The following mostly applies to using the Customize feature in the Medical History Summary, which may or may not replicate the same issues with other customizable lists.
Click the Customize icon and select ‘Edit Customization’ brings up the ‘Customize the medical history summary’ window. Currently a line item in either list is clicked to highlight it, then the <<Remove<< or >>Add>> button is clicked to move that item to the other list leaving no item highlighted again. Consider auto highlighting the next line item in the list instead of no highlighting. Generally there is more than one item to change. Auto highlighting the following line item in the list saves a click and allows the user to continue clicking <<Remove<< and also move the highlight with the up/down arrows for faster modifications.
Same window - clicking on Providers tab brings up alpha sorted lists by first name for Individuals and Organizations. Consider changing the alpha sort to last name for the Individuals. Keeping the Individuals list separate from the Organizations list is very good.
Same window/Providers tab – the text “Healthcare Providers to include in this report” is positioned directly over the list of items excluded from the report, which is a little confusing. Alternative - add “Excluded” over the left list and “Included” over the right list for clarity.
Same window/Providers tab – while trying to move an Individual from the right(included) to the left(excluded) list, that Individual would not move. A check of the Individual’s status found there was no ‘End Date’. Adding the End Date allowed the intended move. Evidently the program will not allow removal from the printout if the individual is Active?? An oversight?
Same window/Medications tab – a user with a few medications may not have this difficulty, but consider someone that is on and off the same med or increases/decreases the strength of the same med periodically. The list presented is alphabetic sort with Active and Inactive mixed together. The same med name may be listed two, three or more times with the situations previously stated.
To shorten the MHS printout I wanted to remove the Past med listings. If changing to “Show Active Only” under Medications transferred to the MHS printout the fix would be easy to do and undo. Not so. Instead, I added a 1 to the beginning of the active med names in Medications to readily identify them in the Customize list to facilitate removing the Past meds. Possibly color coding the Active med names(or background highlight) in the Customize window for uncomplicated identification of Active and Past?
robert