Viewing the Electronic Whiteboard
The Whiteboard provides a centralized view of patients’ treatment schedules and statuses and acts as a key entry point for ordering and editing treatments. The window is accessed from any workstation and can also be displayed on a second monitor.
Before you start
Security
- Whiteboard
- Whiteboard Complete Task
- Whiteboard Patient Orders
- Whiteboard Patient Treatments
- Whiteboard Remove Patient
Setup
- Reason for Visit: The description and color of the primary reason for visit will display on the Whiteboard.
- Patient User Defined Prompts: Set to display as whiteboard alert.
- Whiteboard alerts
- Patient hospital statuses
- Whiteboard defaults: Set for hours to display
Viewing the main grid
Navigate to the whiteboard using either:
- Toolbar > Electronic Whiteboard.
- Patient Clipboard > right-click patient > Electronic Whiteboard > Whiteboard.
Sort and filter options
The top of the window displays information based on the selected sort, date, and available view filters. Use any of the fields to modify the Whiteboard display.
| Field/Option | Description |
| Sort | Select a different sort of the Patients column: Patient Name, Client Name, Reason for Visit, Check in Date/Time, Doctor, Status or Treatments for Hour. |
| Date | Change the date for treatments to display, by using either single arrows to move back or forward by a day, typing a date or F2 to select from a calendar. If the date is yellow, it indicates the date displayed is different than the current system date. |
| Go to Now | Resets the grid to the current hour and day. The current hour column header displays in bold black text on a yellow background with Now displaying to the right of the hour. |
| Showing | Displays all currently selected filters for Practice (Multi-Location Single Database only), Ward/Loc, Area and Doctor. |
| Edit | Set filters for ward/location, area or doctor to narrow the list of patients on the Whiteboard. A practice filter is also available for MLSD configured practices. |
| Show All | Reset the filter criteria to display all patient treatments within the given time frame. |
Left side of the Whiteboard window
The left side of the window displays all patients marked as inpatient when checked in or added manually to the whiteboard. Discharged patients may also display, based on default settings. A right-click menu is available to access Whiteboard functions and windows.
Note: The number shown in parentheses at the top of the Patients column indicates the current number of patients on the Whiteboard. Any currently selected filters may affect the number shown. Depending on the size and orientation of your monitor, there may be more patients on the Whiteboard than can be displayed vertically in this column at one time. This indication of the total number of patients serves as a reminder that you may need to use the scroll bar to view additional patients at the bottom of the list.
Patient information blocks
Displays patients that staff are currently working with and those ready to go home. Depending on the practice default, it may also display those discharged from the hospital. Each patient information block in the Patients column includes three lines of information that provides important at-a-glance details for staff monitoring patients on the Whiteboard.
- First line: The color-coded patient name helps to identify the status of the patient or the status of the patient’s treatment orders.
- Yellow: Indicates the patient does not have any treatment orders assigned OR is on the Whiteboard past the expected discharge date.
- Red: Indicates the patient has overdue treatment orders.
- Black: Indicates the patient’s treatments are up to date.
- The first line of a patient’s block also includes a color-coded dot that indicates the primary reason for visit. The adjacent bold text provides the secondary reason. If a secondary reason is not assigned, the primary reason text displays.
- Second line: Client last name, Client ID, Critical icon (if applicable), patient’s status within the hospital
- Third line: Species, weight, current care doctor
Patient blocks popup window
Hover the mouse pointer on a patient block to view additional patient information in a popup window. The window displays patient order information pertaining to this visit and includes the pet’s picture, if one is included.
Right-click menu
Right-click in a patient block to display a list of options.
- Patient Treatments: Allows you to access the Patient Treatment window and complete or mark a treatment as not performed, for the selected patient.
- Patient Order: Allows you to access the Patient Orders window and to add or work with existing treatment orders for the patient.
- Patient Clipboard: Open the Patient Clipboard for the selected patient.
- Patient Visit List: Open the Patient Visit List and work with invoice items that will later be transferred to an invoice or the patient’s history.
- Patient Vital Signs: Open the Vital Signs window and record vitals for the patient.
- Remove from Whiteboard: Manually remove the patient from the Whiteboard without creating and posting an invoice. Security access required.
- Orders for New Patient: Open the Patient Orders window and add orders for a patient that is not currently on the Whiteboard.
- Hide Discharged Patients: Select this option if you no longer want to view patients on the Whiteboard that have been discharged. Note: Discharged patient blocks display with a gray background.
- View/Print Selected Day: View and print a list of patient treatments (Patient Treatment report) for a date or selected date range.
- View/Print Prior 24 Hours: View and print a list of patient treatments from the previous day for patients still checked in.
Refresh
Used to update the window to reflect the current information.
Center of the Whiteboard window
The center of the window displays the scheduled orders/completed treatments in an hourly grid format. Double clicking any cell within the grid will open the patient’s corresponding treatment window.
Whiteboard grid hour columns
The Whiteboard grid’s hour columns display based on the option set in Whiteboard default settings:
- The current day only.
- The current day with 3 hours added for the previous and next days. If set as such, Previous and Next links are available when you scroll horizontally to the outer limits of the 24 one-hour columns. You can click the appropriate link to move the grid columns to change the date and display the hours for the previous day or next day.
Tip: Click Go to Now to the right of the date field to quickly reset the grid to the current hour and day.
Treatment blocks
Patient treatment blocks include detailed information on each treatment scheduled for the time block. The treatment lines listed within a block are displayed according to the numbering set within the Patient Orders window.
Color coding indicates the status of each treatment line.
| Color | Definition | Example |
| Green | Completed, A check mark also displays next to any completed treatment lines. |  |
| Bright blue | Scheduled |  |
| Light Blue | Continuous |  |
| Red | Overdue |  |
| Gray | Discontinued and Did not perform |
If a treatment’s start time was set up to use an incremental (by minute) time (10:15 AM, 2:30 PM, and so on) on the Patient Orders window, the incremental time displays at the beginning of that individual treatment line within the block. Example: If a fluid therapy is scheduled to be performed at 8:30 AM, the patient’s treatment block in the 8 am column will display :30 Fluid Therapy. 
Notes:
- If an incremental time is specified, the treatment line turns red (overdue) on the Whiteboard when that specific time passes, not at the end of the hour. Non-incremental treatment times turn red at the end of the hour.
- Orders with a quantity less than 1 will be displayed with a leading 0 (e.g., 0.2).
Right side of the Whiteboard window
The right side of the window displays patient and whiteboard alerts, based on patient prompt and whiteboard alert settings.
Types of alerts can include:
- Whiteboard Alert List alerts.
- Patient Prompt alerts.
- Patient Classification alerts.
- Alerts manually entered on the Check-in window.
- Alerts manually entered on the Whiteboard.
If more than three alerts exist for a patient, a down arrow indicates there are more alerts to view.
- Hover the mouse pointer on the alert block to view the patient’s full alert list in a popup window.
- Click Edit or enter alert to open the patient’s Alerts list to add, remove and order displayed alerts.
Note: Alert text displays in red, unless it is a Patient Prompt Alert that has been assigned a different color. Colors can be changed by accessing the prompt in Controls > User Defined Prompts > Patient.
Working with patient alerts on the whiteboard
Depending on your setup, the Alerts column may display alerts automatically when a patient is initially placed on the Whiteboard. You can also manually enter patient Whiteboard alerts, edit a manually entered alert, change the alert display order or remove alerts by navigating to either:
- From the Whiteboard (main grid) window, click anywhere in a patient’s Alerts block.
- In the Patient Orders window, click the blue edit link. This link is located to the right of the Alerts field.
Add an alert
- Select the alert from the drop down or manually enter an alert in the text box. A maximum of 20 alphanumeric characters/spaces can be entered.
Note: Alert type will display as Manually entered. - Click Add.
- Continue as needed for additional alerts.
- Click OK to exit the alert list.
Edit a manually entered white board alert
- Select a manually entered alert in the list and click Edit.
- Make changes to the text to display for the alert and click OK.
- Continue as needed for additional editing.
- Click OK to exit the alert list.
Reorder whiteboard alerts
- Select an alert in the list and use the onscreen arrows to move it within the list.
- Continue as needed until all alerts reordered appropriately.
Tip: The most important alerts should be at the top of the list. - Click OK to exit the alert list.
Remove a Whiteboard alert
- Select an alert in the list and then click Remove.
- Continue as needed for additional alert removals.
- Click OK to exist the alert list.
Using a second monitor
Have the Whiteboard main grid display on a second monitor, such as a larger flat screen monitor, so the information is always visible in your treatment area. Requires second monitor to be connected to the same workstation.
Navigate to Activities > Electronic Whiteboard > Whiteboard (second monitor).
A copy of the Whiteboard grid displays on the main monitor.
- Drag the Whiteboard grid copy so it displays on the second monitor.
- Click its Maximize button in the top right corner of the window.
- Continue to access and use all Whiteboard windows on the main monitor.
If staff right-click and select an option on the second monitor’s Whiteboard, that window will open on the main monitor. The second monitor is used as a view only.
Additional information
Display
- The sort order defaults to Patient Name unless a different default sort option has been specified for the workstation in Workstation defaults.
- Patients flagged as critical display at the top of the Patients column on the Whiteboard regardless of the selected sort order. The exception is if the sort order is set to Treatments for the Current Hour or Treatments for the Next Hour. In that situation, critical patients display at the top only if they have treatments for that hour.
- Practice selection displays patients checked in under a specific practice or all practices. This option is for Multi-location Single database (MLSD) configured practices.
Whiteboard alerts
- After a patient is added to the Whiteboard, changes to the following are not reflected and must be manually added to the Whiteboard:
- Whiteboard alerts are for the visit only. They are not added to the patient record.
- The Whiteboard has limited room to display alerts without hovering or using onscreen arrow to display a patient’s full alert list. The most important alerts should be moved to the top of the list and always visible.
- Up to three alerts display in each patient’s Alerts block (main grid)
- Only one alert displays on Patient Orders and Patient Treatments windows.
Related Reports
These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.
- Whiteboard Patient Orders Report
