Preset Favorites

Users can create templates of frequently used worksheet entries with preset favorites. For example, a user can create a preset to enter the observations, findings, and conclusions text for a "normal" exam and repeatedly apply this preset to different studies.

A preset favorite can use the following elements:

• Observations
• Findings
• Conclusions
• Study Description
• Indications
• Sonographer/Technologist Comments
• Study Quality, Protocol, and Procedure dropdowns
• Recommendations

Presets can be available to all protocols or limited to a specific protocol (when applicable to the study type).

Note: Access to Preset Favorites is controlled at the reading group level. This means that when a user is in a worksheet, the Preset Favorites available are based on the reading group currently assigned to the exam.

Create a New Preset

Users with Preset Favorites: Manage and Preset Favorites: Create permissions can create a Preset Favorite. If a user does not have this permission, contact the admin.

To create a new preset favorite:

1. In the worksheet, enter the comments and observations to include in the preset.
2. Select Favorites (★) in the lower left corner of the worksheet. The Manage Preset Favorites window opens.
3. Select + Add new preset… in the upper right corner. The Create preset window opens.
4. Enter a name and description for the preset. Optionally, users can assign presets to a Preset Group, which groups Preset Favorites in the Select Preset Favorite list.
5. In the Scope tab, check the box next to each worksheet item to include in the preset.
   • By default, the fields in the worksheet with values in them are included in the preset. Select the checkboxes next to each field to include additional fields, or select the top-level checkbox to include all fields. Including a field with no value in it results in the preset overwriting the existing information in that field.
     
   • The grid at the bottom of the Create Preset Favorite window displays detailed information about the fields and values included.
     • When the arrow is selected, included statements will replace the existing statements in the worksheet.
     • When the plus sign is selected, included statements will append the existing statements in the worksheet. This offers additional flexibility so that presets can be used to supplement existing generated statements.
6.  In the Access tab, indicate any additional reading groups to have access to the preset. By default, access will only be applied to the reading group assigned to the current study.
7. Select Save to create the preset.

Note: Statements included in a preset will replace existing items by default, unless a different behavior is specified.

Apply a Preset Favorite

All users with appropriate reading group access can apply new presets.

To apply a Preset Favorite to a worksheet:

1. Select the Preset Favorites arrow (▼).
   
2. Choose a preset from the list.
   If Preset Favorite is part of a Preset Group, it appears at the top of the list under the name of the Preset Group.
   
3. The Apply preset favorite window appears. This window lists the worksheet sections included in the preset, shows conflicts with information already entered into the worksheet, and shows a warning if a value in the preset is not available in the worksheet. 
4. To apply the preset, select Apply.
5. If any preset is value unavailable in the worksheet, a warning window opens showing the fields and unavailable values. Users can select Cancel to cancel applying the preset and return to the Apply Preset window or select Apply to set the field with the unavailable value to the first item in the dropdown menu.