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Field Name

Description

Add

Opens up a blank Catalog Item screen.

Edit

Opens up the Catalog Item screen for the selected item.

Delete

Opens up a Delete/Merge dialog box for the selected catalog item. If a catalog item was never used on a patient record, it can be deleted. Otherwise, you will need to merge it with an existing catalog item to avoid breaking the links between Catalog Items and patients.

Note: If you only want to prevent the Catalog item from being used going forward, it is better to set it as Inactive to preserve the historical data.

Add New Catalog Item

Clicking on the Add Catalog Item button will open up a blank Catalog item screen. This screen has a similar layout to a Catalog screen with three panels:

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Panel
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This section was previously called Digital Document Element Setup. It has been merged into the Catalog Item Setup page in 5.0. Each Catalog Item now has its own Digital Document Elements and they are not shared across documents.

Input Elements

SOAP Elements

Report Placeholder Elements

Medical Record Options

Request Details (request items only)

Misc Options

Formatting Templates

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For specific details on each document element in 5.0, please see:

Palette Items and Properties in 5.0

The Palette tab is a list of the available Digital Document Elements that can be dragged onto the Report Setup panel.

The Properties tab s a section for the attributes on the selected document element from the Report Setup panel.

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Catalog Pick List Tab

The Catalog Pick List is a concept for Request Catalogs that allows your clinician, staff, or student to add multiple tests or image requests quickly, on a single Request on the patient record.  For example, if your clinician wants to order a complete blood panel for a patient, they can go to a pick list set up for common blood tests, and order the appropriate tests from that panel without having to search for each test one at a time.  Catalog Pick Lists are also especially useful for radiology, where multiple views may be needed, but there are hundreds of options available in the catalog.  A catalog pick list can be used to narrow down to the most common selections.

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