Entity Properties

Sections: Overview | How-To | Notes | Screenshots


Overview

Entity properties allow for user-defined data in the form of {name}|{value} pairs to be set at entity-level based on specific use cases and customer needs. These properties can be set for the following Work Flow entities: case, physician, facility, and patient. This data can be strictly for internal use by a customer, or it can interact with the system in various ways. Examples include:

  • storing billing-related data
  • controlling how data elements are displayed on a custom end-clinician report
  • acting as a filtering data element for reporting
  • determining how the entity is handled by a custom interface with a 3rd party

As a key part of their flexibility, entity properties are considered meta-data and can be edited at any time; therefore, a case property can be edited even after a case is no longer open (e.g., Canceled, Signed, Released). While entity properties can be managed on an per-entity basis, Pathagility Support can also create rules to automatically add properties (with or without a default value) to entities based on various criteria. The most common example of this is to set up a default case property based on case type and a status trigger.

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How-To

To add or edit an entity property:

  1. Click on the Work Flow tab.
  2. Navigate to the information page for the desired entity.
  3. Scroll down to the Properties section.
  4. Based on the desired action…
    • Add: Click the Add Property button on the right side of the screen.
    • Edit: Click the Edit icon in the Action column for the desired property.
  5. Enter the Property Information:
    • Name: Select a previously entered property or enter a new one (restricted to alphanumeric characters, underscores, and hyphens).
    • Value: Enter the value as appropriate for the entity.
  6. Click the Save button.

To delete an entity property:

  1. Click on the Work Flow tab.
  2. Navigate to the information page for the desired entity.
  3. Scroll down to the Properties section.
  4. Click the Delete icon in the Action column for the desired property.
  5. If you are sure that you want to delete the property, click the Yes button.

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Notes

  • Some system interactions are case-sensitive, so it’s best to always use consistent casing for both Names and Values.

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Screenshots

Entity Properties: Add Property
Entity Properties: Add Property

Entity Properties: Section Details
Entity Properties: Section Details

Entity Properties: Property Information
Entity Properties: Property Information

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