(Topic Last Updated On: 05/05/2010)
The Methasoft Perspective menu item on the Other Activities menu launches the Methasoft Perspective screen, which provides a customizable screen of informational portlets, designed for users to efficiently review upcoming tasks, alerts, and numerous types of information pertaining to job responsibilities. The 'Customize Content for Current User' page of the Methasoft Perspective screen allows each user to subscribe to the portlets most beneficial to each's job role and responsibilities. This page also allows users to configure the layout of selected portlets on the 'Perspective for Current User' page.
'Perspective for Current User' Portlet Descriptions
Alerts
This portlet displays commonly useful general staff alerts based on entered data in various clinic areas. The 'Message' column displays the alert, and the 'Date' column displays the date the alert first appeared on Methasoft Perspective.
Number of Drug Users
This portlet displays a graph showing the number of patients with positive drug screen results for illicit substances, broken down by the substances tested at your facility.
Medical Alerts
This portlet displays commonly useful Medical staff alerts based on entered data. The 'Message' column displays the alert, and the 'Date' column displays the date the alert first appeared on Methasoft Perspective.
Accounting Alerts
This portlet displays commonly useful Accounting staff alerts based on entered data. The 'Message' column displays the alert, and the 'Date' column displays the date the alert first appeared on Methasoft Perspective.
Counseling Alerts
This portlet displays commonly useful Counseling staff alerts based on entered data. The 'Message' column displays the alert, and the 'Date' column displays the date the alert first appeared on Methasoft Perspective.
Pharmacy Alerts
This portlet displays commonly useful Pharmacy staff alerts based on entered data. The 'Message' column displays the alert, and the 'Date' column displays the date the alert first appeared on Methasoft Perspective.
Drug Usage Percent
This portlet is similar to the 'Number of Drug Users' portlet, but displays the drug result data in a pie chart format broken down by percentage of positives instead of by quantity.
Upcoming Annuals Due
This portlet displays the name of each patient with an Annual Review due in the next 30 days, including the date on which each is due.
Last 30 Days Accounting Breakdown
This portlet summarizes the net total dollar amounts for each debit/credit 'Journal Type' entered at your facility over the last 30 days.
Overdue Balances
This portlet displays the name of each patient whose 'Patient' balance amount is currently 'Overdue', as defined by the balance amount considered 'Overdue' entered in Accounting Preferences at your facility. Each overdue patient's 'Current Balance' amount is displayed.
Billing Provider Breakdown
This portlet displays a breakdown of the number of patients assigned to each 'Billing Provider' on the Payment Information screen. The 'Provider' column displays the short abbreviation of each provider, and the 'Number of Clients' column displays the number of patients assigned to each.
Upcoming Fee Detoxes
This portlet is used in facilities using Methasoft's Grace Period functionality, and lists all patients who have entered into the defined grace period, including the date on which each patient's Fee Detox will begin if their accounts are not caught up and each's 'Current Balance' amount.
Upcoming Random Drug Screens
This portlet displays each patient scheduled for a Random Drug Screen event for the upcoming 7 days, including the date each is scheduled for testing.
Drug Usage Monthly Trend
This portlet displays a graph of drug screen result positive totals for each substance tested at a facility over the last 6 months, for viewing facility-wide trends in drug screen result positives.
Upcoming Treatment Plan Reviews
This portlet displays each patient due for a treatment plan review in the upcoming week, including the date on which each review is due, based on each's closest upcoming Goal 'Next Review' date.
Patient Birthdays this Month
This portlet displays a list of all active patients with a birthday in the current month, based on each's saved 'Birth Date' on the Patient Profile screen, which is also displayed.
Upcoming Employee Anniversaries
This portlet displays a list of all active employees with an employment anniversary coming up in the current month, based on each's 'Hire Date' entered on the Employee Profile screen, which is also displayed.
Drug/Dose Type Breakdown
This portlet displays a breakdown of the number of active patients assigned to each 'Drug Type'/'Dose Type' combination dispensed, as assigned to each on the Dosing Information screen.
Patient Population by City
This portlet displays a breakdown of the number of active patients from each City and State, based on the 'Patient' address entered for each on the Addresses window, accessed from the Patient Profile screen.
Today's Counseling Session(s)
This portlet displays the names of each patient (assigned to a logged-in 'Counselor') who is scheduled for a 'Counseling Session' event with a 'Start Due Date' for today. The 'Start' and 'End' times are displayed for each patient's session.
Clinic Census by Counselor
This portlet displays a breakdown of the total number of active patients assigned to each 'Counselor' on the Patient Profile screen.
'Perspective for Current User' Command Buttons
Customize content or layout
Pressing this button will open the 'Customize Perspective for Current User' screen shown below, for subscribing or un-subscribing to portlets and configuring how portlets will be organized on the 'Perspective for Current User' page.
'Customize Perspective for Current User' Field Descriptions
Subscribe
This field is used for subscribing or un-subscribing to each portlet. This field must be checked to subscribe to the portlet (for a portlet to appear on the 'Perspective for Current User' page).
Column
This field is used for selecting whether or not the portlet will appear on the left or right column on the 'Perspective for Current User' page. If '1' is selected here, the portlet will appear in the left column.
Sort Order
This field is used for selecting the order in which portlets will appear under each's assigned 'Column'. A value of '1' in this field indicates the portlet will appear at the top of its assigned column. Additional portlets appear under the first portlet in ascending order according to the values in this field for each.
'Customize Perspective for Current User' Grid Columns
Subscribe
This column displays the 'Subscribe' field for each available portlet, for subscribing or un-subscribing to each.
Perspective
This column displays the name and description of each available portlet.
Type
This column displays the type of each portlet, which is a description of how data will be presented. An 'Alert' displays an alert message with the date of the alert. A 'Chart' displays data graphically using a bar graph, pie chart or graph. A 'Data List' displays the data in a list format, with relevant columns for each portlet.
Column
This column displays the 'Column' field for each available portlet, for selecting which column, left or right, each portlet will be displayed under.
Sort Order
This column displays the 'Sort Order' field for each available portlet, for selecting the order in which portlets will be displayed under each column.
Security Administration - Object Type 'Perspective Portlet'
Methasoft Perspective portlets are secured on the Security Administration screen under the 'Perspective Portlet' object type, for each user or user group. Only allowed portlets will appear available for selection/configuration on the 'Customize Perspective for Current User' page for each logged-in user. Access to the Methasoft Perspective screen can be granted or allowed under the 'Screen' object type.