Popups are used to notify office staff of patient-related details when selecting a patient.

In the Main Toolbar, click Popups.

Active and disabled popups for all family members are listed. To view popups that have been deleted, check Show Deleted.

Popups Grid:

• Patient: The patient the popup was added to. Displays all family members with a popup.
• Level: Family, Superfamily, or Patient.
• Disabled: Displays an X when a Date Time Disabled is entered for a popup.
• Last Viewed: Indicates the last time the popup was viewed on this workstation.
• Popup Message: Displays the popup message.

Add or Edit Popups

In the Popups for Family window, click Add or double-click an existing popup to edit.

• User: Displays the user who created the popup.
• Date Created: Displays the date and time the popup was originally created.
• Date Edited: Displays the last edit date, if any.
• Patient: Displays the patient the popup was added to.
• Level: Select when this popup will be triggered. Popups are only triggered when a user switches to a patient record; moving between modules will not trigger popups.
  • Patient: Triggered when a user switches to this patient.
  • Family: Triggered when a user switches to any member of the patient's family.
  • Superfamily: Triggered when a user switches to any member of the patient's super family. The patient must be part of a super family for this option to be available. See Super Family.
• Date Time Disabled: Displays the date and time the popup is considered disabled. This time can be set to disable the popup at a future date and time. Click Now to enter the current date and time. Date and time is entered in mm/dd/yyyy hh:mm:ss format. When the date and time has passed, the popup no longer prompts for users when the patient is selected. Disabled popups are still viewable in the Popups for Family window. Set default Popups Disable Timespan in Preferences.
• Popup Message: Enter the text of the Popup. Right-Click the text box for additional options.
• Delete: Remove the popup from the Popup list. It will no longer be triggered, but can still be viewed when a user checks Show Deleted on the Popups for Family window.
• Audit Trail: Click to view a log of any changes made to the message in this popup. User, date and time are tracked. Double-click on a popup to open the Edit Popup window. Changing a level, disabling a popup, or deleting a popup is not tracked in this audit trail.
  

Viewing Popups

When a popup occurs for a patient, the message and details automatically display.

Popup text can be edited when displayed. Click Save to acknowledge a popup.

• Once acknowledged, a popup will not show again on the workstation until at least 10 minutes have passed. See Add or Edit Popups below to determine the last time a popup was viewed on the workstation.
• Changes to popups are tracked in the popup audit trail, and any deletions are permanently archived.
• Popups also display for patients selected in ODTouch.