Edit Dictionary Items

Who Can Edit Dictionary Items?

If you have the Administrator role, you can create and edit dictionary items.

If you are an administrator using the TeleTracking IQ™ Community Access™ portal, the dictionary items are configured for you by the transfer centre of the preferred facility.

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Which TransferCenterIQ™ Application Dictionary Items Can I Edit?

TransferCenterIQ™ Application in Standalone Mode

You can edit all dictionary items if the TransferCenterIQ™ application on the TeleTracking IQ® platform is in standalone mode (not integrated with the on-premise Capacity Management Suite® solution).

TransferCenterIQ™ Application in Integrated Mode

If your TransferCenterIQ™ application on the TeleTracking IQ® platform is integrated with the on-premise Capacity Management Suite® solution, you may or may not be able to edit the items in a particular dictionary. An edit icon () appears in the dictionary item's row if you can edit it. Otherwise, the item is view-only in the TransferCenterIQ™ application on the TeleTracking IQ® platform and must be edited using the Capacity Management Suite® solution.

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Can I Edit Seed Dictionary Items?

In addition to being able to add dictionary items of your own choice depending on the integration of the TransferCenterIQ™ application with the Capacity Management Suite® solution and the National Provider Identifier (NPI) Registry, the TeleTracking IQ® platform supplies some items to get you started called seed items. These seed items cannot be edited or removed from the dictionary and always appear in the selection lists in the application.

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Descriptions of Dictionary Items

For descriptions of each type of dictionary item and where they are used and information about items that you might be able to see, but not change, see Dictionary Item Configuration

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Why Edit Dictionary Items?

If there has been a change to an existing dictionary item (for example, Family Member has been changed to Relative), or if an existing dictionary item has an error, you can change it.

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Go to the Dictionaries Page

Already there? See How to Edit Dictionary Items

  • Go to Admin > Data > Dictionaries to display the Dictionaries page.

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Why Do Service Lines, Facilities, and Consultants Appear to be Read-Only?

If your TeleTracking IQ® platform is integrated with the classic TransferCenter™ application, then facilities, service lines, and consultants are configured in he classic TransferCenter™ application. You cannot add, edit, or delete consultants and service lines in the TeleTracking IQ® platform. You can associate a classic TransferCenter™ application facility with a service line, but you cannot delete it or make other changes to it. You can add or edit the Additional Information text in a classic TransferCenter™ application service line. If the TeleTracking IQ® platform is integrated with the Capacity Management Suite® solution, then dictionary items that were created in the Capacity Management Suite® solution cannot be deleted or edited other than to associate facilities with service lines. You can create new facilities and consultants in the TeleTracking IQ® platform. If your TeleTracking IQ® platform is not integrated with either the classic TransferCenter™ application or the the Capacity Management Suite® solution, then you can add, edit, and delete dictionary items in TeleTracking IQ® platform.

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How to Edit Dictionary Items

  1. On the Dictionaries page, in Select Dictionaries, select a dictionary name to view a list of its items. Administrators for the On-Call Scheduling™ application, select one of the following:
  • Consultant
  • Facility
  • Service Line
  1. To find a particular dictionary item, type at least three consecutive characters that are contained in the item's name in the search field next to the Select Dictionary field.

The dictionary list refreshes to display only the items that contain the characters that you typed.

  1. In the list, select the edit icon () next to the name of the dictionary item to display the Dictionaries - Edit Entry page.
  2. In general, update the fields of the dictionary item as described in Create Dictionary Items. Some additional details follow below.

  3. In Name, change the name of the dictionary item.

    Note:  

    You cannot enter a name that already exists or that was previously deleted. If the following message appears, then you have entered a name that already exists or that was deleted: "Please enter a unique name." Choose a different name.

  4. Complete additional information for the following dictionaries.

The integration mode of the TeleTracking IQ® platform determines what you can edit in the Consultant dictionary. Refer to the "For Consultant Dictionary" step in the How to Create Dictionary Items section.

Change the text in Additional Information. Additional information is notes about the service line that schedulers and those who view schedules might need to know. The additional information appears on schedules for this service line.

After you have typed the name, enter the facility's address and phone number and select whether the facility is a Referring Facility (patients to be transferred from this facility) or Target Facility (patients to be transferred to this facility). If the facility will be used in on-call scheduling, select Target. Referring facilities are relevant for patient transfers. You can select Referring in addition to Target. But you must select at least Target for on-call scheduling.

in Integrated Mode

Integrated Mode: If the TransferCenterIQ™ application on the TeleTracking IQ® platform is integrated with the Capacity Management Suite® solution, the Capacity Management Integration Information > Origin Ward for Placement Requests section appears. If the facility that you are editing is part of the transfer centre's health system, you can select a different default origin ward facility and origin ward from the drop-down lists. If the facility that you are editing is NOT part of the transfer centre's health system, the Capacity Management Integration Information > Origin Ward for Placement Requests section does not appear for you to edit.

Associate the facility with the services lines that are available at that facility. This step is part of streamlining on-call scheduling. Later, you will associate the facility with the enterprise (optional) and with the users who have the Service Line Owner and Schedule Viewers roles and need access to on-call schedules at this facility.

  1. Under Facility Service Lines, in Add Service Line begin to type the service line name to display a list.
  2. In the list that appears, select the name to place it in the Available Service Lines list on the right.

  1. To remove a service line from the Available Service Line list, move your mouse cursor over the name to display an X, and then select the X.

If a payor is not associated with a payor category, double dashes (--) appear in the Payor Categories column. Do the following to associate a payor with a payor category:

  1. Select the pencil icon in a payor's row to display the Edit Entry dialog box.
  2. In the Category field, begin typing the name of the payor's category and select the category name from the list that appears. The list displays the entries from the Payor Category dictionary list.
  3. Select Save Changes.

Note:  

You can edit the Payor Name if the TeleTracking IQ® platform is in standalone mode.

  1. Select the pencil icon in a payor category row to display the Edit Entry dialog box.
  2. Type the change and select Save Changes to display the updated payor category name on the Payor Category dictionary. The updated payor category name also appears in the Payor Categories column on the Payors dictionary.

After you have typed the name of the Specialty, in the Associated Service Line field, begin typing the name of the service line that the specialty is part of. Select the service line from the list that appears.

  1. Select Save Changes to return to the Dictionaries page.

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