Editing Template Matching Rules

The Manage Template Matching window allows you to specify the matching criteria that determines the public or private template InteleViewer chooses when opening an order for dictation. These template-matching criteria correspond to order data—such as HL7 information associated with a RIS, for example.

To configure template-matching rules for public templates, ask your PACS administrator to enable the Manage Profile Templates privilege in your user account.

To edit template-matching rules:

From InteleViewer, choose Utilities | User Preferences (Ctrl+U).

The User Preferences dialog appears.
From the Application menu, click Dictation System.
Click Manage Template Matching.

The Manage Template Matching window appears.
From the Show menu, select My Templates, Public Templates, or All Templates.
You can filter information in the Manage Template Matching window. See Filtering the Report Template List by Work Type.
You can show the Work Type column to make it easier to identify report templates. See Applying Filters.
Select at least one template row in the Manage Template Matching window. To select multiple rows, do the following:
- Ctrl-click to select or deselect a row.
- Shift-click to select a range of rows.
When multiple template rows are selected, the Edit Selected Row button is renamed Edit Selected Rows.

If the Manage Profile Templates privilege is not assigned to your user account, the Edit Selected Row button is disabled when at least one public template is selected.
Click Edit Selected Row or Edit Selected Rows.

The Edit Rules window appears.

Use the Edit Rules window to edit the matching criteria for the selected template or templates.

Since editing the matching rules for public templates affects all users, you should be careful when changing matching rules for public templates. If you are unsure, contact your PACS administrator.

In this field:	Do this:
Organization	Select the organization code to which the report template will be matched. The template menu in the Multi-Method Reporting window is filtered based on organization code. To match all organizations, select <Any>.
Modality	Select the modality to which the report template will be matched to an order. To match all modalities, select <Any>.
Study Description	Enable the checkbox and enter the keywords used to match the report template to an order. For example, if the template should be used for orders related to the abdomen and neck, enable the checkbox and enter abdomen neck. Use quotation marks to match exact words. For example, “left arm”. To match all orders, enable the checkbox and leave the field blank.

In this field:

Do this:

Organization

Select the organization code to which the report template will be matched. The template menu in the Multi-Method Reporting window is filtered based on organization code. To match all organizations, select <Any>.

Modality

Select the modality to which the report template will be matched to an order. To match all modalities, select <Any>.

Study Description

Enable the checkbox and enter the keywords used to match the report template to an order. For example, if the template should be used for orders related to the abdomen and neck, enable the checkbox and enter abdomen neck.

Use quotation marks to match exact words. For example, “left arm”. To match all orders, enable the checkbox and leave the field blank.

Click OK.

The Edit Rules window disappears and the changes are made to the matching rules in the Manage Template Matching window. These changes are not applied until you click OK.
Click OK to close the Manage Template Matching window and apply changes to the template matching rules.