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Create a view using the View Definition form

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System administrators use the View Definition form to define Home, Chart, and Documentation views and configure Workflow items.

To assign views to a user or user role:

Note: If a user is assigned more than one view, the first one encountered alphabetically is used to display the Home View and Chart View designs defined.

► List of views predefined by Netsmart

  • GUARDIANT_HOME
    Note: The Guardiant View is also available as a widget you can add to existing views (added via RADplus 2016 Update 152).

  • HOMEVIEWBILLING_CHART
  • HOMEVIEWBILLING_HOME
  • HOMEVIEWCLINICIAN_CHART
  • HOMEVIEWCLINICIAN_HOME
  • HOMEVIEWEXECUTIVE_CHART
  • HOMEVIEWEXECUTIVE_HOME
  • HOMEVIEWFRONTDESK_CHART
  • HOMEVIEWFRONTDESK_HOME
  • HOMEVIEWSYSADM_CHART
  • HOMEVIEWSYSADM_HOME

Prerequisites:

  • The registry setting Enable Console Widgets/Views must be enabled.
  • The registry setting Documentation Views must be set to 'Y' to enable the Documentation Views functionality in View Definition. When set to 'Y,' this adds the Documentation view type and adds the All Documents widget field to the View Definition form. Enter 'N' to disable this functionality. 
  1. Go to RADplus Utilities > Widget Management > View Definition.
  2. Choose Select View.
  3. Select Add New View at the top of the list and select OK.
  4. Enter the View ID.
  5. Enter a View Description.
    Note: The View Description displays in the documentation list on the All Documents view.
  6. Select the View Type:
  • Home View - define a myDay view and define My Workflow items
  • Chart View
  • Documentation View
  1. If the View Type is Home View or Chart View, select the appropriate option for Allow User To Customize View:
    • Select Yes to enable the Customize toggle in the header for the view and allow the user to rearrange widgets on the view.
      OR
    • Select No to not allow customization.
      Note: Customization allows individual users to personalize the Home View or Chart View by selecting Preferences in the top right header of the myAvatar user interface or the Person/Account button in the myAvatar NX.
  2. If the View Type is Documentation View, select the All Documents Widget to add to the view.
  3. Select Associated Views. 
    Result: The Select Views window shows all available views. This is where you configure the associated workflow items with the view.
  4. Choose all relevant views in the left pane to add to the view being created. The selected views appear in the right pane.
  5. Optional. Drag and drop the views in the right pane to change their display order in the view.
  6. Select OK. 
  7. For a Home View or Chart View, choose Launch View Designer to open the View Designer and assign widgets to the view.
  8. Select Submit.
► Registry Setting
► See Also
► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.