Capacity Management – Perspective Setup LHSC Nurses and Clerks| Quick Guide Partnering with you to deliver excellent patient care through technology and innovation. Page | 1 STAGE ONE – SET UP SCREEN 1. Log into Capacity Management using your PowerChart username and password. Capacity Management screen when log in the first time 2. Click Personalization. 3. Mouse over Manage Perspectives. 4. Click My Perspective Configuration. The Navigation Bar Configuration window will now display 5. Click House Supervisor/Bed Management. 6. Click right arrow . House Supervisor/Bed Management will now appear in the My Perspectives section 7. Click *TO SETUP:Personalization>Manage Perspectives>My… 8. Click left arrow .
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The Gadget will still be available to be added back to your perspective if this is a gadget available to your position.
3. Click Save Perspective Layout icon . 4. Click OK.
Move PreAdmit List
1. Click PreAdmit List tab and hold the mouse button down until the cursor changes to the
stacked gadget icon .
2. Drag the gadget to the new location. Gray outlines indicate where the gadget can be placed.
3. Hold the mouse until the cursor is in the desired location. 4. Release the mouse button.
5. Repeat these steps with other gadgets if required.
Important You can have all your gadgets in one row if you like, by clicking the Patient List gadget, holding the mouse and dragging it to the top row with the other gadgets.
6. Click Save Perspective Layout icon . 7. Click OK.
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STAGE TWO - SET YOUR LOCATION
1. Click the Building icon
2. Click on your facility. 3. Click on the arrow to the right of your facility and then continue to click on the next
arrow to narrow down your location until you reach your unit.
4. To save this location as a favorite, click on the Add Location Favorite icon 5. Click Add Current Location.
Repeat steps 1-5 if you work on more than one unit and need to save them as a favorite
6. Click Save Perspective Layout icon to save your selections. 7. Click OK. 8. If your unit consists of multiple units create a custom location favourite :
a. Click on Add to Favourite icon b. Click on Add Custom Location Favorite.
Add Custom Location Favorite window opens c. Enter a name for favourite. d. Click on the triangle beside the facility to expand selection to your unit. e. Click on your unit and click the Add button in the middle of the window. f. Repeat this step until all the sub-units from your floor are on the right side of the
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h. Click Save Perspective Layout icon to save your selections. i. Click OK.
STAGE THREE – SET UP COLUMNS You need to set up your columns so that only the columns you need to view are displayed. You will do this for each gadget (tab):
1. Click on the Patient List tab. Ensure you do NOT click on the white X on the tab as this will remove the Gadget
from your perspective. Click on the words “Patient List” If you do click the white X by mistake, click on Personalization, My Gadgets and then
click on Patient List to make the gadget visible again
2. Click on the List Properties icon
3. Click Configure List Columns.
A checklist will appear
4. Refer to Appendix A to check required columns for specific tab. 5. Organize columns from left to right using the recommended order in Appendix A by
clicking on the column headers and dragging and dropping them horizontally.
6. Click Save Perspective Layout icon (top right) to save these changes. 7. Click on Transfer List tab and repeat steps 1-5.
8. Click Save Perspective Layout icon to save your changes. 9. Click on Discharge List tab and repeat steps 1-5.
10. Click Save Perspective Layout icon to save your changes. 11. Click on Preadmit List tab and repeat steps 1-5.
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12. Click Save Perspective Layout icon to save your changes. Tips:
Column sizes can be made smaller by clicking on the right hand border of the column and dragging to the left. This will allow you to view more columns without scrolling.
The column order can be changed and moved to fit personal preference at any point with one exception: VIP Status MUST be located beside Name.
STAGE FOUR – FILTER LISTS You need to filter the Discharge, PreAdmit and Transfer lists so you see only the information
that applies to your specific unit. Each list is completed individually as the details vary between
the different tabs. If you work on multiple units on different floors and need assistance with
filtering please contact your SuperUser for assistance.
Discharge List
1. Click on the Discharge List tab.
Ensure that column order is the same as recommended in Appendix A
2. Click on Current Location column heading.
Clicking on this column header makes it the focus for the filter
3. Click List Properties icon
4. Click Filter/Sort Properties to turn the filter on.
Please note that if you click Filter/Sort properties a second time it turns off the filter
5. Click on Current Location column heading.
6. Click in the box beside “All”.
This will remove the check mark beside “All” and “Blank”
7. Click on the round button beside Include.
8. Click on the box with three dots beside Include.
The Select Locations to Include window will open
9. Click on the triangles beside your facility to filter down to the unit you work on.
Clicking on the subsequent triangles will expand the selection