Zynx Health AuthorSpace Help

Reviewing Plans of Care

Reviewing Plans of Care

To review a plan of care, select any plan of care with a Review status from the content list and click

Review to open the Content Reviewer. You can add, edit, review, and print review comments associated with plans of care. This section consists of the following information:

Adding a Review Comment to a Plan of Care in AuthorSpace

A comment refers to any feedback or questions posted to a reviewable plan of care. A comment may relate to the entire plan of care or to a single item within the plan of care. A comment may have responses added to it by the plan of care author or reviewers. AuthorSpace users initiating the review may also use the comments functionality to post questions to their reviewers.

Linkable content appears collapsed in Review mode. Click View Linked Content to expand the content in a separate Content Viewer window. Users will have the ability to comment on the linkable content as a whole, but not on individual items. Comments on individual items within the linkable content can be made at the time the linkable content is reviewed. To add a comment, complete the following steps:

  1. In the content list, select a plan of care with a Review status and then click the Review link. The Content Reviewer opens and is divided into 3 panes. Use the scroll bars in each pane to view all the information. Click the gray divider line between the panes and drag the line either up or down to resize any of the panes.

When you click on linkable content to comment on it, the top feedback pane is called the Linkable Comments pane, instead of Item Comments.

  1. To post a comment about a single order item, select the order item in the left-hand pane. Click the Start New Topic link in the Item Comments pane to open the New Comment dialog box. The dialog box identifies the plan of care and order item that the comment relates to. To post a general comment that applies to the entire plan of care, click the Start New Topic link in the General Feedback pane to open the New Comment dialog box.
  2. Complete the fields in the New Comments dialog box and click Save.
  • Enter your comment in the Comment box. This is a free text field.
  • (Optional) Select the rating scale for your reviewer to use. You can choose a rating scale that is appropriate for the nature of your review. For example, you can choose a scale that allows the reviewer to rate an order from 1-5, or to specify whether he agrees, disagrees, or has no opinion. Only the owning author can post a new comment with a rating scale. (This functionality is only available from the Content Reviewer in AuthorSpace. It is not available in ViewSpace.)
  • Set the status to either Active or Hidden, depending on whether you want your comment displayed. (This functionality is only available from the Content Reviewer in AuthorSpace. It is not available in ViewSpace.)
  1. Click the x in the upper right-hand corner to close the Content Reviewer.

You can edit/hide a comment from the Content Reviewer in AuthorSpace. (This functionality is not available in ViewSpace.) See Initiating/Requesting a Review for a Plan of Care in the Content Manager.

Editing/Hiding a Review Comment for a Plan of Care in AuthorSpace

Posted comments may be edited by any user with edit rights to the plan of care if no replies are posted to the comment in ViewSpace. A reply to a comment may not be edited after it has been posted.

Once a reply has been posted, a comment can be hidden but cannot be edited in any other way. When the author hides the comment, the system sets the status to hidden and no longer displays the comment in ViewSpace. To edit or hide a comment, complete the following steps:

  1. In the content list, select a plan of care with a Review status and then click the Review link. The Content Reviewer opens and is divided into 3 panes. Use the scroll bars in each pane to view all the information. Click the gray divider line between the panes and drag the line either up or down to resize any of the panes.

  2. Select the desired comment in either the Item Comments pane or the General Feedback pane.
  3. Click the Edit Topic link to open the Edit Comment dialog box.
  4. Complete the fields as appropriate and click the Save button. If the comment has no replies posted, all fields may be edited. However, if the comment does have replies, only the status field may be edited. If the status was set to hidden and Hide Hidden Comments is selected, the comment and responses are removed from the Content Reviewer but not deleted from the database.

Printing Review Comments for a Plan of Care in AuthorSpace

You may print review comments and later use the printed comments to edit the plan of care in AuthorSpace. Comments are printed in the order they appear on-screen. To print comments, complete the following steps:

  1. In the content list, select a plan of care with a Review status and then click the Review link to open the Content Reviewer.
  2. Select Print > Print Comments from the menu at the top of the screen. The Print Comments dialog box opens.
  3. Select Print General Comments, Print Item Comments, or Export to Excel.
  4. Click the Print button. General Comments and order item comments are printed in separate tables with the following columns:
  • Status Date
  • Status
  • Reviewer Last Name
  • Reviewer First Name
  • Comment Text
  • Rating

Viewing Review Comments for a Plan of Care in AuthorSpace

You can see review comments for a plan of care. All new thread comments appear in chronological order, with the newest comments at the top. Replies to comments will be below the comment that is replied to. To view review comments for a plan of care, complete the following steps:

  1. In the content list, select a plan of care with a Review status and then click the Review link. The Content Reviewer opens and is divided into 3 panes. Use scroll bars in each pane to view all the information. Click the gray divider line between the panes and drag the line either up or down to resize any of the panes.


Note: By default, comments with a hidden status are hidden, and the Show/Hide Hidden Comments changes to Show Hidden Comments.

  1. Click the Show Hidden Comments link to display the hidden comments. The Show Hidden Comments link is changed to Hide Hidden Comments.

You can also view general review comments in the Plan of Care Reviews section in the Content Manager.

Searching a Plan of Care in the Content Reviewer

The author or reviewer can perform a Find-in-Page text search within a single plan of care in the Content Reviewer. The Find-in-Page text search searches the content as well as the review comments. Open the plan of care in the Content Reviewer and then complete the following step:

  1. Enter search text in the text input box at the top right of the Content Reviewer screen and click Search. Results are highlighted as such:
  • Search results appear highlighted; the pane automatically scrolls to display the first instance of the search result.
  • If the text is found in the review comments for a content item, the Comments link is highlighted.

Using Advanced Search in the Content Reviewer

Open the plan of care in the Content Reviewer and then complete the following steps:

  1. Select Plan of Care > Advanced Search to open the Find dialog box.
  2. Complete the dialog box to define your search, and then click the Find button:
  • Find What box: Specify the search text in the Find What input box.
  • Find on Content Object check box: When selected, content will be searched. This is selected by default.
  • Find on Reviews & Feedback check box: When selected, the review comments will be searched. This is selected by default.
  • Match case check box: When selected, only results that match the case of the search term will be found. This option is not selected by default.
  • Match whole word check box: When selected, results that match the whole search term will be found. This option is not selected by default.

The search results appear highlighted similarly to the basic search in Content Reviewer.