Patient Processes [Patient Settings]

The Patient Processes Patient Setting determines the layout and function for the tabs on the patient chart.

Some tab features are only available for users with certain integrations like CRM or Labs. Other tabs are system defaults and cannot be changed.

Non-customizable Tabs

There are a few tabs that cannot be updated from the Patient Processes settings:

Information tab: This will always be the first tab in the list and houses the patient facesheet.
Attendance tab: This tab is related to the Attendance Tracker feature. If the Show Attendance instance setting is enabled, this tab is added after your custom tabs.
Appointments tab: This displays all patient appointments if the legacy Calendar feature is enabled. Note: This tab will be removed when you move to the new Scheduler.
Chart Summary: This will always be the last tab on the patient chart and provides a chronological overview of the chart information. If you’ve enabled Chart Check an additional tab will be added to this view.

Access Patient Processes Setting

Click on your initials and select Settings.
Open the Patients tab. This is the first tab within the settings menu and may have a different name e.g., Clients, depending on your setup.
Scroll to the Processes, Medication, Treatment Plans, Diagnoses section. Tip: use Ctrl + F (Windows) or Cmd + F (Mac) to search on the page.

Custom Tab Options

For each custom tab, you can:

Use the [drag] option to move the tab to the desired position within the tab list. This list represents the order of the tabs on the patient chart.
Create a custom tab name.
Locations: Choose the locations where this tab should be displayed on the patient chart (Master instances only).
Establish the tab behavior (only one function can be selected per tab).
Enabled: Check this box to display the tab on the patient chart.
Locked: This checkbox is only for Kipu Staff. If checked, the tab cannot be edited by your organization (even by Super Users). This behavior can be helpful if the tab shouldn’t be changed.
KipuCRM: This tab allows you to view forms completed in the CRM that are pushed to the EMR as part of the pre-admission process.
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.
Categories: These checkboxes establish the tab behavior (only one function can be selected per tab). For a complete breakdown see the section below.

Click the red x to delete a tab. Then use the drop-down to select where the content of the deleted tab should be moved. Finally, click Update & Delete.

Tab Behaviors

You must 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 on each behavior below to learn more.

Check the Forms box to create a tab containing consent and/or evaluation forms.
This is an example of what a tab will look like when the Forms box is checked. Click here for more information on this tab.

A note about form location: The individual forms that can be added to the tab are determined by the tab selected in the Patient Process drop-down when creating the form.
Check the Billing box to add the Billing Report to the patient’s chart. This allows you to send charges to your billing integration for an individual patient. Only users with the Super Admin, Record Admin, or Biller role can see this tab when enabled.

This is an example of what a tab will look like when the Billing box is checked. Click here for a step-by-step walkthrough.
Check the Group Sessions box to create a tab that contains a record of the group sessions the patient attended and their related notes.

This is an example of what a tab will look like when the Group Sessions box is checked and the patient has attended one or more group sessions. Click here to learn more.
Check the Outcomes box to create a tab that allows you to enroll and unenroll the patients in outcomes programs, send individual assessments, and evaluate the results of the patient’s Outcomes Assessments.

This is an example of what a tab will look like when the Outcomes box is checked. Click here to learn more.
Check the Rounds box to create a tab that allows users to assign Rounds to a patient and view round history directly in the patient chart.

This is an example of what a tab will look like when the Rounds box is checked. Click here to learn more.
Check the Flags box to create a tab that lists all flags assigned to the patient. Flags can be manually assigned by users to add specific notices to the patient chart or system generated based on events in the application.

This is an example of what a tab will look like when the Flags box is checked.
Check the PHI box to create a tab that allows users to log the disclosure of protected health information (PHI).

This is an example of what a tab will look like when the PHI box is checked. Click here to learn more.
Check the Orders box to create a tab that contains medication and action orders, the ability to log medications brought in by the patient, and view/log vitals.

This is an example of what a tab will look like when the Orders box is checked. Click here to learn more.
Check the MARs box to create a tab that allows users to manage vitals, review actions or medication orders for the patient, and administer/observe medications/action orders.

This is an example of what a tab will look like when the MARs box is checked. Click here to learn more.
Check the MAT Orders box to create a tab that allows users to review and dispense MAT orders.
This is an example of what a tab will look like when the MAT Orders box is checked. For more information on the MAT Orders tab click here.
Check the Phases box to create a tab that allows users to review patient phases.
This is an example of what a tab will look like when the Phases box is checked. Click here to learn more about Phases.
Check the Lab Orders box to create a tab that allows users to create lab orders, which indicate what the patient will be tested for and when. This checkbox is only available to organizations that have the Integrated Labs functionality.

This is an example of what a tab will look like when the Lab Orders box is checked. Click here to learn more.
Check the Lab Requisitions box to create a tab that allows users to process the lab requisition forms. This checkbox is only available to organizations that have the Integrated Labs functionality.

This is an example of what a tab will look like when the Lab Requisitions box is checked. Click here to learn more.
Check the Lab Reports box to create a tab where users can review the results of the patient’s lab testing. This checkbox is only available to organizations that have the Integrated Labs functionality.

This is an example of what a tab will look like when the Lab Reports box is checked. Click here to learn more.