Restrict ordering by exam

To control which exams a referrer may request via the Cris Orders application, apply a restriction, in the form of a list of permitted exam codes, via core Cris. The referrer must be added to the Cris Staff table as well as the Referrers table.

Note:

These are the three steps to restrict ordering for NIMIS referrers:

  1. Create a format (list of permitted exams).

  2. Create an activity (restrict ordering by exam).

  3. Add the activity to a user.

  1. Click Tables Setup.
  2. Select System > Format Editor.
  3. Click the New / Clear button.
  4. Enter the name (CATEGORY.PREFIX_ACTIVITYNAME) in the New Format Name field.
  5. Enter a descriptive comment, starting the line with #, in the Format field.
  6. Enter the list of exam codes in the Format field.
  7. Click the Save New Format button.
  8. Click the Refresh Table button.

Warning:

There is a character limit on activity names. Therefore a format name must be 10 characters or fewer if it is to be associated with an activity of the same name.

Ordering module Format category. Format prefix_ Format and activity name
New Cris NIMIS.ExamCodes. SITECODE_ ACTIVITYNAME
Core Cris NIMIS.USER. SITECODE_ ACTIVITYNAME

Note:

New Cris format name = NIMIS.ExamCodes.SITECODE_ACTIVITYNAME

Core Cris format name = NIMIS.USER.SITECODE_ACTIVITYNAME

You can restrict ordering at exam or modality level in core Cris.

Note:

Format names are case-sensitive.

Tip

Use # to add a descriptive comment at the top of a format.

#Exams which can be ordered by ICU Nurse Practitioners: X-RAY CHEST only.

XCHES

Activities can be given to individual users (in this case, Cris users who request imaging). This activity refers to a list of exams which are permitted and restricts the user accordingly.

  1. Click Tables Setup.

  2. Select People > Security Settings.
  3. Click your organisation's folder.
  4. Click to select the Activities folder.
  5. Click the New Group button.
  6. Enter a name (up to 10 characters) in the Group Name field.

    7. The name must match the associated format (case-sensitive). For example, ICUNP_XCH.

  7. Select the Activity button.
  8. Click the Add button.

  9. Click the Refresh Table button.

    10. Your new activity is in your organisation's Activities folder.

Add permissions

This activity does not need any configuration here because the associated format will apply the restriction.

  1. Click Tables Setup.

  2. Select People > Staff.
  3. Enter a name in the Search field.
  4. Click to select the user.
  5. Click the Edit Groups button.

  6. Click to select the user's role in the Roles assigned... field.
  7. Click to select the activity in the Available activities field.
  8. Click the right arrow > button.
  9. Click the OK button.
  10. Click the Refresh Table button.

Tip:

We recommend clicking Tools > Refresh Tables after editing system settings / tables to ensure that all changes are applied.

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System Administration: NIMIS

Manage orders (NIMIS)

Separate linked orders.

Episodes of care (NIMIS)

Choose / change an episode.

Edit an episode name.

Restrict an episode.

Restrict ordering

Create a format.

Create an activity.

Assign activity.