{"id":17607,"date":"2019-12-05T11:40:12","date_gmt":"2019-12-05T11:40:12","guid":{"rendered":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/?page_id=17607"},"modified":"2021-09-09T09:14:18","modified_gmt":"2021-09-09T08:14:18","slug":"worklists-whiteboards","status":"publish","type":"page","link":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/worklists-whiteboards\/","title":{"rendered":"Worklists &#038; Whiteboards"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_empty_space][vc_tta_tabs][vc_tta_section i_icon_fontawesome=&#8221;fa fa-user-plus&#8221; add_icon=&#8221;true&#8221; title=&#8221;Add an Existing Patient to a Worklist&#8221; tab_id=&#8221;1575470663788-73af3092-a89b&#8221;][vc_empty_space][vc_column_text]<\/p>\n<h2>Add an Existing Patient to a Worklist<\/h2>\n<div style=\"width: 1280px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-17607-1\" width=\"1280\" height=\"944\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Add-an-Existing-Patient-to-a-Worklist.mp4?_=1\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Add-an-Existing-Patient-to-a-Worklist.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Add-an-Existing-Patient-to-a-Worklist.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17947&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<strong>Find<\/strong> the patient you wish to add to your Worklist and click on the required pathway to enter their <strong>record<\/strong>.<\/p>\n<p>Click &#8216;<strong>List History<\/strong>&#8216;.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17948&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click &#8216;<strong>Add Worklist Entry<\/strong>&#8216;.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17949&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<strong>Choose<\/strong> which Worklist to add them to, a date and a status.<\/p>\n<p>Click <strong>Save<\/strong>.<\/p>\n<p>The patient will then appear on your Worklist.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-user-times&#8221; add_icon=&#8221;true&#8221; title=&#8221;Remove a Patient from a Worklist&#8221; tab_id=&#8221;1575470663803-13290f43-3a6e&#8221;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Remove a Patient from a Worklist<\/h2>\n<div style=\"width: 1284px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17607-2\" width=\"1284\" height=\"948\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Remove-a-Patient-from-a-Worklist.mp4?_=2\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Remove-a-Patient-from-a-Worklist.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Remove-a-Patient-from-a-Worklist.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17953&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<strong>Find<\/strong> the patient and click on their pathway to enter their record.<\/p>\n<p>Click &#8216;<strong>List History<\/strong>&#8216;.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17954&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>trash<\/strong> icon next to the entry you want to delete.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17955&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Confirm the deletion by clicking <strong>Yes<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-sign-out&#8221; add_icon=&#8221;true&#8221; title=&#8221;Discharge a Patient from your Admissions List&#8221; tab_id=&#8221;1575470872736-845c0dca-09c4&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Discharge Patients on your Admissions List<\/h2>\n<div style=\"width: 1248px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17607-3\" width=\"1248\" height=\"948\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Discharge-a-Patient-on-Your-Admissions-List.mp4?_=3\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Discharge-a-Patient-on-Your-Admissions-List.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Discharge-a-Patient-on-Your-Admissions-List.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17957&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>patient<\/strong> on the admissions list who needs discharging.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17958&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click &#8216;<strong>List History<\/strong>&#8216;.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17959&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click on the <strong>Admissions List entry<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17960&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Choose a <strong>Discharge Date <\/strong>and click<strong> Save.<\/strong>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17961&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]The end date will then show on the entry.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-calendar-o&#8221; add_icon=&#8221;true&#8221; title=&#8221;Create a Whiteboard&#8221; tab_id=&#8221;1576763301147-87e40d0b-90bf&#8221;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Create a Whiteboard<\/h2>\n<p>Some users may not have this functionality. If you don&#8217;t and would like to find out more please contact Amplitude Customer Support.[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18312&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18313&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;2\/4&#8243;][vc_column_text]Click the <b>Whiteboards <\/b>icon<b>.<\/b><\/p>\n<p>If setting up your first Whiteboard select &#8216;<strong>Create a new Whiteboard&#8217;<\/strong>. If adding another Whiteboard drop down the current Whiteboard name and click &#8216;<strong>Create new Whiteboard&#8217;<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18314&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Complete the <strong>basic<\/strong> <strong>details<\/strong> including name and whether to allow your delegates to have access.<\/p>\n<p>Click <strong>&#8216;Create Whiteboard&#8217;<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18315&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]The Whiteboard will then need to be configured.<\/p>\n<p>Click &#8216;<strong>Whiteboard Statuses<\/strong>&#8216;, then the <strong>plus<\/strong> icon.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18316&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<strong>Name<\/strong> the status and toggle if you require it to be the default i.e. the first status a new patient will be added to.<\/p>\n<p><strong>Continue<\/strong> to add all the statuses you require.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18317&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]From this screen you can drag and drop on the left hand side to rearrange the order, edit the status and delete them.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18318&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]If you would like to give any specific users or any user types access to this Whiteboard, select &#8216;<strong>Access Control<\/strong>&#8216;.<\/p>\n<p>Click the <strong>plus<\/strong> icon and choose the user\/s to have access. Click <strong>Save<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18320&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Once you have configured the board click <strong>View Whiteboard<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18321&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]You will then have a blank board to which you can add and manage patients.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-plus-square-o&#8221; add_icon=&#8221;true&#8221; title=&#8221;Add a Patient to a Whiteboard&#8221; tab_id=&#8221;1576765603291-34934dce-4824&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Add an Existing Patient to a Whiteboard<\/h2>\n<p>There are two ways to add a patient to a Whiteboard.[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18323&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<\/p>\n<h4>Method 1:<\/h4>\n<p><strong>Search<\/strong> for one or multiple patients.<\/p>\n<p>Click the <strong>board icon<\/strong> on the right-hand side. Choose which <strong>Whiteboard<\/strong> to add them to and click <strong>Add<\/strong>.<\/p>\n<p><strong>Repeat<\/strong> for any other patients you would like to add to the Whiteboard.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18308&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<\/p>\n<h4>Method 2:<\/h4>\n<p><strong>Find<\/strong> the patient you wish to add to your Whiteboard and click on the required pathway to enter their <strong>record<\/strong>.<\/p>\n<p>Click <b>&#8216;List History&#8217;.<\/b><\/p>\n<p>Click <b>&#8216;Whiteboard History&#8217;.<\/b>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18309&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Select &#8216;<strong>Add to Whiteboard<\/strong>&#8216;.<\/p>\n<p><strong>Choose<\/strong> the Whiteboard you wish to add them to, then click <strong>Add<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18310&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]This entry will now appear in their Whiteboard History and you can click the <strong>redirect<\/strong> arrow to view them on the Whiteboard in a separate window.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][\/vc_tta_tabs][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text]<\/p>\n<h4 style=\"text-align: center;\">Click below to download the help pages in PDF format:<\/h4>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Add-an-Existing-Patient-to-a-Worklist.pdf\" target=\"_blank\" rel=\"noopener\">How to Add an Existing Patient to a Worklist<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Discharge-a-Patient-From-Your-Admissions-List.pdf\" target=\"_blank\" rel=\"noopener\">How to Discharge a Patient From Your Admissions List<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Remove-a-Patient-From-Your-Worklist.pdf\" target=\"_blank\" rel=\"noopener\">Remove a Patient From Your Worklist<\/a><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_empty_space][vc_tta_tabs][vc_tta_section i_icon_fontawesome=&#8221;fa fa-user-plus&#8221; add_icon=&#8221;true&#8221; title=&#8221;Add an Existing Patient to a Worklist&#8221; tab_id=&#8221;1575470663788-73af3092-a89b&#8221;][vc_empty_space][vc_column_text] Add an Existing Patient to a Worklist [\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17947&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Find the patient you wish to add to your Worklist and click on the required pathway to enter their record. Click &#8216;List History&#8216;.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17948&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click &#8216;Add Worklist&hellip; <br \/> <a class=\"read-more\" href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/worklists-whiteboards\/\">Read more<\/a><\/p>\n","protected":false},"author":18,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"spay_email":""},"_links":{"self":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages\/17607"}],"collection":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/comments?post=17607"}],"version-history":[{"count":18,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages\/17607\/revisions"}],"predecessor-version":[{"id":18324,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages\/17607\/revisions\/18324"}],"wp:attachment":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/media?parent=17607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}