<< Click to Display Table of Contents >> Navigation:  View > View CDA Viewer > Preferences

Once a document is displayed in the viewer, users can create customized viewing preferences.

 

 

Select Patient Account > Health Information Resource > Patient Medical Summaries > Patient Summary 2.1.2 > View

 

 

To Create a Preference:

 

1.To hide any section, select the green check mark next to the section name. This will turn the check mark gray and hide the section from the display. A gray check mark identifies the section as hidden.

 

2.Place the sections in the desired order by selecting the section and dragging it up or down to the desired location.

 

3.Once the desired sections are hidden and in the selected order, select "No Preference" in the name field and delete the "No Preference" title.

 

4.Enter the name of the preference.

 

5.Select the green plus sign to save the preference. Once the preference is created, a message will flash in the top right corner of the CCDA Viewer stating "Success. A new preference layout created".

 

 

To Edit a Preference:

 

1.Select the preference to be edited from the Preferences drop-down.

 

2.Once selected, add or remove any sections or change the display order of the sections.

 

3.Once all changes have been made, select the pencil icon to finalize the edits on that preference. Once the preference is edited, a message will flash in the top right corner of the CCDA Viewer stating "Success. This preference has been modified".

 

 

Deleting a Preference:

 

1.Select the preference to delete from the Preferences drop-down.

 

2.Then select the garbage can icon to delete the selected preference. A prompt will display to confirm the preference will be deleted. The users will select "Yes" to delete the preference and "No" to keep the preference. (Highlight/point to Yes and No options on the confirmation pop-up. Select Yes). Once the preference is deleted, a message will flash in the top right corner of the CCDA Viewer stating "Success: This preference has been deleted".

 

 

Default Preferences:

 

Default Preferences may also be set up for the CCDA Viewer. The default preference for the document viewer will be "No Preferences". The user may set another title as a default preference.

 

To set up a default preference:

 

1.Select the Preferences drop-down.  

 

2.In the list of preferences, select the grey star icon next to the desired default preference. This will set that preference as the default, turning the star gold. This default preference will load each time the user accesses the document viewer screen.

 

At any time, the user can select the grey star next to any title in order to change their default preference. To reset the "No Preference" as the default, select the gold star next to the current default preference. This will turn it back to grey.

 

Sections included in the Preference that are note included in the document will display with a no symbol icon in the header of the table of contents and 'Section Not Included in this Document' will display within the section.

 

The "i" icon will display within the table of contents if the section has information available but section is not included within the applied preference. Once the section is saved to the applied preference, the "i" icon will no longer display.

 

NOTE: All preferences are specific to the current UBL. Preferences cannot be shared nor copied to other UBLs.