WindoPath®Resources

Congratulations! This is real! We have a function built in to randomly award a little box of chocolates to our users as a thank you for using our system. Please send a screenshot of your authorization window to [email protected] so we can process your chocolate order.

Yes. First, build the alert(s) in your Phrases Library, using the “Client Specific Alerts” Box Name. Once built, go to Human Resources, and click on the Physicians tab. Then select any alerts you want to appear. Click Done. Now, any selected alerts will appear in the Accession Window and the Quick Case Window.

Yes. You can send a message to an individual user, as well as all users logged into WindoPath. Go to Human Resources, and click on the Users tab. From the Users menu, select Broadcast Message…in order to message all users. Click on a user (or multiple users) and choose Send Message… to pick individual user(s) to send it to. Type the message, and click Done. The user will receive the message immediately. The Broadcast message will be received by all users; if they are not logged in at the time, they will receive it at the time they next log in.

Open the Accession Window, and click on the tab you want to add a field to. Go to the Commands menu, and select Specify User Fields. A box will open asking you to name the fields as desired. They will now appear for use. If those three fields are already in use, you can repurpose another field by translating it to a different name.

Yes. There is a reserved preference called “extra tabs on Quick case Window” that will add five additional to the Quick Case Window. Those can be labeled to your liking by translating them. A Psychē Systems representative will have to enable it for you, or provide the instructions to set the preference.

Any field, tab, or label can be renamed to fit your lab’s needs. We recommend working in your TRAIN environment first to ensure you are translating the appropriate field.

1. Go to the Manage menu, and select Set Preferences
2. Go to the Site Wide menu, and select Modify Translation
3. An open dialog box will appear. Without changing anything, click Open
4. A new window will open that lists all the available options to translate. Search for and select the item you want to translate
5. In the Trans. Field, type what you want the label to be
6. Click the Replace Item button
7. Click the Save button
8. Click the Load Translation File button
9. Another windows dialog box opens. Without clicking anything, click Open
10. Click Done
11. Confirm your change was made as expected.

A question mark on the Case List Window indicates the case has been malformed. This happens occasionally if something interrupts the background process that is occurring when a case is changing status. A Psychē Systems representative will have to resolve this on your behalf. Luckily, it is a quick fix. Email [email protected] to report the case number.

Before releasing any update, we always go through a specific testing and quality assurance process to reduce the likelihood any client will ever have an issue with an update. However, ever client has a unique situation, with different workflows, specialties, volumes, preferences, etc. Therefore, to reduce risk of interruption to your LIVE operations, we recommend thoroughly testing any update or change in your TRAIN environment first. Exactly how you test is up to you, but we recommend at least the following:

• Completing at least one case of each case type from start to finish (accession to Needs Complete status)
• Logging in as different users and perform their major functions while logged in as them (even better, have multiple users test)
• Logging in from different workstations
• Editing existing cases
• Editing library items
• Ordering and completing procedures
• Pulling items from libraries
• Testing any specific workflows that are customized for your lab
• Test all the most important workflows for your site
• Testing interfaces (if applicable)