Skip to Main Content
Dream Factory by TruBridge Ideas Portal
Status More Information Needed
Categories Notes
Created by Angela Plummer
Created on Jun 20, 2024

System Admin > Events > adding a cosigner workflow

  1. It would be nice to have a drop and drag when adding and removing providers for those of us that are OCD & need them in ABC order making the providers easier to search from the list.

  2. It also would be nice to have a just like option when you are adding 15+ providers to the list to multiple people.

  3. When selecting from the List Type, it is not sticky if you change it. I do not know all the providers logins & we still have a lot that still have a "u" login name.

  4. The cosigning dropdown Last name, first name. Providers, esp physicians, are known by their last name. Not a good workflow with First name Last name. - our rehab department has been very vocal about this. If it pulls from a provider list or from system admin, where because I cannot find any information on it.

  • Attach files
  • Chason Hicks
    Reply
    |
    Jul 23, 2024

    Thanks @Guest. I'll post some comments and clarifying questions below!

    1) Is the desire to re-order these from the Event builder screen so they show in the correct order in Notes Co-Signature drop down? If we can display these providers in alphabetical order in Notes, without you having to re-order the list of names when you're building the rule, would that be better?

    2) This sounds like what you'd like is a way to create an Event Rule, similar to how we have Application and Behavior security? That way you can just take Event Rule ABC and apply it to 15+ providers. Am I understanding the ask correctly?

    3) Even when the List Type of "Logname" is selected, you should still be able to search for a provider by their name. The Search bar in Logname and Physician List operates the same.

    4) This is something we will look into!

    2 replies
  • Lori Luciano
    Reply
    |
    Jun 21, 2024

    Would be nice to have the provider name instead of having to look up each number to know who is still active

    2 replies