LSS 5.6.4: Favorites List for Covering

Overview: The favorites list under the Cover function allows the quick selection of a group of providers or resources to select to cover for without individually selecting each provider or resource.

Function: Create and manage multiple favorites list in the Cover function to allow for the easy selection of multiple providers and resources to cover for.

Location: Select Cover functionality, opened up with the Select Cover footer button on the Desktop and the Practice Schedules.

Buttons:
Save to Favorites: The easiest way to set up a favorites list is to click the Select Cover footer button to open up the Cover function.  Then clear out your current list by clicking on the Clear footer button to clear the currently selected cover list.  Then, select the Workgroup list by clicking on the Workgroup toggle button or the Provider list by clicking on the Provider toggle button.  Select a provider or resource in the usual fashion, and repeat as many times as needed to create a currently selected cover lsit.  Then, click on the Save to Favorites footer button.  This will bring up a Save As Favorite popup window.  Click on the radio button in front of the "(new favorite here)" selection, which will allow you to type in a name for your favorite list in that space.  Examples would be "Family Practice" or "Internal Medicine".  If you are going to add the provider or resource list to a currently existing favorites list, then click on the radio button in front of that favorites list.  When you have either entered a new list or selected an old list, then click on the OK button in the popup window to save the changes.  This will remove the popup window and save the changes to your favorites list. 

When you are done, click on the OK footer button to save your favorites list.  Go back into the Cover function by selecting Select Cover again to test your favorites list.  Click on the Favorite toggle button to display your list of favorites and then click on that list.  Check the Selected Workgroup and Selected Provider lists to see if your selections have been entered and then press OK.  Be sure you save your changes before making any other changes to the cover list.  Also, when creating or editing a favorites list, clear out the currently covered list.

Remove Favorites: To remove any list from the favorites, click on the Remove Favorites button to bring up a list of favorites in the Remove Favorites popup window.  Click on the radio button in front of any favorite list you wish to remove, then click the OK button in the popup window.