Configuring Sign-Out

There are several configuration settings that affect the way the Sign-Out module works on both the web and handheld applications, as determined by your administrator. There are two access levels to which administrators can be assigned:

• Level 1 Administrator has access across all departments and users. This administrator can define the various tasks, task types, task macros, and Task Picker lists for each department. They can also determine how long sign-out information should be maintained before automatic deletion, and determine each user’s access to sign-out data.
• Level 2 Administrator has department-wide access. This administrator can define Task Picker lists for their own departments, and also establish user access to sign-out data for users within their departments. Administrators can perform the following Sign-Out functions on the Commure Pro Physician Portal or Desktop Charge Capture application:
• Configure system settings for the Sign-Out system, such as task types, task definitions, Task Picker lists, and user access to task data.
• Enter, change, or view sign-out information for specific patients.
• View a summary of sign-out information for many patients at once.

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Before You Start

Your Commure Pro implementation consultant will work with you to complete the following tasks for your Sign-Out implementation:

1. Determine if you need to use tasks. If tasks are needed, then you will work with your Commure Pro implementation consultant to determine what tasks needed (see Determining Tasks).
2. Upload the Sign-Out Form Template(s).
3. Validate the free-text comment areas (or Scratchpads) with report analysts and/or physician champions.
4. Modify the XML form templates.
5. Verify that the appearances of the Sign-Out forms, Sign-Out Summary, and printed report meet your requirements. Settings that control this feature: Admin - Institution - Sign-Out - Enable Tasks Admin - Institution - Sign-Out - Defining Tasks Admin - Department - Sign-Out - Assigning a Sign-Out Form to a Department

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Determining Tasks

Before you can start building tasks to use, you need to determine what tasks are needed as follows:

1. Itemize and describe the individual tasks that your department(s) will use for Sign-Out.
   Your implementation consultant can provide a sample Sign-Out Task file.
2. List all the task items in an Excel spreadsheet, assigning a Task Type and other attributes (priority, due date, and so on) to each task.
3. Identify combinations of tasks along with their descriptions for Macros. For example, you can create a Cardiology Admission Macro that can include the following task definitions: Check ECHO Results, Schedule Exercise Tolerance Test, Order 24-hour Holter Monitoring, Obtain old EKGs, and Start patient on Aspirin 81mg po qd.

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Basic Steps for Configuring Sign-Out without Tasks

Outlined below are the steps necessary to configure the Sign-Out system without tasks, along with the user access level required to perform each step, the order in which they should be completed, and a cross reference to the appropriate topic in this user help.

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Basic Steps for Configuring Sign-Out with Tasks

Outlined below are the steps necessary to configure the Sign-Out system with tasks, along with the user access level required to perform each step, the order in which they should be completed, and a cross reference to the appropriate topic in this user help.

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Disabling or Enabling Tasks for Sign-Out

You can choose whether to use tasks for your institution with the following preference: Enable Tasks Determines if tasks are available to use in the Sign-Out display option, Sign-Out Summary tab, and print-out for the entire institution. By default, this preference is set to Yes. If no tasks are needed for your institution, you can disable tasks so they do not display in the Sign-Out Summary tab, Sign-Out display option or on a print-out as follows:

1. Click the Admin tab, and then the Institution tab.
2. Select Sign-Out from the Edit Settings drop-down list.
3. Select No next to Enable Tasks.
4. Click Save to save this setting change (or click Cancel to exit without saving this task).

Settings that control this feature: Admin - Institution - Sign-Out - Defining Tasks

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Defining Task Types

The first step in configuring the Sign-Out system is to create types in which to group the various tasks. Some examples of task types that you can define include: Admission, Discharge, or Daily. Users can then view the various types of tasks that each patient has, as well as sort a patient’s tasks by type. To create a new task type, follow these steps:

1. Click the Admin tab, and then the System Management tab.
2. Click on Reference Lists from the list of items on the left side of the screen.
3. Select Task Types from the list of reference lists. The system displays any task types that have already been defined (this screen is blank if none have yet been defined).
4. Click the New Entry button.
5. Enter the details of the task type in the following fields:
   • Name: Enter the name of the task type. This is the name that is visible to users in the various displays of task data.
   • System Identifier: Enter an internal system identifier for this task type. It is not visible to users anywhere except in this option. The system identifier must be unique (cannot be used for more than one task type), and Commure Pro recommends that you limit it to one word (can be the same word as the Name).
   • Context: Not required. This is a standard field, and can be left blank.
   • Sort Order: This is a standard field with a default value of 0. No change is needed.
6. Click the Save button. From the Reference Lists screen on the System Management tab, you can also edit task types. To change the name or attributes of a task type, follow these steps:
7. Click the Name field of the task type that you want to change, and replace the old information with the new information.
8. Click the Save button.

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Defining Tasks

The Sign-Out module allows each organization to define the tasks that they wish to use. First, the system administrator creates an all-inclusive master list of task definitions on the Institution tab. This list should include every possible type of task that a user might wish to enter on a patient account. When creating Task Picker lists for each department, the administrator can then select those task definitions from the master list which are appropriate to each specific department. Some examples of possible task definitions might include:

• Order admission labs
• Check admission labs
• Change surgical dressings
• Consult with specialist
• Contact PCP with follow-up instructions
• Contact Visiting Nurse Association for follow-up care
• Schedule follow-up appointment
• Order home nursing supplies/equipment
• Dictate discharge summary
• Send discharge summary to PCP
• Order discharge medications You may be as general or as specific as you wish, but try to be consistent in your approach, as it helps your users to quickly identify the tasks they need. For example, if you take a more general approach, one of your tasks might be: Order admission labs. Or, if you want to be more specific, you can create a series of tasks that detail the lab tests that can be ordered, such as: Order CBC, Order PT/PTT, Order IgG panel, and so on.

To define a new task, a Level 1 administrator should follow these steps:

1. Click the Admin tab, and then the Institution tab.
2. Select Sign-Out from the Edit Settings drop-down list.
3. Click the [ Edit ] link next to Task Definitions . Any tasks that have already been defined are displayed on the Task Definition Maintenance screen (this screen is blank if no tasks have yet been defined).
4. Click the Add New Task Definition button. The Add/Edit Task Definition window is displayed.
5. Define the attributes of the task: Description Enter a description for the task (required). Type Select the task type that best describes this task. Users can sort a patient’s tasks by type. Due Date n Days After Task Creation If appropriate, enter the number of days after which this task should become due. For example, if you enter “2” in this field, when a user add this task to a patient on February 1st, the system automatically assigns a due date of February 3rd. This system-assigned due date is simply a default, and the user can change it at anytime. High Priority Check this box to assign a default priority of “High” to this task. When a user adds this task to a patient, the system then automatically assigns it a High priority. However, the user can change the priority of the task at any time. Users can also sort a patient’s tasks by priority.
6. Click Save to save this task (or click Cancel to exit without saving this task). The Task Definition Maintenance screen is re-displayed with the new task definition included on the list.

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Modifying Task Definitions

From the Task Definition Maintenance screen, you may also edit task definitions or delete task definitions that you no longer wish to use. To change the name or attributes of a task definition, follow these steps:

1. Click on the task definition that you want to change. The Add/Edit Task Definition screen opens.
2. Change the information in the Description, Type, Due Date n Days After Creation, or High Priority fields.
3. Click the Save button.

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To delete a task definition, follow these steps

1. Click on the task definition that you want to delete. The Add/Edit Task Definition screen opens.
2. Click the Delete button at the bottom of the screen. When prompted to confirm that you want to delete the task definition, click Yes.

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Defining Task Macros

A task macro is a set of several task definitions that have been combined into a grouped item. The purpose of a task macro is to streamline the data entry process. For example, if there is a set of tasks that are typically always entered together, you can create a macro containing all of those task definitions. Users can then select the macro, and with one click, enter all of the tasks for the selected patient. For example, you might create a macro called Discharge Set that contained the following three task definitions:

• Order discharge medications
• Dictate discharge summary
• Contact PCP w/ follow-up instructions To define a new task macro, a Level 1 administrator should follow these steps:

1. Click the Admin tab, and then the Institution tab.
2. Select Sign-Out from the Edit Settings drop-down list.
3. Click the [ Edit ] link next to Macros . Any macros that have already been defined are displayed on the Task Macro Maintenance screen (this screen is blank if no macros have yet been defined).
4. Click the Add New Task Macro button. The Add/Edit Task Macro screen is displayed.
   • In the Name field (required), enter a name for this macro.
   • Add several task definitions from the master task list to this macro. To do so, you must search for each task definition you want to add using the Add Task to Macro field. Type a few letters of the task definition name and then click Search , or press the Enter key on your keyboard to get the complete list of task definitions.
5. Click Save when you have entered all of the task definitions that belong in this macro (or click Cancel to exit without saving this macro). The Task Macro Maintenance screen is re-displayed with the new macro included on the list.

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Modifying a Task Macro

From the Task Macro Maintenance screen, you can also edit macros or delete macros that are no longer useful. To change the name or attributes of a macro, follow these steps:

1. Click on the macro that you want to change. The Add/Edit Task Macro screen is displayed.
2. Make any of the following changes:
   • Change the information in the Name field.
   • Add another task definition to the macro by searching for the new task definition using the Add Task to Macro field.
   • Remove a task definition from this macro by clicking Delete next to the particular task definition.
3. Click the Save button.

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To delete a macro, follow these steps

1. Click on the macro that you want to delete. The Add/Edit Task Macro screen opens.
2. Click the Delete button at the bottom of the screen. When prompted to confirm that you want to delete the task, click Yes.

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Enabling Sign-Out for a Department

Before defining Tasks Pickers and Forms for each department, administrators need to enable Sign-Out for each department and should configure some additional settings related to security and purging of old data.

1. Click the Admin tab, and then the Department tab.
2. Select a department, and then click the Edit button in the Quick Details box. The Edit Department screen appears, displaying (by default) the General Settings for the department.

Exclude from department checks when sharing data between usersSet this option to No to ensure that the department will appear in the Department filter drop-down lists for only those users who have appropriate Sign-Out access to this department.Sign-outSet this option to Enabled to ensure that the department will appear in the Department filter drop-down lists for only those users who have appropriate Sign-Out access to this department. 3. Click Save to save your changes to the General Settings, or Cancel to exit without saving. 4. Select Sign-Out from the Edit Settings drop-down list. 5. Determine if you want clinical data to display for a patient in the Sign-Out Summary. Include Clinical Data on Sign-out SummarySelect Yes if you wish to have the clinical data for a patient such as problems, medications, and allergies to display in the Sign-Out Summary. If you enabled clinical data, options for the specific data display. Choose which specific data you want displayed: Include Problems on Sign-Out SummarySelect Yes if you wish a patient’s problems to display in the Sign-Out Summary. Include Medications on Sign-Out SummarySelect Yes if you wish a patient’s medications to display in the Sign-Out Summary. Include Allergies on Sign-Out SummarySelect Yes if you wish a patient’s allergies to display in the Sign-Out Summary. 6. Set the number of days to keep Sign-Out data before deleting it. Delete Sign-Out info [N] days after discharge/service dateEnter the appropriate number of days that should pass before sign-out data (both forms and tasks) is automatically deleted for this department. Purging old information helps to conserve disk space on the server. The system runs a purge every 24 hours, usually just after midnight. Sample values include: - o A value of 0: results in deletion during the next purge cycle that occurs after discharge.

• A value of 1: results in deletion during the next purge cycle that occurs at least 24 hours (1 x 24) after discharge.
• A value of 3: results in deletion during the next purge cycle that occurs at least 72 hours (3 x 24) after discharge. For example, let’s say you entered a value of 1, and a patient with sign-out data is discharged on the morning of 1/4. The data is not eligible for purging after midnight of 1/4, because 24 hours have not yet passed since discharge. The data is purged after midnight of 1/5. It works similarly for patients with sign-out data that have outpatient or other types of visits; in these cases it treats the service date in the same manner that it does a discharge date. If an outpatient or emergency room visit occurs on the same day as an inpatient admission, the system uses the discharge date associated with the inpatient visit when calculating when to delete the sign-out data. If a new visit occurs before the sign-out data from the previous visit is purged, the sign-out data remains, and the count of days starts again.

It is important to understand that sign-out data is not linked to a visit, and at any given time, a patient has only one set of sign-out data (per department). The system simply compares the date the sign-out data was entered to the date of the patient’s last visit, in order to determine when it should be purged. Let’s walk through an example where the purge is set for 5 days.

1. Molly Darr is admitted on July 1. A provider enters sign-out information on that same day. Over the next two days several more changes are made.
2. On July 3, Molly is discharged and the last change to her sign-out data is also made on that date. If nothing else happens, the sign-out data will be deleted after midnight on July 8.
3. Molly is re-admitted on July 6. The purge counter is reset and the data will now be purged 5 days after the discharge date for this new visit (once the discharge date is actually entered).
4. Dr. Jones takes a look at Molly’s sign-out data on July 6. He might say to himself, “Hmmm… this is old and no longer applies.” If so, he can click the Clear All button to delete it, and start from scratch. Or, if he says “This is old information, I think I’ll bring it up to date,” he can change the information on the sign-out form, delete any inappropriate tasks, and enter new ones.
5. Click Save to save your changes to the Sign-Out settings, or Cancel to exit without saving.

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Creating Task Pickers for a Department

A Task Picker is simply a list of task definitions, from which users select the tasks they want to enter for a patient. Task definitions can be organized into simple flat lists, or they can be grouped under categories and subcategories, to make it easier for users to find the ones they need. Each department can define its own Task Picker, containing only those task definitions from the master task list that are appropriate to their department (see Defining a Task Picker for a Department). Every user in a department can then see their department’s Task Picker list when entering new tasks for their patients. If a user has access to more than one department, when they enter a new task, they must first identify the department for which they intend to enter the task. Sign-Out then shows them the Task Picker for only that department.

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Defining a Task Picker for a Department

To define a departmental Task Picker, a Level 1 or 2 administrator should follow these steps:

1. Click the Admin tab, and then the Department tab.
2. Select a department, and then click the Edit button in the Quick Details box.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Edit ] link next to the Task Pickers field. The Department Task Pickers for [Current Department] window opens. The left side of this window displays any task categories or subcategories that are already defined for this department. It simply says Department Pickers (the top-level category) if none have yet been defined.
5. Click on Department Pickers to display the entire Task Picker. Or, click on a previously defined category to display the contents of just that category on the right side of the screen.
6. Click the Edit link to the right of a category to modify the contents of the category. The Edit Department Pickers / [Current Category] window opens.
7. Take any of the following actions:
   • Select a task definition from the master task list, so that you may include it in this category. You can search for a task from the master list by either:
     • Typing all or part of a task name in the Add Task field and then pressing Enter on your keyboard; or
     • Clicking Search to the right of the Add Task field to display a complete list of tasks. Once the search results are displayed, select one or more tasks from the list and then click the OK button (you may need to scroll down to the bottom of the list to see the OK button).

• Select a macro from the master list of macros, so that you can include it in this category: Click the Add Macro button, select a macro from Add Macros pop-up window, and then click the Add button.
  • Create a subcategory under the currently selected category (to which you can later add individual task definitions, macros, or subcategories): click the Add Category button, enter a name for the subcategory, and then click the OK button. The new task, macro, or subcategory is then displayed in the Children portion of the window.

8. Continue adding tasks, macros, or subcategories until the contents of the currently selected category are as you wish.
9. Click the Save button at the bottom of the screen. The system re-displays the Department Task Pickers for [Current Department] window. Any new tasks, macros, or categories are now listed in the window.
10. Repeat steps 5 - 9 until you have defined all of the appropriate categories and subcategories, and the contents of each (macros and/or tasks), for the currently selected department.

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Modifying a Department’s Task Picker

You can modify a picker list at any time, whether you are still in the process of creating it, or at a later date. When editing a picker list, you can take a variety of actions. You can delete an item or category, reorder items within a category, copy the current category in order to create a new category, or move the current category to a new location within the picker hierarchy. All of these actions start with identifying the particular category that you want to change/copy/move, clicking the Edit link next to that category’s name, and then following the steps below.

• To change the order of any of the child items in the current category (tasks, macros, or subcategories), click Reorder, located next to the word Children.

• To delete a task, macro, or subcategory from the current category, click Delete at the beginning of the row for the item you want to delete.
• To delete the entire current category, click the Delete button at the bottom of the screen.
• To copy the current category and use it as a source for creating a new category or subcategory: click the Copy button at the bottom of the screen, enter a name for the new category, select the destination category under which this newly copied category should reside, and then click OK. The new category is created, containing all of the tasks from the source category. It is located in a subordinate position under the destination category and uses the name that you assigned it.
• To move the current category to a new location in the hierarchy for this department’s picker list: click the Move button at the bottom of the screen, select the destination category to which you want to move it, and then click OK. The original category is now relocated to a subordinate position under the destination category.

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Copying Task Pickers from a Different Department

You can copy pickers from one department to another if the Allow Copy Pickers from Departments setting in your User Permissions is set to Yes. To copy picker categories or subcategories from another department:

1. Click the Admin tab, and then the Department tab.
2. Select the department whose picker list you are currently building, and then click the Edit button in the Quick Details box.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Edit ] link next to the Task Pickers field.
5. From the main editing screen for the department’s picker list, click the Copy from Department button.
6. From the Select a Department to Copy from drop-down list at the top of the dialog, select the department from which you want to copy pickers. All of the picker categories from that department are displayed.
7. Click to highlight the category or subcategory you want to copy. If you select a category, all the subcategories beneath it are copied with it. Click OK.
8. A dialog opens asking you to name the category. The pickers you are copying will have this new name in the current department’s list. Type a name for the new category.
9. Below the name, select a destination category for the pickers you are copying.
10. When you click OK to finish, the copied pickers appear in the destination category you selected with the name you specified.

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Importing or Exporting Task Pickers

When first implementing the Commure Pro system, you can work with your Commure Pro implementation team to obtain an import spreadsheet in which to define all the Task Pickers you will use. You can also choose to create your own spreadsheets of the tasks that you want to use in your Task Pickers, and then import those files to create Task Pickers for each department. Please keep in mind that any task that you want to import into a Task Picker must be a valid task in the master list of task definitions (see Defining Tasks). This option does not load task definitions into the Commure Pro system — it imports the existing task definitions into a Task Picker hierarchy. Conversely, you can export a Task Picker from the Commure Pro system to a CSV file, and then use the resulting file for whatever purpose you might need.

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Creating a CSV File

When importing tasks to departmental Task Picker, you must create a separate CSV file for each department. Each CSV file should include the columns listed below, and must use the exact column headings described here. Then, create a separate row in the CSV file for each task that you want to import into the departmental Task Picker. Each row describes the task and its overall placement in the Task Picker hierarchy.

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Importing a CSV File to a Departmental Task Picker List

To import a CSV file to a departmental Task Picker, follow these steps:

1. Click the Admin tab, and then the Department tab.
2. Select the department whose Task Picker you are currently building, and then click the Edit button in the Quick Details box.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Edit ] link next to the Task Pickers field. The Department Task Pickers for [Current Department] window is displayed.
5. Click the Import Pickers button. An Import Pickers dialog box is displayed.
6. Click the Browse button, locate the CSV file, and select it.
7. Click the Import button on the Import Pickers dialog. The tasks from the CSV file are imported into Commure Pro and displayed on the Department Task Pickers for [Current Department] window.

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Exporting a Departmental Task Picker List to a CSV File

To export a departmental Task Picker List to a CSV file, follow the steps below. All exported CSV files are automatically compressed into a zip archive file (.zip) to conserve space.

1. Click the Admin tab, and then the Department tab.
2. Select the department whose Task Picker you want to export, and then click the Edit button in the Quick Details box.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Edit ] link next to the Task Pickers field. The Department Task Pickers for [Current Department] window is displayed.
5. (Optional) If you want to export the pickers for only a specific category, click on a sub-category in the left pane to select it. This sub-category is then displayed on the right pane.
6. Click the Export Pickers button. The following message is displayed: “Would you like to export all available pickers or only the selected category [Category Name]?”
7. Click the Export All button to export all of the pickers from the department, or click the Export Category button to export only the currently selected category. A Commure Pro File Download—Web Page Dialog box with the following message is displayed:* “Please click here to begin the download. The file could take several minutes to generate.”*
8. Click here in the message dialog. A File Download dialog appears.
9. Determine whether you want to open the archive file now, or save it.
   • To open the file immediately: click the Open button.
   • To save the file: click the Save button, and then select a location to save the file.
10. Click the Close button on the Commure Pro File Download—Web Page Dialog box.

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Deleting an Entire Task Picker List for a Department

If you make a mistake and want to delete an entire picker list for a department, you can do so easily.

1. Click the Admin tab, and then the Department tab.
2. Select the department whose Task Picker you want to delete, and then click the Edit button in the Quick Details box.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Edit ] link next to the Task Pickers field.
5. From the main editing screen for the department’s Task Picker, click the Delete All Pickers button.

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Assigning a Sign-Out Form to a Department

If you would like to capture additional sign-out data (aside from tasks) for a particular department, you must assign a sign-out form to that department. The form contains the additional patient information that the department would like to collect during their sign-out process. This typically consists of a few data elements (for example, fields for different types of providers, surgery dates, or code status) and a free-text comment field, commonly referred to as a scratchpad field. Your Commure Pro representative will work with you to define the data elements needed for each department, and then design the forms for you using XML. You can define different forms for different departments, or use the same form for several departments. Once the forms are designed, you can then associate the appropriate Sign-Out form with each department (see Associating a Sign-Out Form with a Department). A few important points to consider are:

• Sign-out forms should not contain required fields.
• The Sharing property for sign-out forms should not be set as “Private.” They should be set as either “Draft and Final Viewable” or “Final Viewable.”
• You can configure the form template to control the appearance of both the Sign-Out Summary and the Sign-Out printed report. The configurable template attributes include the following:
  • Opt to display the Last Modified column on the Patient Data Display, Sign-Out Summary, and printed report. The Last Modified column includes the date/time and, if available, username.
  • Determine whether or not you want to group together multiple data attributes (for example, Tube/Insertion Date/Day#) in a single column.
  • Specify the maximum number of columns that will appear on the printed Sign-Out Summary.
  • Specify the maximum number of columns that will be displayed for summary notes on both the Sign-Out Summary and on its printed report.
  • Hide or show column labels on the Sign-Out Summary.
  • Allow free-text comment areas (such as scratchpad fields) within the form to display underneath the patient name and location.
• If you are implementing Mobile Sign-Out™ on Apple® handheld devices, we recommend that only one scratchpad field be implemented on the sign-out form, since only one can be used on handheld devices. If you do implement more than one scratchpad, the first scratchpad field is the one that will be shown on the handheld.

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Associating a Sign-Out Form with a Department

Once the forms are designed, all you need do is associate the appropriate Sign-Out form with each department.

1. Click the Admin tab, and then the Department tab.
2. Select a department, and then click the Edit button in the Quick Details box. The Edit Department screen appears.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Form Lookup ] link next to the Sign-Out Form Template field. The Form Lookup dialog box appears.
5. To find a particular form, enter a few characters of the form’s name in the Form Lookup field, and then click Search or press the Enter key on your keyboard. Or, just click Search to view the entire list of forms.
6. Select the appropriate form from the list and then click OK.
7. Click the Save button. To change the form associated with a department, repeat the steps above, and simply select a different form in Step 6.

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Deactivating a Sign-Out Form

To deactivate a Sign-Out form from a department so that the department does not have any form at all, follow these steps.

1. Click the Admin tab, and then the Department tab.
2. Select a department, and then click the Edit button in the Quick Details box. The Edit Department screen appears.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Click the [ Form Lookup ] link next to the Sign-Out Form Template field.
5. When the Form Lookup dialog appears, you will note that the Form field is blank. Leave this field blank (do not select a form), and then click OK.
6. Click the Save button.

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Defining User Access to Sign-Out

On a daily basis, users enter new sign-out data (sign-out forms and tasks), modify previously entered sign-out data, and view sign-out data for their patients. The amount of sign-out data that a given user can view or edit, as well as whether the user can access sign-out data on their Apple® handheld device, are determined by several user settings. Only a Level 1 or 2 administrator can determine a user’s sign-out access settings, which are found on the User tab. To establish the appropriate level of access to sign-out data for a user, an administrator should follow these steps:

1. Click the Admin tab, and then the User tab.
2. Select a user, and then click the Edit button in the Quick Details box.
3. Select Sign-Out from the Edit Settings drop-down list.
4. Select the appropriate settings for the user. In the options below, the term “sign-out data” applies to both sign-out forms and sign-out tasks. Your choices include: Sign-Out View Access(Web, Apple) Determines the access this user should have for viewing sign-out data. This setting applies only to Level 2 and 3 users (Level 0 and 1 users can view sign-out data for all departments that are configured for Sign-Out). Your choices include: - o None: the user cannot view sign-out data.
   • Within the User’s Departments: (the default) the user can view sign-out data for any department(s) to which they belong (and which are configured for Sign-Out).
   • Within the User’s Facilities: the user can view sign-out data for any department(s) that are associated with the same facilities with which their own department(s) are associated (and which are configured for Sign-Out).
   • All Sign-Out: the user can view sign-out data for all departments that are configured for Sign-Out. Sign-Out Create/Edit Access(Web, Apple) Determines the access this user should have for creating, editing, and deleting sign-out data. Your choices include: - o None: the user cannot create, edit, or delete sign-out data.
   • Within the User’s Departments: (the default) the user can create, edit, or delete sign-out data for any department(s) to which they belong (and which are configured for Sign-Out).
   • Within the User’s Facilities: the user can create, edit, or delete sign-out data for any department(s) that are associated with the same facilities with which their own department(s) are associated (and which are configured for Sign-Out).
   • All Sign-Out: the user can create, edit, or delete sign-out data for any department.

Sign-Out Admin(Web) Determines what sign-out data the user can view on the Sign-Out sub-tab (found under the Patient Summary tab on the web application). If set to No (the default), the user can view sign-out information for only the patients on their own patient list, for the department(s) specified in their Sign-Out View Access setting. If set to Yes, an additional option on the tab allows the user to view sign-out data for patients that are not on their patient list. For example, an administrator who does not have a patient list would not be able to see anything on the Sign-Out tab, unless this option were set to Yes. Once set to Yes, the administrator could view sign-out data for any patient, for any of the department(s) allowed by their Sign-Out View Access setting. 5. Click the Save button. If you want to implement Sign-Out on handheld devices as well, you must enable the Sign-Out handheld module for each user. Please note that the Sign-Out module is only available on Apple® devices.

1. Click the Admin tab, and then the User tab.
2. Select a user, and then click the Edit button in the Quick Details box.
3. Select Device from the Edit Settings drop-down list. Active Handheld Modules(Android, Apple) This setting displays the list of modules available to the user on their handheld device. Click the [ Edit ] link. The Active Modules list is displayed.
4. Check the box for the Sign-Out module.
5. Click the OK button, and then click the Save button on the Device Settings screen.

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Sign-Out Access and the Bulk User Edit Function

You can also grant access to Sign-Out for multiple users at once via the Bulk User Edit function on the System Management tab. This option is useful when you want to roll out Sign-Out to a large group of users, such as might be the case when implementing a new department. When working in the Bulk User Edit function, any change that you make is applied to all of the currently selected users. Therefore, you should select a group of users who will all have the same type of access to Sign-Out data, apply the changes to their settings, then select a different group, apply changes to their settings, and so on.

1. Select the Admin tab, then the System Management tab, and then the Bulk User Edit tab.
2. In the User Search portion of the screen, search for the users for whom you wish to grant access to Sign-Out. You can search by name, access level, or department.
3. Click on each user, and then click the Add Selected Users button.
4. In the Preference portion of the screen, set the Sign-out View Access, Sign-Out Create/Edit Access, and Sign-Out Admin settings as appropriate for the selected users. You can also use the Add Modules option to add the Sign-Out module as an Active Handheld Module for your Apple® handheld users.
5. Click the Set Preferences button, and then click Yes when prompted for confirmation.