Colors Displayed In Family/Contacts Pod

The Family/Contacts pod provides the ability to color code the individual family members displayed in the pod.

• The colors provide the user a quick reference to when that family member was last in for a Comprehensive Exam. 
  • Comprehensive Exams are denoted by a flag set on the encounter template in Administration.  Within the encounter template configuration, "Is Comprehensive" must checked. Access Admin > Encounters/Interviews > Encounter Templates > open a template. 

Instructions

1. Access Admin > General > Practice Preferences > Additional Preferences > Family/Contacts.
2. Click 'Edit.'
3. Click the radio button for Yes.
4. The multiple fields for Date Range have default values that can be updated. 
   • Green highlight: Comprehensive encounters that are from 0 to 6 months. 
   • Blue highlight: Comprehensive encounters that are from 6 to 12 months.
   • Orange highlight: Comprehensive encounters that are 12 to 24 months.
   • Red highlight: Comprehensive encounters that are 24 months and greater.
5. Click 'Update.'
6. Log out and log in to see the changes associated to the setting.