How Do I Add a New Tab in the Patient Chart?

Issue

I want to add a new tab in a chart.

Environment

Kipu EMR, Role: Super Admins

Resolution

Super Admins can add a new tab by following these steps:

1. Click on your Initials > Settings.
   
2. Open the Patients tab. 
   
3. Scroll to the Processes, Medication, Treatment Plans, Diagnoses section.
4. Click the Add Item text at the end of the Patient Processes list to create a new tab.
   
   
5. Type your preferred name in the indicated field and select only one tab function. 
   
   • It’s crucial that you only check one behavior for each tab (e.g. Orders or MARs, not both). Otherwise, the tab will exhibit undesirable behavior like failing to display any data. Click here for more information on each function.
6. Next, make the appropriate selections in the rules section and assign the tab to a location(s).
   • Show tab: Check this box to display the tab on the patient chart. 
   • Allow UR: Enables users with the Utilization review external role to access this tab for patients and documents marked as Allow UR. 
   • Protected: Check this box to make the tab invisible to all users except those with the Allow protected tabs feature added to their user profile. 
   • Locked: This checkbox is only for Kipu staff. If checked, the tab cannot be edited by your organization (even by Super Admins). This can be helpful if the tab shouldn’t be changed.
   • Locations: Indicate the locations where this tab should be displayed on the patient chart (this option will appear on master instances only).
7. Click Update to save changes.
   

Additional Information

Patient Processes, Settings: Patients Tab