C&P Worksheet Tab Functionality

see also:


Work Sheet Status

The C&P Worksheets tab contains the list of pending and completed worksheets for the selected patient, if any exist. Information displayed includes template (worksheet) name, author, worksheet status, and the date the worksheet data was sent to CPRS (where applicable). The worksheet status value will be one of the following:

Opening a CPWM Exam

The user may open a pending template in the C&P Worksheet tab display by selecting it and selecting the Display Template button, or by double-clicking the name of the desired template. All templates with Complete status are viewable, but a user may view only his or her own unsigned templates without Reviewer access.

Deleting a CPWM Exam

The user may delete any pending template in the C&P Worksheet tab display by selecting it and clicking Delete Template. The user is then prompted to verify the deletion by entering the number displayed in the verification window. The user will only be able to delete his or her own templates without Reviewer access. Templates with a status of Complete cannot be deleted.

Copying an existing CPWM Exam

To copy a pending CPWM template, the user selects the template name on the list and then selects the Copy Template button. The system displays a prompt “Would you like a NEW copy of the selected template and assign it to yourself?” After the user selects Yes, the template is copied and assigned to the current user.

Refresh the List

The user may update the C&P Worksheet tab display for the selected patient by selecting Refresh List. The refresh function will normally happen automatically, but it may be performed manually as well.

Flagging

Three visual flags are available on the C&P Worksheets tab and the unsigned templates dialog box. Exam templates that are “new” will have an “N” flag. After it is viewed, the flag clears automatically. A green flag and red exclamation mark are available for use according to user needs. These flags can be toggled on and off by right-clicking any template name displayed on the C&P worksheets tab or unsigned template dialog box, then selecting toggle on/off.