Profiles

Select the option to narrow the list to those names that match your entry in the text field.

Enter one or more characters of the profile name. The system will return profiles that match your search.

Select the option to narrow the list to those components that match your entry in the text field.

Enter criteria for several order choices (the system will search the abbreviation, name, Orchard name, and alternate ID1 to match the order choices) separated by the designated search field delimiter. The system will return profiles that have components that match all of the order choices given.

Select to open a blank record in the Profiles details page to create a new profile.

You can also select Copy (see below) to create a new profile.

Displays the owner of the profile.

Select to open a new record in the Profiles details page to create a new profile based on the profile associated with the button you selected. The system copies many of the settings from the existing profile. Note that the button is only visible if the user has security to create a new profile.

Enter the name of the profile in the field. This field is required.

To edit the name, highlight or delete the text already displayed in the field, then modify as desired.

Enter the abbreviation of the profile in the field, if desired.

Enter an alternate identifier in the field, if desired.

Enter the description of the profile list in the field, if desired. This text area has Text Shortcuts functionality. For more information on using Text Shortcuts, navigate to the Using Text Shortcuts topic.

To edit the description, highlight or delete the text already displayed in the field, then modify as desired.

Select a reporting group for the profile. When using an alternate format for lab reports, the system will group order choices together by their assigned reporting groups, add them to the report in the designated print order, and suppress or display result headers according to the setting for the reporting group.  See the Reporting help topic.

Keep profile components grouped together within reporting group: Select the checkbox if you want the profile components to stay together in this reporting group.

• Profile Report Group Print Order: Enter a number in the field for the print order of the profile report group. The lower the number, the higher on the report the profile report group will appear.

Select the checkbox to enable users to use the profile. Clear this checkbox to restrict users from using the profile. If the profile is inactive, the system clears it from the Profiles list page when you select the Show active only checkbox. See "Viewing the Profile List" above.

Select to display the Additional Information pop-up.

• Acquire Images: Select to display the Set TWAIN Device pop-up. Select the TWAIN device to use by selecting the button with the name of the device. For example, HP HD Webcam TWAIN. On the pop-up, select Device to view the name of the device; select Format and Preference to edit device properties; and select Snapshot to take the picture. Select Cancel to close the pop-up.
• Switch to browser upload: Select the link to upload an image from the computer via the Choose File button. Select the Switch to TWAIN application link to view the Acquire Images button.
• Remove All: Select to remove all images from the table. Select Remove Selected to remove only the selected images from the table.
• Convert Selected into Single PDF: Select to convert the selected images into a single PDF.
• Select: Select the checkbox to select images from the table.
• Up and down arrow buttons: Sort the images by selecting the up and down arrow buttons.
• X: Select to delete the images from the table.
• OK: Select to add the images to the page, or select Cancel to close the pop-up without saving any changes.

Select to view the change log for the selected practice. See the Change Log topic. You must have the necessary security right to access the Change Log page.

Select the checkbox if you want the profile components shown together.

Enter one or more characters in the field and select Search to add the order choice using the Order Choice Search page. See the Order Choice Search topic.

Once you select one ore more order choices, the system displays the order choice's names and abbreviations in the order you added them.

The system also displays if any order choice Restrictions Exist and the Active status of each order choice.

To remove an order choice from the profile, select X that corresponds to the order choice.

Select this option to only display this profile for users whose signed-in locations are associated with the practice you select in the search field.

Enter one or more characters in the Search field and select Search to select the practice in the Practice Search page. See the Practice Search topic. You cannot search using quotations within the search string, or the system will truncate the search term.

Select an option from the Classification drop-down list to distinguish between human, animal, or both. Select either Human, Animal, or Human and Animal from the drop-down list. Note that this drop-down list can only be viewed if the System Defaults page setting System serves is set to Both Human and Veterinary Clients. If Animal and Human and Animal are set, the profile is viewable by all practices. Otherwise, the Classification settings in the profile and ordering location's practice must match.

If you selected the Entire System option (above), you may set the following Availability options:

• Default Access: Select Allow or Deny to set whether the system allows or denies access to the profile when no exception information is available.
  • Allow: Select to allow practices or locations to access the profile unless you deny access for the practice or location on the exception lists.
  • Deny: Select to only allow the practices and locations specified in the exception lists to access the profile. Note that ordering location exceptions override practice exceptions.
• Practice Exceptions: Select Add to add a practice from the Practice Search page to add to the exception list. See the Practice Search topic. Once you add the practice, select the Allow or Deny option to allow or restrict the practice's access to the profile. These settings work the same as the default Allow/Deny settings (see above), except that it only applies to the selected practice. Select X to remove the practice exception.
• Location Exceptions: Select Add to add a location from the Location Search page to add to the exception list. See the Location Search topic. Once you add the location, select the Allow or Deny option to allow or restrict the location's access to the profile. These settings work the same as the default Allow/Deny settings (see above), except that it only applies to the selected location. Select X to remove the location exception.

Select the link to display the host information.

Select the link to hide the host information.

Select the checkbox to view active hosts only. Set the active/inactive status in the Host Details section of the Hosts details page. See the Hosts topic.

Enter the host code for the profile in the field to add a host code. If you try to save a host code that is identical to another code for the same host for two profiles, the system displays a warning message that details where up to 10 conflicts lie and prompts you to proceed with saving the host codes or not. 

To edit the host code, highlight or delete text already displayed in the field, then modify as desired.