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Customizing the Cumulative Patient Profile (CPP) in EMERGE

This tutorial provides a step-by-step guide on creating a customized cumulative patient profile tailored to meet your clinic's specific needs.

Written by Luiz Uggioni Savi

1. Customized CPP

At Emerge, we understand that having a custom CPP tailored to your clinic's needs is essential.

Customized CPP

2. Access the Test Patient's "Patient Profile"

To begin, access your test patient's "Patient Profile. Once you are in the patient profile, scroll down to the cumulative patient profile and select the "Edit Preferences" icon.

Access the Test Patient's 'Patient Profile'

3. Select "Edit Preferences"

The magic of customizing your CPP begins when you select the "Edit Preferences" icon.

Select 'Edit Preferences'

4. Edit CPP Preferences

From this point, there are several customizations you can implement to tailor the CPP to suit your clinic's specific needs.

Edit CPP Preferences

5. Customize the Measurement System

You can enable the toggle if you prefer your clinic's measurements to be displayed in metric units.

Customize the Measurement System

6. Editing "Custom Fields"

To customize fields, click the "Edit Custom CPP Fields" button. From this interface, you can add any fields you wish to display in the CPP.

Editing 'Custom Fields'

7. Understanding "Field Types"

Next, you can modify the "Field Type." The Field Type defines the type of data input. To select the "Field Type," click on the drop-down arrow. The available options include: text, long text, number, date, time, yes or no, multiple choice, dropdown, or checkboxes.

Understanding 'Field Types'

8. Creating a New CPP Custom Field

To add a new field to your CPP, click the "Add field" button. Then, provide a name for your new field and select the field type.

Creating a New CPP Custom Field

9. Preview Custom Fields

Once you have created your custom field, you can preview how your CPP will appear.

Preview Custom Fields

10. Close "Preview" View

After reviewing your custom CPP, click the "Close" button.

Close 'Preview' View

11. Save Custom Fields

Once you have completed editing your custom CPP fields, select "Save".

Save Custom Fields

12. Customizing the CPP Layout

In addition to customizing your CPP fields, you also have the option to modify your CPP layout. To achieve this, simply select "Edit CPP Layout."

Customizing the CPP Layout

13. Edit the Patient CPP Layout

You can easily rearrange the order of items in the CPP by dragging and dropping the CPP field.

Edit the Patient CPP Layout

14. Finalize CPP Customization

After customizing the order of items, click "Save" to apply your changes.

Finalize CPP Customization

You have successfully customized your cumulative patient profile by editing preferences, adding fields, and arranging the layout.

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