access this at any time by clicking the "Cog" icon in the upper right corner in the case editor and sellecting "Apply preset":
Note: you can apply more than one preset at a time!
Just select the ones you want to apply and click "preview changes":
Now again, before you apply them to the case you can choose if there is anything you want to de-select or change:
Then you can just click "Apply to case" and all those answers will be applied to your case immediately.
Just think how many clicks you'll save!
A few tips:
Because you can apply multiple presets at once, you might choose to save presets into categories. For example, you might save a preset that is *just* for all your normal settings for a naso tube, or... maybe you save a preset with just your regular parenteral drugs.
Presets that are owned by you as an owner are saved to your user account. So if you are part of multiple organizations in Xchart, you'll have your presets on all orgs you are a part of.
Org admins can "change owner" of a preset to share it with the entire organization.
Non-providers can still save and apply presets to a case. However, they always get saved to the provider account who is listed as the primary on that case. In order to prevent unwanted data loss, we only allow the owner of the preset (the provider or in the case of org presets, an org admin) to edit or delete them.
We hope you like Presets 2.0! Please try it out and tell us what you think.