User Views & Homepages

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User views, sometimes known as homepages, are how users and pharmacies can view and interact with the live prescription data flowing through PTS.

User views are created and configured by system administrators. Multiple user views can be assigned to roles and/or individual users. They are highly configurable and allow for a nearly unlimited number of ways to filter, sort and group prescription data.

They are also the primary way a user would progress and interact with prescriptions on-screen.

User view components

Perhaps unsurprisingly, user views are primarily comprised of a curated list of prescriptions. How the list is filtered, sorted and grouped is discussed later.

Prescription groups

User views typically have some sort of grouping applied, such as prescription type or ward.

UserViewGroupAnatomy.png

If the user view doesn't have any grouping configured the header will read "Prescriptions" and will contain all prescriptions in the user view, functioning in the same way as a single group.

Group header

The dynamic description of a prescription group, based on how the user view is grouped. In this example the user view is grouped by prescription type, and the screenshot is of the Inpatient group.

Prescription count

The number of prescriptions in the group.

Expand/collapse group

Click on the chevron icon to expand or collapse the group.

Select/deselect all prescriptions

Click to quickly select or deselect all of the prescriptions in the group. Selecting prescriptions allows you to interact with them using the actions menu, which will appear automatically.

Prescriptions

UserViewPrescriptionAnatomy.png

Prescription ID

The automatically generated unique ID given to each prescription. The prescription ID is the best way to identify a prescription internally as the number never resets, unlike the ticket number.

Ticket number

The ticket number for a prescription. If the prescription type is configured to generate a ticket (e.g. Outpatients), the ticket number will be displayed here. This is how a patient will identify their prescription on the display screens. The ticket number resets periodically so patients don't have to remember the ever-growing prescription ID, but as such they are not unique outside of their reset period and are not an ideal way to refer to the prescription internally.

Patient name

The name of the patient entered during the booking in process.

Patient ID

The patient ID (NHS number, Hospital Number) entered during the booking in process.

Progress bar

The progress bar fills up from left to right as the prescription approaches its target time according to the prescription type. The bar starts green and turns amber as it approaches the target and finally turns red if the prescription misses its target.

Prescription timer

Displays the hours and minutes since the prescription was booked in.

Note icons

Shows the icons for any notes recorded against the prescription. You should configure your notes so that important notes have a distinct icon and can be spotted easily.

Select/deselect prescription

Click to quickly select or deselect the prescription. Selecting prescriptions allows you to interact with them using the actions menu, which will appear automatically.

Item/ward summary

Displays number of items, the prescription type and the ward that were selected during the booking in process.

Started/required by summary

Displays the date and time the prescription was started and the calculated time the prescription is required by based on the prescription type target time.

Last activity summary

Displays the last activity recorded on the prescription, when it was recorded and by whom.

Home page stats

If there is enough room, the far right hand side of the page will contain ancillary data related to the current user view.

Prescription completed panel

The panel displays the number of prescriptions completed today.

This is a simple count of the number of prescriptions that have been completed today in each dispensary.

If there are more than one dispensary the panel will switch between the other dispensaries over time or you can scroll through the other dispensaries by clicking the left or right arrows.

The panel also informs you if the dispensary is open or closed, which is dependent upon the dispensary opening hours times specified in the dispensaries setup page.