The Navigation Palette

Patient List

Will appear on opening Genie if 'Open Patient List at Start up' is ticked under the User Preferences > General.

Will appear if there are unprocessed images within the folder specified in Special > ImagePro Control on each computer.

If you are using a third-party electronic correspondence application, you can set a preference within Genie so that the Addressee of an Incoming Letter will receive a Task when a letter has been imported. The user must have the 'Create a Task When Importing a Letter' preferences set in File > Practice Preferences under the Carrier Identifiers tab.

If the sender has spelled the name exactly as the recipient's Genie username, it will appear for this user. If Genie is unable to identify the intended recipient of the letter, the task will be sent to the Genie Administrator instead. For example, Dr Matthew Smith won't receive a Task about a letter addressed to Dr Matt Smith - instead, this task will be sent to the Genie Administrator. 

Clicking 'Letters to Review' in the navigation palette will open the Outgoing Letters window. Who sees this tab in the navigation palette is controlled by the ‘From’ field within the letter. For example if a letter is from Dr Ian Jones (and Dr Ian Jones appears in the 'From' column in the Outgoing Letters window), Dr Ian Jones will have a 'Letters to Review' entry appear in the navigation palette for this letter.

If there are letters which have a tick in the Reviewed checkbox, but not in the Printed checkbox, 'Reviewed, Unprinted' will appear in the navigation palette for all users. Every single letter that does not have a tick in the ‘Printed’ checkbox, regardless of any other parameters set, should cause 'Reviewed, Unprinted' to appear in the navigation palette for all users. This is normally actioned by reception users.

When there are letters that have any of the send options ticked (eg. ‘Send’ in the CC area, ‘Send via 3rd Party’ or ‘Ready to Send’) but do not have ‘Sent from Genie’ ticked, an 'Unsent Letters' entry will appear in the navigation palette for the user who the letter is from. i.e if a letter is from Dr Ian Jones (and Dr Ian Jones appears in the 'From' column in the Outgoing Letters window), Dr Ian Jones will have an 'Unsent Letters' entry appear in the navigation palette.

When letters are sitting in the Outgoing folder of a Third-Party Correspondence application (eg. Medical Objects), and those letters have a 'Created' date less than today's date (i.e yesterday and earlier), 'Undelivered Letters' will appear in the navigation palette for all users. Clicking 'Undelivered Letters' in the navigation palette will open the corresponding ‘Outgoing Letters' folder on your computer (e.g Medical Objects Outgoing letters folder). Genie runs a background check every 10 minutes for these letters.

Will appear for the administrator either after an update or upon every login depending on what option they have selected when closing the window - Hide Until Next Update/Remind Me Later/Do Not Show Again.

Will appear if there are overdue Recalls to be dealt with.

Will appear for the Administrator of Genie by default, and each doctor that has an overdue flagged patient. If a patient has been flagged to be seen by a particular date, they will appear in this list if they have not had an appointment once this date has lapsed.

Will appear when an update from the Software Update menu has been stored rather than applied. Who it will appear for and when will depend on the selected settings.