Creating or editing a conferenceTopic number: 1425411716498

To create a conference, give it a name, select participants and administrators, and set a schedule. You can also edit conferences.

A conference is a recurring meeting of healthcare providers for the purpose of planning and implementing care for specific patients.

To create or edit a conference
  1. To create a conference, select List area > New conference.

    To edit or duplicate a conference:

    1. Select List area > Activities overviews.
    2. Select the activities overview to manage conferences in and click Edit.
    3. Switch to the Conferences tab.
    4. Select the conference and click Edit or Duplicate.
  2. On the New or Edit Conference page, type or optionally modify the name of the conference.
    Example:
    Oncology class (for an oncology teaching conference).
  3. To restrict access to a conference’s contents, set the conference visibility:
    OptionDescription
    PublicA conference can be searched and consulted by any user.
    InternalA conference can be searched and consulted only by presenters, administrators, and participants. The default value.
    PrivateA conference can be searched and consulted only by presenters and administrators.

    If a user does not have access to a conference:

    • This user cannot join any sessions of the conference.
    • This user cannot see which discussion tasks are added to the conference and view them.
    • The conference name is not suggested as an option to this user in the Conference name field in the Search area.

  4. To hide patient and radiologist identifying data during discussion tasks (for example, for peer learning cases), select the De-identify checkbox.

    If selected, the values of the following fields are replaced with asterisks in the Text and List area:

    • Patient ID
    • Patient name
    • Accession number (study level)
    • Report author
    • Report signed by
    • Report contributor
    • Reading physician
    • Case submitter

    The History link in the Text area is also disabled.

  5. Type or change the following conference details:
    FieldInformation needed
    PresenterType a user or task assignment group name.

    For any particular session, the presenter can be overruled.

    Maximum number of discussion tasks per sessionOptionally, type a number between 1 and 99 to limit the number of tasks that can be added to each session.
    AdministratorsType a user or task assignment group name. The current user is set as the administrator by default. Change this if needed by clicking Select. 1
    ParticipantsClick Select to choose default participants. Type a user or task assignment group name. 1
    Linked departmentsOptionally, select departments by typing some letters of their name and selecting them.
    Linked facilities Optionally, select facilities by typing some letters of their name and selecting them

    1 In the Select dialog, to populate the Available contacts list, type an asterisk (*) or the first few letters of the user’s name in the filter area. Filter Select the users to add and click Move. Right arrow To save the users and close the dialog, click Select.

  6. To create or edit schedules for the conference, under Schedules, click New or select a schedule and click Edit. In the Edit Schedule dialog, select appropriate options and click OK.
  7. Click Save & close. Save & close button

Required permissions: Can configure activities overviews and conferences. (For more on permissions, see Security roles: Concepts.)