A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The Metrics management tool allows you to add and edit Metrics and Metrics Categories. Metrics can be displayed in the Discharge tool for Providers to add or may exist in the background to be added later or for use in Pathways. For more information about Pathways, see How-To Guide – Administration – Manage Pathways.
Manage Metrics
1. From the Administration Section, click the Settings View.
2. Click the METRICS management tool.
3. Metrics must be added into a Metric Category. To add a new Category, type the name of the Category into the Category box.
If you are adding a Metric to an existing Category, start typing the name of the Category into the Category box and the Category name will appear as a drop down. To select it, click on it.
4. To add a Metric, type the name of the Metric into the Item box after you’ve added the Category. When the Category and Item are both present, click ADD to add the Metric. NOTE: When Metrics are added, they will automatically be set to Active and will display on the Discharge screen.
5. To set a Metric as Active, toggle the Active button to the right. To set the Metric as Inactive, toggle the button to the left. To display the Metric in the Discharge screen, toggle the Display in DC button to the right. If the Metric should not appear in the Discharge screen, toggle the Display in DC button to the left.
6. To edit a Metric or Category, hover over the name of the Metric or Category and click Edit. Type the updated name in the Metric or Category and click SAVE. NOTE: Metrics cannot be deleted, as they may have been used in the past and may need to be reported on.