Scorecard Templates tab

The Scorecard Templates tab provides a list of all scorecard templates downloaded onto your server.

• To add Axiom-created scorecard templates to this list, see the Scorecard Library tab.
• As with all tables in Clinical Analytics, you can sort and filter the available templates by Short Description, Long Description, Category, Creator, Owner, or Actions. See Table functionality for more details.
• Short Description is the title of the scorecard.
• Long Description briefly describes the template, like which sections it contains or what it was created for.
• Category is the Measure Category or analysis focus. Categories include: Systems, Quality, Safety, Satisfaction, Utilization, CDI, or Service Line.
• Creator identifies where the template originated: Clinical Analytics standard templates were downloaded from the Scorecard Library tab. Client templates were converted to a template from a custom scorecard by a user.
• Owner describes which user downloaded or created the template.

• The Actions column contains your options for interacting with the templates. Your options may be limited because of your permissions level:
  • Clicking the Default Scorecard link opens the template for you to view.
  • If you own the template, or have permissions, a Settings link appears. Clicking the link allows you to edit the short description, long description, or category. A table of users also appears. Clicking the check box to the left of your name gives you access to the template and adds the template to their scorecard template list on the Scorecards tab. See Access a scorecard for more information about sharing scorecard templates.
  • Clicking the Delete link permanently deletes the template from the server, including removing it from the Scorecard templates list on the Scorecards tab for all users. For templates downloaded from Clinical Analytics Library, the template is still available there to download again.