Hiding providers from users

Over the past few weeks I’ve been asked this question a few times, so I figured it was worth sharing it.  In many cases, it makes sense to differentiate the provide list between sites.  This is typically the case in a multi-org scenarios.  By default TouchWorks will allow users to do a look up from any provider drop down and essentially select any provider in the system.  For example, this can occur from the schedule screen, the prescribing physician drop-down menu on the medication details screen, and the med administration screen.

This does require some additional configuration.  Since the user does not have the ability to search, you must define their favorites list for them prior to changing this setting.  This can be done in the PAT section of the application. On the favorites page, you can look up a user and define their personal favorites for the scheduling provider favorites.This will populate their drop down list with the values that you specify.

The other consideration you must make is the future management of these lists. As new providers are added to the system, you must ensure that your user creation process specifies that the provider is added to the appropriate users’ favorites list. This does add an additional step to the user creation process, but in the long run is well worth the effort.

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