Using and Configuring the Subject Notebook

The Subject Notebook is the collection of tabs/screens that make up the full Subject “file”.  The Subject Notebook is configured according to the need of each client.  Think back to the days of patient files in the hospitals and physician offices (yes, we know there are still some out there!).  Within the patient file were tabs for Lab Values, Medications, Vital Signs, Consult Notes, etc.  It’s the same with the Subject Notebook.  Within the Subject record is a list of links that function like the tabs in the old paper patient files – you simply click on the “tab” you want to open to review the Subject data.  

To get to the Subject Notebook, assure that you are on the appropriate Menu in the top left corner   

(most often titled Hospital or Care Team), click on the

Subject Search, and select the link for the Subject whose Notebook you would like to view. 

Each client will select and order the tabs of the Subject Notebook according to their need, which is largely related to the populations being monitored and the types of data being collected.  To alter the tabs in the Subject Notebook, navigate to the Configuration menu and select the Pages applet.  Here you will be presented with a chronologic list of the tabs that have been previously selected.  You can add, remove, or re-order the tabs according to your need.  You’ll want to remove the tabs that are not applicable in your department, and move the high-use items up near the top of the list for ease of use.  It’s a good idea to number by 10s in the Display Sequence so that later you can squeeze in additional tabs, if needed.  

Many of the most commonly used tabs are already selected by default.  To add a new tab, give it a Display Sequence order, and give it a Tab Name.  This is the title of the tab that will be displayed within the Patient Notebook.  Then select the Feature from the Dropdown list.  There are several dozens of available Features.  You’ll want to display only those that are useful in your monitoring project (too many tabs can be daunting to the Care Team!).  Some of the Feature options are self-explanatory, others may need some explanation.  You can ask your Client Manager for help when looking for specific Features. 

One Feature that is often created is a tab for specific Measurement Types.  Let’s say you are monitoring a group of Diabetic subjects and you want to have a Patient Notebook tab that shows nothing but Glucose Measurement Types.  You can do that!  Let’s call it the Glucose tab.  First, determine where you want the Glucose tab to be displayed within the Subject Notebook, and give the appropriate Display Sequence number.  If we want it to show up between the Vitals Signs and the weight, we’ll need to give it a number between 90 and 100.  You can see that “95” has been entered as the Display Sequence Number.  Next, we want this tab to be labeled “Glucose” so that’s the Tab Name.  The Feature to use is “Measurements” because we want it to display Measurement data.  Select all of these details then click Save. 

In this case there’s another step.  There are lots of Measurement types.  In order to display the appropriate Measurement Types (Glucose) we’ll need to enter that information.  After you clicked the Save button, your new tab will have moved into it’s sequence order.  Find that tab in the list and click the Details link on the left side of that line item.

The next screen that presents has a check list displaying all of the Measurement Types.  We recommend selecting all of the Blood Glucose measurement types (including Before Bed, Fasting, Post Meal, etc.) so that they will all display on a single graph, then click Save.

Now when you go back to view patient details, you will see the Glucose tab, between the Vital Signs tab and the Weight tab, displaying whatever Glucose values have been logged.

Leave a Reply