Description
Use the Profile List page to view system-level profiles or to view, add, edit, or delete user- or practice-level profiles (depending on your security rights) for the profiles list on the Order Choice Pick List pages. You may always view practice-level profiles, but you must have the necessary security right to add, edit, and delete practice-level profiles.
If you have this right, then the system sorts the list of profiles by owner (user, practice, then system), and it displays the Owner column. If you do not have the security right to modify practice-level profiles, then the system sorts the list of profiles first by the ones you own, followed by the profiles you do not own, though it does not display the Owner column. You cannot remove system-level profiles added by the Orchard Administrator.
You create profiles to combine frequently ordered order choices into one group of order choices, or a profile. Using profiles helps you save time during order entry because you will only need to select one profile instead of selecting individual order choices for the order. Some of the information in this page is set up by the Orchard Administrator when your account is established. You may only modify the information as described below.
Access
AdminCenter > Personnel > Users > Profile List
Technical Manual
Renaming the Profile List
| Profiles | By default, the system names the profile list Profiles. |
|---|---|
| List Name | Enter a different name in the field if you wish to change the name of the profile list that is displayed on the Order Patient Samples page. This field is required. |
| Save | Select to record your changes. |
| Cancel | Select to discard your changes. |
Viewing the Profiles List
This page lists all of the profiles that are accessible for all system users, profiles accessible for the practice associated with your signed in location, and the profiles you have created in this page.
| Name | Displays the name. |
|---|---|
| Description | Displays the description. |
Owner | Displays the owner. Note This field only displays depending on you security rights. |
| Order Choices | Displays order choices on the profile. |
| Name | The entry in the column becomes a link when you add a profile. Select the profile name to open the Add/Edit Profile page to view or modify the profile. See "Editing Profiles on the List" below. |
| Save | Select to record your changes. |
| Cancel | Select to discard your changes. |
Adding Profiles to the List
| Add | Select to access the Add/Edit Profile page where you may create a new profile. See the Add or Edit Profile topic. |
|---|---|
| Save | Select to return to the Profile List page. |
Editing Profiles on the List
You may always edit profiles that you created; however, you must have the necessary security right to edit practice-level profiles. You cannot edit system-level profiles.
| Name | Select the entry in the column if you wish to edit a profile in the profiles list and then open the Add/Edit Profile page where you may modify the profile. See the Add or Edit Profile topic. Select the entry in the column to view the details for a system or practice-level profile; however, you will not be able to modify the profile's details. |
|---|---|
| Save | Select to return to the Profile List page. |
Deleting Profiles from the List
You may always delete profiles that you created; however, you must have the necessary security right to delete practice-level profiles. You cannot delete system-level profiles.
| X | Select the button that corresponds to the profile you wish to delete. Note The system immediately deletes the profile. This action cannot be undone. If you accidentally delete a profile, you may recreate it by adding a new profile (see "Adding Profiles to the List" above). |
|---|
