Changing Tab names

[dshaysod]

I have another question that I hope someone can help me with.

When we started with Crystal, we were over enthusiastic about the number of tabs and the length of the tab names.  As a result, we have to scroll the tabs to the right and left when going from one to the other, particularly the ARRA tab.

I would like to be able to rename some of the tabs as well as possibly consolidate some of the tabs.

So far, I see no easy way of doing either.  I am beginning to think that the only option that I have is to to create a new tab with all of the same fields and formatting and simply name it as I want.  This represents a huge amount of time and trouble, made worse by the fact that I can't find a way to Copy and Paste the Templates at all.

Any suggestions would be appreciated.

Dave

[mdeyedoc]

Dave,
Either way, unless you have just started and can go back and edit the active tabs for all your records, OR you KNOW the tabs you are moving data TO will already be active, you will probably have to turn on versioning. And IF you do that, your first option is less work.

In case you don't know, when you physically make an entry on a tab, Crystal flags that tab as an active tab for that record and saves that information with the record. When you look at past records, it only displays tabs that were flagged as active. As the warning states when you try to change a tab name, you will lose access to the original tab because it's looking for the original tab name and it's gone.

IF you turn on versioning (Admin/Company/Records tab/check Versioning of Medical Record Templates), Crystal stores the template version used on each medical record. So when you look at past records, it pulls up the medical record in template version used for that record. You will have to view the old records in the old format but new records will display in the new format. And as long as your FIDs are the same, I *believe* you will be able to view the data history for individual fields. HOWEVER, since different versions will have different tab names to choose from, the list of active tabs at the bottom will list ALL the different tabs from all the versions with the old ones moved to the far right. AND the records made under the original tab label will be listed under the original tab shortcut names and the records made under the new version will be listed under the new tab shortcuts. So the sooner you make the change, the better. Have I totally lost you yet?

Doing option 2 will still require versioning to access the old data because the new tab will not be visible on old records.

To copy and paste fields from one tab to another, select the fields you want to copy by dragging a box across them or right clicking individual fields the right click on a blank section and select Copy. Then go to the tab you want to paste to and right click and select paste. HOWEVER the fields don't always paste where you clicked. Many times they will be on top of other fields. If you don't click elsewhere (which will unselect them) you can usually, but not always, arrow them over to where you want (use Ctrl-arrow if there are buttons). Or you can right click one of the fields and drag the group to an open area. But sometimes that doesn't work and you have to select them again to move them. That can be a real hassle if you're moving a bunch and have a complex tab so I'd highly recommend saving frequently so you can revert if it messes up. Been there done that many times.

That said, I think versioning should be a last resort. I think there are going to be a lot of unintended consequences of versioning in the future. How long have you been at this? If you eliminate some tabs will the long names fit without scrolling? If you haven't been running long, you may want to run a med rec report and see how many patients have data in the tabs you want to delete and NOT in the ones you want to move to. If it's not that many you could edit the tabs on those records (go to a medical record then ->EHR Settings/Record Information/Change Saved Medical Record tabs) and check the tab(s) that will need to be active. That way they will show up once the fields are moved.

If you understood all that, good luck!

Marcia

[dshaysod]

Thanks Marcia,

This is the information I need. I am going to reread your post several times to make sure I understand. I may have more questions....

Dave

[dshaysod]

OK, having read through your post a few times, it is slowly sinking in.....

We have been using Crystal since the end of June last year, so we have a lot of records. I think your suggestion of removing any unused or lightly used Tabs may be a good first step. Please remind me about the med rec report? I have seen it, but can't recall how I got to it initially.  I seem to recall seeing some report that shows how many records uses each tab?  The tabs were listed by number and not name I believe but I can't find where I saw that.

Dave

[mdeyedoc]

Mar 10, 2015 11:52:52 GMT -6 dshaysod said:

OK, having read through your post a few times, it is slowly sinking in.....

We have been using Crystal since the end of June last year, so we have a lot of records. I think your suggestion of removing any unused or lightly used Tabs may be a good first step. Please remind me about the med rec report? I have seen it, but can't recall how I got to it initially.  I seem to recall seeing some report that shows how many records uses each tab?  The tabs were listed by number and not name I believe but I can't find where I saw that.

Dave

The Medical Records Report (under Reports) is awesome. It lists off all the medical records by date. It has columns for Date, Patient, Doctor, Prescriptions (lists type of Rxs present eg SP1, CL1), Exams (list the active tabs by name) and Complete (status of Records Completed checkbox on the med rec).

I thought of another option today. It quasi helps with consolidation of your tabs but you'll still have to scroll to the ARRA since (currently) it is always the last tab. Instead of renaming and deleting tabs, which will force you into versioning, move the tabs you don't want to use any more to the end and copy the fields on those tabs to the other tabs. That way you can still see the fields on those tabs if the tab you copied them to is not active while having access to the historical data from the consolidated tab and no need to use versioning.  I have many fields that are on multiple tabs so that the info is where I need it when I need it. You can enter the data on any tab and it will show up on every tab that has that field.

Also, not sure if it works for the ARRA tab or how much benefit it would be but you may be able to add an "ARRA" button with a Move Focus to Field on Tab command to a tab. If it works with the ARRA tab, clicking that button would take you to the ARRA tab. For the Field Action you would enter a field on the ARRA tab. Then select the Move Focus to Field on Tab and enter the tab number for the ARRA tab.  When you click that button, it puts the cursor in that field on the ARRA tab. The tabs are number from left to right but the ARRA tab may be -1 or something like that so you'd have to check with Crystal if it doesn't work.

Marcia

[dshaysod]

Marcia, once again thanks for all your help and input.

I know I can consolidate data onto other tabs, but my main problem is the time it takes to scroll to the ARRA tab. However, I didn't know there was a Move Focus to Field command.... that just might be a quick and dirty way to help alleviate much of the current headache.

Edited:
I just checked it out and you can move focus to the ARRA tab.  I think this will be a kluge that will solve most of my headaches.  I am putting a button on my MedHx, A&P, and Summary tabs that will jump to the ARRA page.  Those are the pages that I find I have to move from the most.  Since I can't edit the ARRA tab, I am also putting a button on the upper right of my penultimate tab that changes focus to the CC tab. This will allow me to move all my tabs to the left with just two short clicks instead of the finger killing holding down of the scroll arrow to move the tabs along.

What I really wish is that Crystal would allow us to jump to a different tab by clicking on the tab history button at the bottom. 

Anyway thanks for that excellent suggestion Marcia.

Dave

[mdeyedoc]

Mar 15, 2015 16:11:51 GMT -6 dshaysod said:

What I really wish is that Crystal would allow us to jump to a different tab by clicking on the tab history button at the bottom. 

Dave

Glad you found something that helped some.  Another option would be to allow us to put the ARRA tab where we want.

May I ask what you've got on your "penultimate tab"?  

Marcia

[dshaysod]

it is a special children's historyform that we have rarely used.