Description
Use the Add/Edit Profile page to add or edit the profile to combine frequently ordered order choices into one group of order choices, or a profile. You must have the necessary security right to add or edit practice-level profiles. If you are viewing the details for a system-level profile, you will not be able to modify the profile's details.
Access
AdminCenter > Personnel > Users > Profile List > Add
Technical Manual
Adding Profiles
| Profile Name | Enter the name of the profile in the field. This is the name that will appear in the Order Patient Samples page during order entry. This field is required. |
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| Profile Description | Enter a description of the profile in the field. |
| Available Lists | Select a list from the drop-down list. This causes the system to display the order choices that are available for the selected profile beneath the Available Lists field. Use the scroll bar to view the entire list, if necessary. Select the order choices you wish to add to the selected profile. Once you select an order choice, the system adds it to the list of selected order choices in the field on the right. See the Selecting Order Choices topic. Profiles may not contain order choices with both storage and non-storage order choice types. |
| Search | Enter one or more characters into the search field to search followed by selecting the button to find a specific order choice for the list in the Order Choice Search page. See the Order Choice Search topic. Select an order choice in the Order Choice Search page to return to this page with the order choice added to the list of selected order choices. Continue selecting order choices until the profile contains all of the appropriate order choices. |
| Cancel | Select to return to the Profile List page without saving your changes. See the Profile List topic. |
| Save | Select to save the modifications to the list and return to the Profile List page. |
Editing Profiles
Profile Name | Modify the name of the list in the field, if desired. |
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| Profile Description | Modify the description of the list in the field, if desired. |
Available Lists | Select a list from the drop-down list. This causes the system to display the order choices that are available to add to the selected profile beneath the Available Lists field. Use the scroll bar to view the list, if necessary. All of the order choices that are already part of the profile are displayed in the list of selected order choices in the field on the right. |
| Search | Enter one or more characters into the search field followed by selecting the button to find a specific order choice for the list in the Order Choice Search page. See the Order Choice Search topic. Select an order choice in the Order Choice Search page to return to this page with the order choice added to the list of selected order choices. Select or remove order choices so that the selected profile contains the correct order choices. See the Selecting Order Choices topic. |
| Cancel | Select to return to the Profile List page without saving your changes. See the Profile List topic. |
| Save | Select to save the modifications to the profile and return to the Profile List page. |
