About lists management configuration
Use lists management to control sets of values that staff select when they record treatment for a patient.
To open the screen, go to the settings of your user account. Then, in the TEMPLATES AND FORMS section, select Lists Management. A practice manager keeps these tables correct for the practice.
- Medications
- Patients
- Procedures
- Addresses
What you can do in the screen
- Add an item, and give it a description
- Change the name or the description of an item that your practice added
- Change the description of a standard item
- Find an item by its name or by its description
- Remove the items that your practice does not use
In the Problem table and the Procedure table, you can also export the items in the table to a CSV file, or import items from a CSV file. Import and Export are in the more-actions menu in the header of the two tables. A CSV template is available to download.
Standard items and the items of your practice
Some tables have two types of list item.
A standard item is a unit of measurement that SmartFlow supplies. SmartFlow uses the concentration and the dosage of a medication to calculate a safe dosage range. To calculate this correctly, it uses the name of the unit. Thus, the name of a standard item is locked and you cannot remove a standard item.
You can add a description to a standard item, and make changes to the description. A description helps your staff know what an item is for. For a list of the standard items, refer to Standard items in Lists Management.
In the table, the Display name of standard items are a gray color. Thus, you can see which items are standard.
- Change the item's name
- Change the item's description
- Remove the item