Overview of DAP Screen (Generic)
Contents
What are Document Activity Profiles?
Document Activity Profiles (DAPs) provide an extensible and granular way to define behavior of documents throughout the consent process.
A DAP may be assigned to individual documents, categories, specialties, or modes. When retrieving a DAP for a document, iMedConsent will look for DAPs in this order of precedence:
- Document level
- Category level
- Specialty level
- Default DAP for the current mode
The current mode default will always exist because we install the product with DAP mode defaults.
Some things that DAPs control include (but are not limited to):
- Which Progress Note will be applied
- If Auto Save & Auto Cancel are enabled
Document Activity Profile Screen
To open the DAP screen, click Maintenance -> Preferences -> Document Activity Profile. The following screen opens:
General Tab
In this screen, the “General” tab displays all of the core behaviors for a DAP.
At the very top, click the drop down arrow to indicate the Profile Name or <new> if you are creating a new DAP.
View the Parent Document template, the Progress Note template, the Process for the DAP to follow, the Presentation Mode and Image Editor Template. All of these are optional depending on what type of document(s) you are going to associate your DAP to.
You may indicate any descriptive text about the DAP in the Profile Description field. The profile description will only display in this DAP maintenance screen.
Notice the “Copy” button. DAPs can be copied and renamed then associated to other documents very easily using this interface.
The “Delete” button is available only on Document Activity Profiles that are eligible to be deleted. You cannot delete a DAP that is associated to documents. You also cannot delete the mode Default DAP.
Use the “OK” button to commit your changes. It appears in all of the screens so you are always able to save your work.
The “Cancel” button can be used if you don’t want to commit any changes you have indicated in these screens.
Final View Form Tab:
- Allow Select Providers will enable/disable the provider selection screen for this DAP.
- Allow Sign will enable/disable the signature capture screens thus affecting the save processing. If you disable signatures in a DAP associated to Consent documents, you are disallowing the SAVE process as well. Be careful with this setting.
- Allow Sign without Patient Context will set the program to accept signatures for consent if there is no patient associated to the consent. This is primarily for use in the Direct-to-Physician product line. This setting is dependent on the “Allow Sign” setting and will not be enabled if the Allow Sign setting is disabled.
- Allow Print will enable/disable the ability to print documents associated to this DAP.
- Allow Progress Note will enable/disable the program’s ability to generate a progress note for the document. Progress notes can now be generated for all types of documents due to the development of Document Activity Profiles. Set the template for the progress note on the “General” tab.
- Allow Edit Progress Note will enable/disable the user’s ability to make edits in the progress note that will be sent to your facility’s EMR.
- Allow Save to File dictates the ability to export documents associated to this DAP to programs/protocols outside of iMedConsent. (ie: MSWord, ASCII, .rtf, etc.)
- Allow Edit Final Document will enable/disable the user’s ability to type edits into the displayed document in the final view form.
- Allow Hold for Signature enables/disables the “Documents to Sign” feature for all documents associated to this DAP.
- Allow Jump-Back into Wizard grants the user permission to get back into all wizard screens. When turned off, the wizard is disabled after the view screen is displayed.
- Allow Save Final Document will enable/disable the ability for iMedConsent to send the document and progress note to the EMR.
The Auto-Save/Auto-Cancel section of this tab allows the user to indicate the behavior and timing of the auto-save and auto cancel functions. The fields are as follows:
- Auto-Save Enabled: when checked, this setting indicates that if a document is eligible to be saved (all required data is present) then after a period of time (indicated in the following field) the document save process will be invoked and send the document and/or progress note to the EMR.
- The Seconds field will either be activated or inactivated dependent on the state of the Auto-Save Enabled selection. Indicate here the number of seconds iMedConsent should wait before auto-saving documents associated to this DAP.
- Auto-Cancel Enabled - when checked, this setting indicates that if a document is NOT eligible to be saved (all required data is present) then after a period of time (indicated in the following field) the document will be discarded and return the user to the iMedConsent Main UI.
- The Seconds field will either be activated or inactivated dependent on the state of the Auto-Cancel Enabled selection. Indicate here the number of seconds iMedConsent should wait before auto-canceling documents associated to this DAP.
- Countdown Seconds indicates the number of seconds the auto-cancel warning will appear on-screen before the document is discarded.
Reminder Screen Text Tab
This screen displays the text that appears on the reminder screen (if enabled). Facilities may set up reminders for their physicians during the informed consent process.
Assignments Tab
The assignments screen allows the user to associate the current Document Activity Profile to Specialties, Categories and Documents.
For the selected DAP, use the tree structure to indicate what documents or Categories or even Specialties you want to apply the DAP to. Do this by indicating with a check in the adjacent checkbox.
Tip: To expand a specialty or category, click on the gray folder next to the specialty or category.
Medical Record Tab
Note Number is internal to your EMR and refers to the title of the progress note that will display in your EMR.
Process Options refers to the different options you have regarding the progress note and image that is created.
