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Reference lists

Your medical procedures and your choice lists, filled by hand, by import or from a starter pack.

On this page07
  1. The kinds
  2. Creating a list
  3. Browsing and searching
  4. Adding and editing rows
  5. Importing from a spreadsheet
  6. Exporting to CSV
  7. Renaming or deleting a list

Reference lists are the lists your modules look up: your medical procedures and their prices, your choice lists. They live in Settings › Reference lists. Every server has its own: nothing is imposed, everything can be changed.

Settings › Reference lists

Reference lists are managed by the organization’s administrators, and by the ranks you give Delegated administration › Manage reference lists (never by default): they then see the Settings entry, reduced to this section. The penal code isn’t part of it: it has its own permissions. See Permissions.

A list’s kind sets its columns, the ones your modules know how to use:

Kind Columns What it’s for
Medical procedures Code, Procedure, Category, Price, Maximum price, Notes billing care (Medical records)
Body zones Order, Code, Zone, Has a side, Notes the injury zones of the medical assessment
Injury types Code, Injury, Notes the injury types of the medical assessment
Medical severities Rank, Severity, Tint, Notes the severity of a visit and of each injury
Surgical procedures Code, Procedure, Specialty, Notes the procedures performed in operative reports
Custom list Label, Description a simple choice list for your custom fields

A few columns deserve a word:

  • Maximum price (medical procedures): left empty, the procedure has a fixed price. Filled in, the procedure has a range: the caregiver picks the price between Price and Maximum price when recording the visit, and the server refuses any amount outside those bounds.
  • Order (body zones): the zone’s place in the assessment lists. The starter pack sorts them in anatomical order, head first; change the numbers to reorder. Without an order, zones are sorted by code.
  • Code (body zones): the zone’s identifier. The body chart uses it to place an injury entered by zone on the body: keep the starter pack’s codes (head, neck, arm, hand, leg, foot…) if you rename a zone.
  • Has a side (body zones): Yes for a zone with a side (arm, hand, leg, foot); the caregiver then says left, right or both sides.
  • Rank and Tint (severities): the rank orders severities from mildest to most serious; the tint (Minor, Moderate, Serious, Critical) sets the badge color.

The assessment lists are described in Medical records.

Prices are shown in your organization’s currency, set in Settings › General.

  1. Click New list.
  2. Pick its kind: Medical procedures, Body zones, Injury types, Medical severities, Surgical procedures or Custom list.
  3. Check the Name and, if you like, the Description.
  4. Except for a custom list, keep Start with the starter pack on if you want a base to work from, which you can edit or delete: about fifteen common procedures and their prices (some with a range), 10 body zones, 7 injury types, 4 severities or 12 surgical procedures.
  5. Click Create.

Click a list to open it. Its rows are shown in a table, sorted by code, 50 at a time (Load more shows the rest); the footer says how many are shown. Notes appear under the label.

The demo’s medical procedures, open

The Search rows box filters as you type. All reference lists takes you back to the list. On a phone, each row becomes a card: code, label and amount.

  • Add a row opens the New row panel, with one box per column, confirmed with Add; the label is required.
  • Click a row to edit it. Delete the row works by holding the Delete button down; records that already used it keep its label.

A reference list holds at most 2,000 rows; an organization, at most 50 reference lists (penal code included). When the row limit is reached, the page says so and adding stops.

Already have your prices in Excel, Google Sheets or LibreOffice? Import them. The same import is used for the penal code.

Importing rows: source, headers, column mapping
  1. In the open list, click Import.
  2. Pick the Source:
    • Paste: select the cells in your spreadsheet, copy, then paste them into the box;
    • CSV file: Choose a file. The separator (comma, semicolon or tab) is detected automatically.
  3. Check the The first row holds the headers switch: SuperMDT turns it on by itself when it recognizes column names.
  4. Review the Column mapping: for each column of the list, the file column that fills it, or Leave empty. SuperMDT guesses it from the headers; columns marked with an asterisk are required.
  5. Read the Preview of the first ten rows: cells in error are flagged and will be rejected.
  6. Click Import (the button shows the number of rows).

A progress bar follows the upload. At the end, SuperMDT shows how many rows were imported and lists the rejected rows, with their number and the column at fault: fix them by hand or re-import them with Import more rows.

Export to CSV downloads every row of the list as a CSV file (semicolon-separated, opens straight in Excel), with headers in your language. Handy as a backup, or to rework the list in a spreadsheet before importing it again.

In the open list, Edit lets you change its name and description. Delete the list works by holding the Delete button down: records that use it keep their values, but its rows can no longer be picked.