From Care Organizer, Click View, then Configure

1
Configuring your Care Organizer Screen before
GO-LIVE
From Care Organizer, Click View, then Configure
2
After selecting Configure in the previous screen,
you should get this box.
1. Click in the drop down box and select Primary
Nurse. This is very important to do this step,
your assignment may not take if you dont do this
step.
2. Scroll down using the scroll bar until you
find PHM and RES. When you find PHM, click on PHM
and click Add. Do the same thing for RES.
3. Clicking Add for both PHM and RES shoulld have
put both in the Excluded Groups. This will
exclude all pending pharmacy orders that you
dont need to see.
4. Once finished, click OK. Your CO Screen is
now configured.
3
Configuring Create Assignment before GO-LIVE
Click on Create Assignment
4
You should get this screen, see next slide to
configure
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1. Click on drop down under provider type, and
select RN
2. Click on drop down under Care Relationship,
and select Primary Nurse
3. After selecting Primary Nurse this box will
appear, select days or nights. Select OK.
Remember, the date/time is when your assignment
begins and ends. Often we begin or end our shift
before the regular time of 0700/1900 which is the
default for Create Assignment
4. Notice it populated the date and time. You
will want to change the times for the shift.
5. ALWAYS CHANGE THE END TIME FIRST. For days
change to 1930, for nights change to 0730.
Double click in time box and change
6. After changing the end time, change the start
time. Start time for days should be 0630, and for
nights it would be 1830.
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7. For your patient department, click in the drop
down and choose your floor
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8. Final Step Click on File, then click on
Save Configuration.
Now every time you log into Create Assignment,
your start and end times will be saved, along
with the patient department.
9. Click Exit to leave create assingment.