Preferences are lists that appear throughout the IRIS application that make data entry easier.

1. From the Admin menu list, select Preferences, then Professionals List.

The Professionals List contains the name and title of the licensed and certified professionals (M.D., D.O., P.A., R.N., C.M.A., and pharmacists) that are vaccinators in the user's office.

The Professionals List can be used to assemble a list of these staff members to more easily identify who provided care when adding immunization information to a patient record.

2. Select the county name where the individual was licensed or certified from the drop down list.

3. Click on the Filter button to see a list of professionals for that county.

The window on the left is an alphabetized list of the professionals who are licensed in the selected county. To locate the professional's name, click on the alphabet index tabs and scroll the list.

There are three ways to move names to the professionals list:

• Click and drag a name from the left window and drop it on the list to the right
• Select the name on the left then click on the right arrow button
• Double-click the name on the left

To remove names from the professionals list, reverse the move process described above.

The Professionals List can be ordered to your preference by selecting a name then use the "Order List" arrow buttons in the middle of the screen to place the name where you want it.

4. When you have added all of the professionals and they have been ordered, click on the Next button to proceed to the summary screen.

The second screen of the Professionals List Wizard will appear.

This screen lists the changes that will be saved when the Finish button is clicked.

If changes need to be made, you can click on the Previous button to return to the selection screen.

Next: See How To - Preferences Wizard - School List