https://wiki.galenhealthcare.com/api.php?action=feedcontributions&user=Jerri.cowper&feedformat=atomGalen Healthcare Solutions - Allscripts TouchWorks EHR Wiki - User contributions [en]2024-03-29T08:14:29ZUser contributionsMediaWiki 1.35.1https://wiki.galenhealthcare.com/index.php?title=.NET_Preferences&diff=11071.NET Preferences2011-04-19T18:34:32Z<p>Jerri.cowper: /* Alert Preferences */</p>
<hr />
<div>=How to set .NET Preferences=<br />
<br />
In the TWAdmin workspace, navigate to Preferences on the [[VTB]]. From this location you are able to edit preferences at the [[Enterprise]], [[Organizational]] or [[User]] level and determine if users will be able to override certain preferences on the front end.<br />
<br />
:[[Image:Pref_Nav_75_Bold.jpg]]<br />
<br />
==Choosing Preferences Before Test Upgrade==<br />
An Excel workbook is available to record preference decisions before the system is available.<br />
Preferences drive much of the system behavior so it is easier to complete the other build tasks if preferences are set first. Preference decisions often require input from multiple representatives of the clinical staff and can therefore be time consuming. For these two reasons it is sometimes helpful to start this decision process before the test upgrade. The preferences can always be altered after the clinical team sees the test system. The worksheet also provides a record of your settings in the event a Hotfix or staff member changes them. We recommend only one person be allowed to change preferences and that same person maintain the worksheet for change control.<br />
<br />
First review the following articles to understand how each level is set, then review each preference description and record the organization's decisions in the workbook available via download below.<br />
<br />
Pay special attention to article: [[TW .NET Preferences#Setting .NET Preferences at the User Level for Multiple Users via SSMT|Setting .NET Preferences at the User Level for Multiple Users via SSMT]]. This article explains how to use the last column of the workbook.<br />
<br />
==Setting Preferences at an Enterprise or Org Level==<br />
To set preferences for all users in a system, and to establish which preferences users have the ability to personalize (set themselves), the administrator will set these preferences at an Enterprise level.<br />
The ability of users to personalize can only be set at the enterprise level i.e. all users can personalize or no users can personalize. The ability of users to personalize cannot be set at the user level i.e. it is not possible for one user to personalize and another not. <br />
<br />
For this Example we are going to set how a user’s favorites are populated.<br />
<br />
# To set preferences at the Enterprise level, select Enterprise from the Ent/Org/User Settings dropdown.<br />
#:[[Image:Select_Enterprise.jpg]]<br />
# The preferences for populating favorites are located under the preferences category General so select General from the Preferences: dropdown.<br />
#:[[Image:Pref_Nav to General.jpg]]<br />
# Highlight the “Add Favorites Automatically” line <br />
# Click on the cell under the header “Value”<br />
# Setting the value to Y or N. Y = when providers make selections those selections will automatically be added to their favorites list, N = when providers make selections those selections will not automatically be added to their favorites list.<br />
# To allow the user to change this preference, keep the Can Override box checked.<br />
#: [[Image:Set_Add_Fav_75.jpg]]<br />
# Click save in the lower right hand corner of the screen<br />
# Login as a user and test to see if the interface acts as expected<br />
<br />
==Setting .NET Preferences at the User Level via TW Admin > Preferences==<br />
For this Example, the user level preference will be set to display the site selector when a user logs in<br />
<br />
# Select 'User' from the Ent/Org/User dropdown to edit settings at the user level<br />
# Select the organization the user belongs to<br />
# Click the binoculars to seach for the user. The Select a User dialog will open<br />
#:[[Image:LevelReplacement.jpg]]<br />
# Set the search criteria. In this case: UserName - Starting With - Test<br />
# Click binoculars to search<br />
# All users fitting the search criteria will be displayed. Highlight the user to be edited<br />
# Click OK<br />
#:[[Image:UserReplacement.jpg]]<br />
#:<br>The user level preferences will be displayed. Note that the User Can Override column is not available at this level. Only preferences with a value of user can override = Y will be visible.<br />
# Preferences are grouped into categories. Select the preference category from the Preference dropdown. For this example choose the preference category General<br />
# Select the preference row “Always Present Site Selector for User”<br />
# Click on the cell under the header “Value” and select a value from the dropdown. For a description of each preference and what the values will do see [[TW .NET Preferences#TW .NET Preferences|TW .NET Preferences]]<br />
# Click Save in the lower right hand corner of the screen<br />
#:[[Image:PrefReplacement.jpg]]<br />
# Login as a user and test to see if the interface acts as expected<br />
<br />
==Setting .NET Preferences at the User Level for Multiple Users via SSMT==<br />
In some cases an organization may want to set a preference differently for different users within the same organization. In this situation the best practice is to set the preference of the smaller group of users at the user level and leave the larger group of users at the org or enterprise level preference. These instructions use the example of setting the site selector to appear at login for floating nurses but not for anyone else.<br />
# Determine which group of users is smaller and create a list of their usernames. Of all the organization's users the floating nurses are the only users who prefer to have the site selector appear at login so they are the smaller group.<br />
# [[TW .NET Preferences#Setting Preferences at an Enterprise Level|Set the Enterprise or Org level preference]] based on what the majority of users prefers. Most users prefer the site selector not to appear at login so set the Enterprise or Org level preference to N<br />
# Choose a member of the smaller group and [[TW .NET Preferences#Setting .NET Preferences at the User Level via TW Admin > Preferences|set their preference at the user level in TW Admin]]. Test User is a floating nurse and wants the site selector to appear at login so set her user level preference to Y<br />
# Log out and extract the category '''TW .NET Preferences''' using SSMT<br />
# Use Excel to delete all rows except the one with 'Test User' under '''*HDRUserName'''<br />
#:[[Image:Excel1Replacement.jpg]]<br />
# Copy the setting to create as many rows as there are users in the smaller group<br />
#:[[Image:Excel2Replacement.jpg]]<br />
# Replace the '''*HDRUserName''' with the usernames of the smaller group<br />
#:[[Image:Excel3Replacement.jpg]]<br />
# Reload the table<br />
<br />
For more details about the SSMT category '''TW .NET Preferences''' see [[SSMT: TW .NET Preferences]]<br />
<br />
==How a User can set their own Personal Preferences==<br />
A provider can personalize their preferences from the clinical toolbar. For this example we are going to say that this user wants to include active problems in past medical history and automatically post those problems to the encounter summary.<br />
<br />
*Login as a provider<br />
*Navigate to Chart on the vertical toolbar<br />
*Select the arrow on the far right hand side of the Clinical Toolbar<br />
<br />
[[Image:Ppref1.jpg]]<br />
<br />
*From the dropdown menu, select personalize.<br />
<br />
[[Image:Ppref2.jpg]]<br />
<br />
This opens the Personalize dialog box. From here a provider has the ability to change many individualized settings to suit their personal preferences. <br />
<br />
*Navigate to the Problem Tab <br />
*Select “Problem include in PMH” and change the value to “checked for all”<br />
<br />
[[Image:Ppref3.jpg]]<br />
<br />
*select “post problem to encounter” and change the value to Y<br />
*click on Save<br />
<br />
=.NET Preferences=<br />
V11 Preferences can be set in the TWAdmin workplace, by entering the value that corresponds to the Preference.<br />
<br />
This list includes the net new preferences with v11.2.<br />
<br />
'''Categories'''<br />
Preferences are grouped into categories. The categories are General, Meds, Meds/Orders, Note, Orders, Problems and Results. Specific information about each preference is listed below.<br />
<br />
'''Recommended Setting''' - Recommended settings are based on certified workflows and the most common setting. Each of them must be reviewed with your organizations workflows in mind.<br />
<br />
===Alert Preferences===<br />
<br />
'''AllergyListNotReconciled:''' Indicates if Allergy List is Not Reconciled<br />
Places an alert in the patient encounter summary that the allergy list was not reconciled. This will appear under the My Alerts category or the All Other Alerts category. <br />
*Default Value: Show In My Alerts<br />
Options: <br />
''Note: Clicking the chart alert icon from the patient banner will populate the list of those not <br />
documented.''<br />
1.Show in my alerts<br />
2.Show in all other alert<br />
<br />
'''Allow Don't Show Me Again Option:''' Allow users to be able to select "Don't Show Me Again" for Alerts<br />
*Default Value: Y<br />
Options: <br />
Y: Allows users to select Don't Show Me Again<br />
N: Users are always alerted when something is not documented.<br />
<br />
'''BPNotDocumented:''' Indicates if Blood Pressure for Patients 2 and Older is Not Documented<br />
Places an Alert in the patient encounter summary that Blood Pressure was not documented. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Medication:''' Indicates whether or not to show Compliance Medication Recommendations Alerts In Encounter Summary (This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Misc:''' Indicates whether or not to show Compliance: Misc Recommendations in "My Alerts"(This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Problem:''' Indicates whether or not to show Compliance: Problem Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Complaince Results:''' Ability to show Compliance: Results Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Display Provider Alerts:''' Allows the users to be able to select the providers that they would like to view alerts for, when there is not an Appointment in context<br />
Places an Alert in the patient encounter summary for the selected providers viewing patient charts without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: <br />
Options: <br />
1.Check all providers<br />
2.Check all the providers that apply<br />
<br />
'''Display Specialty Alerts:''' Allows the users to be able to select the specialties that they would like to view alerts for, when there is not an Appointment in context<br />
Places an Alert in the patient encounter summary for the selected specialities when providers are viewing a patient chart without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: NA<br />
Options:<br />
1.Check All Specialties<br />
2.Check the Specialties that apply<br />
<br />
'''HeightNotDocumented:''' Indicates that Height is Not Documented<br />
Places an alert in the encounter summary that Height has not been documented. This NEEDS to be recorded for MU. Options are to show in the My Alerts Category or the All Other Alerts Category.<br />
Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''LangRaceEthnicityNotDocumented:''' Indicates that Language, Race, or Ethnicity is not Documented<br />
Places an alert in the encounter summary that Language, Race, or Ethnicited has not been documented. Options are to show in the My Alerts Category or show in the All Other Alerts Category<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedAllergiesNotDocumented:''' Indicates that Med Allergy Status is Not Documented<br />
Places an alert in the encounter summary that Medication Alergies have not been documented. Options are to show in the My Alerts Category of the All Other Alerts Category.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedListNotReconciled:''' Indicates that Med List is Not Reconciled<br />
Places an alert in the encounter summary that the medication list has not been reconciled. Options are to show in the My Alerts Category or the All Other Alerts Category.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedsNotDocumented:''' Indications that Medication Status is Not Documented<br />
Places an Alert in the patient encounter summary that medications were not documented. This alert will appear in the My Alerts category or the All Other Alerts. Note that prescribing electronic medication needs to demonstrated for MU reporting.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data - Order/Results:''' Indicates that there is Missing Order/Result Data: Order/Results Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing order or result data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Immunizations:''' Indications that there is Missing Immunization Data: Immunizations Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing immunization data for the patient chart. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS. <br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Medications:''' Indicates that there is Missing Medication Data: Medications Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing medication data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS. <br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Misc:''' Indicaties that there is Missing Misc. Data: Medication Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing miscellaneous recommendations. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS. <br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Problems:''' Indicates that there is Missing Data: Problems Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing data recommendations in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS. <br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''OverdueOrdersAlerts:''' Gives the user Overdue Orders Alerts<br />
Places an alert in the encounter summary that there are overdue orders in the patient chart.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show all orders in my alerts<br />
2.Show all orders in All Other Alerts<br />
3.Show order I manage in My Alerts and hide any others<br />
4.Show orders I manage in All Other Alerts and hide any others<br />
5.Show orders related to my specialty in My Alerts and hide any others<br />
6.Show orders related to my specialty in All Other Alerts and hide any others<br />
<br />
'''OverdueRemindersAlerts:''' Gives the user Overdue Reminders Alerts<br />
Options:<br />
Places an alert in the encounter summary that there are overdue issues within the patient chart.<br />
*Default Value: Show in my alerts<br />
1.Show all orders in my alerts<br />
2.Show all orders in All Other Alerts<br />
3.Show order I manage in My Alerts and hide any others<br />
4.Show orders I manage in All Other Alerts and hide any others<br />
5.Show orders related to my specialty in My Alerts and hide any others<br />
6.Show orders related to my specialty in All Other Alerts and hide any others<br />
<br />
'''ProblemsNotDocumented:''' Patient Problems are Not Documented<br />
Places an alert in the encounter summary that patient problem was not documented in the patients chart.<br />
*Default Value: Show in my alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Show MU Alerts:''' Indicates whether or not to show Alerts Pertaining to MU.<br />
Places an alert in the encounter summary displaying all MU Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1: Show in my alerts<br />
2: Show in all other alerts<br />
<br />
'''SmokingStatus:''' Indicates whether or not Smoking Status for Patients 13 and Older is Not Documented<br />
Places an alert in the encounter summary that smoking is NOT documented in the patient chart. This NEEDS to be documented for MU.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''WeightNotDocumented:''' Indicates that Weight is Not Documented<br />
Places an alert in the encounter summary that weight has not been documented in the patient chart. This is a MU criteria.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
===Clinical Trial Preferences===<br />
'''Works Time Batch Match Starting Time''' Added in v11.1.7<br />
<br />
Indicates the time that the night job runs. The night job reviews the next day's appointment list and compares the patients to the patients to the available clinical trial definitions. <br />
Available Options: 12:00 am; 1:00 am; 2:00 am; 3:00 am; 11:00 pm<br />
Default Value: 12:00 am<br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: N/A<br />
<br />
'''Clinical Trial Maximum Patient Drive Miles''' Added in v11.1.7<br />
<br />
The maximum number of miles the client would have a patient drive to participate in a trial. <br />
Available Options: 5, 10, 25, 50, 100<br />
Default Value: 5<br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: N/A<br />
<br />
'''Works CT Max Distance:''' Indicates the time that the night job runs. The "night job" reviews the next day's appointments list and compares the patients to the available clinical trials.<br />
*Default Value: 12:00 am<br />
Options<br />
1. 12:00 am<br />
2. 1:00 am<br />
3. 2:00 am<br />
4. 3:00 am<br />
5. 11:00 pm<br />
<br />
'''Works CT Distance:''' Indicates the maximum miles the client would have a patient drive to be included in the "night job" to be included in a clinical trial.<br />
*Default Value: 5<br />
Options:<br />
1. 5 miles<br />
2. 10 miles<br />
3. 20 miles<br />
4. 25 miles<br />
5. 50 miles<br />
6. 100 miles<br />
<br />
==General Preferences==<br />
<br />
Question: What does the [[EXCLUDE PHYSICAL EXAM FINDINGS]] mean? <br />
<br />
'''ACI Active Problem Search Filter Defaults:''' ACI Active Problem Search Filter Defaults<br />
Allows users to filter the problem search results by default<br />
Options:<br />
1. Return results with ICD9 Codes Only<br />
2. Return symptoms & Diagnoses Only<br />
3. Exclude Physical Exam Findings<br />
<br />
'''ACI Family History Search Filter Defaults:''' ACI Family History Search Filter Defaults<br />
Allows the user to filter the Family History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''ACI Past Medical History Search Filter Defaults:''' ACI Past Medical History Search Filter Default<br />
Allows the user to filter the Past Medical History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''ACI Past Surgical History Search Filter Defaults:''' ACI Past Surgical History Search Filter Defaults<br />
Allows the user to filter the Past Surgical History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''Add Favorites Lists Automatically'''<br />
*When set to 'Y', this preference causes items to get automatically assigned to a users favorites list as they use them. This includes meds, allergies, orders, and problems.<br />
*When set to 'N', items will not be added to a users favorite list unless they manually add it.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Allergy list Review'''<br />
Per Allscripts July, 2008 this preference is currently not used. It does not matter how it is set, but it is best to leave blank and revisited when the preference becomes active.<br />
Recommended Setting: Leave Blank<br />
<br />
'''AllergyWarnIfNotParticipating:''' Warn if an allergy is not participating in checking.<br />
Allows organizations to warn users if a selected allergy is not participating in DUR checking.<br />
Options: <br />
1. Y (Allow)<br />
2. N (Do Not Allow)<br />
<br />
'''Allow Advanced Personal Editing of CareGuide Templates:''' Determines the ability a user can edit CareGuides<br />
Allows the organziation to determine the extent of editing granted to providers to make at the personal template level within the ACI. <br />
*Default Value: N<br />
Options: <br />
1. N (Do Not Allow): If set to N providers have the following <br />
CareGuide editing abilities:<br />
* Save selections as defaults (i.e. labs a provider <br />
prefers, medications, problems, <br />
etc.)<br />
* Edit the SIGs for the medications and variables <br />
(i.e. provider prefers for patient to check temp twice<br />
daily instead of once). Providers would be able to <br />
save this default<br />
* Add customized guidelines and save to a personal <br />
template.<br />
* Set a default opening section and save to a personal <br />
template.<br />
* Add ad hoc items for the current pateint (from the <br />
ACI only). These ad hoc are not saved to a personal<br />
template. <br />
2. Y (Allow): If set to Y the providers will have the <br />
following in ADDITION to the N abilities:<br />
* Add new orderable items and save them to the template<br />
* Delete items or headers<br />
* Edit headers<br />
* Rearrange items or headers <br />
<br />
'''AllowClinicalSummaryWhenNoteUnFinal:''' Allows provider to get credit for supplying a Clinical Summary in an unfinalized state<br />
Allows users to indicate whether or not to generate a note before it is final<br />
Default Value: N<br />
Options:<br />
1. Y (Allow users to generate a note before it is final)<br />
2. N (Do Not allow users to generate a note before it is final)<br />
<br />
'''Always Present Dialog When Printing Rx'''<br />
* When set to 'Y' the "Use Default Rx Printer" option on the commit screen will not be selected and the default behavior will be to show the Print Dialogue box when a medication is committed and activated. This forces the user to review the print dialogue before sending the print request.<br />
* When set to 'N' the "Use Default Rx Printer" option on the commit screen will be selected and the default behavior will be to suppress the Print Dialogue box when a medication is committed and activated. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Always Present Site Selector for User'''<br />
*When set to 'Y' the Site Selector will appear every time a user logs into AE-EHR. This is a great option for floating staff, but can become a nuisance.<br />
*When set to 'N' the Site Selector would only appear if a user hasn't previously set a default. In this case it will default to their default site. The user can change their site in AE-EHR if the menu item has been given to them. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is off by default, but can be allowed.<br />
<br />
'''Audit level''' - Allows administrators to capture and track the following information about users’ activity in the AE-EHR application including: User name, Patient name,Patient MRN, Access date, Access time, Device used (Web, PDA), Action time, Action taken (viewed, printed,created, and/or faxed), WebFramework Page accessed This setting determines the amount of information contained in the Audit Log Report. Please be aware that increasing the level of auditing increases the amount of data that is tracked and stored. Due to the nature of this, it can cause performance issues, so please be sure to test this before implementing in production. This is not seen often, but should be considered. These settings do not change the level of auditing on particular items such as notes. This simply changes what is written to the Audit log report. <br />
* When set to 'High' the audit trail will capture viewing, editing, creating, printing, and faxing of clinical items.<br />
* When set to 'Medium' the audit trail will capture editing, creating, and viewing of clinical items.<br />
* When set to 'Low' the audit trail will capture editing and creating of clinical items. <br />
<br />
Available Options: 'High', 'Medium', 'Low'<br />
Recommended Setting: 'Low' unless your Enterprise requires higher levels of auditing<br />
Can be set on these levels: Enterprise<br />
User Can Override: No, this is off and enforced<br />
<br />
'''CareGuide Default Opening Section''' Added in v11.1.7<br />
<br />
Allows users to choose the default opening section of CareGuides.<br />
* When set to 'All' the display opens all sections of the CareGuide selected<br />
* When set to 'Follow-Ups and Referrals' the display opens to the Follow-Ups and Referrals section of the CareGuide selected<br />
* When set to 'Instructions' the display opens to the Instructions section of the CareGuide selected<br />
* When set to 'Medications' the display opens to the Medications section of the CareGuide selected<br />
* When set to 'Orders' the display opens to the Orders section of the CareGuide selected<br />
<br />
Available Options: All, Follow-Ups and Referrals, Instructions, Medications, Orders<br />
Default Setting: All<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes<br />
<br />
'''Clinical Exchange Documents (CED) Verification'''<br />
* When set to 'Y' this will require verification when CED documents are imported. This means that a provider will be tasked with verifying the document before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.<br />
* When set to 'N', the CED document would be imported and would not require verification prior to being added to the patient's chart.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Clinical Exchange Documents (CED) Verification Routing''' - If you have turned on "Clinical Exchange Document Verification" or "Clinical Exchange Documents Item Verification" this specifies the tasking behavior. <br />
* If set to 'Recipient then PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient first, if the system can't make a match or if the recipient isn't defined as a user, it will attempt to assign the task the the PCP defined for the patient. If the PCP isn't defined or is not setup as a AE-EHR user, the task would then be assigned to the Clinical Exchange Document Team. <br />
* If set to 'Recipient then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient. IF the system can't make a match or the recipient isn't setup as a user, the task will get assigned to the Clinical Exchange Document Team.<br />
* If set to 'PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the PCP first. If the patient does not have a PCP defined or the PCP is not setup as a user, the system will assign the task to the Clinical Exchange Document Team.<br />
* If set to 'Clinical Exchange Document Team' the task will be assigned to the Clinical Exchange Document Team.<br />
<br />
Available Options: 'Recipient then PCP then Clinical Exchange Document Team', 'Recipient then Clinical Exchange Document Team', <br />
'PCP then Clinical Exchange Document Team', 'Clinical Exchange Document Team' <br />
Recommended Setting: 'Clinical Exchange Document Team'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''ClinEGuide Credentials (User|Pwd)'''<br />
* This is a free text field which would hold your username and password for integration with the [http://www.clineguide.com/marketing/ContentPage.aspx Wolters Kluwer Clin-Eguide]. If a value is provided, an icon will apear on the v11 toolbar that looks like an open book. if a user selects the book, it will launch an Internet Explorer session which brings the user to the Clin-eguide home page. The credentials are passed with the action and will log them into the site if valid. <br />
<br />
Available Options: Free Text <br />
Recommended Setting: Blank<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Clinical Exchange Documents Item Verification'''<br />
* When set to 'Y' this will require verificaiton when CED items (meds, allergies, problems, etc.) are imported. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.<br />
* When set to 'N', the CED items would be imported and would not require verification prior to being added to the patient's chart.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Community/Automatic CED Submittal:''' Automatically submit CEDs to communities when patient chart is updated<br />
Allows organizations to automatically submit CEDs after a patient chart is updated to a patient-designated community that the organization shares information with<br />
*Default Value: N<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Community/Patient Data Sharing Security:''' Default sharing with Communities (Opt-in) or not share (Opt-out)<br />
Allows the organization to determine by default whether or not all patients in the EHR will participate in the community data sharing.<br />
*Default Value: Opt-In<br />
NOTE: at request of the patient the organization can override this option within the Patient Profile.<br />
Options: <br />
1.Opt-in: Yes you want to share<br />
2.Opt-out: No you do not want to share<br />
<br />
'''Create Future Encounter''' Added in v11.1.7<br />
Allows the creation of future encounters<br />
* When set to 'Y' this will allow users to create documentation on a future encounter<br />
* When set to 'N' this will not allow users to create documentation on a future encounter<br />
<br />
Available Options: 'Y' or 'N'<br />
Defaulted Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
*'''Create Overdue Reminder Task:''' Create Overdue Reminder Task<br />
Allows users the option to enable or disable OverDue Reminder Tasks<br />
Options: Y (Allow) or N (Do Not Allow)<br />
<br />
'''Days Before Instruction Expiration Date To Consider Near Due'''<br />
* This Value is a number representing number of days. This tells the system when incomplete instructions should show as near due on the patient's chart. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Days Before Scheduled Order Expiration Date to Consider Near Due'''<br />
* This Value is a number representing number of days. This tells the system when incomplete or scheduled Orders should show as near due on the patient's chart. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Entering For Provider ID'''<br />
* This value specifies the default provider ID that should default into fields such as the Ordering Provider on medications or Orders within the system. This is primarily used for non-provider users that support a specific physician. For example, if an MA always works for Dr. Smith, they would want to set this within their personalize options so it would pre-populate and default properly. This is typically a setting that should be shown to users during training.<br />
<br />
Available Options: Any entry in the Provider Dictionary<br />
Recommended Setting: Blank Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default Specialty ID'''<br />
* This value specifies a non-provider's default specialty. This is best used as a personal setting from within the UI and should be shown to end users during training. This setting will default the specialty for a user in certain areas of the product that are driven by specialty such as the note selector, ACI specialty favorites, and flowsheets. Providers usually have their specialty specified in the provider dictionary and do not need to utilize this preference. <br />
<br />
Available Options: Any entry in the Specialty Dictionary<br />
Recommended Setting: Caution -Blank for user/providers (adverse affect of their favorites if not left blank),<br />
Users can populate as needed, but the recommended setign is still "Blank"<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default Supervising Provider ID'''<br />
* This value specifies the default supervising physician for users that require supervision with Orders. This should be shown during training and is best when set on a personal level. <br />
<br />
Available Options: Any entry in the Provider Dictionary<br />
Recommended Setting: Blank<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default to QuickList Favorites'''<br />
*When set to 'Y', this preference causes items to get automatically assigned to a users QuickList as they use them. This includes meds, allergies, orders, and problems.<br />
*When set to 'N', items will not be added to a users QuickList unless they manually add it.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Dictionary Cache'''<br />
* This setting is looking for a numeric value, but should be left alone. This is a development setting and is not intended to be used unless instructed otherwise. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: Do not change<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Dictionary Edit Max Count'''<br />
* This setting should be a value between 100 and 1000. This determines how many rows will be visible in a dictionary grid before the dictionary automatically goes into search mode.<br />
<br />
Available Options: Numeric Value between 100 and 1000<br />
Recommended Setting: 1000<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Directives Editable'''<br />
* If set to 'Y' the Patient Directives on the Patient Profile Dialog or "i" screen will be editable. This would be set to 'Y' if you want users to document patient directives in the UI.<br />
* If set to 'N' the Patient Directives on the Patient Profile Dialog or "i" screen will be viewable only. This would be set to 'N' if you do not want users to document or edit this or if this value is populated through the registration interface. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Display <R> in Patient Banner for Restricted Documents''' Added in v11.1.7<br />
* If set to 'Y' the system will display the <R> in the patient banner when they have a restricted document. <br />
* If set to 'N' the system will not display the <R> in the patient banner when they have a restricted document. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise,Organization<br />
User Can Override: N/A <br />
<br />
'''Display Future Encounters in selector X days in the future'''<br />
* This is a numeric value which specifies how far in the future pending appointments are shown in the encounter selector. In most workflows, users will be working on an arrived appointment for the current day. If there are workflows that require people to prepare for a future appointment and begin documenting on encounters before the arrival occurs, this setting would allow those encounters to display and be selectable. It is advised that this be set to 1 to avoid any issues if the scheduling interface was to go down. If appointments can't be arrived in the system due to interface issue, this would allow end users the ability to complete their work on pending appointments until the issues are resolved. <br />
<br />
Available Options: Numeric Value between 0-99<br />
Recommended Setting: 1<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DisplayPatientPicture'''<br />
* If set to 'Y', this would display the patient picture on the Patient Profile Page or "i" screen. This also allows the ability to upload pictures. <br />
* If set to 'N', this would hide the patient picture on the Patient Profile Page or "i" screen and would disable the ability to upload pictures.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Double Click Action'''<br />
* If set to "View" this would specify that double-clicking an item from the clinical desktop would open it in view mode.<br />
* If set to "Edit" this would specify that double-clicking an item from the clinical desktop would open it in edit mode.<br />
<br />
Available Options: 'View' or 'Edit'<br />
Recommended Setting: 'View'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Due Date or Start Date for Newly Added Bulk Enrollment'''<br />
* Bulk Enrollment is currently not available. Leave this as is for now.<br />
<br />
<br />
'''Enable Allergy Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' the system would generate verification tasks for providers when allergies are entered by non-provider users. In this setting a newly entered allergy will remain in a unverified mode until verified by a provider. This is important for JCAHO accreditation. <br />
* If set to 'N' the system will add allergies to the patient's allergy list in a completed status without verification from a provider.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
<br />
'''Enable E-Prescribe G Code Alert''' Added in v11.1.7<br />
For 2009, to be a "successful e-prescriber", a provider must report the e-prescribing quality measure through their Medicare Part B claims on at least 50% of applicable cases during the reporting year. <br />
<br />
* If set to 'Y' a reminder will be added to the Encounter Summary for all Medicare patients that an e-Prescribing G-Code may be appropriate for this encounter. This is a reminder to the facility that they need to manually add the G-Code to their Encounter Form. This ensures all prescriptions should count towards the qualifications necessary to be seen as a "successful e-prescriber."<br />
* If set to 'N' no reminder will appear.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Enable MSHV''' Added in v11.1.7<br />
Determines whether or not the HealthVault specific settings should be available on the patient profile dialog. <br />
* If set to 'Y' the Health specific settings shodul display on the patient profile dialog and allow for a patient to be linked to their HealthVault account. <br />
* If set to 'N' then patient accounts cannot be linked to HealthVault.<br />
Note: Enterprise EHR usres should also not have the ability to import or export CEDs from MS HealthVault if this preference is set to N<br />
<br />
Available Options: 'Y' or 'N'<br />
Default Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Encounter Selection from Worklist'''<br />
* When set to 'Encounter Selector'<br />
* When set to 'Create New Encounter'<br />
<br />
Available Options: 'Encounter Selector' or 'Create New Encounter'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Encounter Summary Always Print Medication Profile''' Added in v11.1.7<br />
Encounter Summary: Always print medication profile<br />
* <br />
<br />
Available Options: 'Y' or 'N'<br />
Default Seting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''EncounterSummaryAlwaysProvideClinicalSummary:''' Encounter Summary: Always Provide Clinical Summary<br />
*Default Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Encounter Type for Worklist'''<br />
This preference previously only applied to results. Effective in v11.1.7, this preference is applied to all work done on Worklist. The intent is to reduce the instances when a use is presented with an encounter selector without increasing the number of times work done during an appointment is documented against a non-appointment encounter.<br />
<br />
Available Options: Active entries in the Encounter Type dictionary<br />
Recommended Setting: Chart Update<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Encounter Summary Default View'''<br />
* When set to 'Type' the encounter summary or commit screen will default to display items grouped by type (orders, problems, etc.)<br />
* When set to 'Problem' the encounter summary or commit screen will default to display items grouped by their associated problem. <br />
<br />
Available Options: 'Type' or 'Problem'<br />
Recommended Setting: 'Problem'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Encounter Summary Password Required on Save'''<br />
* If set to 'Y' the user must enter their password when saving the Encounter Summary <br />
* If set to 'N' the user does not need to enter their password when saving the encounter summary.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Encounter Summary Review Before Save'''<br />
*If set to 'Y', the encounter summary will appear when a user hits the commit button or leaves the patient's chart. This acts as a review process prior to committing the data. <br />
* If set to 'N', the Encounter Summary will not appear when a user hits the commit button or leaves the patient's chart. This will commit the data without the chance to review it. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is selected by default and should be shown in training<br />
<br />
'''Enterprise Emergency Telephone Number'''<br />
* This is a free text value designed to house the emergency telephone number for an Enterprise. This is displayed when printing patient instructions. <br />
<br />
Available Options: Free Text<br />
Recommended Setting: '911'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''EthnicityEditable:''' Ethnicity Editable<br />
Enables organizations to allow users to edit the Ethinicite from within the Patient Profile. <br />
NOTE: The PMS is NOT updated with this is done<br />
*Default Value: N<br />
Options: <br />
1. Y (Allow)<br />
2. N (Do Not Allow)<br />
<br />
'''ExceptionDetailsPassword:''' Exception Details Password<br />
*Default Value: Blank<br />
This field sets the password that must be entered to see the details of an error. If left blank, anyone can click the detail <br />
button to see the actual data the error message contains without having to enter a password.<br />
<br />
'''Fax Maximum Pages''' Added in v11.1.7<br />
Maximum number of pages (estimated) allowed in a chart fax<br />
* This is a numeric field<br />
<br />
Available Options: Free Text Numeric Field<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Fax Warning Type''' Added in v11.1.7<br />
Determines the type of warning users receive when exceeding the maximum number of pages to be faxed.<br />
<br />
Available Options: Block Fax, Disabled, Warn User<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Language Editable'''<br />
* When set to 'Y', this allows users to edit the patient language on the Patient Profile Dialog or "i" screen. This allows users to specify the patient's primary language within AE-EHR.<br />
* When set to 'N', this will only allow users to view the patient's primary language on the Patient Profile Dialog or "i" screen. This is usually the preferred setting when this value is populated by the registration interface or if an organization prefers not to capture this information.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Mask SSN in Reports, Patient Search, & Patient Profile'''<br />
* When set to 'Y', this will hide the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.<br />
* When set to 'N', this will allow users to see the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Max # of Providers for All Provider View'''<br />
* This is a numeric value between 0-99. This specifies the maximum number of providers a user can add to the All Provider view. This is defined on the Daily Schedule within the personalize options. The recommendation is 20 and any more than that should be tested prior to implementing. This could introduce a performance issue or become unusable if too many schedules are merged together. <br />
<br />
Available Options: Numeric Value between 0-99<br />
Recommended Setting: 20<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Maximum Number of Seconds to allow for Worklist Load'''<br />
* This is a numeric value that represents the maximum number of seconds that the WorkList is allowed to consume before timing out. This setting is put into place to prevent any long term lock ups for a WorkList view that are improperly defined and potentially hindering system performance. In most cases, if the view is defined properly, this setting should have no merit. <br />
<br />
<br />
Available Options: Numeric Value <br />
Recommended Setting: 30<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Minimum # of Hours to Keep Patient Site Location and Encounter Status'''<br />
* This is a numeric value that establishes the length of time that the patient location and encounter status will be stored. This timeframe is based on the last update of either of the fields. For example, if this is set to 1 hour, this information would be cleared 1 hour after the last update to the patient location or encounter status. This is cleared out to ensure it is reset for the patients next visit. <br />
<br />
Available Options: Numeric value between 1-99<br />
Recommended Value: 2<br />
Available on these levels: Enterprise, Organization<br />
User Can Override? No, This is off and enforced<br />
<br />
'''Normative Growth Chart in Units'''<br />
* If set to ‘Us Units’ the Normative Growth chart will be displayed using US Units.<br />
* If set to ‘Metric Units’ the Normative Growth Chart will be displayed using Metric Units.<br />
<br />
Available Options: ‘Us Units’, ‘Metric Units’<br />
Recommended Value: ‘Us Units’<br />
Available on these levels: Enterprise, Organization, User<br />
User Can Override? Yes, This is on by default and should be shown during training. <br />
<br />
'''Order Authentication Time-Out'''<br />
* This is a numeric value that determines the number of minutes before the system requires authentication since the last time they authenticated. The system can be configured to ask for passwords when signing notes, prescribing medications, or committing the encounter summary. If a user has entered their password within the allowed timeframe defined by the setting, the user will not be required to enter their password. Once the time period has passed, the user will need to enter their password to verify their access. Setting this to 0 means that a user will need to enter their password once and their authentication session will not expire again during the session. <br />
Available Options: Numeric value from 0 – 99<br />
Recommended Setting: 5<br />
Available on these levels: Enterprise, Organization<br />
User can override? No, this is off an enforced<br />
<br />
'''Patient Portal Registration Level:''' Patient Portal Registration Level<br />
Options:<br />
1. Organization<br />
2. Provider<br />
<br />
'''Patient Tracking-Use Patient Encounter Status'''<br />
* If set to 'Y', this will enable this drop down and the values available for the assigned site will apear in the drop down for an arrived patient. <br />
* If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Patient Tracking-Use Patient Site Location'''<br />
* If set to 'Y', this will enable this drop down and the values available for the assigned site will appear in the drop down for an arrived patient. <br />
* If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Previously Discontinued (DC)For Patient'''<br />
* If set to 'Immediate' the user will be prompted with a warning if an order being added has been discontinued for that patient in the past. <br />
* If set to 'Never' the user will not be warned of this condition.<br />
<br />
Available Options: 'Immediate' or 'Never' <br />
Recommended Setting: 'Never' <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Print Patient Education Always'''<br />
* If set to 'Always' the indicator on the encounter summary screen will be selected and printed anytime patient edcuation is available whether it is part of a CareGuide or custom education materials added by the client. This setting can be overridden on the encounter summary if the user doesn't want them for a specific encounter.<br />
* If set to 'CareGuide Only', the indicator on the encounter summary screen will be selected and printed anytime patient education is available if included with the CareGuide. This setting can be overridden on the Encounter Summary if the user doesn't want them for a specific encounter.<br />
<br />
Available Options: 'Always' or 'CareGuide Only'<br />
Recommended Setting: 'Always' <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option, but not selected by default<br />
<br />
'''Provider Selection limited to Favorites'''<br />
* If set to 'Y' the user or provider is limited to selecting a provider from their favorites list in the drop down. The search field will be hidden and they are prevented from selecting other providers. This is typically only used in a multi-org situation when it is not viable for users to see the entire list of providers. <br />
* If set to 'N' the user or provider has the ability to do a lookup against the entire provider dictionary. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''PtCommunicationClinSummariesEditable:''' Patient Communication Clinical Summaries Editable<br />
Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries<br />
*Default Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''PtCommunicationReminderEditable:''' Patient Communication Reminder Editable<br />
Determines if users are allowed to edit or update a patient's preferred method for receiving reminders<br />
*Defauly Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''RaceEditable:''' Race Editable<br />
Allows users to edit the Race box for patients from the Patient Profile page.<br />
NOTE: The PMS is not updated when this field is edited in the EHR.<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Toolbar Default for Clinician Choice Button''' Added in v11.1.7<br />
Default for Clinical Choice Button to direct user to a specific tab in ACI<br />
<br />
Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'<br />
'Allergies', 'Medication History', 'Immunization History', 'Chief Complaint', 'Rx'<br />
'Medication Administration', 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'<br />
'Immunizations', 'Supplies', 'CareGuides', or 'QSets'<br />
Default Setting: 'Chief Complaint'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for History Builder Button''' Added in v11.1.7<br />
Default for History Builder Button to direct user to a specific History Builder tab in ACI<br />
<br />
Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'<br />
'Allergies', 'Medication History', 'Immunization History', or 'Chief Complaint'<br />
Default Setting: 'Active'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for Problem-Based Order Button''' Added in v11.1.7<br />
Default for Problem-Based Order Button to direct user to a specific Problem-Based Order tab in ACI<br />
<br />
Available Options: 'CareGuide' or 'QSets'<br />
Default Setting: 'QSets'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
<br />
'''Toolbar Default for Rx/Orders Button - Lab Icon''' Added in v11.1.7<br />
Default for Rx/Orders Button - Lab Icon to direct user to a specific Rx/Orders tab in ACI<br />
<br />
Available Options: 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'<br />
'Immunizations', or 'Supplies'<br />
Default Setting: 'Lab/Procedures'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for Rx/Orders Button - Rx Icon''' Added in v11.1.7<br />
Default for Rx/Orders Button - Rx Icon to direct user to a specific Rx/Orders tab in ACI<br />
<br />
Available Options: 'Rx' or 'Medication Administration'<br />
Default Setting: 'Rx'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''UA Install Location''' This preference is no longer used. <br />
<br />
'''Use Clinical Desktop Default View When Switching Patients''' Added in v11.1.7<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Use Organization or Site Address for Patient Ed Print Out''' Added in v11.1.7<br />
Determines which address to display on the patient education print out. <br />
<br />
Available Options: 'Site' or 'Organization'<br />
Default Setting: 'Organization'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''URL to find the UAI DesktopAgent install (optional)'''<br />
* This setting is to be used by clients using the UAI application only. If this is to be used, the technical resource installing the UAI tool would provide the appropriate setting for this field. <br />
<br />
Available Options: Free Text - provided by technical representative<br />
Recommended Setting: Blank unless using UAI<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Works 0 FingerPrintAuthEnc'''<br />
* This is disabled and not used at this time. Do not modify. <br />
<br />
'''Workspace view for tasks that navigate to worklist'''<br />
* This setting determines the default clinical desktop view to use when working an worklist related item from the task list. When a worklist task is double-clicked from the task list, it will navigate the user to the clinical desktop and use the defined view. This should be set to a Clinical Desktop View that is designed to efficiently complete worklist items. <br />
<br />
Available Options: Drop down list of available clinical desktop views<br />
Recommended Setting: Worklist view designed to efficiently complete worklist items<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this should be explained in training.<br />
<br />
==HMP Preferences==<br />
<br />
'''Health Maintenance Problems - Default to Expanded:''' Health Maintenance Problems:<br />
Indicates whether or not the Health Maintenance Problems default to an expanded state when the HMP page is opened.<br />
*Default Value: Show in my alerts<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''HMP Vitals Units:''' HMP Vitals Units:<br />
Indicates the default system that is used to calculate Vitals values. <br />
*Default Value: US Metric system<br />
Options:<br />
1.US<br />
2.Metric<br />
3.As Entered <br />
User Can Override: Yes<br />
Note: If 'As Entered' is selected, then the value is displayed<br />
exactly how the value was entered.<br />
<br />
'''NormativeGrowthChart:''' Normative Growth Chart in Units<br />
Indicates the default system that is used to calculate the Normative Growth Chart values.<br />
*Default Value: US Units<br />
Options:<br />
1.US Units<br />
2.Metric Units<br />
User Can Override: Yes<br />
<br />
'''NormativeGrowthChartOrder:''' Normative Growth Chart Order<br />
Indicates the order in which the Normative Growth Chart units are displayed in the chart.<br />
*Default Value: Height / Weight / BMI<br />
Options:<br />
1.Heigh-Weight-BMI<br />
2.Weight-Height-BMI<br />
User Can Override: Yes<br />
<br />
'''Other Medications and Other Orders - Default to Expanded:''' Other Medications and Other Orders - Default to Expanded:<br />
Indicates whether or not other medications and orders default to an expanded state when the HMP page is opened.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Problem/Problem Type View - Default Acute Problems to Expanded:''' Problem/Problem Type View - Default Acute Problems to Expanded:<br />
Indicates whether or not acute problems default to an expanded state when in the Problem View.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Problem/Problem Type View - Default Chronic Problems to Expanded:''' Problem/Problem Type View - Default Chronic Problems to Expanded:<br />
Indicates whether or not chronic problems default to an expanded state when in the Problem View.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Resulted Panels - Default to Expanded:''' Resulted Panels - Default to Expanded:<br />
Indicates whether or not the Result panels default to an expanded state when the HMP page is opened.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Show Blank Rows:''' Show Blank Rows:<br />
Indicates whether or not to show blank rows on the HMP page.<br />
Default Value: Y<br />
Options: Yes or No<br />
User Can Override: Yes<br />
<br />
'''Show Clinical Findings if:''' Show Clinical Findings if:<br />
Indicates that Clinical Findings should display if the selected criteria is met.<br />
*Default Value: N/A <br />
Options: <br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
User Can Override: Yes<br />
<br />
'''Show Diagnostic Findings if:''' Show Diagnostic Findings if:<br />
Indicates that Clinical Findings should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: <br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Follow - up if:''' Show Follow-up if:<br />
Indicates that Follow-up should display if the selected criteria is met. <br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Immunizations if:''' Show Immunizations if:<br />
Indicates that immunizations should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Instructions if:''' Show Instructions if:<br />
Indicates that instructions should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Incomplete Show on Order List Order<br />
3.Reminder<br />
4.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Laboratory if:''' Show Laboratory if:<br />
Indicates that Laboratory should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Medication Admin if:''' Show Medication Admin if:<br />
Indicates that Medication Admin should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Other Diagnostic Testing if:''' Show Other Diagnostic Testing if:<br />
Indicates that Other Diagnostic Testing should display if the selected if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Precautions if:''' Show Precautions if:<br />
Indicates that Precautions should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Incomplete Show on Order List Order<br />
3.Reminder<br />
4.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Referrals if:''' Show Referrals if:<br />
Indicates that Referrals should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Supplies if:''' Show Supplies if:<br />
Indicates that Supplies should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Specialty Problem View - Default Other Problems to Expanded:''' Specialty Problem View - Default Other Problems to Expanded:<br />
Indicates whether or not other problems default to an expanded state in the Problem View.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Specialty Problem View - Default Specialty Problems to Expanded:''' Specialty Problem View - Default Specialty Problems to Expanded:<br />
Indicates whether or not the other problems default to an expanded state in the Problem View.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Suppress Other Medication'''<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
'''Suppress Other Orders'''<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
==Meds Preferences==<br />
'''Apply to All checkbox on the Print Dialog presented for Prescriptions'''<br />
* If set to 'Y' the 'apply to all' checkbox will be selected by default on the Prescription Print Dialog.<br />
* If set to 'N' the 'apply to all' check box will not be selected by default on the Prescription Print Dialog.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Auto Dispense Inventory Medications''' Added in v11.1.7<br />
Set prescribe action to dispense for in-inventory medications<br />
<br />
Available Options: 'Y' or 'N'<br />
Default Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Days Before RxAction Date To Consider Near Due'''<br />
* This is a numeric value between 0-99. This represents the number of days prior to a Prescription Action being due to consider it near due and a reminder is created. <br />
<br />
Available Options: Numeric value between 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Rx Action for a renewal from'''<br />
* If set to 'previous action' the renewed prescription will default to the Rx action used during for the original version of the prescription.<br />
* If set to 'User Default' the renewed prescription will default to the users default Rx action. <br />
<br />
Available Options: 'previous action', 'user default'<br />
Recommended Setting: 'previous action'<br />
Can be set on these levels: Enterprise, Organization, user<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Destination: Default Rx Action'''<br />
* If set to 'Call Rx' the Rx action will default to Call Rx.<br />
* If set to 'Dispense Sample', the Rx action will default to Dispense sample.<br />
* If set to 'Print Rx' the Rx action will default to Print Rx.<br />
* If set to 'Record' the Rx action will default to Record.<br />
* If set to 'Send To Mail Order' the Rx action will default to Send To Mail Order.<br />
* If set to 'Send to Retail' the Rx action will default to Send to Retail.<br />
<br />
Available Options: 'CallRx', 'Dispense Sample', 'Print Rx', 'Record', 'Send To Mail Order', 'Send to Retail'<br />
Recommended Setting: 'Send to Retail'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Default Admin By'''<br />
* If set to 'Y' the Default Admin By for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin By for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
<br />
'''Default Admin Date'''<br />
* If set to 'Y' the Default Admin Date for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Date for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Dose'''<br />
* If set to 'Y' the Default Admin Dose for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Dose for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Lot'''<br />
* If set to 'Y' the Default Admin Lot for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Lot for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Manufacturer'''<br />
* If set to 'Y' the Default Admin Manufacturer for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Manufacturer for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Route'''<br />
* If set to 'Y' the Default Admin Route for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Route for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Site'''<br />
* If set to 'Y' the Default Admin Site for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Site for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Disp Save Default'''<br />
* If set to 'Y', this defaults the 'save as default for selected SIG' option to be selected on the medication screen. If this information is saved, the next time a provider selects that SIG, the Days, Quantity, Units, Refill, and DAW option will fill in based on the previously saved values. <br />
* If set to 'N', the 'save as default for selected SIG' will not be selected by default, but the provider can select this option if they prefer to save a default from time to time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Display RX Coverage Detail'''<br />
*Default set to 'Y'<br />
<br />
Available Options: 'Y' or 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''DUR Acknowledge Reason''' <br />
* If set to 'Y' the user must provide a reason when ignoring a DUR Warning. <br />
* If set to 'N' the user will not be required to provide a reason for ignoring the warning. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR Warning: Dose Check Interrupt Timing''' <br />
* If set to 'Immediate' the user will be prompted with a dose check DUR warning immediately after selecting the medication. For this setting to work, the Enterprise DUR settings for dosage must also be on.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Alcohol Check Interrupt Timing''' [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate" or "Never".]<br />
* If set to 'Immediate' the user will be prompted with an alcohol check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Alcohol screening must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Drug Check Interrupt Timing''' [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate'or Never".]<br />
<br />
* If set to 'Immediate' the user will be prompted with a drug-drug check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Drug interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Food Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a food check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for food screening interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning.<br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Healthstate Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Drug-Health State check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Health State interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Duplicate Therapy Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Duplicate Therapy DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Duplicate Therapy interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning.<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise''' <br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: PAR Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Prior Adverse Reaction (PAR) warning immediately after selecting the medication. For this to work the Enterprise settings for PAR interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
*Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Immunization Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task. <br />
<br />
*'''EnableMAI:''' Enable Medication Adherence Indicators<br />
Allows organizations to enable the Medication Adherence indicator for applicable patients.<br />
*Default Value: Y<br />
Options: Y or N<br />
*'''Medication History:''' Default value for Med Hx consent<br />
Determines the default value for the medication history consent.<br />
*Default Value: Unknown<br />
Options:<br />
1.Granted<br />
2.Declined<br />
3.Unknown<br />
*'''Samples:''' Samples - Use current date for dispense date<br />
Determines the Expiration Date value is required when documenting samples.<br />
*Default Value: Y<br />
Options: Y or N<br />
<br />
'''Enable Rx Hub Medication History'''<br />
* If set to 'Y' the application will allow patient history to be loaded from Rx Hub. This requires that the patient's medication benefits information is added to the application and a match can be made with the Rx Hub Warehouse. If these items are both true, a patients historical medications will be loaded into the system. <br />
* If set to 'N' the system will not attempt to load the patient's historical medications. <br />
* New in v11.1.6 and newer this can be disabled for individual patients to meet HIPPA -see [[Med History Patient Disable]] <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable SCRIPT Messaging'''<br />
* If set to 'Y' then Script messaging is enabled between the physician and the pharmacies using the SureScripts network. This requires other setup as well, but must be enabled for physicians or systems that have been setup and want to use this type of messaging. When turned on, the system will determine if the pharmacy is a script enabled pharmacy and determine if a script should be sent electronically or as a fax. This occurs when the Rx Action is Send to Retail. Inbound Script messages will appear as New Prescription Request (NEWRX), Renewal Request (REFREQ), and Renewal Response (REFRES) messages.<br />
* If set to 'N' Script messaging will be disabled. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N', unless setup for SureScripts usage<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable Touchscript Messaging'''<br />
* If 'Y' is selected then organizations can send in-office medication requests from AE-EHR to TouchScripts. This would be used if you are using the FirstFill product which is a part of TouchScripts. If you are interested in this product you would contact your account manager.<br />
* If set to 'N' this feature will be disabled.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N', unless setup for FirstFill usage<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Formulary Alternatives Reason Required'''<br />
* If set to 'off formulary with preferred' the user would be required to enter a reason for prescribing a specific medication when the medication is off formulary and there are preferred medications available. <br />
* If set to 'preferred' the user would be required to enter a reason for prescribing a specific medication when the medication has preferred alternatives available.<br />
* If set to 'never' the user would not be forced to provide a reason for ignoring formulary alternatives. <br />
<br />
Available Options: 'off formulary with preferred', 'preferred', 'never'<br />
Recommended Setting: 'never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Formulary Checking Interrupt Timing'''<br />
* If set to 'Immediate' the user would be prompted with formulary checking alternatives as they are prescribing the medication. <br />
* If set to 'Deferred' the user would be prompted with formulary checking alternatives as they are committing the encounter summary information.<br />
* If set to 'Never' the user would not receive the warning.<br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Immunization - Expiration Date''' Added in v11.1.7<br />
Determines whether or not an expiration date is required to complete an immunization administration. <br />
* If set to 'Y' this will require the user to enter an expiration date<br />
* If set to 'N' this will not require the user to enter an expiration date<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Lot Required''' Added in v11.1.7<br />
Determines whether or not a lot is required to complete an immunization administration.<br />
* If set to 'Y' this will require the user to enter a lot number<br />
* If set to 'N' this will not require the user to enter a lot number<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Manufacturer''' Added in v11.1.7<br />
Determines whether or not a manufacturer is required to complete an immunization administration.<br />
* If set to 'Y' this will require the user to enter a manufacturer number<br />
* If set to 'N' this will not require the user to enter a manufacturer number<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - NDC''' Added in v11.1.7<br />
Determines whether or not an NDC number is required to complete an immunization administration. If Chargeable, is required only when value is configured in Charge Code field in OID.<br />
* If set to 'Y'<br />
* If set to 'N'<br />
* If set to 'Chargeable'<br />
<br />
Available Options: 'Y', 'N' or 'Chargeable'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Requiredness''' Added in v11.1.7<br />
Required field behavior.<br />
* If set to Required to Complete<br />
* If set to Required to Save<br />
<br />
Available Options: 'Required to Complete' or 'Required to Save'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization Order Authorization Required'''<br />
* If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.<br />
* If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The immunization can still be fulfilled at the time of entry, but the audit task will be created for review. <br />
* If set to 'Not Required' no tasks will be created and the immunization will be completed at the time of entry and completion. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Not Required'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''MAR Prescription BarCode'''<br />
* If set to 'AHS RX Number' the bar code printed on the MAR prescription will use the Allscripts Rx Number. <br />
* If set to 'NDC' the bar code printed will have the National Drug Code. <br />
* If set tp 'GPI' the bar code printed will use the Gingival-Periodontal Index code. <br />
<br />
Available Options: 'AHS Rx Number', 'NDC', 'GPI'<br />
Recommended Setting: Leave this setting alone. This is only used with the MAR product which most clinics do not use. <br />
For the few clients that do use this module, this setting would be based on their needs.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Med Admin - Expiration Date ''' Added in v11.1.7<br />
Determines whether or not an expiration date is required to complete a medication administration. <br />
* If set to 'Y' an expiration date is required to complete a medication administration<br />
* If set to 'N' an expiration date is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Lot Required ''' Added in v11.1.7<br />
Determines whether or not a lot is required to complete a medication administration. <br />
* If set to 'Y' a lot is required to complete a medication administration<br />
* If set to 'N' a lot is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Manufacturer''' Added in v11.1.7<br />
Determines whether or not a manufacturer is required to complete a medication administration. <br />
* If set to 'Y' a manufacturer is required to complete a medication administration<br />
* If set to 'N' a manufacturer is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A <br />
<br />
'''Med Admin - NDC''' Added in v11.1.7<br />
Determines whether or not an NDC number is required to complete an medication administration. If Chargeable, is required only when value is configured in Charge Code field in OID.<br />
* If set to 'Y'<br />
* If set to 'N'<br />
* If set to 'Chargeable'<br />
<br />
Available Options: 'Y', 'N' or 'Chargeable'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Requiredness''' Added in v11.1.7<br />
Required field behavior.<br />
* If set to Required to Complete<br />
* If set to Required to Save<br />
<br />
Available Options: 'Required to Complete' or 'Required to Save'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med History Query Duration'''<br />
* Available in 11.1.6 and newer only!<br />
* Allows for a specific amount of time (in months) for retrieval of patients medication history from Rx Hub<br />
* Configurable from one month to 24 months.<br />
Available Options: Numeric from 1 to 24<br />
Default Setting: is 6 (months)<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Minutes Before Re-Authentication Is Required For Medication Order'''<br />
* This preference is enacted when the setting for '''Order Authentication Required''' is set to yes. If order authentication is required, this value is the number of minutes before a user is required to reauthenticate within the system. If this setting is set to 0, the system will only ask for a password once during a session when ordering a med. If set to 5, the user will need to reauthenticate if they have not completed an action that required authentication within the past 5 minutes. This setting does not apply to the login screen.<br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: '0'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Non-Scheduled Meds Order Authorization Required'''<br />
* If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.<br />
* If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The medication request can still be fulfilled at the time of entry, but the audit task will be created for review. <br />
* If set to 'Not Required' no tasks will be created and the medication request will be completed at the time of entry and completion. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Prospective'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
*Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Medication Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task. <br />
<br />
'''Order Present Formulary Alternatives'''<br />
* If set to 'off formulary with preferred' the user would be presented with formulary alternatives when the medication is off formulary and there are preferred medications available. <br />
* If set to 'preferred' the user would be presented with formulary alternatives when the medication has preferred alternatives available.<br />
* If set to 'never' the user would not be presented with formulary alternatives. <br />
<br />
Available Options: 'off formulary with preferred', 'preferred', 'never'<br />
Recommended Setting: 'off formulary with preferred'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on and should be described during training<br />
<br />
'''Order Prohibit Transmission of Schedule III Rx'''<br />
* If set to 'Y' the transmission of Schedule III drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule III drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule II Rx'''<br />
* If set to 'Y' the transmission of Schedule II drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule II drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule IV Rx'''<br />
* If set to 'Y' the transmission of Schedule IV drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule IV drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule V Rx'''<br />
* If set to 'Y' the transmission of Schedule V drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule V drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Override Sign Rx Task for Schedule II Meds'''<br />
* This setting is not used and should be left blank.<br />
<br />
'''Override Sign RX Task for Schedule III-V Meds (Override Sign Rx CIII-V)'''<br />
* This setting is not used and should be left blank.<br />
-------------------------------------------------------------------------------------------------------------<br />
'''Prescribe Enable Medication Administration Schedule''' - Need to verify this. This preference goes along with the MAR system.<br />
<br />
* If set to 'Y' the ability to schedule a medication administration is available.<br />
* If set to 'N' the ability to schedule a medication administration is not available.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
-------------------------------------------------------------------------------------------------------------<br />
'''Prescribe Non-Formulary Authorization Required'''<br />
* If set to 'Y' the medication will require authorization prior to fulfillment if prescribing off formulary and will not print without authorization.<br />
* If set to 'N' the system will not require authorization if prescribed medications are off formulary<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Problem'''<br />
* If set to 'Y' the problem tied to the medication will be printed on the prescription.<br />
* If set to 'N' the problem tied to the medication will not display on prescriptions.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Script: Hide or Show the Sites'''<br />
* If set to 'Y' the Site will display on the prescription<br />
* If set to 'N' the Site will not display on the prescription<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Script: Hide or Show the Sites name/address on the printed scheduled prescription'''<br />
* If set to 'Y' the Site name and address will display on the controlled prescription<br />
* If set to 'N' the Site name and address will not display on the controlled prescription<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Problem Linking Required'''<br />
* If set to 'Required to Save", the prescription details screen will require a user to select a linked problem prior to saving the prescription. <br />
* If set to 'Needs Info Reason', the user does not have to select a problem on the medication detail screen, but the medication will go to a needs info status and create a "Rx Info - Problem" task. This task will need to be worked and completed before the medication can be fulfilled.<br />
* If set to 'Not Required' the system will not force the user to select a problem when prescribing or renewing a medication.<br />
<br />
Available Options: 'Required to save', 'needs info reason', 'not required'<br />
Recommended Setting: 'Required to save' - this helps build quicksets<br />
Can be set on these levels: Enterprise, Organization, user<br />
User Can Override: Yes this is an option<br />
<br />
'''Prescribe Rx by Editing Rx updates Ordered By Field'''<br />
* If set to 'Y' the Ordered by field will update to the current user renewing a medication if they are a valid ordering provider. This can be a good feature when physicians are covering for others and the desired behavior is to have the actual prescribing doctor documented as the Ordering Physician.<br />
* If set to 'N' the original Ordering Provider will remain unless manually overridden. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Warn if a medication is not participating in checking'''<br />
* If set to 'Y' the user will be prompted when prescribing a medication that does not participate in DUR checking. This is usually the case with user defined medications.<br />
* If set to 'N' the user will not be prompted when prescribing a medication that does not participate in DUR checking.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Hide or Show Allscripts watermark on Faxed Prescriptions'''<br />
* If set to 'Hide' the Allscripts watermark will not appear on faxed prescriptions.<br />
* If set to 'Show' the Allscripts watermark will appear on faxed prescriptions.<br />
<br />
Available Options: 'Show' or 'Hide'<br />
Recommended Setting: 'Show'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Hide or Show the Allscripts watermark on Printed prescriptions'''<br />
* If set to 'Hide' the Allscripts watermark will not appear on printed prescriptions.<br />
* If set to 'Show' the Allscripts watermark will appear on printed prescriptions.<br />
<br />
Available Options: 'Show' or 'Hide'<br />
Recommended Setting: 'Show'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing without Allergy Status'''<br />
* If set to 'Prevent' the user will be prompted when a patient's allergy status is not set. This will require them to define a patient's allergy status prior to completing a medication request. <br />
* If set to 'Warn' the user will receive a warning message stating the patient has an unknown allergy status when they are not defined for a patient. This occurs when selecting a medication from the ACI. <br />
* If set to 'Do Not Warn' the user will not receive a warning when prescribing medications.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing without Pharmacy Specified'''<br />
* If set to 'Prevent' the user will be prompted when a patient's pharmacy is not set. This will require them to define a pharmacy prior to completing a medication request. <br />
* If set to 'Warn' the user will receive a warning message stating the patient has no pharmacy when they are not defined for a patient. This occurs when selecting a medication from the ACI. <br />
* If set to 'Do Not Warn' the user will not receive a warning when prescribing medications and a pharmacy is not defined.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a non-controlled medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required for Schedule II Meds'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule II medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required for Schedule III-V Meds'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule III-V medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Require Re-Authentication For New or Renewed Prescriptions'''<br />
* If set to 'Y' the physician or user will be prompted to enter their password when prescribing or renewing a medication. This behavior is also dependant on the 'Authentication Time-Out' in the general preferences.<br />
* If set to 'N' the physician or user will not be prompted to enter their password.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Disable faxing of Class 2,3,4,5 Scheduled Meds'''<br />
* If set to '2' the system will not allow faxing of schedule II medications<br />
* If set to '2,3' the system will not allow faxing of schedule II or III medications<br />
* If set to '2,3,4' the system will not allow faxing of schedule II, III or IV medications<br />
* If set to '2,3,4,5' the system will not allow faxing of controlled medications<br />
* If set to 'Always' the system will not allow faxing of medications<br />
* If set to '' all medication levels will fax<br />
<br />
Available Options: '2', '2,3', '2,3,4', '2,3,4,5', 'Always', ''<br />
Recommended Setting: '2' - this is the typical state requirement. <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Disable Printing of Class 2,3,4,5 Scheduled Meds'''<br />
* If set to '2' the system will not allow printing of schedule II medications<br />
* If set to '2,3' the system will not allow printing of schedule II or III medications<br />
* If set to '2,3,4' the system will not allow printing of schedule II, III or IV medications<br />
* If set to '2,3,4,5' the system will not allow printing of controlled medications<br />
* If set to 'Always' the system will not allow printing of medications<br />
* If set to '' all medication levels will print<br />
<br />
Available Options: '2', '2,3', '2,3,4', '2,3,4,5', 'Always', ''<br />
Recommended Setting: '' <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''RxWeb List Limit'''<br />
* This is a numeric value that limits the number of medications returned in a search. This can be limited if searching is causing slow responses, but typically this is left blank.<br />
<br />
Available Options: Numeric value between 0-99<br />
Recommended Setting: leave blank (unlimited)<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option<br />
<br />
<br />
'''Samples - Expiration Date Required'''<br />
* If set to 'Y' the Expiration Date would be a required field when dispensing samples.<br />
* If set to 'N' the Expiration Date would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Lot Required'''<br />
* If set to 'Y' the Lot Number would be a required field when dispensing samples.<br />
* If set to 'N' the Lot Number would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Manufacturer required'''<br />
* If set to 'Y' the Manufacturer would be a required field when dispensing samples.<br />
* If set to 'N' the Manufacturer would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Quantity Required'''<br />
* If set to 'Y' the Quantity would be a required field when dispensing samples.<br />
* If set to 'N' the Quantity would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Quantity Units Required'''<br />
* If set to 'Y' the Quantity Units would be a required field when dispensing samples.<br />
* If set to 'N' the Quantity Units would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Schedule III to V Meds Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.<br />
* If set to 'Retrospective' a Order Notification task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first. <br />
* If set to 'Not Required' no tasks will be created if a level III to V medication is prescribed by a user without proper license information. That medication would be fulfilled immediately. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required' <br />
Recommended Setting: 'Prospective' - this should be based on your organizations policy<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
<br />
'''Schedule II Meds Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.<br />
* If set to 'Retrospective' a Order Notification task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first. <br />
* If set to 'Not Required' no tasks will be created if a level II medication is prescribed by a user without proper license information. That medication would be fulfilled immediately. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required' <br />
Recommended Setting: 'Prospective' - this should be based on your organizations policy<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
==Meds/Orders Preferences==<br />
'''Duplicate Checking Order Interval (Hrs)'''<br />
* This Value is a number representing number of hours. This tells the system how many hours in the past it should look for a duplicate order. If a duplicate is found within the specified timeframe, the user will receive a message with that information, which allows them to determine if another test is needed or not. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 48<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable Rx-Orders Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' this will require verification when non-provider users enter med or order history. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. A Task would be created for the Ordering physician to verify.<br />
* If set to 'N', the med or order entries would not require verification prior to being added to the patient's chart when added by a non-provider user.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Med/Orders List Review''' - Leave blank, this is currently unused.<br />
<br />
'''Monitor Order Selection'''<br />
* If set to 'Y' the system will track how users are selecting orders. This will determine if the user used their favorites, QuickSets or CareGuides. This can be used to review workflows. This information is stored in the database, but would require a special script to retrieve the data.<br />
* If set to 'N', they will not track how orders are selected.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Cancel Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Cancel reason if they choose to cancel an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Cancel reason, but it is not required to continue.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Cancel reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Chargeable Requires Billable ICD-9'''<br />
* If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item is defined as chargeable. This will need to be selected before the user can save the Order.<br />
* If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. <br />
* If set to 'Not Required' the system will not require a chargeable order be tied to an appropriate billable problem. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
''Order 'CPT Requires Billable ICD9'''<br />
* If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item has an associated CPT code. This will need to be selected before the user can save the Order.<br />
* If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. <br />
* If set to 'Not Required' the system will not require a chargeable order be tied to an approapriate billable problem. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Discontinue Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Discontinue reason, but it is not required to discontinue.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Discontinue reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Defer Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Defer reason if they choose to defer an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Defer reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Entered in Error Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Entered in Error reason if they choose to mark an order as entered in error. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Entered in Error reason, but it is not required to mark an order as entered in error. <br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Entered in Error reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Permanent Defer Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Permanent Defer reason if they choose to permanently defer an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Permanent Defer reason, but it is not required to permanently defer.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Permanent Defer reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Void Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Void reason if they choose to void an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Void reason, but it is not required to void an order.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Void reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Overdue Order Task Creation'''<br />
* If set to 'All Overdue' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue. <br />
* If set to 'Overdue Important' the system will create overdue order tasks assigned to the ordering provider if the ordering provider selected the "Overdue Important" setting on the Order Details screen. <br />
<br />
Available Options: 'All Overdue', 'Overdue Important'<br />
Recommended Setting: 'Overdue Important'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Worklist Navigation After Authorize or Void:''' Worklist Navigation After Authorize or Void<br />
Determines where a user will be navigated to after authorizing or voiding a medication or order. The system will only navigate to the next patient when there are no outstanding items that require verification, review, authorization, or voiding. <br />
*Default: Stay on worklist<br />
NOTE: After voiding or authorizing an order, the user will either stay on the current patient worklist or be taken to the next patient,<br />
Options: <br />
1. Stay on Worklist<br />
2. Go to next patient<br />
<br />
==Note Preferences==<br />
<br />
'''Document Add Review Stamp''' Add in v11.1.7<br />
Add review stamp when a document review task is completed. <br />
* When set to 'Y' a review stamp displaying the reviewing provider's name, date & time will display on the document reviewed.<br />
* When set to 'N' no review stamp will display<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes<br />
<br />
'''Note Auto Unlock Notes After Time'''<br />
* This is a numeric value that represents hours. This will tell the system how many hours should occur before the system automatically unlocks v11 note. A note remains locked when a user is editing a note and at times this can be left open accidentally or an issue may have occurred that didn't properly close the note. This preference only applies to v11 note. This preference prevents notes from being locked when there is no AE-EHR session open. <br />
<br />
<br />
<br />
Available Options: Numeric value<br />
Recommended Setting: 24<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Make Final'''<br />
* Allows the System Administrator to configure a default state for the Make Final option on the Note Signature page to accommodate the provider’s most common workflow for signing documents and the need to finalize.<br />
* If set to 'Y' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels. <br />
* If set to 'N' the 'Make Final' checkbox will default to not being selected.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Navigation After Signing'''<br />
<br />
* Determines to which page the system navigates after the user signs a note.<br />
* If set to 'No Navigation' the user or provider will not be taken off of the note upon signing. <br />
* If set to 'Schedule' the user or provider will be brought to the Daily Schedule screen upon signing the note.<br />
* If set to 'Task View' the user or provider will be brought to the Task List screen upon signing the note.<br />
* If set to 'MD Charges' the user or provider will be brought to the Charge screen upon signing the note.<br />
<br />
Available Options: 'No Navigation', 'Schedule', 'Task View', 'MD Charges'<br />
Recommended Setting: 'No Navigation' - this really should be set on a user level based on their desired workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''DefaultSpecialtyInFormSelector:''' Default the Specialty Filter in the Form Selector to the specialty selected for the note<br />
Allows users to select a default specialty filter in the Form selector for note<br />
*Default Value: N<br />
Options: <br />
(Y): Default for the speciality filter for the assigned <br />
specialty note<br />
(N): Don't default for the assigned specialty note<br />
<br />
<br />
'''Note Default Owner'''<br />
* Determines the default owner for Notes.<br />
* If set to 'Use Appointment Encounter Provider if available, else use Most Recently Used' the system will default the note owner as the Appointment Provider. If there is no encounter provider available it will default to the most recently used provider.<br />
* If set to 'Always use Most recently used note owner' the system will default the note owner to the last provider used for that user. This is a preferred method when the user primarily works from an ancillary schedule such as a Lab Schedule and the encounter provider is not an actual human.<br />
* If set to 'None' the note owner will not default and will need to be selected each time a new note is created.<br />
<br />
Available Options: 'Use Appointment Encounter Provider if available, else use MRU', 'Always use MRU note owner', 'None'<br />
Recommended Setting: 'Use Appointment Encounter Provider if available, else use MRU'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Signature Display'''<br />
<br />
* This setting defines the format of the signature when signing a note. The available formats are:<br />
<br />
# Firstname Lastname, Credentials; Date/Time (Signature Type) <br />
# Firstname Lastname, Credentials; User/Profession Date/Time (Signature Type) <br />
# Firstname Lastname, Date/Time (Signature Type) <br />
# Firstname Lastname, User/Profession Date/Time (Signature Type)<br />
<br />
Recommended Setting: 'Firstname Lastname, Date/Time (Signature Type)'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Signature Type'''<br />
* This is a drop down menu that lists all available options from the Signature Type dictionary. The option selected will be defaulted into the Sign Note dialog box.<br />
<br />
Available Options: All active entries from the Signature Type dictionary<br />
Recommended Setting: Leave Blank and train the user to set the appropriate default.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Visit Type'''<br />
* Allows users to default to the previously used Visit Type.<br />
* If set to 'None' the visit type will not have a default value on the v11 note selector screen.<br />
* If set to 'Last' the visit type will default to the last visit type selected in the v11 note selector screen.<br />
<br />
Available Options: 'None', 'Last'<br />
Recommended Setting: 'Last'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Don't Generate Document Appt Encounter Tasks'''<br />
* If set to 'Y' the system will not generate Document Appointment Encounter Tasks.<br />
* If set to 'N' the system will generate Document Appointment Encounter Tasks. This task would serve as a reminder for the appointment encounter provider to create a note for the patients visit. The task will automatically be removed once a note is created. Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Don't Generate Review Covered Note Tasks'''<br />
* If set to 'Y' the system will not generate Review Covered Note Tasks.<br />
* If set to 'N' the system will generate Review Covered Note Tasks. This task would apply when a physician is covering for another doctor and signs off on a note for them. This setting also depends on the 'Create Review Covered Note Task on Finalization' setting in the [[Document Type]] dictionary. Both settings must be set properly to activate the task workflow.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Note Lock Lists After Number Days'''<br />
<br />
* This is a numeric value that defines how many days until all lists within a note are locked. This includes lists such as Problems, Vitals, Immunizations, and Medications. This only applies to notes that have not been finalized. Once a note is finalized or this time limit has been reached, the lists will not update automatically.<br />
<br />
<br />
Available Options: Numeric value<br />
Recommended Setting: 7<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Is V10 Note User Only'''<br />
* If set to 'Y' the user or provider will only be able to create v10 notes. The v10 note selector will be presented to the user.<br />
* If set to 'N' the user or provider will be presented with the v11 note selector and have the ability to select either version of notes available to them. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: This should be set based on the organizations preference to use v11 note<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''CC or RFV Required for E&M Code''' - need further details to explain.<br />
* If set to 'Y' the E&M coder will require the CC or RFV be set.<br />
* If set to 'N' the E&M coder will not require these values. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''E/M Coder default to MDM tab'''<br />
* If set to 'Y' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.<br />
* If set to 'N' the E/M coder will default to the Summary tab.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''Post Text to Current Note'''<br />
* If set to 'Y' the default will be for the "post text to current note" option to be on. This will tell the system that the users actions should be posted to a note. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. <br />
* If set to 'N' the default will be for the "post text to current note" option to be off. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''UseAutoPrintForDefaultTemplate'''<br />
* If set to 'Y' the document will print using the document type specific document template and override the users preferred setting. This can be useful if certain types of document require specific document templates. <br />
* If set to 'N' the users auto-print defaults will be used. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
==Orders Preferences==<br />
'''Add Clinical Item Order Selection Method Default'''<br />
* If set to 'Problem Based' the ACI window will default to the problem based tab which is best for users that utilize CareGuide or QuickSets.<br />
* If set to 'Rx-Orders' the ACI window will default to the Rx/Orders tab which is best for users that don't use CareGuides or QuickSets.<br />
<br />
Available Options: 'Problem Based', 'Rx-Orders'<br />
Recommended Setting: This depends on the use of CareGuides and QuickSets<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option<br />
<br />
'''AllowManualSettingsofSpecimenToBeCollectedField:''' Allow Manual Setting of Specimen To Be Collected Field<br />
Allows the organization to determine if Specimen To Be Collected to be manually entered by the user<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
'''Always Present Fax Dialog When Requesting Faxing Requisition'''<br />
* If set to 'Y' the Fax Dialog screen will always present to a user when faxing a requisition.<br />
* If set to 'N' the Fax Dialog screen will only present to a user if they don't have a default defined.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Always Present Print Dialog When Printing Requisition'''<br />
* If set to 'Y' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to unchecked and unless changed, the user will always be presented with the Print Dialog box when printing an Order Requisition.<br />
* If set to 'N' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to checked and unless changed, the user will only be presented with the Print Dialog box when printing an Order Requisition if they do not have defaults defined.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Days before Scheduled Order Children To Be Done Date to Create Them'''<br />
* This is a numeric value that represents the number of days before a scheduled order is created. This is based on the "To Be Done Date" defined on the scheduled order. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 6<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Enable Orderable Item selection by RPL Filtering:''' Enable Orderable Item selection by RPL filtering<br />
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI <br />
NOTE: this is NOT available at the user level<br />
*Default Value: Y<br />
Options: <br />
1. Y (when set to Y the To Be Performed box on the ACI will filter <br />
by the RPL values per Order Type) <br />
2. N (when set to N the To Be Performed box does not display in the ACI) <br />
<br />
'''Enable Orderable Item selection by Site Filtering:''' Enable Orderable Item selection by Site filtering<br />
Allows the organization to enable site filtering based on the site restrictions configured in the OID<br />
<br />
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.<br />
<br />
NOTE: This preference is NOT available at the user level<br />
*Default Value: N<br />
Options: <br />
1. Y (when set to Y the orderable items are filtered based on site <br />
restrictions configured within the OID)<br />
2. N (when set to N then all orderable items are displayed)<br />
<br />
'''Hold Orders for ABN'''<br />
* If set to 'Y' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.<br />
* If set to 'N' the order will not be put on an 'On Hold' status due to ABN requirements.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''<br />
* This is a numeric value that represents the number of minutes before a user must enter their password to authenticate when ordering a non-medication order. <br />
<br />
Available Options: Numeric or Blank Values<br />
Value of "0" means that the users will be prompted every time to enter their password<br />
Value of "blank" means that the user will never be prompted to enter their password<br />
Recommended Setting: 0<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Non-Medication Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task must be completed before the order will be sent or fulfilled.<br />
* If set to 'Retrospective' and Order Notification task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task is informational only and does not prevent the order from being sent or fulfilled.<br />
* If set to 'Not Required' no tasks will be created.<br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Not Required' - this should be based on your organizational policies<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Order Medical Necessity Turned On'''<br />
* If set to 'Y' Medical Necessity checking will be enabled.<br />
* If set to 'N' Medical Necessity checking will be disabled.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Order Authorization level''' - this setting is not used, leave blank.<br />
<br />
'''Enable Order Authorization'''<br />
* If set to 'Y' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.<br />
* If set to 'N' orders will not require authorization.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Enable Order notification'''<br />
* If set to 'Y' order notification tasks will be created if an orderable item is defined to require retrospective authorization.<br />
* If set to 'N' orders notification tasks will not be created.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Order Notification Level'''<br />
* This is a numeric value that defines the Order level that a notification task should be created for. This number must be 1-10 and the system will create Order Notification tasks for any order that has a higher level than the value defined here if an Order is defined as requiring retrospective authorization.<br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: Leave blank<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Ordering Medications if Patient has Unverified Allergies'''<br />
* If set to 'Prevent' the system will require that the user verify unverified allergies before they can complete or save the order.<br />
* If set to 'Warn' the system will notify the user that a patient has unverified allergies, but will not prevent them from ordering the medication.<br />
* If set to 'Do Not Warn' the system will not notify the user if the patient has unverified allergies.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Do Not Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Ordering Medications if Patient has Unverified Medications'''<br />
* If set to 'Prevent' the system will require that the user verify unverified medications before they can complete or save the order.<br />
* If set to 'Warn' the system will notify the user that a patient has unverified medications, but will not prevent them from ordering the medication.<br />
* If set to 'Do Not Warn' the system will not notify the user if the patient has unverified medications.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Do Not Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Order Problem Linking Required'''<br />
* If set to 'Required to Save' the user must select a problem on the order detail screen before they are allowed to save the order. <br />
* If set to 'Needs Info Reason' the user will not be required to select a problem on the order detail screen, but the order will go to a 'Needs Info' status and must be completed before the order can be sent. <br />
* If set to 'Not Required' a user will not be required to select a problem when completing an order. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Editing Order Updates Supervised by Field'''<br />
* If set to 'Y' the supervised field will be updated to the current user when updating an order.<br />
* If set to 'N' the supervised field will remain unless manually changed by the user. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Chargeable Order Problem Linkage to Billable ICD-9 Interrupt timing'''<br />
* If set to 'Immediate' the system will immediately warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on.<br />
* If set to 'Deferred' the system will warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on when they attempt to commit the patient data.<br />
* If set to 'Never' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.<br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Problem Linkage Interrupt Timing'''<br />
* If set to 'Immediate' and problem linking is required, the system will prompt the user to select a problem upon entering the order.<br />
* If set to 'Deferred' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.<br />
* If set to 'Never' and problem linking is not required, the user will not be prompted. <br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing'''<br />
* If set to 'Immediate' and problem linking is required for the performing location, the system will prompt the user to select a problem upon entering the order.<br />
* If set to 'Deferred' and problem linking is required for the performing location, the system will prompt the user to select a problem upon selecting the commit button.<br />
* If set to 'Never' and problem linking is not required for the performing location, the user will not be prompted. <br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Require Re-Authentication For New or Renewed Orders'''<br />
* If set to 'Y' the user will be prompted to enter their password if they have not authenticated within the timeframe specified for the 'Minutes Before Re-Authentication Is Required for Non-Medication Order' setting.<br />
* If set to 'N' the user will not be required to enter their password for new or renewed orders. This setting does not apply to medications.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Unspecified Billing Provider Matching''' Added in v11.1.7<br />
* It can be set to Order Only or Exact Match. If set to order Only, the system behaves as it is currently. If set to exact match, the billing provider derived from the order must match exactly to the encounter on which the charges are generated. So if set to Exact match – if the ordering provider and billing provider don’t match it won’t drop the charges to that encounter.<br />
<br />
Available Options: 'Order Only' or 'Exact Match'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
==Problem Preferences==<br />
'''Enable Problem Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' problems will be set to an unverified status when entered by a non-provider user. This information would need to be verified by a provider prior to becoming part of the patient chart.<br />
* If set to 'N' problems will not get set to an unverified status.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Problem resolved date equals today'''<br />
* If set to 'Y' the resolved date will default to today when resolving a problem.<br />
* If set to 'N' the resolved date will not default and must be manually entered if desired.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Problem Include in PMH'''<br />
* If set to 'Unchecked' the 'Include in PMHx' option will not be selected by default on the problem detail screen.<br />
* If set to 'Checked for All' the 'Include in PMHx' option will always be selected by default on the problem detail screen.<br />
* If set to 'Checked for Chronic Only' the 'Include in PMHx' option will only be selected by default on the problem detail screen if the problem is classified as a chronic problem.<br />
<br />
Available Options: 'Unchecked', 'Checked for All', 'Checked for Chronic Only'<br />
Recommended Setting: 'Unchecked'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Problem List Review''' - this is currently unused, leave blank.<br />
<br />
'''Problem Post to Encounter'''<br />
* If set to 'Y' the problem will post to the encounter form when assessed. <br />
* If set to 'N' the problem will not post to the encounter form when assessed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Show unverified problems in the ALL view only'''<br />
* If set to 'Y' unverified problems will only appear in the All Problem view. <br />
* If set to 'N' unverified problems will appear in their respective categories.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''When No Linked V code for PMH''' Added in v11.1.7<br />
<br />
Available Options: 'Show ICD-9 for active problem' or 'Show no ICD-9'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No<br />
<br />
==Results Preferences==<br />
'''Abnormal Result Flag OverrideAllowed'''<br />
* If set to 'Y' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen. <br />
* If set to 'N' users will not have the ability to override the abnormal flag sent from a vendor. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Vitals - <10 years old'''<br />
* This is a free text field that defined the default vitals panel used for children under 10 years old. This value must be equal to the exact name of the vital sign picklist and is case sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by deault and should be explained during training.<br />
<br />
'''Default Vitals - 3 year old and younger'''<br />
* This is a free text field that defined the default vitals panel used for children 3 years old and younger. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Default Vitals - Female 10 years old or older'''<br />
* This is a free text field that defined the default vitals panel used for female patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group and gender.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Default Vitals - Male 10 years old or older'''<br />
* This is a free text field that defined the default vitals panel used for male patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group and gender.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Disable QVerify All and Verify All''' Added in v11.1.7<br />
* If set to 'Y' this will disable the use of Qverify All and Verify All<br />
* If set to 'N' this will enable the use of Qverify All and Verify All<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Hide Grid Header from Result Display in Worklist''' Added in v11.1.7<br />
Determines if the grid header is hidden or not from the result display in the Worklist.<br />
* If set to 'Y' this will hide the grid header from the display in the Worklist<br />
* If set to 'N' this will not hide the grid header from the display in the Worklist<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: Optional<br />
<br />
'''HMP Vitals Units'''<br />
* If set to 'US' the vitals flowsheet on the Health Management Screen will display in US units.<br />
* If set to 'Metric' the vitals flowsheet on the Health Management Screen will display in Metric units.<br />
* If set to 'As Entered' the vitals flowsheet on the Health Management Screen will display in the units that the vitals were entered as.<br />
<br />
Available Options: 'US', 'Metric', 'As Entered'<br />
Recommended Setting: 'US'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Number of Days of Results to include in Clinical Exchange Document'''<br />
* This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 3<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off by default.<br />
<br />
'''Number of Days of Vital Signs to include in Clinical Exchange Document'''<br />
* This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain vitals data when created. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 3<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off by default.<br />
<br />
'''Result Verification Append Staff Message to Staff Comment''' Added in v11.1.7<br />
Determines the default value for Append Staff Message to Task Comment checkbox.<br />
* When set to 'Y' the system checks the Copy Message to Staff to the Task Comment checkbox by default. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Result Verification Disable To/CC Button''' Added in v11.1.7<br />
Determines if the To/CC button is disabled on the Results Verification page. <br />
* If set to 'Y' this will disable the To/CC Button on the Results Verification page<br />
* If set to 'N' this will enable the To/CC Button on the Results Verification page<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Result Verification If Did Not Order'''<br />
Determines system response when the user that is verifying the result is not the ordering provider.<br />
* If set to 'Prevent' a provider will not be allowed to verify results that they did not order.<br />
* If set to 'Warn' a provider will be notified that they are attempting to verify results that they did not order.<br />
* If set to 'Do Not Warn' a provider will not get notified if attempting to verify results that they did not order.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Navigation After QVerify'''<br />
Determines the navigation path after the user clicks QVerify or QVerify All<br />
* If set to 'Go To Note' the provider will be brought to the Note when selecting QVerify during the results verification process.<br />
* If set to 'Go To Next Patient' the provider will remain in the patient worklist screen and the next patient with worklist items defined in their current view will be brought into context.<br />
* If set to 'Stay on Worklist' the provider will remain in the worklist on the current patient. <br />
<br />
Available Options: 'Go To Note', 'Go To Next Patient', 'Stay on Worklist'<br />
Recommended Setting: Depends on desired workflow, set the best default and train users to select their preference.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Note Type for QVerify''' Modified in v11.1.7<br />
* This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for QVerify.<br />
<br />
Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)<br />
Recommended Setting: Results Verification note type designed for this workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Note Type for Verify''' Added in v11.1.7<br />
* This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for Verify.<br />
<br />
Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)<br />
Recommended Setting: Results Verification note type designed for this workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Note Use - For QVerify''' Modified in v11.1.7<br />
This preference determines the default note use value for the QVerify action. <br />
* If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using QVerify.<br />
* If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of QVerify.<br />
* If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.<br />
<br />
Available Options: 'Create New Note', 'No Note', 'Select Note'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Note Use - For Verify''' Added in v11.1.7<br />
This preference determines the default note use value for the QVerify action. <br />
* If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using Verify.<br />
* If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of Verify.<br />
* If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.<br />
<br />
Available Options: 'Create New Note', 'No Note', 'Select Note'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Patient Communication Methods for QVerify''' Added in v11.1.7<br />
This preference determines the default communication method for QVerify. <br />
* If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.<br />
* If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.<br />
* If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.<br />
* If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details. <br />
* If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note. <br />
<br />
Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', <br />
'No Patient Communication Needed at this Time','Schedule Appointment to Discuss Results'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Patient Communication Methods for Verify''' Added in v11.1.7<br />
This preference determines the default communication method for Verify. <br />
* If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.<br />
* If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.<br />
* If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.<br />
* If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details. <br />
* If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note. <br />
<br />
Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', <br />
'No Patient Communication Needed at this Time', 'Schedule Appointment to Discuss Results'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Task Assignment'''<br />
Determines the default value for the assignment of delegated ResultsVerification tasks. <br />
* If set to 'Current User' the user entering the result will be assigned the Results Verification task.<br />
* If set to 'Ordering Provider' the provider defined as the Ordering Provider will receive the Results Verification Task.<br />
<br />
Available Options: 'Current User'. 'Ordering Provider' <br />
Recommended Setting: 'Ordering Provider'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Required'''<br />
Determines the if results verification is required. <br />
* If set to 'Y' the 'Verification Required' field on the Order Details screen will be selected by default. This specifically pertains to manually entered results. Interfaced results will be set based on the interface definition and is in no way altered with this setting. If a manual result is entered and this option is selected, a Results Verification task will be created and assigned to the user based on the 'Result Verification Task Assignment' setting. <br />
* If set to 'N' the 'Verification Required' field will not be selected by default. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Results Verification Shows Verified Results in Results Document - For QVerify''' Modified in v11.1.7<br />
Determines if the verified results should display on the Results Document for QVerify action. <br />
* If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.<br />
* If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.<br />
* If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time. <br />
<br />
Available Options: 'Y', 'N', 'As Per Post to Note Icon'<br />
Recommended Setting: 'As Per Post to Note Icon'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training.<br />
<br />
'''Results Verification Shows Verified Results in Results Document - For Verify...''' Addedin v11.1.7<br />
Determines if the verified results should display on the Results Document for a Verify action. <br />
* If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.<br />
* If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.<br />
* If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time. <br />
<br />
Available Options: 'Y', 'N', 'As Per Post to Note Icon'<br />
Recommended Setting: 'As Per Post to Note Icon'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training.<br />
<br />
'''Require Abnormal Flag for Results Entry'''<br />
* If set to 'Y' the Abnormal flag will be required for all resultable items with an order. If you have an Order with many resultable items, the user will be required to select an abnormal flag for all values even if those values are not being reported. This applies to manually entered results only. <br />
* If set to 'N' the user will not be required to specify the abnormal flag when manually entering results. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No this is off and enforced.<br />
<br />
'''Use UAI Vital Signs Integration'''<br />
* If set to 'Y' the user will have the ability to capture vital signs using the UAI tool. This requires extra setup and the UAI module. This product allows you to capture and import vitals using a 3rd party device such as a Welch Alyn device.<br />
* If set to 'N' the user will not have the option to capture vital signs using the UAI tool. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No this is off and enforced.<br />
<br />
'''Vitals Picklist'''<br />
* This is a drop down list that defines the default Vitals Picklist to be used. This picklist defines the Vital Sign Views available to the end user.<br />
<br />
Available Options: Drop down list of valid Vital Sign Picklists defined in your OID dictionary.<br />
Recommended Setting: Use the preferred vital signs picklist defined by your organization.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
== '''Removed in 11.2''' ==<br />
<br />
'''From General:'''<br />
*'''UAIInstallLocation'''<br />
*'''Works 0 FingerPrintAuthEnc'''<br />
<br />
'''From Orders:'''<br />
*'''Always Present Fax Dialog When Faxing Requisition'''<br />
*'''Always Present Print Dialog When Printing Requisition'''<br />
*'''OrderEntryAuthLevel'''<br />
*'''OrderEntryNotification'''<br />
*'''OrderUpdateSupervisedByOnEdit'''<br />
<br />
<br />
<br />
Return to [[V10 to V11.2 Build Workbook (BW)]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=EXCLUDE_PHYSICAL_EXAM_FINDINGS&diff=11070EXCLUDE PHYSICAL EXAM FINDINGS2011-04-19T18:31:27Z<p>Jerri.cowper: Created page with "There are specific Medcin findings that are classified as Physical Exam Findings- typically these are Medcin items you would be using in your Note Forms or M-Templates to documen..."</p>
<hr />
<div>There are specific Medcin findings that are classified as Physical Exam Findings- typically these are Medcin items you would be using in your Note Forms or M-Templates to document the physician exam. <br />
A good example would be Pelvic Exam. Search for it with the filter on and off for Exclude Physical Exam Findings.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=.NET_Preferences&diff=11069.NET Preferences2011-04-19T18:30:59Z<p>Jerri.cowper: /* General Preferences */</p>
<hr />
<div>=How to set .NET Preferences=<br />
<br />
In the TWAdmin workspace, navigate to Preferences on the [[VTB]]. From this location you are able to edit preferences at the [[Enterprise]], [[Organizational]] or [[User]] level and determine if users will be able to override certain preferences on the front end.<br />
<br />
:[[Image:Pref_Nav_75_Bold.jpg]]<br />
<br />
==Choosing Preferences Before Test Upgrade==<br />
An Excel workbook is available to record preference decisions before the system is available.<br />
Preferences drive much of the system behavior so it is easier to complete the other build tasks if preferences are set first. Preference decisions often require input from multiple representatives of the clinical staff and can therefore be time consuming. For these two reasons it is sometimes helpful to start this decision process before the test upgrade. The preferences can always be altered after the clinical team sees the test system. The worksheet also provides a record of your settings in the event a Hotfix or staff member changes them. We recommend only one person be allowed to change preferences and that same person maintain the worksheet for change control.<br />
<br />
First review the following articles to understand how each level is set, then review each preference description and record the organization's decisions in the workbook available via download below.<br />
<br />
Pay special attention to article: [[TW .NET Preferences#Setting .NET Preferences at the User Level for Multiple Users via SSMT|Setting .NET Preferences at the User Level for Multiple Users via SSMT]]. This article explains how to use the last column of the workbook.<br />
<br />
==Setting Preferences at an Enterprise or Org Level==<br />
To set preferences for all users in a system, and to establish which preferences users have the ability to personalize (set themselves), the administrator will set these preferences at an Enterprise level.<br />
The ability of users to personalize can only be set at the enterprise level i.e. all users can personalize or no users can personalize. The ability of users to personalize cannot be set at the user level i.e. it is not possible for one user to personalize and another not. <br />
<br />
For this Example we are going to set how a user’s favorites are populated.<br />
<br />
# To set preferences at the Enterprise level, select Enterprise from the Ent/Org/User Settings dropdown.<br />
#:[[Image:Select_Enterprise.jpg]]<br />
# The preferences for populating favorites are located under the preferences category General so select General from the Preferences: dropdown.<br />
#:[[Image:Pref_Nav to General.jpg]]<br />
# Highlight the “Add Favorites Automatically” line <br />
# Click on the cell under the header “Value”<br />
# Setting the value to Y or N. Y = when providers make selections those selections will automatically be added to their favorites list, N = when providers make selections those selections will not automatically be added to their favorites list.<br />
# To allow the user to change this preference, keep the Can Override box checked.<br />
#: [[Image:Set_Add_Fav_75.jpg]]<br />
# Click save in the lower right hand corner of the screen<br />
# Login as a user and test to see if the interface acts as expected<br />
<br />
==Setting .NET Preferences at the User Level via TW Admin > Preferences==<br />
For this Example, the user level preference will be set to display the site selector when a user logs in<br />
<br />
# Select 'User' from the Ent/Org/User dropdown to edit settings at the user level<br />
# Select the organization the user belongs to<br />
# Click the binoculars to seach for the user. The Select a User dialog will open<br />
#:[[Image:LevelReplacement.jpg]]<br />
# Set the search criteria. In this case: UserName - Starting With - Test<br />
# Click binoculars to search<br />
# All users fitting the search criteria will be displayed. Highlight the user to be edited<br />
# Click OK<br />
#:[[Image:UserReplacement.jpg]]<br />
#:<br>The user level preferences will be displayed. Note that the User Can Override column is not available at this level. Only preferences with a value of user can override = Y will be visible.<br />
# Preferences are grouped into categories. Select the preference category from the Preference dropdown. For this example choose the preference category General<br />
# Select the preference row “Always Present Site Selector for User”<br />
# Click on the cell under the header “Value” and select a value from the dropdown. For a description of each preference and what the values will do see [[TW .NET Preferences#TW .NET Preferences|TW .NET Preferences]]<br />
# Click Save in the lower right hand corner of the screen<br />
#:[[Image:PrefReplacement.jpg]]<br />
# Login as a user and test to see if the interface acts as expected<br />
<br />
==Setting .NET Preferences at the User Level for Multiple Users via SSMT==<br />
In some cases an organization may want to set a preference differently for different users within the same organization. In this situation the best practice is to set the preference of the smaller group of users at the user level and leave the larger group of users at the org or enterprise level preference. These instructions use the example of setting the site selector to appear at login for floating nurses but not for anyone else.<br />
# Determine which group of users is smaller and create a list of their usernames. Of all the organization's users the floating nurses are the only users who prefer to have the site selector appear at login so they are the smaller group.<br />
# [[TW .NET Preferences#Setting Preferences at an Enterprise Level|Set the Enterprise or Org level preference]] based on what the majority of users prefers. Most users prefer the site selector not to appear at login so set the Enterprise or Org level preference to N<br />
# Choose a member of the smaller group and [[TW .NET Preferences#Setting .NET Preferences at the User Level via TW Admin > Preferences|set their preference at the user level in TW Admin]]. Test User is a floating nurse and wants the site selector to appear at login so set her user level preference to Y<br />
# Log out and extract the category '''TW .NET Preferences''' using SSMT<br />
# Use Excel to delete all rows except the one with 'Test User' under '''*HDRUserName'''<br />
#:[[Image:Excel1Replacement.jpg]]<br />
# Copy the setting to create as many rows as there are users in the smaller group<br />
#:[[Image:Excel2Replacement.jpg]]<br />
# Replace the '''*HDRUserName''' with the usernames of the smaller group<br />
#:[[Image:Excel3Replacement.jpg]]<br />
# Reload the table<br />
<br />
For more details about the SSMT category '''TW .NET Preferences''' see [[SSMT: TW .NET Preferences]]<br />
<br />
==How a User can set their own Personal Preferences==<br />
A provider can personalize their preferences from the clinical toolbar. For this example we are going to say that this user wants to include active problems in past medical history and automatically post those problems to the encounter summary.<br />
<br />
*Login as a provider<br />
*Navigate to Chart on the vertical toolbar<br />
*Select the arrow on the far right hand side of the Clinical Toolbar<br />
<br />
[[Image:Ppref1.jpg]]<br />
<br />
*From the dropdown menu, select personalize.<br />
<br />
[[Image:Ppref2.jpg]]<br />
<br />
This opens the Personalize dialog box. From here a provider has the ability to change many individualized settings to suit their personal preferences. <br />
<br />
*Navigate to the Problem Tab <br />
*Select “Problem include in PMH” and change the value to “checked for all”<br />
<br />
[[Image:Ppref3.jpg]]<br />
<br />
*select “post problem to encounter” and change the value to Y<br />
*click on Save<br />
<br />
=.NET Preferences=<br />
V11 Preferences can be set in the TWAdmin workplace, by entering the value that corresponds to the Preference.<br />
<br />
This list includes the net new preferences with v11.2.<br />
<br />
'''Categories'''<br />
Preferences are grouped into categories. The categories are General, Meds, Meds/Orders, Note, Orders, Problems and Results. Specific information about each preference is listed below.<br />
<br />
'''Recommended Setting''' - Recommended settings are based on certified workflows and the most common setting. Each of them must be reviewed with your organizations workflows in mind.<br />
<br />
===Alert Preferences===<br />
<br />
'''AllergyListNotReconciled:''' Indicates if Allergy List is Not Reconciled<br />
Places an alert in the patient encounter summary that the allergy list was not reconciled. This will appear under the My Alerts category or the All Other Alerts category. <br />
*Default Value: Show In My Alerts<br />
Options: <br />
''Note: Clicking the chart alert icon from the patient banner will populate the list of those not <br />
documented.''<br />
1.Show in my alerts<br />
2.Show in all other alert<br />
<br />
'''Allow Don't Show Me Again Option:''' Allow users to be able to select "Don't Show Me Again" for Alerts<br />
*Default Value: Y<br />
Options: <br />
Y: Allows users to select Don't Show Me Again<br />
N: Users are always alerted when something is not documented.<br />
<br />
'''BPNotDocumented:''' Indicates if Blood Pressure for Patients 2 and Older is Not Documented<br />
Places an Alert in the patient encounter summary that Blood Pressure was not documented. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Medication:''' Indicates whether or not to show Compliance Medication Recommendations Alerts In Encounter Summary (This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Misc:''' Indicates whether or not to show Compliance: Misc Recommendations in "My Alerts"(This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Problem:''' Indicates whether or not to show Compliance: Problem Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Complaince Results:''' Ability to show Compliance: Results Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Display Provider Alerts:''' Allows the users to be able to select the providers that they would like to view alerts for, when there is not an Appointment in context<br />
Places an Alert in the patient encounter summary for the selected providers viewing patient charts without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: <br />
Options: <br />
1.Check all providers<br />
2.Check all the providers that apply<br />
<br />
'''Display Specialty Alerts:''' Allows the users to be able to select the specialties that they would like to view alerts for, when there is not an Appointment in context<br />
Places an Alert in the patient encounter summary for the selected specialities when providers are viewing a patient chart without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: NA<br />
Options:<br />
1.Check All Specialties<br />
2.Check the Specialties that apply<br />
<br />
'''HeightNotDocumented:''' Indicates that Height is Not Documented<br />
Places an alert in the encounter summary that Height has not been documented. This NEEDS to be recorded for MU. Options are to show in the My Alerts Category or the All Other Alerts Category.<br />
Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''LangRaceEthnicityNotDocumented:''' Indicates that Language, Race, or Ethnicity is not Documented<br />
Places an alert in the encounter summary that Language, Race, or Ethnicited has not been documented. Options are to show in the My Alerts Category or show in the All Other Alerts Category<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedAllergiesNotDocumented:''' Indicates that Med Allergy Status is Not Documented<br />
Places an alert in the encounter summary that Medication Alergies have not been documented. Options are to show in the My Alerts Category of the All Other Alerts Category.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedListNotReconciled:''' Indicates that Med List is Not Reconciled<br />
Places an alert in the encounter summary that the medication list has not been reconciled. Options are to show in the My Alerts Category or the All Other Alerts Category.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedsNotDocumented:''' Indications that Medication Status is Not Documented<br />
Places an Alert in the patient encounter summary that medications were not documented. This alert will appear in the My Alerts category or the All Other Alerts. Note that prescribing electronic medication needs to demonstrated for MU reporting.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data - Order/Results:''' Indicates that there is Missing Order/Result Data: Order/Results Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing order or result data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Immunizations:''' Indications that there is Missing Immunization Data: Immunizations Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing immunization data for the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Medications:''' Indicates that there is Missing Medication Data: Medications Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing medication data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Misc:''' Indicaties that there is Missing Misc. Data: Medication Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing miscellaneous recommendations. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Problems:''' Indicates that there is Missing Data: Problems Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing data recommendations in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''OverdueOrdersAlerts:''' Gives the user Overdue Orders Alerts<br />
Places an alert in the encounter summary that there are overdue orders in the patient chart.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show all orders in my alerts<br />
2.Show all orders in All Other Alerts<br />
3.Show order I manage in My Alerts and hide any others<br />
4.Show orders I manage in All Other Alerts and hide any others<br />
5.Show orders related to my specialty in My Alerts and hide any others<br />
6.Show orders related to my specialty in All Other Alerts and hide any others<br />
<br />
'''OverdueRemindersAlerts:''' Gives the user Overdue Reminders Alerts<br />
Options:<br />
Places an alert in the encounter summary that there are overdue issues within the patient chart.<br />
*Default Value: Show in my alerts<br />
1.Show all orders in my alerts<br />
2.Show all orders in All Other Alerts<br />
3.Show order I manage in My Alerts and hide any others<br />
4.Show orders I manage in All Other Alerts and hide any others<br />
5.Show orders related to my specialty in My Alerts and hide any others<br />
6.Show orders related to my specialty in All Other Alerts and hide any others<br />
<br />
'''ProblemsNotDocumented:''' Patient Problems are Not Documented<br />
Places an alert in the encounter summary that patient problem was not documented in the patients chart.<br />
*Default Value: Show in my alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Show MU Alerts:''' Indicates whether or not to show Alerts Pertaining to MU.<br />
Places an alert in the encounter summary displaying all MU Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1: Show in my alerts<br />
2: Show in all other alerts<br />
<br />
'''SmokingStatus:''' Indicates whether or not Smoking Status for Patients 13 and Older is Not Documented<br />
Places an alert in the encounter summary that smoking is NOT documented in the patient chart. This NEEDS to be documented for MU.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''WeightNotDocumented:''' Indicates that Weight is Not Documented<br />
Places an alert in the encounter summary that weight has not been documented in the patient chart. This is a MU criteria.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
===Clinical Trial Preferences===<br />
'''Works Time Batch Match Starting Time''' Added in v11.1.7<br />
<br />
Indicates the time that the night job runs. The night job reviews the next day's appointment list and compares the patients to the patients to the available clinical trial definitions. <br />
Available Options: 12:00 am; 1:00 am; 2:00 am; 3:00 am; 11:00 pm<br />
Default Value: 12:00 am<br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: N/A<br />
<br />
'''Clinical Trial Maximum Patient Drive Miles''' Added in v11.1.7<br />
<br />
The maximum number of miles the client would have a patient drive to participate in a trial. <br />
Available Options: 5, 10, 25, 50, 100<br />
Default Value: 5<br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: N/A<br />
<br />
'''Works CT Max Distance:''' Indicates the time that the night job runs. The "night job" reviews the next day's appointments list and compares the patients to the available clinical trials.<br />
*Default Value: 12:00 am<br />
Options<br />
1. 12:00 am<br />
2. 1:00 am<br />
3. 2:00 am<br />
4. 3:00 am<br />
5. 11:00 pm<br />
<br />
'''Works CT Distance:''' Indicates the maximum miles the client would have a patient drive to be included in the "night job" to be included in a clinical trial.<br />
*Default Value: 5<br />
Options:<br />
1. 5 miles<br />
2. 10 miles<br />
3. 20 miles<br />
4. 25 miles<br />
5. 50 miles<br />
6. 100 miles<br />
<br />
==General Preferences==<br />
<br />
Question: What does the [[EXCLUDE PHYSICAL EXAM FINDINGS]] mean? <br />
<br />
'''ACI Active Problem Search Filter Defaults:''' ACI Active Problem Search Filter Defaults<br />
Allows users to filter the problem search results by default<br />
Options:<br />
1. Return results with ICD9 Codes Only<br />
2. Return symptoms & Diagnoses Only<br />
3. Exclude Physical Exam Findings<br />
<br />
'''ACI Family History Search Filter Defaults:''' ACI Family History Search Filter Defaults<br />
Allows the user to filter the Family History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''ACI Past Medical History Search Filter Defaults:''' ACI Past Medical History Search Filter Default<br />
Allows the user to filter the Past Medical History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''ACI Past Surgical History Search Filter Defaults:''' ACI Past Surgical History Search Filter Defaults<br />
Allows the user to filter the Past Surgical History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''Add Favorites Lists Automatically'''<br />
*When set to 'Y', this preference causes items to get automatically assigned to a users favorites list as they use them. This includes meds, allergies, orders, and problems.<br />
*When set to 'N', items will not be added to a users favorite list unless they manually add it.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Allergy list Review'''<br />
Per Allscripts July, 2008 this preference is currently not used. It does not matter how it is set, but it is best to leave blank and revisited when the preference becomes active.<br />
Recommended Setting: Leave Blank<br />
<br />
'''AllergyWarnIfNotParticipating:''' Warn if an allergy is not participating in checking.<br />
Allows organizations to warn users if a selected allergy is not participating in DUR checking.<br />
Options: <br />
1. Y (Allow)<br />
2. N (Do Not Allow)<br />
<br />
'''Allow Advanced Personal Editing of CareGuide Templates:''' Determines the ability a user can edit CareGuides<br />
Allows the organziation to determine the extent of editing granted to providers to make at the personal template level within the ACI. <br />
*Default Value: N<br />
Options: <br />
1. N (Do Not Allow): If set to N providers have the following <br />
CareGuide editing abilities:<br />
* Save selections as defaults (i.e. labs a provider <br />
prefers, medications, problems, <br />
etc.)<br />
* Edit the SIGs for the medications and variables <br />
(i.e. provider prefers for patient to check temp twice<br />
daily instead of once). Providers would be able to <br />
save this default<br />
* Add customized guidelines and save to a personal <br />
template.<br />
* Set a default opening section and save to a personal <br />
template.<br />
* Add ad hoc items for the current pateint (from the <br />
ACI only). These ad hoc are not saved to a personal<br />
template. <br />
2. Y (Allow): If set to Y the providers will have the <br />
following in ADDITION to the N abilities:<br />
* Add new orderable items and save them to the template<br />
* Delete items or headers<br />
* Edit headers<br />
* Rearrange items or headers <br />
<br />
'''AllowClinicalSummaryWhenNoteUnFinal:''' Allows provider to get credit for supplying a Clinical Summary in an unfinalized state<br />
Allows users to indicate whether or not to generate a note before it is final<br />
Default Value: N<br />
Options:<br />
1. Y (Allow users to generate a note before it is final)<br />
2. N (Do Not allow users to generate a note before it is final)<br />
<br />
'''Always Present Dialog When Printing Rx'''<br />
* When set to 'Y' the "Use Default Rx Printer" option on the commit screen will not be selected and the default behavior will be to show the Print Dialogue box when a medication is committed and activated. This forces the user to review the print dialogue before sending the print request.<br />
* When set to 'N' the "Use Default Rx Printer" option on the commit screen will be selected and the default behavior will be to suppress the Print Dialogue box when a medication is committed and activated. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Always Present Site Selector for User'''<br />
*When set to 'Y' the Site Selector will appear every time a user logs into AE-EHR. This is a great option for floating staff, but can become a nuisance.<br />
*When set to 'N' the Site Selector would only appear if a user hasn't previously set a default. In this case it will default to their default site. The user can change their site in AE-EHR if the menu item has been given to them. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is off by default, but can be allowed.<br />
<br />
'''Audit level''' - Allows administrators to capture and track the following information about users’ activity in the AE-EHR application including: User name, Patient name,Patient MRN, Access date, Access time, Device used (Web, PDA), Action time, Action taken (viewed, printed,created, and/or faxed), WebFramework Page accessed This setting determines the amount of information contained in the Audit Log Report. Please be aware that increasing the level of auditing increases the amount of data that is tracked and stored. Due to the nature of this, it can cause performance issues, so please be sure to test this before implementing in production. This is not seen often, but should be considered. These settings do not change the level of auditing on particular items such as notes. This simply changes what is written to the Audit log report. <br />
* When set to 'High' the audit trail will capture viewing, editing, creating, printing, and faxing of clinical items.<br />
* When set to 'Medium' the audit trail will capture editing, creating, and viewing of clinical items.<br />
* When set to 'Low' the audit trail will capture editing and creating of clinical items. <br />
<br />
Available Options: 'High', 'Medium', 'Low'<br />
Recommended Setting: 'Low' unless your Enterprise requires higher levels of auditing<br />
Can be set on these levels: Enterprise<br />
User Can Override: No, this is off and enforced<br />
<br />
'''CareGuide Default Opening Section''' Added in v11.1.7<br />
<br />
Allows users to choose the default opening section of CareGuides.<br />
* When set to 'All' the display opens all sections of the CareGuide selected<br />
* When set to 'Follow-Ups and Referrals' the display opens to the Follow-Ups and Referrals section of the CareGuide selected<br />
* When set to 'Instructions' the display opens to the Instructions section of the CareGuide selected<br />
* When set to 'Medications' the display opens to the Medications section of the CareGuide selected<br />
* When set to 'Orders' the display opens to the Orders section of the CareGuide selected<br />
<br />
Available Options: All, Follow-Ups and Referrals, Instructions, Medications, Orders<br />
Default Setting: All<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes<br />
<br />
'''Clinical Exchange Documents (CED) Verification'''<br />
* When set to 'Y' this will require verification when CED documents are imported. This means that a provider will be tasked with verifying the document before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.<br />
* When set to 'N', the CED document would be imported and would not require verification prior to being added to the patient's chart.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Clinical Exchange Documents (CED) Verification Routing''' - If you have turned on "Clinical Exchange Document Verification" or "Clinical Exchange Documents Item Verification" this specifies the tasking behavior. <br />
* If set to 'Recipient then PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient first, if the system can't make a match or if the recipient isn't defined as a user, it will attempt to assign the task the the PCP defined for the patient. If the PCP isn't defined or is not setup as a AE-EHR user, the task would then be assigned to the Clinical Exchange Document Team. <br />
* If set to 'Recipient then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient. IF the system can't make a match or the recipient isn't setup as a user, the task will get assigned to the Clinical Exchange Document Team.<br />
* If set to 'PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the PCP first. If the patient does not have a PCP defined or the PCP is not setup as a user, the system will assign the task to the Clinical Exchange Document Team.<br />
* If set to 'Clinical Exchange Document Team' the task will be assigned to the Clinical Exchange Document Team.<br />
<br />
Available Options: 'Recipient then PCP then Clinical Exchange Document Team', 'Recipient then Clinical Exchange Document Team', <br />
'PCP then Clinical Exchange Document Team', 'Clinical Exchange Document Team' <br />
Recommended Setting: 'Clinical Exchange Document Team'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''ClinEGuide Credentials (User|Pwd)'''<br />
* This is a free text field which would hold your username and password for integration with the [http://www.clineguide.com/marketing/ContentPage.aspx Wolters Kluwer Clin-Eguide]. If a value is provided, an icon will apear on the v11 toolbar that looks like an open book. if a user selects the book, it will launch an Internet Explorer session which brings the user to the Clin-eguide home page. The credentials are passed with the action and will log them into the site if valid. <br />
<br />
Available Options: Free Text <br />
Recommended Setting: Blank<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Clinical Exchange Documents Item Verification'''<br />
* When set to 'Y' this will require verificaiton when CED items (meds, allergies, problems, etc.) are imported. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.<br />
* When set to 'N', the CED items would be imported and would not require verification prior to being added to the patient's chart.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Community/Automatic CED Submittal:''' Automatically submit CEDs to communities when patient chart is updated<br />
Allows organizations to automatically submit CEDs after a patient chart is updated to a patient-designated community that the organization shares information with<br />
*Default Value: N<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Community/Patient Data Sharing Security:''' Default sharing with Communities (Opt-in) or not share (Opt-out)<br />
Allows the organization to determine by default whether or not all patients in the EHR will participate in the community data sharing.<br />
*Default Value: Opt-In<br />
NOTE: at request of the patient the organization can override this option within the Patient Profile.<br />
Options: <br />
1.Opt-in: Yes you want to share<br />
2.Opt-out: No you do not want to share<br />
<br />
'''Create Future Encounter''' Added in v11.1.7<br />
Allows the creation of future encounters<br />
* When set to 'Y' this will allow users to create documentation on a future encounter<br />
* When set to 'N' this will not allow users to create documentation on a future encounter<br />
<br />
Available Options: 'Y' or 'N'<br />
Defaulted Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
*'''Create Overdue Reminder Task:''' Create Overdue Reminder Task<br />
Allows users the option to enable or disable OverDue Reminder Tasks<br />
Options: Y (Allow) or N (Do Not Allow)<br />
<br />
'''Days Before Instruction Expiration Date To Consider Near Due'''<br />
* This Value is a number representing number of days. This tells the system when incomplete instructions should show as near due on the patient's chart. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Days Before Scheduled Order Expiration Date to Consider Near Due'''<br />
* This Value is a number representing number of days. This tells the system when incomplete or scheduled Orders should show as near due on the patient's chart. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Entering For Provider ID'''<br />
* This value specifies the default provider ID that should default into fields such as the Ordering Provider on medications or Orders within the system. This is primarily used for non-provider users that support a specific physician. For example, if an MA always works for Dr. Smith, they would want to set this within their personalize options so it would pre-populate and default properly. This is typically a setting that should be shown to users during training.<br />
<br />
Available Options: Any entry in the Provider Dictionary<br />
Recommended Setting: Blank Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default Specialty ID'''<br />
* This value specifies a non-provider's default specialty. This is best used as a personal setting from within the UI and should be shown to end users during training. This setting will default the specialty for a user in certain areas of the product that are driven by specialty such as the note selector, ACI specialty favorites, and flowsheets. Providers usually have their specialty specified in the provider dictionary and do not need to utilize this preference. <br />
<br />
Available Options: Any entry in the Specialty Dictionary<br />
Recommended Setting: Caution -Blank for user/providers (adverse affect of their favorites if not left blank),<br />
Users can populate as needed, but the recommended setign is still "Blank"<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default Supervising Provider ID'''<br />
* This value specifies the default supervising physician for users that require supervision with Orders. This should be shown during training and is best when set on a personal level. <br />
<br />
Available Options: Any entry in the Provider Dictionary<br />
Recommended Setting: Blank<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default to QuickList Favorites'''<br />
*When set to 'Y', this preference causes items to get automatically assigned to a users QuickList as they use them. This includes meds, allergies, orders, and problems.<br />
*When set to 'N', items will not be added to a users QuickList unless they manually add it.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Dictionary Cache'''<br />
* This setting is looking for a numeric value, but should be left alone. This is a development setting and is not intended to be used unless instructed otherwise. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: Do not change<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Dictionary Edit Max Count'''<br />
* This setting should be a value between 100 and 1000. This determines how many rows will be visible in a dictionary grid before the dictionary automatically goes into search mode.<br />
<br />
Available Options: Numeric Value between 100 and 1000<br />
Recommended Setting: 1000<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Directives Editable'''<br />
* If set to 'Y' the Patient Directives on the Patient Profile Dialog or "i" screen will be editable. This would be set to 'Y' if you want users to document patient directives in the UI.<br />
* If set to 'N' the Patient Directives on the Patient Profile Dialog or "i" screen will be viewable only. This would be set to 'N' if you do not want users to document or edit this or if this value is populated through the registration interface. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Display <R> in Patient Banner for Restricted Documents''' Added in v11.1.7<br />
* If set to 'Y' the system will display the <R> in the patient banner when they have a restricted document. <br />
* If set to 'N' the system will not display the <R> in the patient banner when they have a restricted document. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise,Organization<br />
User Can Override: N/A <br />
<br />
'''Display Future Encounters in selector X days in the future'''<br />
* This is a numeric value which specifies how far in the future pending appointments are shown in the encounter selector. In most workflows, users will be working on an arrived appointment for the current day. If there are workflows that require people to prepare for a future appointment and begin documenting on encounters before the arrival occurs, this setting would allow those encounters to display and be selectable. It is advised that this be set to 1 to avoid any issues if the scheduling interface was to go down. If appointments can't be arrived in the system due to interface issue, this would allow end users the ability to complete their work on pending appointments until the issues are resolved. <br />
<br />
Available Options: Numeric Value between 0-99<br />
Recommended Setting: 1<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DisplayPatientPicture'''<br />
* If set to 'Y', this would display the patient picture on the Patient Profile Page or "i" screen. This also allows the ability to upload pictures. <br />
* If set to 'N', this would hide the patient picture on the Patient Profile Page or "i" screen and would disable the ability to upload pictures.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Double Click Action'''<br />
* If set to "View" this would specify that double-clicking an item from the clinical desktop would open it in view mode.<br />
* If set to "Edit" this would specify that double-clicking an item from the clinical desktop would open it in edit mode.<br />
<br />
Available Options: 'View' or 'Edit'<br />
Recommended Setting: 'View'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Due Date or Start Date for Newly Added Bulk Enrollment'''<br />
* Bulk Enrollment is currently not available. Leave this as is for now.<br />
<br />
<br />
'''Enable Allergy Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' the system would generate verification tasks for providers when allergies are entered by non-provider users. In this setting a newly entered allergy will remain in a unverified mode until verified by a provider. This is important for JCAHO accreditation. <br />
* If set to 'N' the system will add allergies to the patient's allergy list in a completed status without verification from a provider.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
<br />
'''Enable E-Prescribe G Code Alert''' Added in v11.1.7<br />
For 2009, to be a "successful e-prescriber", a provider must report the e-prescribing quality measure through their Medicare Part B claims on at least 50% of applicable cases during the reporting year. <br />
<br />
* If set to 'Y' a reminder will be added to the Encounter Summary for all Medicare patients that an e-Prescribing G-Code may be appropriate for this encounter. This is a reminder to the facility that they need to manually add the G-Code to their Encounter Form. This ensures all prescriptions should count towards the qualifications necessary to be seen as a "successful e-prescriber."<br />
* If set to 'N' no reminder will appear.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Enable MSHV''' Added in v11.1.7<br />
Determines whether or not the HealthVault specific settings should be available on the patient profile dialog. <br />
* If set to 'Y' the Health specific settings shodul display on the patient profile dialog and allow for a patient to be linked to their HealthVault account. <br />
* If set to 'N' then patient accounts cannot be linked to HealthVault.<br />
Note: Enterprise EHR usres should also not have the ability to import or export CEDs from MS HealthVault if this preference is set to N<br />
<br />
Available Options: 'Y' or 'N'<br />
Default Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Encounter Selection from Worklist'''<br />
* When set to 'Encounter Selector'<br />
* When set to 'Create New Encounter'<br />
<br />
Available Options: 'Encounter Selector' or 'Create New Encounter'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Encounter Summary Always Print Medication Profile''' Added in v11.1.7<br />
Encounter Summary: Always print medication profile<br />
* <br />
<br />
Available Options: 'Y' or 'N'<br />
Default Seting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''EncounterSummaryAlwaysProvideClinicalSummary:''' Encounter Summary: Always Provide Clinical Summary<br />
*Default Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Encounter Type for Worklist'''<br />
This preference previously only applied to results. Effective in v11.1.7, this preference is applied to all work done on Worklist. The intent is to reduce the instances when a use is presented with an encounter selector without increasing the number of times work done during an appointment is documented against a non-appointment encounter.<br />
<br />
Available Options: Active entries in the Encounter Type dictionary<br />
Recommended Setting: Chart Update<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Encounter Summary Default View'''<br />
* When set to 'Type' the encounter summary or commit screen will default to display items grouped by type (orders, problems, etc.)<br />
* When set to 'Problem' the encounter summary or commit screen will default to display items grouped by their associated problem. <br />
<br />
Available Options: 'Type' or 'Problem'<br />
Recommended Setting: 'Problem'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Encounter Summary Password Required on Save'''<br />
* If set to 'Y' the user must enter their password when saving the Encounter Summary <br />
* If set to 'N' the user does not need to enter their password when saving the encounter summary.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Encounter Summary Review Before Save'''<br />
*If set to 'Y', the encounter summary will appear when a user hits the commit button or leaves the patient's chart. This acts as a review process prior to committing the data. <br />
* If set to 'N', the Encounter Summary will not appear when a user hits the commit button or leaves the patient's chart. This will commit the data without the chance to review it. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is selected by default and should be shown in training<br />
<br />
'''Enterprise Emergency Telephone Number'''<br />
* This is a free text value designed to house the emergency telephone number for an Enterprise. This is displayed when printing patient instructions. <br />
<br />
Available Options: Free Text<br />
Recommended Setting: '911'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''EthnicityEditable:''' Ethnicity Editable<br />
Enables organizations to allow users to edit the Ethinicite from within the Patient Profile. <br />
NOTE: The PMS is NOT updated with this is done<br />
*Default Value: N<br />
Options: <br />
1. Y (Allow)<br />
2. N (Do Not Allow)<br />
<br />
'''ExceptionDetailsPassword:''' Exception Details Password<br />
*Default Value: Blank<br />
This field sets the password that must be entered to see the details of an error. If left blank, anyone can click the detail <br />
button to see the actual data the error message contains without having to enter a password.<br />
<br />
'''Fax Maximum Pages''' Added in v11.1.7<br />
Maximum number of pages (estimated) allowed in a chart fax<br />
* This is a numeric field<br />
<br />
Available Options: Free Text Numeric Field<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Fax Warning Type''' Added in v11.1.7<br />
Determines the type of warning users receive when exceeding the maximum number of pages to be faxed.<br />
<br />
Available Options: Block Fax, Disabled, Warn User<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Language Editable'''<br />
* When set to 'Y', this allows users to edit the patient language on the Patient Profile Dialog or "i" screen. This allows users to specify the patient's primary language within AE-EHR.<br />
* When set to 'N', this will only allow users to view the patient's primary language on the Patient Profile Dialog or "i" screen. This is usually the preferred setting when this value is populated by the registration interface or if an organization prefers not to capture this information.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Mask SSN in Reports, Patient Search, & Patient Profile'''<br />
* When set to 'Y', this will hide the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.<br />
* When set to 'N', this will allow users to see the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Max # of Providers for All Provider View'''<br />
* This is a numeric value between 0-99. This specifies the maximum number of providers a user can add to the All Provider view. This is defined on the Daily Schedule within the personalize options. The recommendation is 20 and any more than that should be tested prior to implementing. This could introduce a performance issue or become unusable if too many schedules are merged together. <br />
<br />
Available Options: Numeric Value between 0-99<br />
Recommended Setting: 20<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Maximum Number of Seconds to allow for Worklist Load'''<br />
* This is a numeric value that represents the maximum number of seconds that the WorkList is allowed to consume before timing out. This setting is put into place to prevent any long term lock ups for a WorkList view that are improperly defined and potentially hindering system performance. In most cases, if the view is defined properly, this setting should have no merit. <br />
<br />
<br />
Available Options: Numeric Value <br />
Recommended Setting: 30<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Minimum # of Hours to Keep Patient Site Location and Encounter Status'''<br />
* This is a numeric value that establishes the length of time that the patient location and encounter status will be stored. This timeframe is based on the last update of either of the fields. For example, if this is set to 1 hour, this information would be cleared 1 hour after the last update to the patient location or encounter status. This is cleared out to ensure it is reset for the patients next visit. <br />
<br />
Available Options: Numeric value between 1-99<br />
Recommended Value: 2<br />
Available on these levels: Enterprise, Organization<br />
User Can Override? No, This is off and enforced<br />
<br />
'''Normative Growth Chart in Units'''<br />
* If set to ‘Us Units’ the Normative Growth chart will be displayed using US Units.<br />
* If set to ‘Metric Units’ the Normative Growth Chart will be displayed using Metric Units.<br />
<br />
Available Options: ‘Us Units’, ‘Metric Units’<br />
Recommended Value: ‘Us Units’<br />
Available on these levels: Enterprise, Organization, User<br />
User Can Override? Yes, This is on by default and should be shown during training. <br />
<br />
'''Order Authentication Time-Out'''<br />
* This is a numeric value that determines the number of minutes before the system requires authentication since the last time they authenticated. The system can be configured to ask for passwords when signing notes, prescribing medications, or committing the encounter summary. If a user has entered their password within the allowed timeframe defined by the setting, the user will not be required to enter their password. Once the time period has passed, the user will need to enter their password to verify their access. Setting this to 0 means that a user will need to enter their password once and their authentication session will not expire again during the session. <br />
Available Options: Numeric value from 0 – 99<br />
Recommended Setting: 5<br />
Available on these levels: Enterprise, Organization<br />
User can override? No, this is off an enforced<br />
<br />
'''Patient Portal Registration Level:''' Patient Portal Registration Level<br />
Options:<br />
1. Organization<br />
2. Provider<br />
<br />
'''Patient Tracking-Use Patient Encounter Status'''<br />
* If set to 'Y', this will enable this drop down and the values available for the assigned site will apear in the drop down for an arrived patient. <br />
* If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Patient Tracking-Use Patient Site Location'''<br />
* If set to 'Y', this will enable this drop down and the values available for the assigned site will appear in the drop down for an arrived patient. <br />
* If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Previously Discontinued (DC)For Patient'''<br />
* If set to 'Immediate' the user will be prompted with a warning if an order being added has been discontinued for that patient in the past. <br />
* If set to 'Never' the user will not be warned of this condition.<br />
<br />
Available Options: 'Immediate' or 'Never' <br />
Recommended Setting: 'Never' <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Print Patient Education Always'''<br />
* If set to 'Always' the indicator on the encounter summary screen will be selected and printed anytime patient edcuation is available whether it is part of a CareGuide or custom education materials added by the client. This setting can be overridden on the encounter summary if the user doesn't want them for a specific encounter.<br />
* If set to 'CareGuide Only', the indicator on the encounter summary screen will be selected and printed anytime patient education is available if included with the CareGuide. This setting can be overridden on the Encounter Summary if the user doesn't want them for a specific encounter.<br />
<br />
Available Options: 'Always' or 'CareGuide Only'<br />
Recommended Setting: 'Always' <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option, but not selected by default<br />
<br />
'''Provider Selection limited to Favorites'''<br />
* If set to 'Y' the user or provider is limited to selecting a provider from their favorites list in the drop down. The search field will be hidden and they are prevented from selecting other providers. This is typically only used in a multi-org situation when it is not viable for users to see the entire list of providers. <br />
* If set to 'N' the user or provider has the ability to do a lookup against the entire provider dictionary. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''PtCommunicationClinSummariesEditable:''' Patient Communication Clinical Summaries Editable<br />
Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries<br />
*Default Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''PtCommunicationReminderEditable:''' Patient Communication Reminder Editable<br />
Determines if users are allowed to edit or update a patient's preferred method for receiving reminders<br />
*Defauly Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''RaceEditable:''' Race Editable<br />
Allows users to edit the Race box for patients from the Patient Profile page.<br />
NOTE: The PMS is not updated when this field is edited in the EHR.<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Toolbar Default for Clinician Choice Button''' Added in v11.1.7<br />
Default for Clinical Choice Button to direct user to a specific tab in ACI<br />
<br />
Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'<br />
'Allergies', 'Medication History', 'Immunization History', 'Chief Complaint', 'Rx'<br />
'Medication Administration', 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'<br />
'Immunizations', 'Supplies', 'CareGuides', or 'QSets'<br />
Default Setting: 'Chief Complaint'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for History Builder Button''' Added in v11.1.7<br />
Default for History Builder Button to direct user to a specific History Builder tab in ACI<br />
<br />
Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'<br />
'Allergies', 'Medication History', 'Immunization History', or 'Chief Complaint'<br />
Default Setting: 'Active'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for Problem-Based Order Button''' Added in v11.1.7<br />
Default for Problem-Based Order Button to direct user to a specific Problem-Based Order tab in ACI<br />
<br />
Available Options: 'CareGuide' or 'QSets'<br />
Default Setting: 'QSets'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
<br />
'''Toolbar Default for Rx/Orders Button - Lab Icon''' Added in v11.1.7<br />
Default for Rx/Orders Button - Lab Icon to direct user to a specific Rx/Orders tab in ACI<br />
<br />
Available Options: 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'<br />
'Immunizations', or 'Supplies'<br />
Default Setting: 'Lab/Procedures'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for Rx/Orders Button - Rx Icon''' Added in v11.1.7<br />
Default for Rx/Orders Button - Rx Icon to direct user to a specific Rx/Orders tab in ACI<br />
<br />
Available Options: 'Rx' or 'Medication Administration'<br />
Default Setting: 'Rx'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''UA Install Location''' This preference is no longer used. <br />
<br />
'''Use Clinical Desktop Default View When Switching Patients''' Added in v11.1.7<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Use Organization or Site Address for Patient Ed Print Out''' Added in v11.1.7<br />
Determines which address to display on the patient education print out. <br />
<br />
Available Options: 'Site' or 'Organization'<br />
Default Setting: 'Organization'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''URL to find the UAI DesktopAgent install (optional)'''<br />
* This setting is to be used by clients using the UAI application only. If this is to be used, the technical resource installing the UAI tool would provide the appropriate setting for this field. <br />
<br />
Available Options: Free Text - provided by technical representative<br />
Recommended Setting: Blank unless using UAI<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Works 0 FingerPrintAuthEnc'''<br />
* This is disabled and not used at this time. Do not modify. <br />
<br />
'''Workspace view for tasks that navigate to worklist'''<br />
* This setting determines the default clinical desktop view to use when working an worklist related item from the task list. When a worklist task is double-clicked from the task list, it will navigate the user to the clinical desktop and use the defined view. This should be set to a Clinical Desktop View that is designed to efficiently complete worklist items. <br />
<br />
Available Options: Drop down list of available clinical desktop views<br />
Recommended Setting: Worklist view designed to efficiently complete worklist items<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this should be explained in training.<br />
<br />
==HMP Preferences==<br />
<br />
'''Health Maintenance Problems - Default to Expanded:''' Health Maintenance Problems:<br />
Indicates whether or not the Health Maintenance Problems default to an expanded state when the HMP page is opened.<br />
*Default Value: Show in my alerts<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''HMP Vitals Units:''' HMP Vitals Units:<br />
Indicates the default system that is used to calculate Vitals values. <br />
*Default Value: US Metric system<br />
Options:<br />
1.US<br />
2.Metric<br />
3.As Entered <br />
User Can Override: Yes<br />
Note: If 'As Entered' is selected, then the value is displayed<br />
exactly how the value was entered.<br />
<br />
'''NormativeGrowthChart:''' Normative Growth Chart in Units<br />
Indicates the default system that is used to calculate the Normative Growth Chart values.<br />
*Default Value: US Units<br />
Options:<br />
1.US Units<br />
2.Metric Units<br />
User Can Override: Yes<br />
<br />
'''NormativeGrowthChartOrder:''' Normative Growth Chart Order<br />
Indicates the order in which the Normative Growth Chart units are displayed in the chart.<br />
*Default Value: Height / Weight / BMI<br />
Options:<br />
1.Heigh-Weight-BMI<br />
2.Weight-Height-BMI<br />
User Can Override: Yes<br />
<br />
'''Other Medications and Other Orders - Default to Expanded:''' Other Medications and Other Orders - Default to Expanded:<br />
Indicates whether or not other medications and orders default to an expanded state when the HMP page is opened.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Problem/Problem Type View - Default Acute Problems to Expanded:''' Problem/Problem Type View - Default Acute Problems to Expanded:<br />
Indicates whether or not acute problems default to an expanded state when in the Problem View.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Problem/Problem Type View - Default Chronic Problems to Expanded:''' Problem/Problem Type View - Default Chronic Problems to Expanded:<br />
Indicates whether or not chronic problems default to an expanded state when in the Problem View.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Resulted Panels - Default to Expanded:''' Resulted Panels - Default to Expanded:<br />
Indicates whether or not the Result panels default to an expanded state when the HMP page is opened.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Show Blank Rows:''' Show Blank Rows:<br />
Indicates whether or not to show blank rows on the HMP page.<br />
Default Value: Y<br />
Options: Yes or No<br />
User Can Override: Yes<br />
<br />
'''Show Clinical Findings if:''' Show Clinical Findings if:<br />
Indicates that Clinical Findings should display if the selected criteria is met.<br />
*Default Value: N/A <br />
Options: <br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
User Can Override: Yes<br />
<br />
'''Show Diagnostic Findings if:''' Show Diagnostic Findings if:<br />
Indicates that Clinical Findings should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: <br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Follow - up if:''' Show Follow-up if:<br />
Indicates that Follow-up should display if the selected criteria is met. <br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Immunizations if:''' Show Immunizations if:<br />
Indicates that immunizations should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Instructions if:''' Show Instructions if:<br />
Indicates that instructions should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Incomplete Show on Order List Order<br />
3.Reminder<br />
4.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Laboratory if:''' Show Laboratory if:<br />
Indicates that Laboratory should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Medication Admin if:''' Show Medication Admin if:<br />
Indicates that Medication Admin should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Other Diagnostic Testing if:''' Show Other Diagnostic Testing if:<br />
Indicates that Other Diagnostic Testing should display if the selected if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Precautions if:''' Show Precautions if:<br />
Indicates that Precautions should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Incomplete Show on Order List Order<br />
3.Reminder<br />
4.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Referrals if:''' Show Referrals if:<br />
Indicates that Referrals should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Supplies if:''' Show Supplies if:<br />
Indicates that Supplies should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Specialty Problem View - Default Other Problems to Expanded:''' Specialty Problem View - Default Other Problems to Expanded:<br />
Indicates whether or not other problems default to an expanded state in the Problem View.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Specialty Problem View - Default Specialty Problems to Expanded:''' Specialty Problem View - Default Specialty Problems to Expanded:<br />
Indicates whether or not the other problems default to an expanded state in the Problem View.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Suppress Other Medication'''<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
'''Suppress Other Orders'''<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
==Meds Preferences==<br />
'''Apply to All checkbox on the Print Dialog presented for Prescriptions'''<br />
* If set to 'Y' the 'apply to all' checkbox will be selected by default on the Prescription Print Dialog.<br />
* If set to 'N' the 'apply to all' check box will not be selected by default on the Prescription Print Dialog.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Auto Dispense Inventory Medications''' Added in v11.1.7<br />
Set prescribe action to dispense for in-inventory medications<br />
<br />
Available Options: 'Y' or 'N'<br />
Default Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Days Before RxAction Date To Consider Near Due'''<br />
* This is a numeric value between 0-99. This represents the number of days prior to a Prescription Action being due to consider it near due and a reminder is created. <br />
<br />
Available Options: Numeric value between 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Rx Action for a renewal from'''<br />
* If set to 'previous action' the renewed prescription will default to the Rx action used during for the original version of the prescription.<br />
* If set to 'User Default' the renewed prescription will default to the users default Rx action. <br />
<br />
Available Options: 'previous action', 'user default'<br />
Recommended Setting: 'previous action'<br />
Can be set on these levels: Enterprise, Organization, user<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Destination: Default Rx Action'''<br />
* If set to 'Call Rx' the Rx action will default to Call Rx.<br />
* If set to 'Dispense Sample', the Rx action will default to Dispense sample.<br />
* If set to 'Print Rx' the Rx action will default to Print Rx.<br />
* If set to 'Record' the Rx action will default to Record.<br />
* If set to 'Send To Mail Order' the Rx action will default to Send To Mail Order.<br />
* If set to 'Send to Retail' the Rx action will default to Send to Retail.<br />
<br />
Available Options: 'CallRx', 'Dispense Sample', 'Print Rx', 'Record', 'Send To Mail Order', 'Send to Retail'<br />
Recommended Setting: 'Send to Retail'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Default Admin By'''<br />
* If set to 'Y' the Default Admin By for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin By for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
<br />
'''Default Admin Date'''<br />
* If set to 'Y' the Default Admin Date for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Date for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Dose'''<br />
* If set to 'Y' the Default Admin Dose for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Dose for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Lot'''<br />
* If set to 'Y' the Default Admin Lot for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Lot for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Manufacturer'''<br />
* If set to 'Y' the Default Admin Manufacturer for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Manufacturer for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Route'''<br />
* If set to 'Y' the Default Admin Route for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Route for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Site'''<br />
* If set to 'Y' the Default Admin Site for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Site for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Disp Save Default'''<br />
* If set to 'Y', this defaults the 'save as default for selected SIG' option to be selected on the medication screen. If this information is saved, the next time a provider selects that SIG, the Days, Quantity, Units, Refill, and DAW option will fill in based on the previously saved values. <br />
* If set to 'N', the 'save as default for selected SIG' will not be selected by default, but the provider can select this option if they prefer to save a default from time to time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Display RX Coverage Detail'''<br />
*Default set to 'Y'<br />
<br />
Available Options: 'Y' or 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''DUR Acknowledge Reason''' <br />
* If set to 'Y' the user must provide a reason when ignoring a DUR Warning. <br />
* If set to 'N' the user will not be required to provide a reason for ignoring the warning. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR Warning: Dose Check Interrupt Timing''' <br />
* If set to 'Immediate' the user will be prompted with a dose check DUR warning immediately after selecting the medication. For this setting to work, the Enterprise DUR settings for dosage must also be on.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Alcohol Check Interrupt Timing''' [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate" or "Never".]<br />
* If set to 'Immediate' the user will be prompted with an alcohol check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Alcohol screening must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Drug Check Interrupt Timing''' [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate'or Never".]<br />
<br />
* If set to 'Immediate' the user will be prompted with a drug-drug check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Drug interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Food Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a food check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for food screening interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning.<br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Healthstate Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Drug-Health State check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Health State interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Duplicate Therapy Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Duplicate Therapy DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Duplicate Therapy interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning.<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise''' <br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: PAR Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Prior Adverse Reaction (PAR) warning immediately after selecting the medication. For this to work the Enterprise settings for PAR interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
*Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Immunization Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task. <br />
<br />
*'''EnableMAI:''' Enable Medication Adherence Indicators<br />
Allows organizations to enable the Medication Adherence indicator for applicable patients.<br />
*Default Value: Y<br />
Options: Y or N<br />
*'''Medication History:''' Default value for Med Hx consent<br />
Determines the default value for the medication history consent.<br />
*Default Value: Unknown<br />
Options:<br />
1.Granted<br />
2.Declined<br />
3.Unknown<br />
*'''Samples:''' Samples - Use current date for dispense date<br />
Determines the Expiration Date value is required when documenting samples.<br />
*Default Value: Y<br />
Options: Y or N<br />
<br />
'''Enable Rx Hub Medication History'''<br />
* If set to 'Y' the application will allow patient history to be loaded from Rx Hub. This requires that the patient's medication benefits information is added to the application and a match can be made with the Rx Hub Warehouse. If these items are both true, a patients historical medications will be loaded into the system. <br />
* If set to 'N' the system will not attempt to load the patient's historical medications. <br />
* New in v11.1.6 and newer this can be disabled for individual patients to meet HIPPA -see [[Med History Patient Disable]] <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable SCRIPT Messaging'''<br />
* If set to 'Y' then Script messaging is enabled between the physician and the pharmacies using the SureScripts network. This requires other setup as well, but must be enabled for physicians or systems that have been setup and want to use this type of messaging. When turned on, the system will determine if the pharmacy is a script enabled pharmacy and determine if a script should be sent electronically or as a fax. This occurs when the Rx Action is Send to Retail. Inbound Script messages will appear as New Prescription Request (NEWRX), Renewal Request (REFREQ), and Renewal Response (REFRES) messages.<br />
* If set to 'N' Script messaging will be disabled. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N', unless setup for SureScripts usage<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable Touchscript Messaging'''<br />
* If 'Y' is selected then organizations can send in-office medication requests from AE-EHR to TouchScripts. This would be used if you are using the FirstFill product which is a part of TouchScripts. If you are interested in this product you would contact your account manager.<br />
* If set to 'N' this feature will be disabled.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N', unless setup for FirstFill usage<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Formulary Alternatives Reason Required'''<br />
* If set to 'off formulary with preferred' the user would be required to enter a reason for prescribing a specific medication when the medication is off formulary and there are preferred medications available. <br />
* If set to 'preferred' the user would be required to enter a reason for prescribing a specific medication when the medication has preferred alternatives available.<br />
* If set to 'never' the user would not be forced to provide a reason for ignoring formulary alternatives. <br />
<br />
Available Options: 'off formulary with preferred', 'preferred', 'never'<br />
Recommended Setting: 'never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Formulary Checking Interrupt Timing'''<br />
* If set to 'Immediate' the user would be prompted with formulary checking alternatives as they are prescribing the medication. <br />
* If set to 'Deferred' the user would be prompted with formulary checking alternatives as they are committing the encounter summary information.<br />
* If set to 'Never' the user would not receive the warning.<br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Immunization - Expiration Date''' Added in v11.1.7<br />
Determines whether or not an expiration date is required to complete an immunization administration. <br />
* If set to 'Y' this will require the user to enter an expiration date<br />
* If set to 'N' this will not require the user to enter an expiration date<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Lot Required''' Added in v11.1.7<br />
Determines whether or not a lot is required to complete an immunization administration.<br />
* If set to 'Y' this will require the user to enter a lot number<br />
* If set to 'N' this will not require the user to enter a lot number<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Manufacturer''' Added in v11.1.7<br />
Determines whether or not a manufacturer is required to complete an immunization administration.<br />
* If set to 'Y' this will require the user to enter a manufacturer number<br />
* If set to 'N' this will not require the user to enter a manufacturer number<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - NDC''' Added in v11.1.7<br />
Determines whether or not an NDC number is required to complete an immunization administration. If Chargeable, is required only when value is configured in Charge Code field in OID.<br />
* If set to 'Y'<br />
* If set to 'N'<br />
* If set to 'Chargeable'<br />
<br />
Available Options: 'Y', 'N' or 'Chargeable'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Requiredness''' Added in v11.1.7<br />
Required field behavior.<br />
* If set to Required to Complete<br />
* If set to Required to Save<br />
<br />
Available Options: 'Required to Complete' or 'Required to Save'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization Order Authorization Required'''<br />
* If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.<br />
* If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The immunization can still be fulfilled at the time of entry, but the audit task will be created for review. <br />
* If set to 'Not Required' no tasks will be created and the immunization will be completed at the time of entry and completion. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Not Required'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''MAR Prescription BarCode'''<br />
* If set to 'AHS RX Number' the bar code printed on the MAR prescription will use the Allscripts Rx Number. <br />
* If set to 'NDC' the bar code printed will have the National Drug Code. <br />
* If set tp 'GPI' the bar code printed will use the Gingival-Periodontal Index code. <br />
<br />
Available Options: 'AHS Rx Number', 'NDC', 'GPI'<br />
Recommended Setting: Leave this setting alone. This is only used with the MAR product which most clinics do not use. <br />
For the few clients that do use this module, this setting would be based on their needs.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Med Admin - Expiration Date ''' Added in v11.1.7<br />
Determines whether or not an expiration date is required to complete a medication administration. <br />
* If set to 'Y' an expiration date is required to complete a medication administration<br />
* If set to 'N' an expiration date is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Lot Required ''' Added in v11.1.7<br />
Determines whether or not a lot is required to complete a medication administration. <br />
* If set to 'Y' a lot is required to complete a medication administration<br />
* If set to 'N' a lot is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Manufacturer''' Added in v11.1.7<br />
Determines whether or not a manufacturer is required to complete a medication administration. <br />
* If set to 'Y' a manufacturer is required to complete a medication administration<br />
* If set to 'N' a manufacturer is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A <br />
<br />
'''Med Admin - NDC''' Added in v11.1.7<br />
Determines whether or not an NDC number is required to complete an medication administration. If Chargeable, is required only when value is configured in Charge Code field in OID.<br />
* If set to 'Y'<br />
* If set to 'N'<br />
* If set to 'Chargeable'<br />
<br />
Available Options: 'Y', 'N' or 'Chargeable'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Requiredness''' Added in v11.1.7<br />
Required field behavior.<br />
* If set to Required to Complete<br />
* If set to Required to Save<br />
<br />
Available Options: 'Required to Complete' or 'Required to Save'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med History Query Duration'''<br />
* Available in 11.1.6 and newer only!<br />
* Allows for a specific amount of time (in months) for retrieval of patients medication history from Rx Hub<br />
* Configurable from one month to 24 months.<br />
Available Options: Numeric from 1 to 24<br />
Default Setting: is 6 (months)<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Minutes Before Re-Authentication Is Required For Medication Order'''<br />
* This preference is enacted when the setting for '''Order Authentication Required''' is set to yes. If order authentication is required, this value is the number of minutes before a user is required to reauthenticate within the system. If this setting is set to 0, the system will only ask for a password once during a session when ordering a med. If set to 5, the user will need to reauthenticate if they have not completed an action that required authentication within the past 5 minutes. This setting does not apply to the login screen.<br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: '0'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Non-Scheduled Meds Order Authorization Required'''<br />
* If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.<br />
* If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The medication request can still be fulfilled at the time of entry, but the audit task will be created for review. <br />
* If set to 'Not Required' no tasks will be created and the medication request will be completed at the time of entry and completion. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Prospective'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
*Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Medication Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task. <br />
<br />
'''Order Present Formulary Alternatives'''<br />
* If set to 'off formulary with preferred' the user would be presented with formulary alternatives when the medication is off formulary and there are preferred medications available. <br />
* If set to 'preferred' the user would be presented with formulary alternatives when the medication has preferred alternatives available.<br />
* If set to 'never' the user would not be presented with formulary alternatives. <br />
<br />
Available Options: 'off formulary with preferred', 'preferred', 'never'<br />
Recommended Setting: 'off formulary with preferred'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on and should be described during training<br />
<br />
'''Order Prohibit Transmission of Schedule III Rx'''<br />
* If set to 'Y' the transmission of Schedule III drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule III drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule II Rx'''<br />
* If set to 'Y' the transmission of Schedule II drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule II drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule IV Rx'''<br />
* If set to 'Y' the transmission of Schedule IV drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule IV drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule V Rx'''<br />
* If set to 'Y' the transmission of Schedule V drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule V drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Override Sign Rx Task for Schedule II Meds'''<br />
* This setting is not used and should be left blank.<br />
<br />
'''Override Sign RX Task for Schedule III-V Meds (Override Sign Rx CIII-V)'''<br />
* This setting is not used and should be left blank.<br />
-------------------------------------------------------------------------------------------------------------<br />
'''Prescribe Enable Medication Administration Schedule''' - Need to verify this. This preference goes along with the MAR system.<br />
<br />
* If set to 'Y' the ability to schedule a medication administration is available.<br />
* If set to 'N' the ability to schedule a medication administration is not available.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
-------------------------------------------------------------------------------------------------------------<br />
'''Prescribe Non-Formulary Authorization Required'''<br />
* If set to 'Y' the medication will require authorization prior to fulfillment if prescribing off formulary and will not print without authorization.<br />
* If set to 'N' the system will not require authorization if prescribed medications are off formulary<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Problem'''<br />
* If set to 'Y' the problem tied to the medication will be printed on the prescription.<br />
* If set to 'N' the problem tied to the medication will not display on prescriptions.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Script: Hide or Show the Sites'''<br />
* If set to 'Y' the Site will display on the prescription<br />
* If set to 'N' the Site will not display on the prescription<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Script: Hide or Show the Sites name/address on the printed scheduled prescription'''<br />
* If set to 'Y' the Site name and address will display on the controlled prescription<br />
* If set to 'N' the Site name and address will not display on the controlled prescription<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Problem Linking Required'''<br />
* If set to 'Required to Save", the prescription details screen will require a user to select a linked problem prior to saving the prescription. <br />
* If set to 'Needs Info Reason', the user does not have to select a problem on the medication detail screen, but the medication will go to a needs info status and create a "Rx Info - Problem" task. This task will need to be worked and completed before the medication can be fulfilled.<br />
* If set to 'Not Required' the system will not force the user to select a problem when prescribing or renewing a medication.<br />
<br />
Available Options: 'Required to save', 'needs info reason', 'not required'<br />
Recommended Setting: 'Required to save' - this helps build quicksets<br />
Can be set on these levels: Enterprise, Organization, user<br />
User Can Override: Yes this is an option<br />
<br />
'''Prescribe Rx by Editing Rx updates Ordered By Field'''<br />
* If set to 'Y' the Ordered by field will update to the current user renewing a medication if they are a valid ordering provider. This can be a good feature when physicians are covering for others and the desired behavior is to have the actual prescribing doctor documented as the Ordering Physician.<br />
* If set to 'N' the original Ordering Provider will remain unless manually overridden. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Warn if a medication is not participating in checking'''<br />
* If set to 'Y' the user will be prompted when prescribing a medication that does not participate in DUR checking. This is usually the case with user defined medications.<br />
* If set to 'N' the user will not be prompted when prescribing a medication that does not participate in DUR checking.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Hide or Show Allscripts watermark on Faxed Prescriptions'''<br />
* If set to 'Hide' the Allscripts watermark will not appear on faxed prescriptions.<br />
* If set to 'Show' the Allscripts watermark will appear on faxed prescriptions.<br />
<br />
Available Options: 'Show' or 'Hide'<br />
Recommended Setting: 'Show'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Hide or Show the Allscripts watermark on Printed prescriptions'''<br />
* If set to 'Hide' the Allscripts watermark will not appear on printed prescriptions.<br />
* If set to 'Show' the Allscripts watermark will appear on printed prescriptions.<br />
<br />
Available Options: 'Show' or 'Hide'<br />
Recommended Setting: 'Show'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing without Allergy Status'''<br />
* If set to 'Prevent' the user will be prompted when a patient's allergy status is not set. This will require them to define a patient's allergy status prior to completing a medication request. <br />
* If set to 'Warn' the user will receive a warning message stating the patient has an unknown allergy status when they are not defined for a patient. This occurs when selecting a medication from the ACI. <br />
* If set to 'Do Not Warn' the user will not receive a warning when prescribing medications.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing without Pharmacy Specified'''<br />
* If set to 'Prevent' the user will be prompted when a patient's pharmacy is not set. This will require them to define a pharmacy prior to completing a medication request. <br />
* If set to 'Warn' the user will receive a warning message stating the patient has no pharmacy when they are not defined for a patient. This occurs when selecting a medication from the ACI. <br />
* If set to 'Do Not Warn' the user will not receive a warning when prescribing medications and a pharmacy is not defined.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a non-controlled medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required for Schedule II Meds'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule II medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required for Schedule III-V Meds'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule III-V medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Require Re-Authentication For New or Renewed Prescriptions'''<br />
* If set to 'Y' the physician or user will be prompted to enter their password when prescribing or renewing a medication. This behavior is also dependant on the 'Authentication Time-Out' in the general preferences.<br />
* If set to 'N' the physician or user will not be prompted to enter their password.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Disable faxing of Class 2,3,4,5 Scheduled Meds'''<br />
* If set to '2' the system will not allow faxing of schedule II medications<br />
* If set to '2,3' the system will not allow faxing of schedule II or III medications<br />
* If set to '2,3,4' the system will not allow faxing of schedule II, III or IV medications<br />
* If set to '2,3,4,5' the system will not allow faxing of controlled medications<br />
* If set to 'Always' the system will not allow faxing of medications<br />
* If set to '' all medication levels will fax<br />
<br />
Available Options: '2', '2,3', '2,3,4', '2,3,4,5', 'Always', ''<br />
Recommended Setting: '2' - this is the typical state requirement. <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Disable Printing of Class 2,3,4,5 Scheduled Meds'''<br />
* If set to '2' the system will not allow printing of schedule II medications<br />
* If set to '2,3' the system will not allow printing of schedule II or III medications<br />
* If set to '2,3,4' the system will not allow printing of schedule II, III or IV medications<br />
* If set to '2,3,4,5' the system will not allow printing of controlled medications<br />
* If set to 'Always' the system will not allow printing of medications<br />
* If set to '' all medication levels will print<br />
<br />
Available Options: '2', '2,3', '2,3,4', '2,3,4,5', 'Always', ''<br />
Recommended Setting: '' <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''RxWeb List Limit'''<br />
* This is a numeric value that limits the number of medications returned in a search. This can be limited if searching is causing slow responses, but typically this is left blank.<br />
<br />
Available Options: Numeric value between 0-99<br />
Recommended Setting: leave blank (unlimited)<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option<br />
<br />
<br />
'''Samples - Expiration Date Required'''<br />
* If set to 'Y' the Expiration Date would be a required field when dispensing samples.<br />
* If set to 'N' the Expiration Date would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Lot Required'''<br />
* If set to 'Y' the Lot Number would be a required field when dispensing samples.<br />
* If set to 'N' the Lot Number would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Manufacturer required'''<br />
* If set to 'Y' the Manufacturer would be a required field when dispensing samples.<br />
* If set to 'N' the Manufacturer would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Quantity Required'''<br />
* If set to 'Y' the Quantity would be a required field when dispensing samples.<br />
* If set to 'N' the Quantity would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Quantity Units Required'''<br />
* If set to 'Y' the Quantity Units would be a required field when dispensing samples.<br />
* If set to 'N' the Quantity Units would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Schedule III to V Meds Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.<br />
* If set to 'Retrospective' a Order Notification task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first. <br />
* If set to 'Not Required' no tasks will be created if a level III to V medication is prescribed by a user without proper license information. That medication would be fulfilled immediately. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required' <br />
Recommended Setting: 'Prospective' - this should be based on your organizations policy<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
<br />
'''Schedule II Meds Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.<br />
* If set to 'Retrospective' a Order Notification task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first. <br />
* If set to 'Not Required' no tasks will be created if a level II medication is prescribed by a user without proper license information. That medication would be fulfilled immediately. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required' <br />
Recommended Setting: 'Prospective' - this should be based on your organizations policy<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
==Meds/Orders Preferences==<br />
'''Duplicate Checking Order Interval (Hrs)'''<br />
* This Value is a number representing number of hours. This tells the system how many hours in the past it should look for a duplicate order. If a duplicate is found within the specified timeframe, the user will receive a message with that information, which allows them to determine if another test is needed or not. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 48<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable Rx-Orders Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' this will require verification when non-provider users enter med or order history. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. A Task would be created for the Ordering physician to verify.<br />
* If set to 'N', the med or order entries would not require verification prior to being added to the patient's chart when added by a non-provider user.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Med/Orders List Review''' - Leave blank, this is currently unused.<br />
<br />
'''Monitor Order Selection'''<br />
* If set to 'Y' the system will track how users are selecting orders. This will determine if the user used their favorites, QuickSets or CareGuides. This can be used to review workflows. This information is stored in the database, but would require a special script to retrieve the data.<br />
* If set to 'N', they will not track how orders are selected.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Cancel Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Cancel reason if they choose to cancel an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Cancel reason, but it is not required to continue.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Cancel reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Chargeable Requires Billable ICD-9'''<br />
* If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item is defined as chargeable. This will need to be selected before the user can save the Order.<br />
* If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. <br />
* If set to 'Not Required' the system will not require a chargeable order be tied to an appropriate billable problem. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
''Order 'CPT Requires Billable ICD9'''<br />
* If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item has an associated CPT code. This will need to be selected before the user can save the Order.<br />
* If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. <br />
* If set to 'Not Required' the system will not require a chargeable order be tied to an approapriate billable problem. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Discontinue Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Discontinue reason, but it is not required to discontinue.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Discontinue reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Defer Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Defer reason if they choose to defer an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Defer reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Entered in Error Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Entered in Error reason if they choose to mark an order as entered in error. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Entered in Error reason, but it is not required to mark an order as entered in error. <br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Entered in Error reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Permanent Defer Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Permanent Defer reason if they choose to permanently defer an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Permanent Defer reason, but it is not required to permanently defer.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Permanent Defer reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Void Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Void reason if they choose to void an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Void reason, but it is not required to void an order.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Void reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Overdue Order Task Creation'''<br />
* If set to 'All Overdue' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue. <br />
* If set to 'Overdue Important' the system will create overdue order tasks assigned to the ordering provider if the ordering provider selected the "Overdue Important" setting on the Order Details screen. <br />
<br />
Available Options: 'All Overdue', 'Overdue Important'<br />
Recommended Setting: 'Overdue Important'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Worklist Navigation After Authorize or Void:''' Worklist Navigation After Authorize or Void<br />
Determines where a user will be navigated to after authorizing or voiding a medication or order. The system will only navigate to the next patient when there are no outstanding items that require verification, review, authorization, or voiding. <br />
*Default: Stay on worklist<br />
NOTE: After voiding or authorizing an order, the user will either stay on the current patient worklist or be taken to the next patient,<br />
Options: <br />
1. Stay on Worklist<br />
2. Go to next patient<br />
<br />
==Note Preferences==<br />
<br />
'''Document Add Review Stamp''' Add in v11.1.7<br />
Add review stamp when a document review task is completed. <br />
* When set to 'Y' a review stamp displaying the reviewing provider's name, date & time will display on the document reviewed.<br />
* When set to 'N' no review stamp will display<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes<br />
<br />
'''Note Auto Unlock Notes After Time'''<br />
* This is a numeric value that represents hours. This will tell the system how many hours should occur before the system automatically unlocks v11 note. A note remains locked when a user is editing a note and at times this can be left open accidentally or an issue may have occurred that didn't properly close the note. This preference only applies to v11 note. This preference prevents notes from being locked when there is no AE-EHR session open. <br />
<br />
<br />
<br />
Available Options: Numeric value<br />
Recommended Setting: 24<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Make Final'''<br />
* Allows the System Administrator to configure a default state for the Make Final option on the Note Signature page to accommodate the provider’s most common workflow for signing documents and the need to finalize.<br />
* If set to 'Y' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels. <br />
* If set to 'N' the 'Make Final' checkbox will default to not being selected.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Navigation After Signing'''<br />
<br />
* Determines to which page the system navigates after the user signs a note.<br />
* If set to 'No Navigation' the user or provider will not be taken off of the note upon signing. <br />
* If set to 'Schedule' the user or provider will be brought to the Daily Schedule screen upon signing the note.<br />
* If set to 'Task View' the user or provider will be brought to the Task List screen upon signing the note.<br />
* If set to 'MD Charges' the user or provider will be brought to the Charge screen upon signing the note.<br />
<br />
Available Options: 'No Navigation', 'Schedule', 'Task View', 'MD Charges'<br />
Recommended Setting: 'No Navigation' - this really should be set on a user level based on their desired workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''DefaultSpecialtyInFormSelector:''' Default the Specialty Filter in the Form Selector to the specialty selected for the note<br />
Allows users to select a default specialty filter in the Form selector for note<br />
*Default Value: N<br />
Options: <br />
(Y): Default for the speciality filter for the assigned <br />
specialty note<br />
(N): Don't default for the assigned specialty note<br />
<br />
<br />
'''Note Default Owner'''<br />
* Determines the default owner for Notes.<br />
* If set to 'Use Appointment Encounter Provider if available, else use Most Recently Used' the system will default the note owner as the Appointment Provider. If there is no encounter provider available it will default to the most recently used provider.<br />
* If set to 'Always use Most recently used note owner' the system will default the note owner to the last provider used for that user. This is a preferred method when the user primarily works from an ancillary schedule such as a Lab Schedule and the encounter provider is not an actual human.<br />
* If set to 'None' the note owner will not default and will need to be selected each time a new note is created.<br />
<br />
Available Options: 'Use Appointment Encounter Provider if available, else use MRU', 'Always use MRU note owner', 'None'<br />
Recommended Setting: 'Use Appointment Encounter Provider if available, else use MRU'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Signature Display'''<br />
<br />
* This setting defines the format of the signature when signing a note. The available formats are:<br />
<br />
# Firstname Lastname, Credentials; Date/Time (Signature Type) <br />
# Firstname Lastname, Credentials; User/Profession Date/Time (Signature Type) <br />
# Firstname Lastname, Date/Time (Signature Type) <br />
# Firstname Lastname, User/Profession Date/Time (Signature Type)<br />
<br />
Recommended Setting: 'Firstname Lastname, Date/Time (Signature Type)'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Signature Type'''<br />
* This is a drop down menu that lists all available options from the Signature Type dictionary. The option selected will be defaulted into the Sign Note dialog box.<br />
<br />
Available Options: All active entries from the Signature Type dictionary<br />
Recommended Setting: Leave Blank and train the user to set the appropriate default.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Visit Type'''<br />
* Allows users to default to the previously used Visit Type.<br />
* If set to 'None' the visit type will not have a default value on the v11 note selector screen.<br />
* If set to 'Last' the visit type will default to the last visit type selected in the v11 note selector screen.<br />
<br />
Available Options: 'None', 'Last'<br />
Recommended Setting: 'Last'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Don't Generate Document Appt Encounter Tasks'''<br />
* If set to 'Y' the system will not generate Document Appointment Encounter Tasks.<br />
* If set to 'N' the system will generate Document Appointment Encounter Tasks. This task would serve as a reminder for the appointment encounter provider to create a note for the patients visit. The task will automatically be removed once a note is created. Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Don't Generate Review Covered Note Tasks'''<br />
* If set to 'Y' the system will not generate Review Covered Note Tasks.<br />
* If set to 'N' the system will generate Review Covered Note Tasks. This task would apply when a physician is covering for another doctor and signs off on a note for them. This setting also depends on the 'Create Review Covered Note Task on Finalization' setting in the [[Document Type]] dictionary. Both settings must be set properly to activate the task workflow.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Note Lock Lists After Number Days'''<br />
<br />
* This is a numeric value that defines how many days until all lists within a note are locked. This includes lists such as Problems, Vitals, Immunizations, and Medications. This only applies to notes that have not been finalized. Once a note is finalized or this time limit has been reached, the lists will not update automatically.<br />
<br />
<br />
Available Options: Numeric value<br />
Recommended Setting: 7<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Is V10 Note User Only'''<br />
* If set to 'Y' the user or provider will only be able to create v10 notes. The v10 note selector will be presented to the user.<br />
* If set to 'N' the user or provider will be presented with the v11 note selector and have the ability to select either version of notes available to them. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: This should be set based on the organizations preference to use v11 note<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''CC or RFV Required for E&M Code''' - need further details to explain.<br />
* If set to 'Y' the E&M coder will require the CC or RFV be set.<br />
* If set to 'N' the E&M coder will not require these values. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''E/M Coder default to MDM tab'''<br />
* If set to 'Y' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.<br />
* If set to 'N' the E/M coder will default to the Summary tab.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''Post Text to Current Note'''<br />
* If set to 'Y' the default will be for the "post text to current note" option to be on. This will tell the system that the users actions should be posted to a note. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. <br />
* If set to 'N' the default will be for the "post text to current note" option to be off. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''UseAutoPrintForDefaultTemplate'''<br />
* If set to 'Y' the document will print using the document type specific document template and override the users preferred setting. This can be useful if certain types of document require specific document templates. <br />
* If set to 'N' the users auto-print defaults will be used. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
==Orders Preferences==<br />
'''Add Clinical Item Order Selection Method Default'''<br />
* If set to 'Problem Based' the ACI window will default to the problem based tab which is best for users that utilize CareGuide or QuickSets.<br />
* If set to 'Rx-Orders' the ACI window will default to the Rx/Orders tab which is best for users that don't use CareGuides or QuickSets.<br />
<br />
Available Options: 'Problem Based', 'Rx-Orders'<br />
Recommended Setting: This depends on the use of CareGuides and QuickSets<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option<br />
<br />
'''AllowManualSettingsofSpecimenToBeCollectedField:''' Allow Manual Setting of Specimen To Be Collected Field<br />
Allows the organization to determine if Specimen To Be Collected to be manually entered by the user<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
'''Always Present Fax Dialog When Requesting Faxing Requisition'''<br />
* If set to 'Y' the Fax Dialog screen will always present to a user when faxing a requisition.<br />
* If set to 'N' the Fax Dialog screen will only present to a user if they don't have a default defined.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Always Present Print Dialog When Printing Requisition'''<br />
* If set to 'Y' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to unchecked and unless changed, the user will always be presented with the Print Dialog box when printing an Order Requisition.<br />
* If set to 'N' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to checked and unless changed, the user will only be presented with the Print Dialog box when printing an Order Requisition if they do not have defaults defined.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Days before Scheduled Order Children To Be Done Date to Create Them'''<br />
* This is a numeric value that represents the number of days before a scheduled order is created. This is based on the "To Be Done Date" defined on the scheduled order. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 6<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Enable Orderable Item selection by RPL Filtering:''' Enable Orderable Item selection by RPL filtering<br />
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI <br />
NOTE: this is NOT available at the user level<br />
*Default Value: Y<br />
Options: <br />
1. Y (when set to Y the To Be Performed box on the ACI will filter <br />
by the RPL values per Order Type) <br />
2. N (when set to N the To Be Performed box does not display in the ACI) <br />
<br />
'''Enable Orderable Item selection by Site Filtering:''' Enable Orderable Item selection by Site filtering<br />
Allows the organization to enable site filtering based on the site restrictions configured in the OID<br />
<br />
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.<br />
<br />
NOTE: This preference is NOT available at the user level<br />
*Default Value: N<br />
Options: <br />
1. Y (when set to Y the orderable items are filtered based on site <br />
restrictions configured within the OID)<br />
2. N (when set to N then all orderable items are displayed)<br />
<br />
'''Hold Orders for ABN'''<br />
* If set to 'Y' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.<br />
* If set to 'N' the order will not be put on an 'On Hold' status due to ABN requirements.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''<br />
* This is a numeric value that represents the number of minutes before a user must enter their password to authenticate when ordering a non-medication order. <br />
<br />
Available Options: Numeric or Blank Values<br />
Value of "0" means that the users will be prompted every time to enter their password<br />
Value of "blank" means that the user will never be prompted to enter their password<br />
Recommended Setting: 0<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Non-Medication Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task must be completed before the order will be sent or fulfilled.<br />
* If set to 'Retrospective' and Order Notification task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task is informational only and does not prevent the order from being sent or fulfilled.<br />
* If set to 'Not Required' no tasks will be created.<br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Not Required' - this should be based on your organizational policies<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Order Medical Necessity Turned On'''<br />
* If set to 'Y' Medical Necessity checking will be enabled.<br />
* If set to 'N' Medical Necessity checking will be disabled.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Order Authorization level''' - this setting is not used, leave blank.<br />
<br />
'''Enable Order Authorization'''<br />
* If set to 'Y' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.<br />
* If set to 'N' orders will not require authorization.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Enable Order notification'''<br />
* If set to 'Y' order notification tasks will be created if an orderable item is defined to require retrospective authorization.<br />
* If set to 'N' orders notification tasks will not be created.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Order Notification Level'''<br />
* This is a numeric value that defines the Order level that a notification task should be created for. This number must be 1-10 and the system will create Order Notification tasks for any order that has a higher level than the value defined here if an Order is defined as requiring retrospective authorization.<br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: Leave blank<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Ordering Medications if Patient has Unverified Allergies'''<br />
* If set to 'Prevent' the system will require that the user verify unverified allergies before they can complete or save the order.<br />
* If set to 'Warn' the system will notify the user that a patient has unverified allergies, but will not prevent them from ordering the medication.<br />
* If set to 'Do Not Warn' the system will not notify the user if the patient has unverified allergies.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Do Not Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Ordering Medications if Patient has Unverified Medications'''<br />
* If set to 'Prevent' the system will require that the user verify unverified medications before they can complete or save the order.<br />
* If set to 'Warn' the system will notify the user that a patient has unverified medications, but will not prevent them from ordering the medication.<br />
* If set to 'Do Not Warn' the system will not notify the user if the patient has unverified medications.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Do Not Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Order Problem Linking Required'''<br />
* If set to 'Required to Save' the user must select a problem on the order detail screen before they are allowed to save the order. <br />
* If set to 'Needs Info Reason' the user will not be required to select a problem on the order detail screen, but the order will go to a 'Needs Info' status and must be completed before the order can be sent. <br />
* If set to 'Not Required' a user will not be required to select a problem when completing an order. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Editing Order Updates Supervised by Field'''<br />
* If set to 'Y' the supervised field will be updated to the current user when updating an order.<br />
* If set to 'N' the supervised field will remain unless manually changed by the user. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Chargeable Order Problem Linkage to Billable ICD-9 Interrupt timing'''<br />
* If set to 'Immediate' the system will immediately warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on.<br />
* If set to 'Deferred' the system will warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on when they attempt to commit the patient data.<br />
* If set to 'Never' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.<br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Problem Linkage Interrupt Timing'''<br />
* If set to 'Immediate' and problem linking is required, the system will prompt the user to select a problem upon entering the order.<br />
* If set to 'Deferred' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.<br />
* If set to 'Never' and problem linking is not required, the user will not be prompted. <br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing'''<br />
* If set to 'Immediate' and problem linking is required for the performing location, the system will prompt the user to select a problem upon entering the order.<br />
* If set to 'Deferred' and problem linking is required for the performing location, the system will prompt the user to select a problem upon selecting the commit button.<br />
* If set to 'Never' and problem linking is not required for the performing location, the user will not be prompted. <br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Require Re-Authentication For New or Renewed Orders'''<br />
* If set to 'Y' the user will be prompted to enter their password if they have not authenticated within the timeframe specified for the 'Minutes Before Re-Authentication Is Required for Non-Medication Order' setting.<br />
* If set to 'N' the user will not be required to enter their password for new or renewed orders. This setting does not apply to medications.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Unspecified Billing Provider Matching''' Added in v11.1.7<br />
* It can be set to Order Only or Exact Match. If set to order Only, the system behaves as it is currently. If set to exact match, the billing provider derived from the order must match exactly to the encounter on which the charges are generated. So if set to Exact match – if the ordering provider and billing provider don’t match it won’t drop the charges to that encounter.<br />
<br />
Available Options: 'Order Only' or 'Exact Match'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
==Problem Preferences==<br />
'''Enable Problem Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' problems will be set to an unverified status when entered by a non-provider user. This information would need to be verified by a provider prior to becoming part of the patient chart.<br />
* If set to 'N' problems will not get set to an unverified status.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Problem resolved date equals today'''<br />
* If set to 'Y' the resolved date will default to today when resolving a problem.<br />
* If set to 'N' the resolved date will not default and must be manually entered if desired.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Problem Include in PMH'''<br />
* If set to 'Unchecked' the 'Include in PMHx' option will not be selected by default on the problem detail screen.<br />
* If set to 'Checked for All' the 'Include in PMHx' option will always be selected by default on the problem detail screen.<br />
* If set to 'Checked for Chronic Only' the 'Include in PMHx' option will only be selected by default on the problem detail screen if the problem is classified as a chronic problem.<br />
<br />
Available Options: 'Unchecked', 'Checked for All', 'Checked for Chronic Only'<br />
Recommended Setting: 'Unchecked'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Problem List Review''' - this is currently unused, leave blank.<br />
<br />
'''Problem Post to Encounter'''<br />
* If set to 'Y' the problem will post to the encounter form when assessed. <br />
* If set to 'N' the problem will not post to the encounter form when assessed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Show unverified problems in the ALL view only'''<br />
* If set to 'Y' unverified problems will only appear in the All Problem view. <br />
* If set to 'N' unverified problems will appear in their respective categories.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''When No Linked V code for PMH''' Added in v11.1.7<br />
<br />
Available Options: 'Show ICD-9 for active problem' or 'Show no ICD-9'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No<br />
<br />
==Results Preferences==<br />
'''Abnormal Result Flag OverrideAllowed'''<br />
* If set to 'Y' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen. <br />
* If set to 'N' users will not have the ability to override the abnormal flag sent from a vendor. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Vitals - <10 years old'''<br />
* This is a free text field that defined the default vitals panel used for children under 10 years old. This value must be equal to the exact name of the vital sign picklist and is case sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by deault and should be explained during training.<br />
<br />
'''Default Vitals - 3 year old and younger'''<br />
* This is a free text field that defined the default vitals panel used for children 3 years old and younger. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Default Vitals - Female 10 years old or older'''<br />
* This is a free text field that defined the default vitals panel used for female patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group and gender.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Default Vitals - Male 10 years old or older'''<br />
* This is a free text field that defined the default vitals panel used for male patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group and gender.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Disable QVerify All and Verify All''' Added in v11.1.7<br />
* If set to 'Y' this will disable the use of Qverify All and Verify All<br />
* If set to 'N' this will enable the use of Qverify All and Verify All<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Hide Grid Header from Result Display in Worklist''' Added in v11.1.7<br />
Determines if the grid header is hidden or not from the result display in the Worklist.<br />
* If set to 'Y' this will hide the grid header from the display in the Worklist<br />
* If set to 'N' this will not hide the grid header from the display in the Worklist<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: Optional<br />
<br />
'''HMP Vitals Units'''<br />
* If set to 'US' the vitals flowsheet on the Health Management Screen will display in US units.<br />
* If set to 'Metric' the vitals flowsheet on the Health Management Screen will display in Metric units.<br />
* If set to 'As Entered' the vitals flowsheet on the Health Management Screen will display in the units that the vitals were entered as.<br />
<br />
Available Options: 'US', 'Metric', 'As Entered'<br />
Recommended Setting: 'US'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Number of Days of Results to include in Clinical Exchange Document'''<br />
* This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 3<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off by default.<br />
<br />
'''Number of Days of Vital Signs to include in Clinical Exchange Document'''<br />
* This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain vitals data when created. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 3<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off by default.<br />
<br />
'''Result Verification Append Staff Message to Staff Comment''' Added in v11.1.7<br />
Determines the default value for Append Staff Message to Task Comment checkbox.<br />
* When set to 'Y' the system checks the Copy Message to Staff to the Task Comment checkbox by default. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Result Verification Disable To/CC Button''' Added in v11.1.7<br />
Determines if the To/CC button is disabled on the Results Verification page. <br />
* If set to 'Y' this will disable the To/CC Button on the Results Verification page<br />
* If set to 'N' this will enable the To/CC Button on the Results Verification page<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Result Verification If Did Not Order'''<br />
Determines system response when the user that is verifying the result is not the ordering provider.<br />
* If set to 'Prevent' a provider will not be allowed to verify results that they did not order.<br />
* If set to 'Warn' a provider will be notified that they are attempting to verify results that they did not order.<br />
* If set to 'Do Not Warn' a provider will not get notified if attempting to verify results that they did not order.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Navigation After QVerify'''<br />
Determines the navigation path after the user clicks QVerify or QVerify All<br />
* If set to 'Go To Note' the provider will be brought to the Note when selecting QVerify during the results verification process.<br />
* If set to 'Go To Next Patient' the provider will remain in the patient worklist screen and the next patient with worklist items defined in their current view will be brought into context.<br />
* If set to 'Stay on Worklist' the provider will remain in the worklist on the current patient. <br />
<br />
Available Options: 'Go To Note', 'Go To Next Patient', 'Stay on Worklist'<br />
Recommended Setting: Depends on desired workflow, set the best default and train users to select their preference.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Note Type for QVerify''' Modified in v11.1.7<br />
* This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for QVerify.<br />
<br />
Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)<br />
Recommended Setting: Results Verification note type designed for this workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Note Type for Verify''' Added in v11.1.7<br />
* This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for Verify.<br />
<br />
Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)<br />
Recommended Setting: Results Verification note type designed for this workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Note Use - For QVerify''' Modified in v11.1.7<br />
This preference determines the default note use value for the QVerify action. <br />
* If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using QVerify.<br />
* If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of QVerify.<br />
* If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.<br />
<br />
Available Options: 'Create New Note', 'No Note', 'Select Note'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Note Use - For Verify''' Added in v11.1.7<br />
This preference determines the default note use value for the QVerify action. <br />
* If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using Verify.<br />
* If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of Verify.<br />
* If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.<br />
<br />
Available Options: 'Create New Note', 'No Note', 'Select Note'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Patient Communication Methods for QVerify''' Added in v11.1.7<br />
This preference determines the default communication method for QVerify. <br />
* If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.<br />
* If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.<br />
* If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.<br />
* If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details. <br />
* If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note. <br />
<br />
Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', <br />
'No Patient Communication Needed at this Time','Schedule Appointment to Discuss Results'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Patient Communication Methods for Verify''' Added in v11.1.7<br />
This preference determines the default communication method for Verify. <br />
* If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.<br />
* If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.<br />
* If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.<br />
* If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details. <br />
* If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note. <br />
<br />
Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', <br />
'No Patient Communication Needed at this Time', 'Schedule Appointment to Discuss Results'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Task Assignment'''<br />
Determines the default value for the assignment of delegated ResultsVerification tasks. <br />
* If set to 'Current User' the user entering the result will be assigned the Results Verification task.<br />
* If set to 'Ordering Provider' the provider defined as the Ordering Provider will receive the Results Verification Task.<br />
<br />
Available Options: 'Current User'. 'Ordering Provider' <br />
Recommended Setting: 'Ordering Provider'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Required'''<br />
Determines the if results verification is required. <br />
* If set to 'Y' the 'Verification Required' field on the Order Details screen will be selected by default. This specifically pertains to manually entered results. Interfaced results will be set based on the interface definition and is in no way altered with this setting. If a manual result is entered and this option is selected, a Results Verification task will be created and assigned to the user based on the 'Result Verification Task Assignment' setting. <br />
* If set to 'N' the 'Verification Required' field will not be selected by default. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Results Verification Shows Verified Results in Results Document - For QVerify''' Modified in v11.1.7<br />
Determines if the verified results should display on the Results Document for QVerify action. <br />
* If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.<br />
* If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.<br />
* If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time. <br />
<br />
Available Options: 'Y', 'N', 'As Per Post to Note Icon'<br />
Recommended Setting: 'As Per Post to Note Icon'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training.<br />
<br />
'''Results Verification Shows Verified Results in Results Document - For Verify...''' Addedin v11.1.7<br />
Determines if the verified results should display on the Results Document for a Verify action. <br />
* If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.<br />
* If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.<br />
* If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time. <br />
<br />
Available Options: 'Y', 'N', 'As Per Post to Note Icon'<br />
Recommended Setting: 'As Per Post to Note Icon'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training.<br />
<br />
'''Require Abnormal Flag for Results Entry'''<br />
* If set to 'Y' the Abnormal flag will be required for all resultable items with an order. If you have an Order with many resultable items, the user will be required to select an abnormal flag for all values even if those values are not being reported. This applies to manually entered results only. <br />
* If set to 'N' the user will not be required to specify the abnormal flag when manually entering results. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No this is off and enforced.<br />
<br />
'''Use UAI Vital Signs Integration'''<br />
* If set to 'Y' the user will have the ability to capture vital signs using the UAI tool. This requires extra setup and the UAI module. This product allows you to capture and import vitals using a 3rd party device such as a Welch Alyn device.<br />
* If set to 'N' the user will not have the option to capture vital signs using the UAI tool. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No this is off and enforced.<br />
<br />
'''Vitals Picklist'''<br />
* This is a drop down list that defines the default Vitals Picklist to be used. This picklist defines the Vital Sign Views available to the end user.<br />
<br />
Available Options: Drop down list of valid Vital Sign Picklists defined in your OID dictionary.<br />
Recommended Setting: Use the preferred vital signs picklist defined by your organization.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
== '''Removed in 11.2''' ==<br />
<br />
'''From General:'''<br />
*'''UAIInstallLocation'''<br />
*'''Works 0 FingerPrintAuthEnc'''<br />
<br />
'''From Orders:'''<br />
*'''Always Present Fax Dialog When Faxing Requisition'''<br />
*'''Always Present Print Dialog When Printing Requisition'''<br />
*'''OrderEntryAuthLevel'''<br />
*'''OrderEntryNotification'''<br />
*'''OrderUpdateSupervisedByOnEdit'''<br />
<br />
<br />
<br />
Return to [[V10 to V11.2 Build Workbook (BW)]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=.NET_Preferences&diff=11068.NET Preferences2011-04-19T18:29:58Z<p>Jerri.cowper: /* Alert Preferences */</p>
<hr />
<div>=How to set .NET Preferences=<br />
<br />
In the TWAdmin workspace, navigate to Preferences on the [[VTB]]. From this location you are able to edit preferences at the [[Enterprise]], [[Organizational]] or [[User]] level and determine if users will be able to override certain preferences on the front end.<br />
<br />
:[[Image:Pref_Nav_75_Bold.jpg]]<br />
<br />
==Choosing Preferences Before Test Upgrade==<br />
An Excel workbook is available to record preference decisions before the system is available.<br />
Preferences drive much of the system behavior so it is easier to complete the other build tasks if preferences are set first. Preference decisions often require input from multiple representatives of the clinical staff and can therefore be time consuming. For these two reasons it is sometimes helpful to start this decision process before the test upgrade. The preferences can always be altered after the clinical team sees the test system. The worksheet also provides a record of your settings in the event a Hotfix or staff member changes them. We recommend only one person be allowed to change preferences and that same person maintain the worksheet for change control.<br />
<br />
First review the following articles to understand how each level is set, then review each preference description and record the organization's decisions in the workbook available via download below.<br />
<br />
Pay special attention to article: [[TW .NET Preferences#Setting .NET Preferences at the User Level for Multiple Users via SSMT|Setting .NET Preferences at the User Level for Multiple Users via SSMT]]. This article explains how to use the last column of the workbook.<br />
<br />
==Setting Preferences at an Enterprise or Org Level==<br />
To set preferences for all users in a system, and to establish which preferences users have the ability to personalize (set themselves), the administrator will set these preferences at an Enterprise level.<br />
The ability of users to personalize can only be set at the enterprise level i.e. all users can personalize or no users can personalize. The ability of users to personalize cannot be set at the user level i.e. it is not possible for one user to personalize and another not. <br />
<br />
For this Example we are going to set how a user’s favorites are populated.<br />
<br />
# To set preferences at the Enterprise level, select Enterprise from the Ent/Org/User Settings dropdown.<br />
#:[[Image:Select_Enterprise.jpg]]<br />
# The preferences for populating favorites are located under the preferences category General so select General from the Preferences: dropdown.<br />
#:[[Image:Pref_Nav to General.jpg]]<br />
# Highlight the “Add Favorites Automatically” line <br />
# Click on the cell under the header “Value”<br />
# Setting the value to Y or N. Y = when providers make selections those selections will automatically be added to their favorites list, N = when providers make selections those selections will not automatically be added to their favorites list.<br />
# To allow the user to change this preference, keep the Can Override box checked.<br />
#: [[Image:Set_Add_Fav_75.jpg]]<br />
# Click save in the lower right hand corner of the screen<br />
# Login as a user and test to see if the interface acts as expected<br />
<br />
==Setting .NET Preferences at the User Level via TW Admin > Preferences==<br />
For this Example, the user level preference will be set to display the site selector when a user logs in<br />
<br />
# Select 'User' from the Ent/Org/User dropdown to edit settings at the user level<br />
# Select the organization the user belongs to<br />
# Click the binoculars to seach for the user. The Select a User dialog will open<br />
#:[[Image:LevelReplacement.jpg]]<br />
# Set the search criteria. In this case: UserName - Starting With - Test<br />
# Click binoculars to search<br />
# All users fitting the search criteria will be displayed. Highlight the user to be edited<br />
# Click OK<br />
#:[[Image:UserReplacement.jpg]]<br />
#:<br>The user level preferences will be displayed. Note that the User Can Override column is not available at this level. Only preferences with a value of user can override = Y will be visible.<br />
# Preferences are grouped into categories. Select the preference category from the Preference dropdown. For this example choose the preference category General<br />
# Select the preference row “Always Present Site Selector for User”<br />
# Click on the cell under the header “Value” and select a value from the dropdown. For a description of each preference and what the values will do see [[TW .NET Preferences#TW .NET Preferences|TW .NET Preferences]]<br />
# Click Save in the lower right hand corner of the screen<br />
#:[[Image:PrefReplacement.jpg]]<br />
# Login as a user and test to see if the interface acts as expected<br />
<br />
==Setting .NET Preferences at the User Level for Multiple Users via SSMT==<br />
In some cases an organization may want to set a preference differently for different users within the same organization. In this situation the best practice is to set the preference of the smaller group of users at the user level and leave the larger group of users at the org or enterprise level preference. These instructions use the example of setting the site selector to appear at login for floating nurses but not for anyone else.<br />
# Determine which group of users is smaller and create a list of their usernames. Of all the organization's users the floating nurses are the only users who prefer to have the site selector appear at login so they are the smaller group.<br />
# [[TW .NET Preferences#Setting Preferences at an Enterprise Level|Set the Enterprise or Org level preference]] based on what the majority of users prefers. Most users prefer the site selector not to appear at login so set the Enterprise or Org level preference to N<br />
# Choose a member of the smaller group and [[TW .NET Preferences#Setting .NET Preferences at the User Level via TW Admin > Preferences|set their preference at the user level in TW Admin]]. Test User is a floating nurse and wants the site selector to appear at login so set her user level preference to Y<br />
# Log out and extract the category '''TW .NET Preferences''' using SSMT<br />
# Use Excel to delete all rows except the one with 'Test User' under '''*HDRUserName'''<br />
#:[[Image:Excel1Replacement.jpg]]<br />
# Copy the setting to create as many rows as there are users in the smaller group<br />
#:[[Image:Excel2Replacement.jpg]]<br />
# Replace the '''*HDRUserName''' with the usernames of the smaller group<br />
#:[[Image:Excel3Replacement.jpg]]<br />
# Reload the table<br />
<br />
For more details about the SSMT category '''TW .NET Preferences''' see [[SSMT: TW .NET Preferences]]<br />
<br />
==How a User can set their own Personal Preferences==<br />
A provider can personalize their preferences from the clinical toolbar. For this example we are going to say that this user wants to include active problems in past medical history and automatically post those problems to the encounter summary.<br />
<br />
*Login as a provider<br />
*Navigate to Chart on the vertical toolbar<br />
*Select the arrow on the far right hand side of the Clinical Toolbar<br />
<br />
[[Image:Ppref1.jpg]]<br />
<br />
*From the dropdown menu, select personalize.<br />
<br />
[[Image:Ppref2.jpg]]<br />
<br />
This opens the Personalize dialog box. From here a provider has the ability to change many individualized settings to suit their personal preferences. <br />
<br />
*Navigate to the Problem Tab <br />
*Select “Problem include in PMH” and change the value to “checked for all”<br />
<br />
[[Image:Ppref3.jpg]]<br />
<br />
*select “post problem to encounter” and change the value to Y<br />
*click on Save<br />
<br />
=.NET Preferences=<br />
V11 Preferences can be set in the TWAdmin workplace, by entering the value that corresponds to the Preference.<br />
<br />
This list includes the net new preferences with v11.2.<br />
<br />
'''Categories'''<br />
Preferences are grouped into categories. The categories are General, Meds, Meds/Orders, Note, Orders, Problems and Results. Specific information about each preference is listed below.<br />
<br />
'''Recommended Setting''' - Recommended settings are based on certified workflows and the most common setting. Each of them must be reviewed with your organizations workflows in mind.<br />
<br />
===Alert Preferences===<br />
<br />
'''AllergyListNotReconciled:''' Indicates if Allergy List is Not Reconciled<br />
Places an alert in the patient encounter summary that the allergy list was not reconciled. This will appear under the My Alerts category or the All Other Alerts category. <br />
*Default Value: Show In My Alerts<br />
Options: <br />
''Note: Clicking the chart alert icon from the patient banner will populate the list of those not <br />
documented.''<br />
1.Show in my alerts<br />
2.Show in all other alert<br />
<br />
'''Allow Don't Show Me Again Option:''' Allow users to be able to select "Don't Show Me Again" for Alerts<br />
*Default Value: Y<br />
Options: <br />
Y: Allows users to select Don't Show Me Again<br />
N: Users are always alerted when something is not documented.<br />
<br />
'''BPNotDocumented:''' Indicates if Blood Pressure for Patients 2 and Older is Not Documented<br />
Places an Alert in the patient encounter summary that Blood Pressure was not documented. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Medication:''' Indicates whether or not to show Compliance Medication Recommendations Alerts In Encounter Summary (This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Misc:''' Indicates whether or not to show Compliance: Misc Recommendations in "My Alerts"(This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Compliance Problem:''' Indicates whether or not to show Compliance: Problem Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Complaince Results:''' Ability to show Compliance: Results Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Display Provider Alerts:''' Allows the users to be able to select the providers that they would like to view alerts for, when there is not an Appointment in context<br />
Places an Alert in the patient encounter summary for the selected providers viewing patient charts without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: <br />
Options: <br />
1.Check all providers<br />
2.Check all the providers that apply<br />
<br />
'''Display Specialty Alerts:''' Allows the users to be able to select the specialties that they would like to view alerts for, when there is not an Appointment in context<br />
Places an Alert in the patient encounter summary for the selected specialities when providers are viewing a patient chart without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: NA<br />
Options:<br />
1.Check All Specialties<br />
2.Check the Specialties that apply<br />
<br />
'''HeightNotDocumented:''' Indicates that Height is Not Documented<br />
Places an alert in the encounter summary that Height has not been documented. This NEEDS to be recorded for MU. Options are to show in the My Alerts Category or the All Other Alerts Category.<br />
Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''LangRaceEthnicityNotDocumented:''' Indicates that Language, Race, or Ethnicity is not Documented<br />
Places an alert in the encounter summary that Language, Race, or Ethnicited has not been documented. Options are to show in the My Alerts Category or show in the All Other Alerts Category<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedAllergiesNotDocumented:''' Indicates that Med Allergy Status is Not Documented<br />
Places an alert in the encounter summary that Medication Alergies have not been documented. Options are to show in the My Alerts Category of the All Other Alerts Category.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedListNotReconciled:''' Indicates that Med List is Not Reconciled<br />
Places an alert in the encounter summary that the medication list has not been reconciled. Options are to show in the My Alerts Category or the All Other Alerts Category.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''MedsNotDocumented:''' Indications that Medication Status is Not Documented<br />
Places an Alert in the patient encounter summary that medications were not documented. This alert will appear in the My Alerts category or the All Other Alerts. Note that prescribing electronic medication needs to demonstrated for MU reporting.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data - Order/Results:''' Indicates that there is Missing Order/Result Data: Order/Results Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing order or result data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Immunizations:''' Indications that there is Missing Immunization Data: Immunizations Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing immunization data for the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Medications:''' Indicates that there is Missing Medication Data: Medications Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing medication data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Misc:''' Indicaties that there is Missing Misc. Data: Medication Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing miscellaneous recommendations. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Missing Data Problems:''' Indicates that there is Missing Data: Problems Recommendations in "My Alerts"<br />
Places an Alert in the patient encounter summary that there is missing data recommendations in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''OverdueOrdersAlerts:''' Gives the user Overdue Orders Alerts<br />
Places an alert in the encounter summary that there are overdue orders in the patient chart.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show all orders in my alerts<br />
2.Show all orders in All Other Alerts<br />
3.Show order I manage in My Alerts and hide any others<br />
4.Show orders I manage in All Other Alerts and hide any others<br />
5.Show orders related to my specialty in My Alerts and hide any others<br />
6.Show orders related to my specialty in All Other Alerts and hide any others<br />
<br />
'''OverdueRemindersAlerts:''' Gives the user Overdue Reminders Alerts<br />
Options:<br />
Places an alert in the encounter summary that there are overdue issues within the patient chart.<br />
*Default Value: Show in my alerts<br />
1.Show all orders in my alerts<br />
2.Show all orders in All Other Alerts<br />
3.Show order I manage in My Alerts and hide any others<br />
4.Show orders I manage in All Other Alerts and hide any others<br />
5.Show orders related to my specialty in My Alerts and hide any others<br />
6.Show orders related to my specialty in All Other Alerts and hide any others<br />
<br />
'''ProblemsNotDocumented:''' Patient Problems are Not Documented<br />
Places an alert in the encounter summary that patient problem was not documented in the patients chart.<br />
*Default Value: Show in my alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''Show MU Alerts:''' Indicates whether or not to show Alerts Pertaining to MU.<br />
Places an alert in the encounter summary displaying all MU Alerts.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1: Show in my alerts<br />
2: Show in all other alerts<br />
<br />
'''SmokingStatus:''' Indicates whether or not Smoking Status for Patients 13 and Older is Not Documented<br />
Places an alert in the encounter summary that smoking is NOT documented in the patient chart. This NEEDS to be documented for MU.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
'''WeightNotDocumented:''' Indicates that Weight is Not Documented<br />
Places an alert in the encounter summary that weight has not been documented in the patient chart. This is a MU criteria.<br />
*Default Value: Show In My Alerts<br />
Options:<br />
1.Show in my alerts<br />
2.Show in all other alerts<br />
<br />
===Clinical Trial Preferences===<br />
'''Works Time Batch Match Starting Time''' Added in v11.1.7<br />
<br />
Indicates the time that the night job runs. The night job reviews the next day's appointment list and compares the patients to the patients to the available clinical trial definitions. <br />
Available Options: 12:00 am; 1:00 am; 2:00 am; 3:00 am; 11:00 pm<br />
Default Value: 12:00 am<br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: N/A<br />
<br />
'''Clinical Trial Maximum Patient Drive Miles''' Added in v11.1.7<br />
<br />
The maximum number of miles the client would have a patient drive to participate in a trial. <br />
Available Options: 5, 10, 25, 50, 100<br />
Default Value: 5<br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: N/A<br />
<br />
'''Works CT Max Distance:''' Indicates the time that the night job runs. The "night job" reviews the next day's appointments list and compares the patients to the available clinical trials.<br />
*Default Value: 12:00 am<br />
Options<br />
1. 12:00 am<br />
2. 1:00 am<br />
3. 2:00 am<br />
4. 3:00 am<br />
5. 11:00 pm<br />
<br />
'''Works CT Distance:''' Indicates the maximum miles the client would have a patient drive to be included in the "night job" to be included in a clinical trial.<br />
*Default Value: 5<br />
Options:<br />
1. 5 miles<br />
2. 10 miles<br />
3. 20 miles<br />
4. 25 miles<br />
5. 50 miles<br />
6. 100 miles<br />
<br />
==General Preferences==<br />
<br />
'''ACI Active Problem Search Filter Defaults:''' ACI Active Problem Search Filter Defaults<br />
Allows users to filter the problem search results by default<br />
Options:<br />
1. Return results with ICD9 Codes Only<br />
2. Return symptoms & Diagnoses Only<br />
3. Exclude Physical Exam Findings<br />
<br />
'''ACI Family History Search Filter Defaults:''' ACI Family History Search Filter Defaults<br />
Allows the user to filter the Family History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''ACI Past Medical History Search Filter Defaults:''' ACI Past Medical History Search Filter Default<br />
Allows the user to filter the Past Medical History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''ACI Past Surgical History Search Filter Defaults:''' ACI Past Surgical History Search Filter Defaults<br />
Allows the user to filter the Past Surgical History search results by default<br />
Options:<br />
1.Return results with ICD9 Codes Only<br />
2.Return symptoms & Diagnoses Only<br />
3.Exclude Physical Exam Findings<br />
<br />
'''Add Favorites Lists Automatically'''<br />
*When set to 'Y', this preference causes items to get automatically assigned to a users favorites list as they use them. This includes meds, allergies, orders, and problems.<br />
*When set to 'N', items will not be added to a users favorite list unless they manually add it.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Allergy list Review'''<br />
Per Allscripts July, 2008 this preference is currently not used. It does not matter how it is set, but it is best to leave blank and revisited when the preference becomes active.<br />
Recommended Setting: Leave Blank<br />
<br />
'''AllergyWarnIfNotParticipating:''' Warn if an allergy is not participating in checking.<br />
Allows organizations to warn users if a selected allergy is not participating in DUR checking.<br />
Options: <br />
1. Y (Allow)<br />
2. N (Do Not Allow)<br />
<br />
'''Allow Advanced Personal Editing of CareGuide Templates:''' Determines the ability a user can edit CareGuides<br />
Allows the organziation to determine the extent of editing granted to providers to make at the personal template level within the ACI. <br />
*Default Value: N<br />
Options: <br />
1. N (Do Not Allow): If set to N providers have the following <br />
CareGuide editing abilities:<br />
* Save selections as defaults (i.e. labs a provider <br />
prefers, medications, problems, <br />
etc.)<br />
* Edit the SIGs for the medications and variables <br />
(i.e. provider prefers for patient to check temp twice<br />
daily instead of once). Providers would be able to <br />
save this default<br />
* Add customized guidelines and save to a personal <br />
template.<br />
* Set a default opening section and save to a personal <br />
template.<br />
* Add ad hoc items for the current pateint (from the <br />
ACI only). These ad hoc are not saved to a personal<br />
template. <br />
2. Y (Allow): If set to Y the providers will have the <br />
following in ADDITION to the N abilities:<br />
* Add new orderable items and save them to the template<br />
* Delete items or headers<br />
* Edit headers<br />
* Rearrange items or headers <br />
<br />
'''AllowClinicalSummaryWhenNoteUnFinal:''' Allows provider to get credit for supplying a Clinical Summary in an unfinalized state<br />
Allows users to indicate whether or not to generate a note before it is final<br />
Default Value: N<br />
Options:<br />
1. Y (Allow users to generate a note before it is final)<br />
2. N (Do Not allow users to generate a note before it is final)<br />
<br />
'''Always Present Dialog When Printing Rx'''<br />
* When set to 'Y' the "Use Default Rx Printer" option on the commit screen will not be selected and the default behavior will be to show the Print Dialogue box when a medication is committed and activated. This forces the user to review the print dialogue before sending the print request.<br />
* When set to 'N' the "Use Default Rx Printer" option on the commit screen will be selected and the default behavior will be to suppress the Print Dialogue box when a medication is committed and activated. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Always Present Site Selector for User'''<br />
*When set to 'Y' the Site Selector will appear every time a user logs into AE-EHR. This is a great option for floating staff, but can become a nuisance.<br />
*When set to 'N' the Site Selector would only appear if a user hasn't previously set a default. In this case it will default to their default site. The user can change their site in AE-EHR if the menu item has been given to them. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is off by default, but can be allowed.<br />
<br />
'''Audit level''' - Allows administrators to capture and track the following information about users’ activity in the AE-EHR application including: User name, Patient name,Patient MRN, Access date, Access time, Device used (Web, PDA), Action time, Action taken (viewed, printed,created, and/or faxed), WebFramework Page accessed This setting determines the amount of information contained in the Audit Log Report. Please be aware that increasing the level of auditing increases the amount of data that is tracked and stored. Due to the nature of this, it can cause performance issues, so please be sure to test this before implementing in production. This is not seen often, but should be considered. These settings do not change the level of auditing on particular items such as notes. This simply changes what is written to the Audit log report. <br />
* When set to 'High' the audit trail will capture viewing, editing, creating, printing, and faxing of clinical items.<br />
* When set to 'Medium' the audit trail will capture editing, creating, and viewing of clinical items.<br />
* When set to 'Low' the audit trail will capture editing and creating of clinical items. <br />
<br />
Available Options: 'High', 'Medium', 'Low'<br />
Recommended Setting: 'Low' unless your Enterprise requires higher levels of auditing<br />
Can be set on these levels: Enterprise<br />
User Can Override: No, this is off and enforced<br />
<br />
'''CareGuide Default Opening Section''' Added in v11.1.7<br />
<br />
Allows users to choose the default opening section of CareGuides.<br />
* When set to 'All' the display opens all sections of the CareGuide selected<br />
* When set to 'Follow-Ups and Referrals' the display opens to the Follow-Ups and Referrals section of the CareGuide selected<br />
* When set to 'Instructions' the display opens to the Instructions section of the CareGuide selected<br />
* When set to 'Medications' the display opens to the Medications section of the CareGuide selected<br />
* When set to 'Orders' the display opens to the Orders section of the CareGuide selected<br />
<br />
Available Options: All, Follow-Ups and Referrals, Instructions, Medications, Orders<br />
Default Setting: All<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes<br />
<br />
'''Clinical Exchange Documents (CED) Verification'''<br />
* When set to 'Y' this will require verification when CED documents are imported. This means that a provider will be tasked with verifying the document before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.<br />
* When set to 'N', the CED document would be imported and would not require verification prior to being added to the patient's chart.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Clinical Exchange Documents (CED) Verification Routing''' - If you have turned on "Clinical Exchange Document Verification" or "Clinical Exchange Documents Item Verification" this specifies the tasking behavior. <br />
* If set to 'Recipient then PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient first, if the system can't make a match or if the recipient isn't defined as a user, it will attempt to assign the task the the PCP defined for the patient. If the PCP isn't defined or is not setup as a AE-EHR user, the task would then be assigned to the Clinical Exchange Document Team. <br />
* If set to 'Recipient then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient. IF the system can't make a match or the recipient isn't setup as a user, the task will get assigned to the Clinical Exchange Document Team.<br />
* If set to 'PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the PCP first. If the patient does not have a PCP defined or the PCP is not setup as a user, the system will assign the task to the Clinical Exchange Document Team.<br />
* If set to 'Clinical Exchange Document Team' the task will be assigned to the Clinical Exchange Document Team.<br />
<br />
Available Options: 'Recipient then PCP then Clinical Exchange Document Team', 'Recipient then Clinical Exchange Document Team', <br />
'PCP then Clinical Exchange Document Team', 'Clinical Exchange Document Team' <br />
Recommended Setting: 'Clinical Exchange Document Team'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''ClinEGuide Credentials (User|Pwd)'''<br />
* This is a free text field which would hold your username and password for integration with the [http://www.clineguide.com/marketing/ContentPage.aspx Wolters Kluwer Clin-Eguide]. If a value is provided, an icon will apear on the v11 toolbar that looks like an open book. if a user selects the book, it will launch an Internet Explorer session which brings the user to the Clin-eguide home page. The credentials are passed with the action and will log them into the site if valid. <br />
<br />
Available Options: Free Text <br />
Recommended Setting: Blank<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Clinical Exchange Documents Item Verification'''<br />
* When set to 'Y' this will require verificaiton when CED items (meds, allergies, problems, etc.) are imported. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.<br />
* When set to 'N', the CED items would be imported and would not require verification prior to being added to the patient's chart.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Community/Automatic CED Submittal:''' Automatically submit CEDs to communities when patient chart is updated<br />
Allows organizations to automatically submit CEDs after a patient chart is updated to a patient-designated community that the organization shares information with<br />
*Default Value: N<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Community/Patient Data Sharing Security:''' Default sharing with Communities (Opt-in) or not share (Opt-out)<br />
Allows the organization to determine by default whether or not all patients in the EHR will participate in the community data sharing.<br />
*Default Value: Opt-In<br />
NOTE: at request of the patient the organization can override this option within the Patient Profile.<br />
Options: <br />
1.Opt-in: Yes you want to share<br />
2.Opt-out: No you do not want to share<br />
<br />
'''Create Future Encounter''' Added in v11.1.7<br />
Allows the creation of future encounters<br />
* When set to 'Y' this will allow users to create documentation on a future encounter<br />
* When set to 'N' this will not allow users to create documentation on a future encounter<br />
<br />
Available Options: 'Y' or 'N'<br />
Defaulted Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
*'''Create Overdue Reminder Task:''' Create Overdue Reminder Task<br />
Allows users the option to enable or disable OverDue Reminder Tasks<br />
Options: Y (Allow) or N (Do Not Allow)<br />
<br />
'''Days Before Instruction Expiration Date To Consider Near Due'''<br />
* This Value is a number representing number of days. This tells the system when incomplete instructions should show as near due on the patient's chart. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Days Before Scheduled Order Expiration Date to Consider Near Due'''<br />
* This Value is a number representing number of days. This tells the system when incomplete or scheduled Orders should show as near due on the patient's chart. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Entering For Provider ID'''<br />
* This value specifies the default provider ID that should default into fields such as the Ordering Provider on medications or Orders within the system. This is primarily used for non-provider users that support a specific physician. For example, if an MA always works for Dr. Smith, they would want to set this within their personalize options so it would pre-populate and default properly. This is typically a setting that should be shown to users during training.<br />
<br />
Available Options: Any entry in the Provider Dictionary<br />
Recommended Setting: Blank Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default Specialty ID'''<br />
* This value specifies a non-provider's default specialty. This is best used as a personal setting from within the UI and should be shown to end users during training. This setting will default the specialty for a user in certain areas of the product that are driven by specialty such as the note selector, ACI specialty favorites, and flowsheets. Providers usually have their specialty specified in the provider dictionary and do not need to utilize this preference. <br />
<br />
Available Options: Any entry in the Specialty Dictionary<br />
Recommended Setting: Caution -Blank for user/providers (adverse affect of their favorites if not left blank),<br />
Users can populate as needed, but the recommended setign is still "Blank"<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default Supervising Provider ID'''<br />
* This value specifies the default supervising physician for users that require supervision with Orders. This should be shown during training and is best when set on a personal level. <br />
<br />
Available Options: Any entry in the Provider Dictionary<br />
Recommended Setting: Blank<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default. <br />
<br />
'''Default to QuickList Favorites'''<br />
*When set to 'Y', this preference causes items to get automatically assigned to a users QuickList as they use them. This includes meds, allergies, orders, and problems.<br />
*When set to 'N', items will not be added to a users QuickList unless they manually add it.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: This is on by default<br />
<br />
'''Dictionary Cache'''<br />
* This setting is looking for a numeric value, but should be left alone. This is a development setting and is not intended to be used unless instructed otherwise. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: Do not change<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Dictionary Edit Max Count'''<br />
* This setting should be a value between 100 and 1000. This determines how many rows will be visible in a dictionary grid before the dictionary automatically goes into search mode.<br />
<br />
Available Options: Numeric Value between 100 and 1000<br />
Recommended Setting: 1000<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Directives Editable'''<br />
* If set to 'Y' the Patient Directives on the Patient Profile Dialog or "i" screen will be editable. This would be set to 'Y' if you want users to document patient directives in the UI.<br />
* If set to 'N' the Patient Directives on the Patient Profile Dialog or "i" screen will be viewable only. This would be set to 'N' if you do not want users to document or edit this or if this value is populated through the registration interface. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Display <R> in Patient Banner for Restricted Documents''' Added in v11.1.7<br />
* If set to 'Y' the system will display the <R> in the patient banner when they have a restricted document. <br />
* If set to 'N' the system will not display the <R> in the patient banner when they have a restricted document. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise,Organization<br />
User Can Override: N/A <br />
<br />
'''Display Future Encounters in selector X days in the future'''<br />
* This is a numeric value which specifies how far in the future pending appointments are shown in the encounter selector. In most workflows, users will be working on an arrived appointment for the current day. If there are workflows that require people to prepare for a future appointment and begin documenting on encounters before the arrival occurs, this setting would allow those encounters to display and be selectable. It is advised that this be set to 1 to avoid any issues if the scheduling interface was to go down. If appointments can't be arrived in the system due to interface issue, this would allow end users the ability to complete their work on pending appointments until the issues are resolved. <br />
<br />
Available Options: Numeric Value between 0-99<br />
Recommended Setting: 1<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DisplayPatientPicture'''<br />
* If set to 'Y', this would display the patient picture on the Patient Profile Page or "i" screen. This also allows the ability to upload pictures. <br />
* If set to 'N', this would hide the patient picture on the Patient Profile Page or "i" screen and would disable the ability to upload pictures.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Double Click Action'''<br />
* If set to "View" this would specify that double-clicking an item from the clinical desktop would open it in view mode.<br />
* If set to "Edit" this would specify that double-clicking an item from the clinical desktop would open it in edit mode.<br />
<br />
Available Options: 'View' or 'Edit'<br />
Recommended Setting: 'View'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Due Date or Start Date for Newly Added Bulk Enrollment'''<br />
* Bulk Enrollment is currently not available. Leave this as is for now.<br />
<br />
<br />
'''Enable Allergy Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' the system would generate verification tasks for providers when allergies are entered by non-provider users. In this setting a newly entered allergy will remain in a unverified mode until verified by a provider. This is important for JCAHO accreditation. <br />
* If set to 'N' the system will add allergies to the patient's allergy list in a completed status without verification from a provider.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
<br />
'''Enable E-Prescribe G Code Alert''' Added in v11.1.7<br />
For 2009, to be a "successful e-prescriber", a provider must report the e-prescribing quality measure through their Medicare Part B claims on at least 50% of applicable cases during the reporting year. <br />
<br />
* If set to 'Y' a reminder will be added to the Encounter Summary for all Medicare patients that an e-Prescribing G-Code may be appropriate for this encounter. This is a reminder to the facility that they need to manually add the G-Code to their Encounter Form. This ensures all prescriptions should count towards the qualifications necessary to be seen as a "successful e-prescriber."<br />
* If set to 'N' no reminder will appear.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Enable MSHV''' Added in v11.1.7<br />
Determines whether or not the HealthVault specific settings should be available on the patient profile dialog. <br />
* If set to 'Y' the Health specific settings shodul display on the patient profile dialog and allow for a patient to be linked to their HealthVault account. <br />
* If set to 'N' then patient accounts cannot be linked to HealthVault.<br />
Note: Enterprise EHR usres should also not have the ability to import or export CEDs from MS HealthVault if this preference is set to N<br />
<br />
Available Options: 'Y' or 'N'<br />
Default Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Encounter Selection from Worklist'''<br />
* When set to 'Encounter Selector'<br />
* When set to 'Create New Encounter'<br />
<br />
Available Options: 'Encounter Selector' or 'Create New Encounter'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Encounter Summary Always Print Medication Profile''' Added in v11.1.7<br />
Encounter Summary: Always print medication profile<br />
* <br />
<br />
Available Options: 'Y' or 'N'<br />
Default Seting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''EncounterSummaryAlwaysProvideClinicalSummary:''' Encounter Summary: Always Provide Clinical Summary<br />
*Default Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Encounter Type for Worklist'''<br />
This preference previously only applied to results. Effective in v11.1.7, this preference is applied to all work done on Worklist. The intent is to reduce the instances when a use is presented with an encounter selector without increasing the number of times work done during an appointment is documented against a non-appointment encounter.<br />
<br />
Available Options: Active entries in the Encounter Type dictionary<br />
Recommended Setting: Chart Update<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Encounter Summary Default View'''<br />
* When set to 'Type' the encounter summary or commit screen will default to display items grouped by type (orders, problems, etc.)<br />
* When set to 'Problem' the encounter summary or commit screen will default to display items grouped by their associated problem. <br />
<br />
Available Options: 'Type' or 'Problem'<br />
Recommended Setting: 'Problem'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Encounter Summary Password Required on Save'''<br />
* If set to 'Y' the user must enter their password when saving the Encounter Summary <br />
* If set to 'N' the user does not need to enter their password when saving the encounter summary.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Encounter Summary Review Before Save'''<br />
*If set to 'Y', the encounter summary will appear when a user hits the commit button or leaves the patient's chart. This acts as a review process prior to committing the data. <br />
* If set to 'N', the Encounter Summary will not appear when a user hits the commit button or leaves the patient's chart. This will commit the data without the chance to review it. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is selected by default and should be shown in training<br />
<br />
'''Enterprise Emergency Telephone Number'''<br />
* This is a free text value designed to house the emergency telephone number for an Enterprise. This is displayed when printing patient instructions. <br />
<br />
Available Options: Free Text<br />
Recommended Setting: '911'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''EthnicityEditable:''' Ethnicity Editable<br />
Enables organizations to allow users to edit the Ethinicite from within the Patient Profile. <br />
NOTE: The PMS is NOT updated with this is done<br />
*Default Value: N<br />
Options: <br />
1. Y (Allow)<br />
2. N (Do Not Allow)<br />
<br />
'''ExceptionDetailsPassword:''' Exception Details Password<br />
*Default Value: Blank<br />
This field sets the password that must be entered to see the details of an error. If left blank, anyone can click the detail <br />
button to see the actual data the error message contains without having to enter a password.<br />
<br />
'''Fax Maximum Pages''' Added in v11.1.7<br />
Maximum number of pages (estimated) allowed in a chart fax<br />
* This is a numeric field<br />
<br />
Available Options: Free Text Numeric Field<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Fax Warning Type''' Added in v11.1.7<br />
Determines the type of warning users receive when exceeding the maximum number of pages to be faxed.<br />
<br />
Available Options: Block Fax, Disabled, Warn User<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Language Editable'''<br />
* When set to 'Y', this allows users to edit the patient language on the Patient Profile Dialog or "i" screen. This allows users to specify the patient's primary language within AE-EHR.<br />
* When set to 'N', this will only allow users to view the patient's primary language on the Patient Profile Dialog or "i" screen. This is usually the preferred setting when this value is populated by the registration interface or if an organization prefers not to capture this information.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Mask SSN in Reports, Patient Search, & Patient Profile'''<br />
* When set to 'Y', this will hide the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.<br />
* When set to 'N', this will allow users to see the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Max # of Providers for All Provider View'''<br />
* This is a numeric value between 0-99. This specifies the maximum number of providers a user can add to the All Provider view. This is defined on the Daily Schedule within the personalize options. The recommendation is 20 and any more than that should be tested prior to implementing. This could introduce a performance issue or become unusable if too many schedules are merged together. <br />
<br />
Available Options: Numeric Value between 0-99<br />
Recommended Setting: 20<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Maximum Number of Seconds to allow for Worklist Load'''<br />
* This is a numeric value that represents the maximum number of seconds that the WorkList is allowed to consume before timing out. This setting is put into place to prevent any long term lock ups for a WorkList view that are improperly defined and potentially hindering system performance. In most cases, if the view is defined properly, this setting should have no merit. <br />
<br />
<br />
Available Options: Numeric Value <br />
Recommended Setting: 30<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Minimum # of Hours to Keep Patient Site Location and Encounter Status'''<br />
* This is a numeric value that establishes the length of time that the patient location and encounter status will be stored. This timeframe is based on the last update of either of the fields. For example, if this is set to 1 hour, this information would be cleared 1 hour after the last update to the patient location or encounter status. This is cleared out to ensure it is reset for the patients next visit. <br />
<br />
Available Options: Numeric value between 1-99<br />
Recommended Value: 2<br />
Available on these levels: Enterprise, Organization<br />
User Can Override? No, This is off and enforced<br />
<br />
'''Normative Growth Chart in Units'''<br />
* If set to ‘Us Units’ the Normative Growth chart will be displayed using US Units.<br />
* If set to ‘Metric Units’ the Normative Growth Chart will be displayed using Metric Units.<br />
<br />
Available Options: ‘Us Units’, ‘Metric Units’<br />
Recommended Value: ‘Us Units’<br />
Available on these levels: Enterprise, Organization, User<br />
User Can Override? Yes, This is on by default and should be shown during training. <br />
<br />
'''Order Authentication Time-Out'''<br />
* This is a numeric value that determines the number of minutes before the system requires authentication since the last time they authenticated. The system can be configured to ask for passwords when signing notes, prescribing medications, or committing the encounter summary. If a user has entered their password within the allowed timeframe defined by the setting, the user will not be required to enter their password. Once the time period has passed, the user will need to enter their password to verify their access. Setting this to 0 means that a user will need to enter their password once and their authentication session will not expire again during the session. <br />
Available Options: Numeric value from 0 – 99<br />
Recommended Setting: 5<br />
Available on these levels: Enterprise, Organization<br />
User can override? No, this is off an enforced<br />
<br />
'''Patient Portal Registration Level:''' Patient Portal Registration Level<br />
Options:<br />
1. Organization<br />
2. Provider<br />
<br />
'''Patient Tracking-Use Patient Encounter Status'''<br />
* If set to 'Y', this will enable this drop down and the values available for the assigned site will apear in the drop down for an arrived patient. <br />
* If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Patient Tracking-Use Patient Site Location'''<br />
* If set to 'Y', this will enable this drop down and the values available for the assigned site will appear in the drop down for an arrived patient. <br />
* If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Previously Discontinued (DC)For Patient'''<br />
* If set to 'Immediate' the user will be prompted with a warning if an order being added has been discontinued for that patient in the past. <br />
* If set to 'Never' the user will not be warned of this condition.<br />
<br />
Available Options: 'Immediate' or 'Never' <br />
Recommended Setting: 'Never' <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Print Patient Education Always'''<br />
* If set to 'Always' the indicator on the encounter summary screen will be selected and printed anytime patient edcuation is available whether it is part of a CareGuide or custom education materials added by the client. This setting can be overridden on the encounter summary if the user doesn't want them for a specific encounter.<br />
* If set to 'CareGuide Only', the indicator on the encounter summary screen will be selected and printed anytime patient education is available if included with the CareGuide. This setting can be overridden on the Encounter Summary if the user doesn't want them for a specific encounter.<br />
<br />
Available Options: 'Always' or 'CareGuide Only'<br />
Recommended Setting: 'Always' <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option, but not selected by default<br />
<br />
'''Provider Selection limited to Favorites'''<br />
* If set to 'Y' the user or provider is limited to selecting a provider from their favorites list in the drop down. The search field will be hidden and they are prevented from selecting other providers. This is typically only used in a multi-org situation when it is not viable for users to see the entire list of providers. <br />
* If set to 'N' the user or provider has the ability to do a lookup against the entire provider dictionary. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''PtCommunicationClinSummariesEditable:''' Patient Communication Clinical Summaries Editable<br />
Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries<br />
*Default Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''PtCommunicationReminderEditable:''' Patient Communication Reminder Editable<br />
Determines if users are allowed to edit or update a patient's preferred method for receiving reminders<br />
*Defauly Value: Y<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''RaceEditable:''' Race Editable<br />
Allows users to edit the Race box for patients from the Patient Profile page.<br />
NOTE: The PMS is not updated when this field is edited in the EHR.<br />
Options: <br />
1. Y (Allow) <br />
2. N (Do Not Allow)<br />
<br />
'''Toolbar Default for Clinician Choice Button''' Added in v11.1.7<br />
Default for Clinical Choice Button to direct user to a specific tab in ACI<br />
<br />
Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'<br />
'Allergies', 'Medication History', 'Immunization History', 'Chief Complaint', 'Rx'<br />
'Medication Administration', 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'<br />
'Immunizations', 'Supplies', 'CareGuides', or 'QSets'<br />
Default Setting: 'Chief Complaint'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for History Builder Button''' Added in v11.1.7<br />
Default for History Builder Button to direct user to a specific History Builder tab in ACI<br />
<br />
Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'<br />
'Allergies', 'Medication History', 'Immunization History', or 'Chief Complaint'<br />
Default Setting: 'Active'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for Problem-Based Order Button''' Added in v11.1.7<br />
Default for Problem-Based Order Button to direct user to a specific Problem-Based Order tab in ACI<br />
<br />
Available Options: 'CareGuide' or 'QSets'<br />
Default Setting: 'QSets'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
<br />
'''Toolbar Default for Rx/Orders Button - Lab Icon''' Added in v11.1.7<br />
Default for Rx/Orders Button - Lab Icon to direct user to a specific Rx/Orders tab in ACI<br />
<br />
Available Options: 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'<br />
'Immunizations', or 'Supplies'<br />
Default Setting: 'Lab/Procedures'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Toolbar Default for Rx/Orders Button - Rx Icon''' Added in v11.1.7<br />
Default for Rx/Orders Button - Rx Icon to direct user to a specific Rx/Orders tab in ACI<br />
<br />
Available Options: 'Rx' or 'Medication Administration'<br />
Default Setting: 'Rx'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''UA Install Location''' This preference is no longer used. <br />
<br />
'''Use Clinical Desktop Default View When Switching Patients''' Added in v11.1.7<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Use Organization or Site Address for Patient Ed Print Out''' Added in v11.1.7<br />
Determines which address to display on the patient education print out. <br />
<br />
Available Options: 'Site' or 'Organization'<br />
Default Setting: 'Organization'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''URL to find the UAI DesktopAgent install (optional)'''<br />
* This setting is to be used by clients using the UAI application only. If this is to be used, the technical resource installing the UAI tool would provide the appropriate setting for this field. <br />
<br />
Available Options: Free Text - provided by technical representative<br />
Recommended Setting: Blank unless using UAI<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Works 0 FingerPrintAuthEnc'''<br />
* This is disabled and not used at this time. Do not modify. <br />
<br />
'''Workspace view for tasks that navigate to worklist'''<br />
* This setting determines the default clinical desktop view to use when working an worklist related item from the task list. When a worklist task is double-clicked from the task list, it will navigate the user to the clinical desktop and use the defined view. This should be set to a Clinical Desktop View that is designed to efficiently complete worklist items. <br />
<br />
Available Options: Drop down list of available clinical desktop views<br />
Recommended Setting: Worklist view designed to efficiently complete worklist items<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this should be explained in training.<br />
<br />
==HMP Preferences==<br />
<br />
'''Health Maintenance Problems - Default to Expanded:''' Health Maintenance Problems:<br />
Indicates whether or not the Health Maintenance Problems default to an expanded state when the HMP page is opened.<br />
*Default Value: Show in my alerts<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''HMP Vitals Units:''' HMP Vitals Units:<br />
Indicates the default system that is used to calculate Vitals values. <br />
*Default Value: US Metric system<br />
Options:<br />
1.US<br />
2.Metric<br />
3.As Entered <br />
User Can Override: Yes<br />
Note: If 'As Entered' is selected, then the value is displayed<br />
exactly how the value was entered.<br />
<br />
'''NormativeGrowthChart:''' Normative Growth Chart in Units<br />
Indicates the default system that is used to calculate the Normative Growth Chart values.<br />
*Default Value: US Units<br />
Options:<br />
1.US Units<br />
2.Metric Units<br />
User Can Override: Yes<br />
<br />
'''NormativeGrowthChartOrder:''' Normative Growth Chart Order<br />
Indicates the order in which the Normative Growth Chart units are displayed in the chart.<br />
*Default Value: Height / Weight / BMI<br />
Options:<br />
1.Heigh-Weight-BMI<br />
2.Weight-Height-BMI<br />
User Can Override: Yes<br />
<br />
'''Other Medications and Other Orders - Default to Expanded:''' Other Medications and Other Orders - Default to Expanded:<br />
Indicates whether or not other medications and orders default to an expanded state when the HMP page is opened.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Problem/Problem Type View - Default Acute Problems to Expanded:''' Problem/Problem Type View - Default Acute Problems to Expanded:<br />
Indicates whether or not acute problems default to an expanded state when in the Problem View.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Problem/Problem Type View - Default Chronic Problems to Expanded:''' Problem/Problem Type View - Default Chronic Problems to Expanded:<br />
Indicates whether or not chronic problems default to an expanded state when in the Problem View.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Resulted Panels - Default to Expanded:''' Resulted Panels - Default to Expanded:<br />
Indicates whether or not the Result panels default to an expanded state when the HMP page is opened.<br />
*Default View: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Show Blank Rows:''' Show Blank Rows:<br />
Indicates whether or not to show blank rows on the HMP page.<br />
Default Value: Y<br />
Options: Yes or No<br />
User Can Override: Yes<br />
<br />
'''Show Clinical Findings if:''' Show Clinical Findings if:<br />
Indicates that Clinical Findings should display if the selected criteria is met.<br />
*Default Value: N/A <br />
Options: <br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
User Can Override: Yes<br />
<br />
'''Show Diagnostic Findings if:''' Show Diagnostic Findings if:<br />
Indicates that Clinical Findings should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: <br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Follow - up if:''' Show Follow-up if:<br />
Indicates that Follow-up should display if the selected criteria is met. <br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Immunizations if:''' Show Immunizations if:<br />
Indicates that immunizations should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Instructions if:''' Show Instructions if:<br />
Indicates that instructions should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Incomplete Show on Order List Order<br />
3.Reminder<br />
4.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Laboratory if:''' Show Laboratory if:<br />
Indicates that Laboratory should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Medication Admin if:''' Show Medication Admin if:<br />
Indicates that Medication Admin should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Other Diagnostic Testing if:''' Show Other Diagnostic Testing if:<br />
Indicates that Other Diagnostic Testing should display if the selected if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Precautions if:''' Show Precautions if:<br />
Indicates that Precautions should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Incomplete Show on Order List Order<br />
3.Reminder<br />
4.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Referrals if:''' Show Referrals if:<br />
Indicates that Referrals should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Show Supplies if:''' Show Supplies if:<br />
Indicates that Supplies should display if the selected criteria is met.<br />
*Default Value: N/A<br />
Options: (Can select 0-ALL of the options)<br />
1.Incomplete Order<br />
2.Reminder<br />
3.Most Recent<br />
User Can Override: Yes<br />
Note: Organizations have the ability to select one, two, or all<br />
three of the valid values for this preference.<br />
<br />
'''Specialty Problem View - Default Other Problems to Expanded:''' Specialty Problem View - Default Other Problems to Expanded:<br />
Indicates whether or not other problems default to an expanded state in the Problem View.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Specialty Problem View - Default Specialty Problems to Expanded:''' Specialty Problem View - Default Specialty Problems to Expanded:<br />
Indicates whether or not the other problems default to an expanded state in the Problem View.<br />
*Default Value: Always<br />
Options: <br />
1.Alert <br />
2.Never<br />
3.Always<br />
User Can Override: Yes<br />
<br />
'''Suppress Other Medication'''<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
'''Suppress Other Orders'''<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
==Meds Preferences==<br />
'''Apply to All checkbox on the Print Dialog presented for Prescriptions'''<br />
* If set to 'Y' the 'apply to all' checkbox will be selected by default on the Prescription Print Dialog.<br />
* If set to 'N' the 'apply to all' check box will not be selected by default on the Prescription Print Dialog.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Auto Dispense Inventory Medications''' Added in v11.1.7<br />
Set prescribe action to dispense for in-inventory medications<br />
<br />
Available Options: 'Y' or 'N'<br />
Default Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Days Before RxAction Date To Consider Near Due'''<br />
* This is a numeric value between 0-99. This represents the number of days prior to a Prescription Action being due to consider it near due and a reminder is created. <br />
<br />
Available Options: Numeric value between 0-99<br />
Recommended Setting: 14<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Rx Action for a renewal from'''<br />
* If set to 'previous action' the renewed prescription will default to the Rx action used during for the original version of the prescription.<br />
* If set to 'User Default' the renewed prescription will default to the users default Rx action. <br />
<br />
Available Options: 'previous action', 'user default'<br />
Recommended Setting: 'previous action'<br />
Can be set on these levels: Enterprise, Organization, user<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Destination: Default Rx Action'''<br />
* If set to 'Call Rx' the Rx action will default to Call Rx.<br />
* If set to 'Dispense Sample', the Rx action will default to Dispense sample.<br />
* If set to 'Print Rx' the Rx action will default to Print Rx.<br />
* If set to 'Record' the Rx action will default to Record.<br />
* If set to 'Send To Mail Order' the Rx action will default to Send To Mail Order.<br />
* If set to 'Send to Retail' the Rx action will default to Send to Retail.<br />
<br />
Available Options: 'CallRx', 'Dispense Sample', 'Print Rx', 'Record', 'Send To Mail Order', 'Send to Retail'<br />
Recommended Setting: 'Send to Retail'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be shown during training.<br />
<br />
'''Default Admin By'''<br />
* If set to 'Y' the Default Admin By for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin By for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
<br />
'''Default Admin Date'''<br />
* If set to 'Y' the Default Admin Date for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Date for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Dose'''<br />
* If set to 'Y' the Default Admin Dose for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Dose for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Lot'''<br />
* If set to 'Y' the Default Admin Lot for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Lot for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Manufacturer'''<br />
* If set to 'Y' the Default Admin Manufacturer for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Manufacturer for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Route'''<br />
* If set to 'Y' the Default Admin Route for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Route for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Admin Site'''<br />
* If set to 'Y' the Default Admin Site for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.<br />
* If set to 'N' the Default Admin Site for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Default Disp Save Default'''<br />
* If set to 'Y', this defaults the 'save as default for selected SIG' option to be selected on the medication screen. If this information is saved, the next time a provider selects that SIG, the Days, Quantity, Units, Refill, and DAW option will fill in based on the previously saved values. <br />
* If set to 'N', the 'save as default for selected SIG' will not be selected by default, but the provider can select this option if they prefer to save a default from time to time. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''Display RX Coverage Detail'''<br />
*Default set to 'Y'<br />
<br />
Available Options: 'Y' or 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training<br />
<br />
'''DUR Acknowledge Reason''' <br />
* If set to 'Y' the user must provide a reason when ignoring a DUR Warning. <br />
* If set to 'N' the user will not be required to provide a reason for ignoring the warning. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR Warning: Dose Check Interrupt Timing''' <br />
* If set to 'Immediate' the user will be prompted with a dose check DUR warning immediately after selecting the medication. For this setting to work, the Enterprise DUR settings for dosage must also be on.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Alcohol Check Interrupt Timing''' [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate" or "Never".]<br />
* If set to 'Immediate' the user will be prompted with an alcohol check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Alcohol screening must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Drug Check Interrupt Timing''' [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate'or Never".]<br />
<br />
* If set to 'Immediate' the user will be prompted with a drug-drug check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Drug interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Food Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a food check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for food screening interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning.<br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Drug to Healthstate Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Drug-Health State check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Health State interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise'''<br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: Duplicate Therapy Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Duplicate Therapy DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Duplicate Therapy interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning.<br />
'''Note: The Dur Severity Levels are set in TWAdmin/Org Setup/Enterprise''' <br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''DUR WARNING: PAR Check Interrupt Timing'''<br />
* If set to 'Immediate' the user will be prompted with a Prior Adverse Reaction (PAR) warning immediately after selecting the medication. For this to work the Enterprise settings for PAR interactions must also be enabled.<br />
* If set to 'Never' the user will not be prompted with this type of warning. <br />
<br />
Available Options: 'Immediate', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
*Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Immunization Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task. <br />
<br />
*'''EnableMAI:''' Enable Medication Adherence Indicators<br />
Allows organizations to enable the Medication Adherence indicator for applicable patients.<br />
*Default Value: Y<br />
Options: Y or N<br />
*'''Medication History:''' Default value for Med Hx consent<br />
Determines the default value for the medication history consent.<br />
*Default Value: Unknown<br />
Options:<br />
1.Granted<br />
2.Declined<br />
3.Unknown<br />
*'''Samples:''' Samples - Use current date for dispense date<br />
Determines the Expiration Date value is required when documenting samples.<br />
*Default Value: Y<br />
Options: Y or N<br />
<br />
'''Enable Rx Hub Medication History'''<br />
* If set to 'Y' the application will allow patient history to be loaded from Rx Hub. This requires that the patient's medication benefits information is added to the application and a match can be made with the Rx Hub Warehouse. If these items are both true, a patients historical medications will be loaded into the system. <br />
* If set to 'N' the system will not attempt to load the patient's historical medications. <br />
* New in v11.1.6 and newer this can be disabled for individual patients to meet HIPPA -see [[Med History Patient Disable]] <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable SCRIPT Messaging'''<br />
* If set to 'Y' then Script messaging is enabled between the physician and the pharmacies using the SureScripts network. This requires other setup as well, but must be enabled for physicians or systems that have been setup and want to use this type of messaging. When turned on, the system will determine if the pharmacy is a script enabled pharmacy and determine if a script should be sent electronically or as a fax. This occurs when the Rx Action is Send to Retail. Inbound Script messages will appear as New Prescription Request (NEWRX), Renewal Request (REFREQ), and Renewal Response (REFRES) messages.<br />
* If set to 'N' Script messaging will be disabled. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N', unless setup for SureScripts usage<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable Touchscript Messaging'''<br />
* If 'Y' is selected then organizations can send in-office medication requests from AE-EHR to TouchScripts. This would be used if you are using the FirstFill product which is a part of TouchScripts. If you are interested in this product you would contact your account manager.<br />
* If set to 'N' this feature will be disabled.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N', unless setup for FirstFill usage<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Formulary Alternatives Reason Required'''<br />
* If set to 'off formulary with preferred' the user would be required to enter a reason for prescribing a specific medication when the medication is off formulary and there are preferred medications available. <br />
* If set to 'preferred' the user would be required to enter a reason for prescribing a specific medication when the medication has preferred alternatives available.<br />
* If set to 'never' the user would not be forced to provide a reason for ignoring formulary alternatives. <br />
<br />
Available Options: 'off formulary with preferred', 'preferred', 'never'<br />
Recommended Setting: 'never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Formulary Checking Interrupt Timing'''<br />
* If set to 'Immediate' the user would be prompted with formulary checking alternatives as they are prescribing the medication. <br />
* If set to 'Deferred' the user would be prompted with formulary checking alternatives as they are committing the encounter summary information.<br />
* If set to 'Never' the user would not receive the warning.<br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never'<br />
Recommended Setting: 'Immediate'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Immunization - Expiration Date''' Added in v11.1.7<br />
Determines whether or not an expiration date is required to complete an immunization administration. <br />
* If set to 'Y' this will require the user to enter an expiration date<br />
* If set to 'N' this will not require the user to enter an expiration date<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Lot Required''' Added in v11.1.7<br />
Determines whether or not a lot is required to complete an immunization administration.<br />
* If set to 'Y' this will require the user to enter a lot number<br />
* If set to 'N' this will not require the user to enter a lot number<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Manufacturer''' Added in v11.1.7<br />
Determines whether or not a manufacturer is required to complete an immunization administration.<br />
* If set to 'Y' this will require the user to enter a manufacturer number<br />
* If set to 'N' this will not require the user to enter a manufacturer number<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - NDC''' Added in v11.1.7<br />
Determines whether or not an NDC number is required to complete an immunization administration. If Chargeable, is required only when value is configured in Charge Code field in OID.<br />
* If set to 'Y'<br />
* If set to 'N'<br />
* If set to 'Chargeable'<br />
<br />
Available Options: 'Y', 'N' or 'Chargeable'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization - Requiredness''' Added in v11.1.7<br />
Required field behavior.<br />
* If set to Required to Complete<br />
* If set to Required to Save<br />
<br />
Available Options: 'Required to Complete' or 'Required to Save'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Immunization Order Authorization Required'''<br />
* If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.<br />
* If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The immunization can still be fulfilled at the time of entry, but the audit task will be created for review. <br />
* If set to 'Not Required' no tasks will be created and the immunization will be completed at the time of entry and completion. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Not Required'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''MAR Prescription BarCode'''<br />
* If set to 'AHS RX Number' the bar code printed on the MAR prescription will use the Allscripts Rx Number. <br />
* If set to 'NDC' the bar code printed will have the National Drug Code. <br />
* If set tp 'GPI' the bar code printed will use the Gingival-Periodontal Index code. <br />
<br />
Available Options: 'AHS Rx Number', 'NDC', 'GPI'<br />
Recommended Setting: Leave this setting alone. This is only used with the MAR product which most clinics do not use. <br />
For the few clients that do use this module, this setting would be based on their needs.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Med Admin - Expiration Date ''' Added in v11.1.7<br />
Determines whether or not an expiration date is required to complete a medication administration. <br />
* If set to 'Y' an expiration date is required to complete a medication administration<br />
* If set to 'N' an expiration date is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Lot Required ''' Added in v11.1.7<br />
Determines whether or not a lot is required to complete a medication administration. <br />
* If set to 'Y' a lot is required to complete a medication administration<br />
* If set to 'N' a lot is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Manufacturer''' Added in v11.1.7<br />
Determines whether or not a manufacturer is required to complete a medication administration. <br />
* If set to 'Y' a manufacturer is required to complete a medication administration<br />
* If set to 'N' a manufacturer is not required to complete a medication administration<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A <br />
<br />
'''Med Admin - NDC''' Added in v11.1.7<br />
Determines whether or not an NDC number is required to complete an medication administration. If Chargeable, is required only when value is configured in Charge Code field in OID.<br />
* If set to 'Y'<br />
* If set to 'N'<br />
* If set to 'Chargeable'<br />
<br />
Available Options: 'Y', 'N' or 'Chargeable'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med Admin - Requiredness''' Added in v11.1.7<br />
Required field behavior.<br />
* If set to Required to Complete<br />
* If set to Required to Save<br />
<br />
Available Options: 'Required to Complete' or 'Required to Save'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Med History Query Duration'''<br />
* Available in 11.1.6 and newer only!<br />
* Allows for a specific amount of time (in months) for retrieval of patients medication history from Rx Hub<br />
* Configurable from one month to 24 months.<br />
Available Options: Numeric from 1 to 24<br />
Default Setting: is 6 (months)<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Minutes Before Re-Authentication Is Required For Medication Order'''<br />
* This preference is enacted when the setting for '''Order Authentication Required''' is set to yes. If order authentication is required, this value is the number of minutes before a user is required to reauthenticate within the system. If this setting is set to 0, the system will only ask for a password once during a session when ordering a med. If set to 5, the user will need to reauthenticate if they have not completed an action that required authentication within the past 5 minutes. This setting does not apply to the login screen.<br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: '0'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Non-Scheduled Meds Order Authorization Required'''<br />
* If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.<br />
* If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The medication request can still be fulfilled at the time of entry, but the audit task will be created for review. <br />
* If set to 'Not Required' no tasks will be created and the medication request will be completed at the time of entry and completion. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Prospective'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
*Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Medication Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task. <br />
<br />
'''Order Present Formulary Alternatives'''<br />
* If set to 'off formulary with preferred' the user would be presented with formulary alternatives when the medication is off formulary and there are preferred medications available. <br />
* If set to 'preferred' the user would be presented with formulary alternatives when the medication has preferred alternatives available.<br />
* If set to 'never' the user would not be presented with formulary alternatives. <br />
<br />
Available Options: 'off formulary with preferred', 'preferred', 'never'<br />
Recommended Setting: 'off formulary with preferred'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on and should be described during training<br />
<br />
'''Order Prohibit Transmission of Schedule III Rx'''<br />
* If set to 'Y' the transmission of Schedule III drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule III drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule II Rx'''<br />
* If set to 'Y' the transmission of Schedule II drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule II drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule IV Rx'''<br />
* If set to 'Y' the transmission of Schedule IV drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule IV drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Prohibit Transmission of Schedule V Rx'''<br />
* If set to 'Y' the transmission of Schedule V drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs. <br />
* If set to 'N' the transmission of Schedule V drugs electronically will be allowed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Override Sign Rx Task for Schedule II Meds'''<br />
* This setting is not used and should be left blank.<br />
<br />
'''Override Sign RX Task for Schedule III-V Meds (Override Sign Rx CIII-V)'''<br />
* This setting is not used and should be left blank.<br />
-------------------------------------------------------------------------------------------------------------<br />
'''Prescribe Enable Medication Administration Schedule''' - Need to verify this. This preference goes along with the MAR system.<br />
<br />
* If set to 'Y' the ability to schedule a medication administration is available.<br />
* If set to 'N' the ability to schedule a medication administration is not available.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
-------------------------------------------------------------------------------------------------------------<br />
'''Prescribe Non-Formulary Authorization Required'''<br />
* If set to 'Y' the medication will require authorization prior to fulfillment if prescribing off formulary and will not print without authorization.<br />
* If set to 'N' the system will not require authorization if prescribed medications are off formulary<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Problem'''<br />
* If set to 'Y' the problem tied to the medication will be printed on the prescription.<br />
* If set to 'N' the problem tied to the medication will not display on prescriptions.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Script: Hide or Show the Sites'''<br />
* If set to 'Y' the Site will display on the prescription<br />
* If set to 'N' the Site will not display on the prescription<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Print Script: Hide or Show the Sites name/address on the printed scheduled prescription'''<br />
* If set to 'Y' the Site name and address will display on the controlled prescription<br />
* If set to 'N' the Site name and address will not display on the controlled prescription<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribe Problem Linking Required'''<br />
* If set to 'Required to Save", the prescription details screen will require a user to select a linked problem prior to saving the prescription. <br />
* If set to 'Needs Info Reason', the user does not have to select a problem on the medication detail screen, but the medication will go to a needs info status and create a "Rx Info - Problem" task. This task will need to be worked and completed before the medication can be fulfilled.<br />
* If set to 'Not Required' the system will not force the user to select a problem when prescribing or renewing a medication.<br />
<br />
Available Options: 'Required to save', 'needs info reason', 'not required'<br />
Recommended Setting: 'Required to save' - this helps build quicksets<br />
Can be set on these levels: Enterprise, Organization, user<br />
User Can Override: Yes this is an option<br />
<br />
'''Prescribe Rx by Editing Rx updates Ordered By Field'''<br />
* If set to 'Y' the Ordered by field will update to the current user renewing a medication if they are a valid ordering provider. This can be a good feature when physicians are covering for others and the desired behavior is to have the actual prescribing doctor documented as the Ordering Physician.<br />
* If set to 'N' the original Ordering Provider will remain unless manually overridden. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Warn if a medication is not participating in checking'''<br />
* If set to 'Y' the user will be prompted when prescribing a medication that does not participate in DUR checking. This is usually the case with user defined medications.<br />
* If set to 'N' the user will not be prompted when prescribing a medication that does not participate in DUR checking.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Hide or Show Allscripts watermark on Faxed Prescriptions'''<br />
* If set to 'Hide' the Allscripts watermark will not appear on faxed prescriptions.<br />
* If set to 'Show' the Allscripts watermark will appear on faxed prescriptions.<br />
<br />
Available Options: 'Show' or 'Hide'<br />
Recommended Setting: 'Show'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing: Hide or Show the Allscripts watermark on Printed prescriptions'''<br />
* If set to 'Hide' the Allscripts watermark will not appear on printed prescriptions.<br />
* If set to 'Show' the Allscripts watermark will appear on printed prescriptions.<br />
<br />
Available Options: 'Show' or 'Hide'<br />
Recommended Setting: 'Show'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing without Allergy Status'''<br />
* If set to 'Prevent' the user will be prompted when a patient's allergy status is not set. This will require them to define a patient's allergy status prior to completing a medication request. <br />
* If set to 'Warn' the user will receive a warning message stating the patient has an unknown allergy status when they are not defined for a patient. This occurs when selecting a medication from the ACI. <br />
* If set to 'Do Not Warn' the user will not receive a warning when prescribing medications.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Prescribing without Pharmacy Specified'''<br />
* If set to 'Prevent' the user will be prompted when a patient's pharmacy is not set. This will require them to define a pharmacy prior to completing a medication request. <br />
* If set to 'Warn' the user will receive a warning message stating the patient has no pharmacy when they are not defined for a patient. This occurs when selecting a medication from the ACI. <br />
* If set to 'Do Not Warn' the user will not receive a warning when prescribing medications and a pharmacy is not defined.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a non-controlled medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required for Schedule II Meds'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule II medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Rx Supervisor Signature Required for Schedule III-V Meds'''<br />
* If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule III-V medication. <br />
* If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician.<br />
* If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.<br />
<br />
Available Options: 'Not Required', 'Notification Only', 'Authorization before fulfillment'<br />
Recommended Setting: this should be based on your organizational policy<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Require Re-Authentication For New or Renewed Prescriptions'''<br />
* If set to 'Y' the physician or user will be prompted to enter their password when prescribing or renewing a medication. This behavior is also dependant on the 'Authentication Time-Out' in the general preferences.<br />
* If set to 'N' the physician or user will not be prompted to enter their password.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Disable faxing of Class 2,3,4,5 Scheduled Meds'''<br />
* If set to '2' the system will not allow faxing of schedule II medications<br />
* If set to '2,3' the system will not allow faxing of schedule II or III medications<br />
* If set to '2,3,4' the system will not allow faxing of schedule II, III or IV medications<br />
* If set to '2,3,4,5' the system will not allow faxing of controlled medications<br />
* If set to 'Always' the system will not allow faxing of medications<br />
* If set to '' all medication levels will fax<br />
<br />
Available Options: '2', '2,3', '2,3,4', '2,3,4,5', 'Always', ''<br />
Recommended Setting: '2' - this is the typical state requirement. <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Disable Printing of Class 2,3,4,5 Scheduled Meds'''<br />
* If set to '2' the system will not allow printing of schedule II medications<br />
* If set to '2,3' the system will not allow printing of schedule II or III medications<br />
* If set to '2,3,4' the system will not allow printing of schedule II, III or IV medications<br />
* If set to '2,3,4,5' the system will not allow printing of controlled medications<br />
* If set to 'Always' the system will not allow printing of medications<br />
* If set to '' all medication levels will print<br />
<br />
Available Options: '2', '2,3', '2,3,4', '2,3,4,5', 'Always', ''<br />
Recommended Setting: '' <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''RxWeb List Limit'''<br />
* This is a numeric value that limits the number of medications returned in a search. This can be limited if searching is causing slow responses, but typically this is left blank.<br />
<br />
Available Options: Numeric value between 0-99<br />
Recommended Setting: leave blank (unlimited)<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option<br />
<br />
<br />
'''Samples - Expiration Date Required'''<br />
* If set to 'Y' the Expiration Date would be a required field when dispensing samples.<br />
* If set to 'N' the Expiration Date would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Lot Required'''<br />
* If set to 'Y' the Lot Number would be a required field when dispensing samples.<br />
* If set to 'N' the Lot Number would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Manufacturer required'''<br />
* If set to 'Y' the Manufacturer would be a required field when dispensing samples.<br />
* If set to 'N' the Manufacturer would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Quantity Required'''<br />
* If set to 'Y' the Quantity would be a required field when dispensing samples.<br />
* If set to 'N' the Quantity would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Samples - Quantity Units Required'''<br />
* If set to 'Y' the Quantity Units would be a required field when dispensing samples.<br />
* If set to 'N' the Quantity Units would not be a required field when dispensing samples<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Schedule III to V Meds Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.<br />
* If set to 'Retrospective' a Order Notification task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first. <br />
* If set to 'Not Required' no tasks will be created if a level III to V medication is prescribed by a user without proper license information. That medication would be fulfilled immediately. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required' <br />
Recommended Setting: 'Prospective' - this should be based on your organizations policy<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
<br />
'''Schedule II Meds Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.<br />
* If set to 'Retrospective' a Order Notification task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first. <br />
* If set to 'Not Required' no tasks will be created if a level II medication is prescribed by a user without proper license information. That medication would be fulfilled immediately. <br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required' <br />
Recommended Setting: 'Prospective' - this should be based on your organizations policy<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
==Meds/Orders Preferences==<br />
'''Duplicate Checking Order Interval (Hrs)'''<br />
* This Value is a number representing number of hours. This tells the system how many hours in the past it should look for a duplicate order. If a duplicate is found within the specified timeframe, the user will receive a message with that information, which allows them to determine if another test is needed or not. <br />
<br />
Available Options: 0-99<br />
Recommended Setting: 48<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Enable Rx-Orders Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' this will require verification when non-provider users enter med or order history. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. A Task would be created for the Ordering physician to verify.<br />
* If set to 'N', the med or order entries would not require verification prior to being added to the patient's chart when added by a non-provider user.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Med/Orders List Review''' - Leave blank, this is currently unused.<br />
<br />
'''Monitor Order Selection'''<br />
* If set to 'Y' the system will track how users are selecting orders. This will determine if the user used their favorites, QuickSets or CareGuides. This can be used to review workflows. This information is stored in the database, but would require a special script to retrieve the data.<br />
* If set to 'N', they will not track how orders are selected.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Cancel Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Cancel reason if they choose to cancel an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Cancel reason, but it is not required to continue.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Cancel reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Chargeable Requires Billable ICD-9'''<br />
* If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item is defined as chargeable. This will need to be selected before the user can save the Order.<br />
* If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. <br />
* If set to 'Not Required' the system will not require a chargeable order be tied to an appropriate billable problem. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
''Order 'CPT Requires Billable ICD9'''<br />
* If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item has an associated CPT code. This will need to be selected before the user can save the Order.<br />
* If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. <br />
* If set to 'Not Required' the system will not require a chargeable order be tied to an approapriate billable problem. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Order Discontinue Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Discontinue reason, but it is not required to discontinue.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Discontinue reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Defer Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Defer reason if they choose to defer an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Defer reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Entered in Error Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Entered in Error reason if they choose to mark an order as entered in error. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Entered in Error reason, but it is not required to mark an order as entered in error. <br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Entered in Error reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Permanent Defer Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Permanent Defer reason if they choose to permanently defer an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Permanent Defer reason, but it is not required to permanently defer.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Permanent Defer reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Order Void Reason'''<br />
* If set to 'Required' the user or provider will be required to provide an Order Void reason if they choose to void an order. <br />
* If set to 'Prompt' the user or provider will be prompted to provide an Order Void reason, but it is not required to void an order.<br />
* If set to 'Allowed' the user or provider will not be prompted to provide an Order Void reason.<br />
<br />
Available Options: 'Required', 'Prompt', 'Allowed'<br />
Recommended Setting: 'Allowed'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes this is available<br />
<br />
'''Overdue Order Task Creation'''<br />
* If set to 'All Overdue' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue. <br />
* If set to 'Overdue Important' the system will create overdue order tasks assigned to the ordering provider if the ordering provider selected the "Overdue Important" setting on the Order Details screen. <br />
<br />
Available Options: 'All Overdue', 'Overdue Important'<br />
Recommended Setting: 'Overdue Important'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Worklist Navigation After Authorize or Void:''' Worklist Navigation After Authorize or Void<br />
Determines where a user will be navigated to after authorizing or voiding a medication or order. The system will only navigate to the next patient when there are no outstanding items that require verification, review, authorization, or voiding. <br />
*Default: Stay on worklist<br />
NOTE: After voiding or authorizing an order, the user will either stay on the current patient worklist or be taken to the next patient,<br />
Options: <br />
1. Stay on Worklist<br />
2. Go to next patient<br />
<br />
==Note Preferences==<br />
<br />
'''Document Add Review Stamp''' Add in v11.1.7<br />
Add review stamp when a document review task is completed. <br />
* When set to 'Y' a review stamp displaying the reviewing provider's name, date & time will display on the document reviewed.<br />
* When set to 'N' no review stamp will display<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes<br />
<br />
'''Note Auto Unlock Notes After Time'''<br />
* This is a numeric value that represents hours. This will tell the system how many hours should occur before the system automatically unlocks v11 note. A note remains locked when a user is editing a note and at times this can be left open accidentally or an issue may have occurred that didn't properly close the note. This preference only applies to v11 note. This preference prevents notes from being locked when there is no AE-EHR session open. <br />
<br />
<br />
<br />
Available Options: Numeric value<br />
Recommended Setting: 24<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Make Final'''<br />
* Allows the System Administrator to configure a default state for the Make Final option on the Note Signature page to accommodate the provider’s most common workflow for signing documents and the need to finalize.<br />
* If set to 'Y' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels. <br />
* If set to 'N' the 'Make Final' checkbox will default to not being selected.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Navigation After Signing'''<br />
<br />
* Determines to which page the system navigates after the user signs a note.<br />
* If set to 'No Navigation' the user or provider will not be taken off of the note upon signing. <br />
* If set to 'Schedule' the user or provider will be brought to the Daily Schedule screen upon signing the note.<br />
* If set to 'Task View' the user or provider will be brought to the Task List screen upon signing the note.<br />
* If set to 'MD Charges' the user or provider will be brought to the Charge screen upon signing the note.<br />
<br />
Available Options: 'No Navigation', 'Schedule', 'Task View', 'MD Charges'<br />
Recommended Setting: 'No Navigation' - this really should be set on a user level based on their desired workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''DefaultSpecialtyInFormSelector:''' Default the Specialty Filter in the Form Selector to the specialty selected for the note<br />
Allows users to select a default specialty filter in the Form selector for note<br />
*Default Value: N<br />
Options: <br />
(Y): Default for the speciality filter for the assigned <br />
specialty note<br />
(N): Don't default for the assigned specialty note<br />
<br />
<br />
'''Note Default Owner'''<br />
* Determines the default owner for Notes.<br />
* If set to 'Use Appointment Encounter Provider if available, else use Most Recently Used' the system will default the note owner as the Appointment Provider. If there is no encounter provider available it will default to the most recently used provider.<br />
* If set to 'Always use Most recently used note owner' the system will default the note owner to the last provider used for that user. This is a preferred method when the user primarily works from an ancillary schedule such as a Lab Schedule and the encounter provider is not an actual human.<br />
* If set to 'None' the note owner will not default and will need to be selected each time a new note is created.<br />
<br />
Available Options: 'Use Appointment Encounter Provider if available, else use MRU', 'Always use MRU note owner', 'None'<br />
Recommended Setting: 'Use Appointment Encounter Provider if available, else use MRU'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Signature Display'''<br />
<br />
* This setting defines the format of the signature when signing a note. The available formats are:<br />
<br />
# Firstname Lastname, Credentials; Date/Time (Signature Type) <br />
# Firstname Lastname, Credentials; User/Profession Date/Time (Signature Type) <br />
# Firstname Lastname, Date/Time (Signature Type) <br />
# Firstname Lastname, User/Profession Date/Time (Signature Type)<br />
<br />
Recommended Setting: 'Firstname Lastname, Date/Time (Signature Type)'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Signature Type'''<br />
* This is a drop down menu that lists all available options from the Signature Type dictionary. The option selected will be defaulted into the Sign Note dialog box.<br />
<br />
Available Options: All active entries from the Signature Type dictionary<br />
Recommended Setting: Leave Blank and train the user to set the appropriate default.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Default Visit Type'''<br />
* Allows users to default to the previously used Visit Type.<br />
* If set to 'None' the visit type will not have a default value on the v11 note selector screen.<br />
* If set to 'Last' the visit type will default to the last visit type selected in the v11 note selector screen.<br />
<br />
Available Options: 'None', 'Last'<br />
Recommended Setting: 'Last'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Don't Generate Document Appt Encounter Tasks'''<br />
* If set to 'Y' the system will not generate Document Appointment Encounter Tasks.<br />
* If set to 'N' the system will generate Document Appointment Encounter Tasks. This task would serve as a reminder for the appointment encounter provider to create a note for the patients visit. The task will automatically be removed once a note is created. Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Don't Generate Review Covered Note Tasks'''<br />
* If set to 'Y' the system will not generate Review Covered Note Tasks.<br />
* If set to 'N' the system will generate Review Covered Note Tasks. This task would apply when a physician is covering for another doctor and signs off on a note for them. This setting also depends on the 'Create Review Covered Note Task on Finalization' setting in the [[Document Type]] dictionary. Both settings must be set properly to activate the task workflow.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''Note Lock Lists After Number Days'''<br />
<br />
* This is a numeric value that defines how many days until all lists within a note are locked. This includes lists such as Problems, Vitals, Immunizations, and Medications. This only applies to notes that have not been finalized. Once a note is finalized or this time limit has been reached, the lists will not update automatically.<br />
<br />
<br />
Available Options: Numeric value<br />
Recommended Setting: 7<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Is V10 Note User Only'''<br />
* If set to 'Y' the user or provider will only be able to create v10 notes. The v10 note selector will be presented to the user.<br />
* If set to 'N' the user or provider will be presented with the v11 note selector and have the ability to select either version of notes available to them. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: This should be set based on the organizations preference to use v11 note<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced <br />
<br />
'''CC or RFV Required for E&M Code''' - need further details to explain.<br />
* If set to 'Y' the E&M coder will require the CC or RFV be set.<br />
* If set to 'N' the E&M coder will not require these values. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''E/M Coder default to MDM tab'''<br />
* If set to 'Y' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.<br />
* If set to 'N' the E/M coder will default to the Summary tab.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''Post Text to Current Note'''<br />
* If set to 'Y' the default will be for the "post text to current note" option to be on. This will tell the system that the users actions should be posted to a note. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. <br />
* If set to 'N' the default will be for the "post text to current note" option to be off. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training<br />
<br />
'''UseAutoPrintForDefaultTemplate'''<br />
* If set to 'Y' the document will print using the document type specific document template and override the users preferred setting. This can be useful if certain types of document require specific document templates. <br />
* If set to 'N' the users auto-print defaults will be used. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
==Orders Preferences==<br />
'''Add Clinical Item Order Selection Method Default'''<br />
* If set to 'Problem Based' the ACI window will default to the problem based tab which is best for users that utilize CareGuide or QuickSets.<br />
* If set to 'Rx-Orders' the ACI window will default to the Rx/Orders tab which is best for users that don't use CareGuides or QuickSets.<br />
<br />
Available Options: 'Problem Based', 'Rx-Orders'<br />
Recommended Setting: This depends on the use of CareGuides and QuickSets<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is an option<br />
<br />
'''AllowManualSettingsofSpecimenToBeCollectedField:''' Allow Manual Setting of Specimen To Be Collected Field<br />
Allows the organization to determine if Specimen To Be Collected to be manually entered by the user<br />
*Default Value: N<br />
Options: Y or N<br />
<br />
'''Always Present Fax Dialog When Requesting Faxing Requisition'''<br />
* If set to 'Y' the Fax Dialog screen will always present to a user when faxing a requisition.<br />
* If set to 'N' the Fax Dialog screen will only present to a user if they don't have a default defined.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Always Present Print Dialog When Printing Requisition'''<br />
* If set to 'Y' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to unchecked and unless changed, the user will always be presented with the Print Dialog box when printing an Order Requisition.<br />
* If set to 'N' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to checked and unless changed, the user will only be presented with the Print Dialog box when printing an Order Requisition if they do not have defaults defined.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training. <br />
<br />
'''Days before Scheduled Order Children To Be Done Date to Create Them'''<br />
* This is a numeric value that represents the number of days before a scheduled order is created. This is based on the "To Be Done Date" defined on the scheduled order. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 6<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Enable Orderable Item selection by RPL Filtering:''' Enable Orderable Item selection by RPL filtering<br />
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI <br />
NOTE: this is NOT available at the user level<br />
*Default Value: Y<br />
Options: <br />
1. Y (when set to Y the To Be Performed box on the ACI will filter <br />
by the RPL values per Order Type) <br />
2. N (when set to N the To Be Performed box does not display in the ACI) <br />
<br />
'''Enable Orderable Item selection by Site Filtering:''' Enable Orderable Item selection by Site filtering<br />
Allows the organization to enable site filtering based on the site restrictions configured in the OID<br />
<br />
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.<br />
<br />
NOTE: This preference is NOT available at the user level<br />
*Default Value: N<br />
Options: <br />
1. Y (when set to Y the orderable items are filtered based on site <br />
restrictions configured within the OID)<br />
2. N (when set to N then all orderable items are displayed)<br />
<br />
'''Hold Orders for ABN'''<br />
* If set to 'Y' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.<br />
* If set to 'N' the order will not be put on an 'On Hold' status due to ABN requirements.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''<br />
* This is a numeric value that represents the number of minutes before a user must enter their password to authenticate when ordering a non-medication order. <br />
<br />
Available Options: Numeric or Blank Values<br />
Value of "0" means that the users will be prompted every time to enter their password<br />
Value of "blank" means that the user will never be prompted to enter their password<br />
Recommended Setting: 0<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Non-Medication Order Authorization Required'''<br />
* If set to 'Prospective' an Order Authorization task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task must be completed before the order will be sent or fulfilled.<br />
* If set to 'Retrospective' and Order Notification task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task is informational only and does not prevent the order from being sent or fulfilled.<br />
* If set to 'Not Required' no tasks will be created.<br />
<br />
Available Options: 'Prospective', 'Retrospective', 'Not Required'<br />
Recommended Setting: 'Not Required' - this should be based on your organizational policies<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Order Medical Necessity Turned On'''<br />
* If set to 'Y' Medical Necessity checking will be enabled.<br />
* If set to 'N' Medical Necessity checking will be disabled.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Order Authorization level''' - this setting is not used, leave blank.<br />
<br />
'''Enable Order Authorization'''<br />
* If set to 'Y' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.<br />
* If set to 'N' orders will not require authorization.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Enable Order notification'''<br />
* If set to 'Y' order notification tasks will be created if an orderable item is defined to require retrospective authorization.<br />
* If set to 'N' orders notification tasks will not be created.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Order Notification Level'''<br />
* This is a numeric value that defines the Order level that a notification task should be created for. This number must be 1-10 and the system will create Order Notification tasks for any order that has a higher level than the value defined here if an Order is defined as requiring retrospective authorization.<br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: Leave blank<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Ordering Medications if Patient has Unverified Allergies'''<br />
* If set to 'Prevent' the system will require that the user verify unverified allergies before they can complete or save the order.<br />
* If set to 'Warn' the system will notify the user that a patient has unverified allergies, but will not prevent them from ordering the medication.<br />
* If set to 'Do Not Warn' the system will not notify the user if the patient has unverified allergies.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Do Not Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Ordering Medications if Patient has Unverified Medications'''<br />
* If set to 'Prevent' the system will require that the user verify unverified medications before they can complete or save the order.<br />
* If set to 'Warn' the system will notify the user that a patient has unverified medications, but will not prevent them from ordering the medication.<br />
* If set to 'Do Not Warn' the system will not notify the user if the patient has unverified medications.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Do Not Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Order Problem Linking Required'''<br />
* If set to 'Required to Save' the user must select a problem on the order detail screen before they are allowed to save the order. <br />
* If set to 'Needs Info Reason' the user will not be required to select a problem on the order detail screen, but the order will go to a 'Needs Info' status and must be completed before the order can be sent. <br />
* If set to 'Not Required' a user will not be required to select a problem when completing an order. <br />
<br />
Available Options: 'Required to Save', 'Needs Info Reason', 'Not Required'<br />
Recommended Setting: 'Required to Save'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Editing Order Updates Supervised by Field'''<br />
* If set to 'Y' the supervised field will be updated to the current user when updating an order.<br />
* If set to 'N' the supervised field will remain unless manually changed by the user. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Chargeable Order Problem Linkage to Billable ICD-9 Interrupt timing'''<br />
* If set to 'Immediate' the system will immediately warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on.<br />
* If set to 'Deferred' the system will warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on when they attempt to commit the patient data.<br />
* If set to 'Never' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.<br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Problem Linkage Interrupt Timing'''<br />
* If set to 'Immediate' and problem linking is required, the system will prompt the user to select a problem upon entering the order.<br />
* If set to 'Deferred' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.<br />
* If set to 'Never' and problem linking is not required, the user will not be prompted. <br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing'''<br />
* If set to 'Immediate' and problem linking is required for the performing location, the system will prompt the user to select a problem upon entering the order.<br />
* If set to 'Deferred' and problem linking is required for the performing location, the system will prompt the user to select a problem upon selecting the commit button.<br />
* If set to 'Never' and problem linking is not required for the performing location, the user will not be prompted. <br />
<br />
Available Options: 'Immediate', 'Deferred', 'Never' <br />
Recommended Setting: 'Never'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced. <br />
<br />
'''Require Re-Authentication For New or Renewed Orders'''<br />
* If set to 'Y' the user will be prompted to enter their password if they have not authenticated within the timeframe specified for the 'Minutes Before Re-Authentication Is Required for Non-Medication Order' setting.<br />
* If set to 'N' the user will not be required to enter their password for new or renewed orders. This setting does not apply to medications.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Unspecified Billing Provider Matching''' Added in v11.1.7<br />
* It can be set to Order Only or Exact Match. If set to order Only, the system behaves as it is currently. If set to exact match, the billing provider derived from the order must match exactly to the encounter on which the charges are generated. So if set to Exact match – if the ordering provider and billing provider don’t match it won’t drop the charges to that encounter.<br />
<br />
Available Options: 'Order Only' or 'Exact Match'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced.<br />
<br />
==Problem Preferences==<br />
'''Enable Problem Verification''' see [[Change to Enable -clinical item- Verification]]<br />
* If set to 'Y' problems will be set to an unverified status when entered by a non-provider user. This information would need to be verified by a provider prior to becoming part of the patient chart.<br />
* If set to 'N' problems will not get set to an unverified status.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: No, this is off and enforced.<br />
<br />
'''Problem resolved date equals today'''<br />
* If set to 'Y' the resolved date will default to today when resolving a problem.<br />
* If set to 'N' the resolved date will not default and must be manually entered if desired.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Problem Include in PMH'''<br />
* If set to 'Unchecked' the 'Include in PMHx' option will not be selected by default on the problem detail screen.<br />
* If set to 'Checked for All' the 'Include in PMHx' option will always be selected by default on the problem detail screen.<br />
* If set to 'Checked for Chronic Only' the 'Include in PMHx' option will only be selected by default on the problem detail screen if the problem is classified as a chronic problem.<br />
<br />
Available Options: 'Unchecked', 'Checked for All', 'Checked for Chronic Only'<br />
Recommended Setting: 'Unchecked'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Problem List Review''' - this is currently unused, leave blank.<br />
<br />
'''Problem Post to Encounter'''<br />
* If set to 'Y' the problem will post to the encounter form when assessed. <br />
* If set to 'N' the problem will not post to the encounter form when assessed.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'Y'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Show unverified problems in the ALL view only'''<br />
* If set to 'Y' unverified problems will only appear in the All Problem view. <br />
* If set to 'N' unverified problems will appear in their respective categories.<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''When No Linked V code for PMH''' Added in v11.1.7<br />
<br />
Available Options: 'Show ICD-9 for active problem' or 'Show no ICD-9'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No<br />
<br />
==Results Preferences==<br />
'''Abnormal Result Flag OverrideAllowed'''<br />
* If set to 'Y' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen. <br />
* If set to 'N' users will not have the ability to override the abnormal flag sent from a vendor. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Default Vitals - <10 years old'''<br />
* This is a free text field that defined the default vitals panel used for children under 10 years old. This value must be equal to the exact name of the vital sign picklist and is case sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by deault and should be explained during training.<br />
<br />
'''Default Vitals - 3 year old and younger'''<br />
* This is a free text field that defined the default vitals panel used for children 3 years old and younger. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Default Vitals - Female 10 years old or older'''<br />
* This is a free text field that defined the default vitals panel used for female patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group and gender.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Default Vitals - Male 10 years old or older'''<br />
* This is a free text field that defined the default vitals panel used for male patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive. <br />
<br />
Available Options: Free text field that must be the exact name of a vitals picklist. This is case sensitive.<br />
Recommended Setting: set to a vitals picklist designed for this age group and gender.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Disable QVerify All and Verify All''' Added in v11.1.7<br />
* If set to 'Y' this will disable the use of Qverify All and Verify All<br />
* If set to 'N' this will enable the use of Qverify All and Verify All<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: Y<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: N/A<br />
<br />
'''Hide Grid Header from Result Display in Worklist''' Added in v11.1.7<br />
Determines if the grid header is hidden or not from the result display in the Worklist.<br />
* If set to 'Y' this will hide the grid header from the display in the Worklist<br />
* If set to 'N' this will not hide the grid header from the display in the Worklist<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization<br />
User can Override: Optional<br />
<br />
'''HMP Vitals Units'''<br />
* If set to 'US' the vitals flowsheet on the Health Management Screen will display in US units.<br />
* If set to 'Metric' the vitals flowsheet on the Health Management Screen will display in Metric units.<br />
* If set to 'As Entered' the vitals flowsheet on the Health Management Screen will display in the units that the vitals were entered as.<br />
<br />
Available Options: 'US', 'Metric', 'As Entered'<br />
Recommended Setting: 'US'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be explained during training.<br />
<br />
'''Number of Days of Results to include in Clinical Exchange Document'''<br />
* This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 3<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off by default.<br />
<br />
'''Number of Days of Vital Signs to include in Clinical Exchange Document'''<br />
* This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain vitals data when created. <br />
<br />
Available Options: Numeric Value<br />
Recommended Setting: 3<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off by default.<br />
<br />
'''Result Verification Append Staff Message to Staff Comment''' Added in v11.1.7<br />
Determines the default value for Append Staff Message to Task Comment checkbox.<br />
* When set to 'Y' the system checks the Copy Message to Staff to the Task Comment checkbox by default. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting:<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Result Verification Disable To/CC Button''' Added in v11.1.7<br />
Determines if the To/CC button is disabled on the Results Verification page. <br />
* If set to 'Y' this will disable the To/CC Button on the Results Verification page<br />
* If set to 'N' this will enable the To/CC Button on the Results Verification page<br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: <br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Optional<br />
<br />
'''Result Verification If Did Not Order'''<br />
Determines system response when the user that is verifying the result is not the ordering provider.<br />
* If set to 'Prevent' a provider will not be allowed to verify results that they did not order.<br />
* If set to 'Warn' a provider will be notified that they are attempting to verify results that they did not order.<br />
* If set to 'Do Not Warn' a provider will not get notified if attempting to verify results that they did not order.<br />
<br />
Available Options: 'Prevent', 'Warn', 'Do Not Warn'<br />
Recommended Setting: 'Warn'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Navigation After QVerify'''<br />
Determines the navigation path after the user clicks QVerify or QVerify All<br />
* If set to 'Go To Note' the provider will be brought to the Note when selecting QVerify during the results verification process.<br />
* If set to 'Go To Next Patient' the provider will remain in the patient worklist screen and the next patient with worklist items defined in their current view will be brought into context.<br />
* If set to 'Stay on Worklist' the provider will remain in the worklist on the current patient. <br />
<br />
Available Options: 'Go To Note', 'Go To Next Patient', 'Stay on Worklist'<br />
Recommended Setting: Depends on desired workflow, set the best default and train users to select their preference.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Note Type for QVerify''' Modified in v11.1.7<br />
* This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for QVerify.<br />
<br />
Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)<br />
Recommended Setting: Results Verification note type designed for this workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Note Type for Verify''' Added in v11.1.7<br />
* This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for Verify.<br />
<br />
Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)<br />
Recommended Setting: Results Verification note type designed for this workflow<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Note Use - For QVerify''' Modified in v11.1.7<br />
This preference determines the default note use value for the QVerify action. <br />
* If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using QVerify.<br />
* If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of QVerify.<br />
* If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.<br />
<br />
Available Options: 'Create New Note', 'No Note', 'Select Note'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Note Use - For Verify''' Added in v11.1.7<br />
This preference determines the default note use value for the QVerify action. <br />
* If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using Verify.<br />
* If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of Verify.<br />
* If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.<br />
<br />
Available Options: 'Create New Note', 'No Note', 'Select Note'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Patient Communication Methods for QVerify''' Added in v11.1.7<br />
This preference determines the default communication method for QVerify. <br />
* If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.<br />
* If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.<br />
* If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.<br />
* If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details. <br />
* If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note. <br />
<br />
Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', <br />
'No Patient Communication Needed at this Time','Schedule Appointment to Discuss Results'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Patient Communication Methods for Verify''' Added in v11.1.7<br />
This preference determines the default communication method for Verify. <br />
* If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.<br />
* If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.<br />
* If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.<br />
* If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details. <br />
* If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note. <br />
<br />
Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', <br />
'No Patient Communication Needed at this Time', 'Schedule Appointment to Discuss Results'<br />
Recommended Setting: Determined by workflow. Set to the best default and alert users of this preference during training.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Result Verification Task Assignment'''<br />
Determines the default value for the assignment of delegated ResultsVerification tasks. <br />
* If set to 'Current User' the user entering the result will be assigned the Results Verification task.<br />
* If set to 'Ordering Provider' the provider defined as the Ordering Provider will receive the Results Verification Task.<br />
<br />
Available Options: 'Current User'. 'Ordering Provider' <br />
Recommended Setting: 'Ordering Provider'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
'''Results Verification Required'''<br />
Determines the if results verification is required. <br />
* If set to 'Y' the 'Verification Required' field on the Order Details screen will be selected by default. This specifically pertains to manually entered results. Interfaced results will be set based on the interface definition and is in no way altered with this setting. If a manual result is entered and this option is selected, a Results Verification task will be created and assigned to the user based on the 'Result Verification Task Assignment' setting. <br />
* If set to 'N' the 'Verification Required' field will not be selected by default. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No, this is off and enforced<br />
<br />
'''Results Verification Shows Verified Results in Results Document - For QVerify''' Modified in v11.1.7<br />
Determines if the verified results should display on the Results Document for QVerify action. <br />
* If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.<br />
* If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.<br />
* If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time. <br />
<br />
Available Options: 'Y', 'N', 'As Per Post to Note Icon'<br />
Recommended Setting: 'As Per Post to Note Icon'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training.<br />
<br />
'''Results Verification Shows Verified Results in Results Document - For Verify...''' Addedin v11.1.7<br />
Determines if the verified results should display on the Results Document for a Verify action. <br />
* If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.<br />
* If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.<br />
* If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time. <br />
<br />
Available Options: 'Y', 'N', 'As Per Post to Note Icon'<br />
Recommended Setting: 'As Per Post to Note Icon'<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described in training.<br />
<br />
'''Require Abnormal Flag for Results Entry'''<br />
* If set to 'Y' the Abnormal flag will be required for all resultable items with an order. If you have an Order with many resultable items, the user will be required to select an abnormal flag for all values even if those values are not being reported. This applies to manually entered results only. <br />
* If set to 'N' the user will not be required to specify the abnormal flag when manually entering results. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No this is off and enforced.<br />
<br />
'''Use UAI Vital Signs Integration'''<br />
* If set to 'Y' the user will have the ability to capture vital signs using the UAI tool. This requires extra setup and the UAI module. This product allows you to capture and import vitals using a 3rd party device such as a Welch Alyn device.<br />
* If set to 'N' the user will not have the option to capture vital signs using the UAI tool. <br />
<br />
Available Options: 'Y' or 'N'<br />
Recommended Setting: 'N'<br />
Can be set on these levels: Enterprise, Organization<br />
User Can Override: No this is off and enforced.<br />
<br />
'''Vitals Picklist'''<br />
* This is a drop down list that defines the default Vitals Picklist to be used. This picklist defines the Vital Sign Views available to the end user.<br />
<br />
Available Options: Drop down list of valid Vital Sign Picklists defined in your OID dictionary.<br />
Recommended Setting: Use the preferred vital signs picklist defined by your organization.<br />
Can be set on these levels: Enterprise, Organization, User<br />
User Can Override: Yes, this is on by default and should be described during training.<br />
<br />
== '''Removed in 11.2''' ==<br />
<br />
'''From General:'''<br />
*'''UAIInstallLocation'''<br />
*'''Works 0 FingerPrintAuthEnc'''<br />
<br />
'''From Orders:'''<br />
*'''Always Present Fax Dialog When Faxing Requisition'''<br />
*'''Always Present Print Dialog When Printing Requisition'''<br />
*'''OrderEntryAuthLevel'''<br />
*'''OrderEntryNotification'''<br />
*'''OrderUpdateSupervisedByOnEdit'''<br />
<br />
<br />
<br />
Return to [[V10 to V11.2 Build Workbook (BW)]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Alert_Preferences_and_Alert_Preference_Options&diff=11067Alert Preferences and Alert Preference Options2011-04-18T22:46:12Z<p>Jerri.cowper: Created page with "Alert Preferences that use Specialty: Display Specialty Alerts: Options - 1. Check All Specialties 2. Check the Specialties that Apply Overdue Order Alerts: ..."</p>
<hr />
<div>Alert Preferences that use Specialty: <br />
<br />
Display Specialty Alerts: <br />
Options - 1. Check All Specialties<br />
2. Check the Specialties that Apply<br />
<br />
Overdue Order Alerts: <br />
Options - 5. Show orders related to my specialty in My Alerts and hide any others<br />
6. Show order related to my specialty in All Other Alerts and hide any others<br />
<br />
<br />
Overdue Reminder Alerts: <br />
Options - 5. Show orders related to my specialty in My Alerts and hide any others<br />
6. Show order related to my specialty in All Other Alerts and hide any others</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Driven_from_the_Specialty_Dictionary&diff=11066Driven from the Specialty Dictionary2011-04-18T22:42:31Z<p>Jerri.cowper: </p>
<hr />
<div>Areas of Enterprise that are driven from the Specialty Dictionary are: <br />
<br />
*ACI Favorites<br />
*[[Alert Preferences and Alert Preference Options]]<br />
*[[Allscripts Referral Network (Stimulus Set) Specialty]] <br />
*Chartviewer - grouping<br />
*Flowsheets<br />
*Noteforms<br />
*[[Population Health - Patient Action Set (Stimulus Set) Specialty]]<br />
*[[Referral Follow-Up Controls]]<br />
*v11 Note<br />
*v11 Text Templates<br />
<br />
Return to [[Specialty]] Dictionary</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Driven_from_the_Specialty_Dictionary&diff=11065Driven from the Specialty Dictionary2011-04-18T20:24:07Z<p>Jerri.cowper: </p>
<hr />
<div>Areas of Enterprise that are driven from the Specialty Dictionary are: <br />
<br />
*ACI Favorites<br />
*[[Allscripts Referral Network (Stimulus Set) Specialty]] <br />
*Chartviewer - grouping<br />
*Flowsheets<br />
*Noteforms<br />
*[[Population Health - Patient Action Set (Stimulus Set) Specialty]]<br />
*[[Referral Follow-Up Controls]]<br />
*v11 Note<br />
*v11 Text Templates<br />
<br />
Return to [[Specialty]] Dictionary</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Population_Health_-_Patient_Action_Set_(Stimulus_Set)_Specialty&diff=11064Population Health - Patient Action Set (Stimulus Set) Specialty2011-04-18T20:08:21Z<p>Jerri.cowper: Created page with "From the Patient Tracking Board - users can enter a specialty in the FIND text box of any tab to filter the staff and find specific providers by specialty designated to them in t..."</p>
<hr />
<div>From the Patient Tracking Board - users can enter a specialty in the FIND text box of any tab to filter the staff and find specific providers by specialty designated to them in the Prim Specialty drop-down in the TW User workspace.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Driven_from_the_Specialty_Dictionary&diff=11063Driven from the Specialty Dictionary2011-04-18T20:07:13Z<p>Jerri.cowper: </p>
<hr />
<div>Areas of Enterprise that are driven from the Specialty Dictionary are: <br />
<br />
*ACI Favorites<br />
*[[Allscripts Referral Network (Stimulus Set) Specialty]] <br />
*Charge<br />
*Chartviewer - grouping<br />
*Flowsheets<br />
*Noteforms<br />
*[[Population Health - Patient Action Set (Stimulus Set) Specialty]]<br />
*[[Referral Follow-Up Controls]]<br />
*v11 Note<br />
*v11 Text Templates<br />
<br />
Return to [[Specialty]] Dictionary</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=File:Example.png&diff=11062File:Example.png2011-04-18T20:05:29Z<p>Jerri.cowper: </p>
<hr />
<div></div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Allscripts_Referral_Network_(Stimulus_Set)_Specialty&diff=11061Allscripts Referral Network (Stimulus Set) Specialty2011-04-18T20:05:20Z<p>Jerri.cowper: Created page with "File:Example.png This control is read-only data identifying the referral or message receipient - auto-populated by the application from the selected recipient's data: Name..."</p>
<hr />
<div>[[File:Example.png]]<br />
<br />
<br />
<br />
This control is read-only data identifying the referral or message receipient - auto-populated by the application from the selected recipient's data: Name, Location and '''Specialty'''</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Driven_from_the_Specialty_Dictionary&diff=11060Driven from the Specialty Dictionary2011-04-18T20:03:19Z<p>Jerri.cowper: </p>
<hr />
<div>Areas of Enterprise that are driven from the Specialty Dictionary are: <br />
<br />
*ACI Favorites<br />
*[[Allscripts Referral Network (Stimulus Set) Specialty]] <br />
*Charge<br />
*Chartviewer - grouping<br />
*Flowsheets<br />
*Noteforms<br />
*Population Health - Patient Action Set (Stimulus Set)<br />
*[[Referral Follow-Up Controls]]<br />
*v11 Note<br />
*v11 Text Templates<br />
<br />
Return to [[Specialty]] Dictionary</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Referral_Follow-Up_Controls&diff=11059Referral Follow-Up Controls2011-04-18T19:59:39Z<p>Jerri.cowper: </p>
<hr />
<div>[[File:Referral Follow Up.png]]<br />
<br />
<br />
This control is a drop-down list used to assign a specialty to the referral or follow-up orderable item.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=File:Referral_Follow_Up.png&diff=11058File:Referral Follow Up.png2011-04-18T19:59:07Z<p>Jerri.cowper: </p>
<hr />
<div></div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Referral_Follow-Up_Controls&diff=11057Referral Follow-Up Controls2011-04-18T19:58:59Z<p>Jerri.cowper: </p>
<hr />
<div>[[File:Referral Follow Up.png]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Referral_Follow-Up_Controls&diff=11056Referral Follow-Up Controls2011-04-18T19:58:10Z<p>Jerri.cowper: Created page with "File:Referral Follow Up.jpg"</p>
<hr />
<div>[[File:Referral Follow Up.jpg]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Driven_from_the_Specialty_Dictionary&diff=11055Driven from the Specialty Dictionary2011-04-18T19:57:53Z<p>Jerri.cowper: </p>
<hr />
<div>Areas of Enterprise that are driven from the Specialty Dictionary are: <br />
<br />
*ACI Favorites<br />
*Allscripts Referral Network (Stimulus Set)<br />
*Charge<br />
*Chartviewer - grouping<br />
*Flowsheets<br />
*Noteforms<br />
*Population Health - Patient Action Set (Stimulus Set)<br />
*[[Referral Follow-Up Controls]]<br />
*v11 Note<br />
*v11 Text Templates<br />
<br />
Return to [[Specialty]] Dictionary</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=V11_Order_and_Result_Dictionary_Build_and_Synchronization&diff=11054V11 Order and Result Dictionary Build and Synchronization2011-04-18T17:40:34Z<p>Jerri.cowper: /* Step 11: Optional: Define Orderable behavior on the Site or Req Perf Loc level */</p>
<hr />
<div>__TOC__<br />
==Description==<br />
This page is designed to walk someone through the build process for the TouchWorks v11 Order and Results dictionary build. In TouchWorks v11 you have to synchronize your orderable items with the Touchworks [[Order Concept Dictionary]] (OCD) in order for things such as care plans and AHS defined specialty favorites to work correctly with orders. If you are using multiple vendors, you also must go through the process of synchronizing the multiple vendors together. Once you have the order side complete, you can go through the process of synchronizing results to the [[Results Concept Dictionary]] (RCD). RCD is used to flow or graph equivalent results from multiple sources. <br />
<br />
==Step 1: Request the Order/Result Compendium from the various vendors==<br />
The first step is to gather the order/result compendiums from the various lab vendors. In most cases people will ask for a utilization report and only focus their effort on the top 80% of labs ordered for their locations. There are a bunch of possible orders that aren't used often or at all, so it can cut down on the effort and future maintenance if you focus your efforts. If you do use this approach, you will need to have a process for ordering labs not found in the system, which will most likely be the current paper process. When the results are returned through the interface the dictionary values may need to be entered for the results to file. There is also a dictionary loader interface that can be utilized with results interfaces. This can be requested from your AHS interface analyst. It will file missing items on the fly. This is much better than manually working one error at a time. <br />
<br />
When requesting the compendium from the vendor, be sure to ask for CPT4 and LOINC codes as well. This helps dramatically when going through the synchronization process. This will allow you to group the various vendors by CPT4 and/or LOINC and help determine which orders and results are indeed the same. It is not always one for one, but it usually narrows it quite a bit.<br />
<br />
Supplies are typically ordered by specialties such as Orthopedics, Podiatry, and Family Practice among others. Supply lists should be collected by specialty. Coding & billing departments can provide the HCPCS codes. Additional info questions can be supplied by both the specialty department and the coding/billing department if applicable. Encounter forms or paper routers can also be good sources of supply descriptions and HCPCS/charge code mappings. <br />
<br />
The compendium should also contain Additional Information Questions as well as reflex codes.<br />
<br />
==Step 2: Pick a Master Vendor==<br />
The next step is probably the easiest, pick your master vendor. In most cases a medical group has a lab that they utilize the most and that is typically the best choice. Overall you want to choose the Lab vendor that has the most codes and preferably the cleanest compendium. This vendor that you choose will be loaded as the primary lab vendor and will be the vendor that gets loaded into the [[Order Item Dictionary]] OID. It is ok if the primary vendor doesn't have every single item that your other vendors will need, but it should be more than 50% of the distinct tests.<br />
<br />
==Step 3: Build the OID dictionary for the primary vendor==<br />
To begin building the OID dictionary for TouchWorks you should begin by getting the unique list of Order codes from your primary Lab vendors compendium. This does not include any of the resultables that are tied to the Orderable, just the actual test name and it's underlying information. <br />
<br />
Once you have the unique list of Orderables, you must insert the data into the corresponding [[SSMT]] spreadsheet. For this dictionary, you want the [[SSMT]] spreadsheet named "OID - Orderable Item". To get the Headers for this spreadsheet, I would recommend extracting the spreadsheet from the TouchWorks Database using [[SSMT]] and ensuring that the "Show Headers in Extracted Data?" option is selected. There have been many times where the headers at the bottom of the screen have differed from the actual needed headers. Returning them during the extraction seems to be more reliable. <br />
<br />
For additional information concerning [[SSMT]] OID extraction see: [[OID SSMT Extraction]]<br />
<br />
If you are unfamiliar with the [[SSMT]] columns for the OID spreadsheet please refer to [[SSMT: OID - Orderable Item Dictionary]]<br />
<br />
==Step 4: Build the RID Dictionary for the primary vendor==<br />
The [[Results Item Dictionary]] (RID) is the dictionary that houses the actual dictionary items for the returned result data. These are the place holders for the numeric or text values that are returned by the vendor. For example if you order a CBC that would include resultable such as White Blood Count (WBC), Red Blood count (RBC), or Hemoglobin counts. <br />
<br />
This exercise requires you to link the resultables to the parent order for the primary results only.<br />
<br />
If you are unfamiliar with the [[SSMT]] columns for the RID spreadsheet please refer to [[SSMT: RID - Resultable Item Dictionary]]<br />
<br />
==Step 5: Link the secondary vendor to the primary==<br />
This step is the first part of the synchronization process. This will allow you to enter identical labs from multiple vendors but only presents the user with one option. For example if you are loading LabCorp and Quest Orders, they would both have a CBC. If you don't sync the Orders, the user would have two CBC's to choose from and it would be confusing. When the two have been linked, the user will simply choose the requested performing location and it would then be routed appropriately with the correct codes. The requested performing location can be defaulted in many ways in v11. You can set them based on site, insurance, or a combination of the two. This allows you to define the most likely choice, but also allows the user to change it if they have feel it needs to go elsewhere. <br />
<br />
In this exercise you need to tell the system which secondary labs are equivalent to the primary labs. Start by choosing a primary lab (whichever one best describes the lab) and map the primary lab to itself. In some cases, the primary vendor may have multiple codes for the same Orderable as well. In that case, you would treat the duplicate orderable as if it were a secondary lab also. The primary value should be the active Order code. As each secondary lab item is mapped to the the primary, inactivate the secondary. This is done in the order Performing Facility Identifiers spreadsheet. <br />
<br />
If you are unfamiliar with this spreadsheet, please refer to [[SSMT: Order Performing Facility Identifiers]]<br />
<br />
If your secondary lab has orders that do not match your primary vendors entries, you would enter that order as if it were the primary lab and complete Steps 3 and 4 for that Order.<br />
<br />
==Step 6: Link your secondary lab results to the primary==<br />
This step is optional, but recommended. This step is recommended if you wish to have results from multiple vendors appear on the same line item in a Flowsheet. This wasn't available in v10, but the advantage of synchronizing resultables for multiple vendors is that it allows the user to flow common results from multiple vendors on one line. This is a huge benefit to the providers if they want to track the trend of a results ordered from multiple places. <br />
<br />
This step is very similar to the Order synchronization process. You will fill out the Results Where Performed Identifiers spreadsheet to complete this process. <br />
<br />
If you are unfamiliar with this spreadsheet, please refer to [[SSMT: Results Where Performed Identifiers]]<br />
<br />
If your secondary vendor has items that can't be matched to the primary vendor, you should load the item into the RID dictionary by following step 4. This is a little trickier than the first pass because you may have to place the secondary labs result items under the primary labs order code. If the secondary labs order is tied to a primary lab in the Order Performing Facility Identifier spreadsheet, you must load the unlink-able secondary resultables under the primary labs order code in the RID.<br />
<br />
Let's continue the example using LabCorp as your primary and Quest as your secondary. Imagine that the LabCorp CBC included only WBC and RBC, but the Quest CBC had WBC, RBC, and MCH. You wouldn't be able to synchronize MCH because it doesn't exist in the Primary lab, but the result is under an Order Code (CBC) that is synchronized. In that case you would need to load the Quest MCH resultable code into the RID spreadsheet tied to the LabCorp CBC Order code.<br />
<br />
==Step 7: Optional - Highly recommended: Link the OID dictionary to the TouchWorks OCD Dictionary ==<br />
Once you have completed loading the OID and RID entries into the system it is time to synchronize the OID dictionary to the [[Order Concept Dictionary]] (OCD) dictionary. The main purpose of this is for users to have the ability to use [[CareGuides]]. This is for the most part a manual process that a lab expert would need to complete for the client. This is completed within TWAdmin. Please see [[OID OCD Mapping]] for further details regarding this process.<br />
<br />
==Step 8: Optional - Optional: Link the RID dictionary to the TouchWorks RCD Dictionary ==<br />
<br />
Once the RID dictionary has been built you can synchronize those items to the Allscripts [[Results Concept Dictionary]] (RCD). Used to flow or graph equivalent results from multiple sources. Please see [[RCD Mapping]] for further details.<br />
<br />
==Step 9: Optional - Highly Recommended: Define your Requested Performing Location Picklists ==<br />
When a user is ordering a test or any non-medication item, they have the ability to select the [[Requested Performing Location]]. This enables them to determine where the order will be sent whether it is electronic or on a printed requisition. In most cases a particular order should only have a few viable choices. For example, you wouldn't want a user to be able to select a radiology center for a laboratory test. In order to set this up properly you must use the [[SSMT]] spreadsheet named [[SSMT: OID - Order Defaults - Insurance/PatientLocation/Site]].<br />
<br />
==Step 10: Optional - Highly Recommended: Define your Communication Method Picklists ==<br />
<br />
==Step 11: Optional: Define Orderable Behavior on the Site or Req Perf Loc level ==<br />
In many circumstances it is necessary for a separate [[site]] or [[Requested Performing Location]] to have differing defaults for orderable item behaviors. This is especially true if some location bill for certain procedures while others do not. This can't be set in the [[Order Item Dictionary|OID]] dictionary because it would set the behavior on a global level. In that case, you would need to use the [[SSMT: OID - Order Defaults - Req Perf Location / Site]] to define these defaults. This spreadsheet can also set patient instruction behavior, order instruction behavior, order detail behavior, hold for reason behavior, needs info behavior and overdue requirement behavior.<br />
<br />
==Step 12: Determine the organization's [[.NET Preferences]] for both Orders and Results ==<br />
<br />
==Step 13: Build [[Flowsheets]] which will display time-based data ==<br />
<br />
==Step 14: Result Reference Ranges ==<br />
v11.2 has introduced new result reference ranges and can be viewed at [[11.x to 11.2 Result Reference Ranges]]<br />
<br />
==Step 15: Build Order Reason Dictionary ==<br />
[[Order Reason]]s are used for follow up and referral orders.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=RCD_Mapping&diff=11053RCD Mapping2011-04-18T17:33:37Z<p>Jerri.cowper: Created page with "Resultable Concept Dictionary (RCD) is delivered content by Allscripts to provide distinct and consistent meaning to resultables. When mapped to the Resultable Item Dictionary (..."</p>
<hr />
<div>Resultable Concept Dictionary (RCD) is delivered content by Allscripts to provide distinct and consistent meaning to resultables. When mapped to the Resultable Item Dictionary (RID) these concepts can be used to compare and evaluate data of equivalent resultables from multiple sources.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Requested_Performing_Location&diff=11052Requested Performing Location2011-04-18T17:00:38Z<p>Jerri.cowper: /* Configuration for Interfacing */</p>
<hr />
<div>__TOC__<br />
<br />
Back to [[TouchWorks V11 Dictionaries]]<br />
=Description=<br />
The requested performing location dictionary houses the possible places that a order can be sent. This will typically have the list of lab vendors, imaging vendors, and in-house labs that your clinic may utilize.<br />
<br />
[[Image:To be performed.jpg]]<br />
<br />
=Definition=<br />
[[Image:Requested Performing Location1.jpg]]<br />
<br />
* '''Code''' - The Code is a unique identifier that must be supplied. This is not displayed in the product and is used for identification purposes only.<br />
* '''Name''' - This is the name that will appear for the end users in the EHR application. This should be unique to prevent confusion.<br />
* '''Mnemonic''' - This is not required, but it used as a secondary identifier. This does not appear in the product and unless you have another use for it, the recommendation would be to make this the same as the code.<br />
* '''Inactive''' - The inactive flag allows you to inactivate or hide an entry. If an item is inactivated, users would not have the ability to select the allergen in the future, although any patients with the allergen defined would remain viewable. <br />
* '''Enforced''' - The enforced flag designates whether a dictionary item is required and cannot be changed. In most cases, this comes predefined by Allscripts and should not be selected for new entries. If an entry is enforced, it cannot be modified or inactivated.<br />
<br />
=Configuration for Interfacing=<br />
[[Image:RPL Int Config2.jpg]]<br />
*If utilizing an interface, under the Detail 3 section, the default settings configuration should be as follows:<br />
**Communication Method: The "Communication Method" field in Detail 3 has no function in V11. This field is set to be removed by Allscripts in 11.1.2 (Verified on 09/15/2010).<br />
**Transmit future orders should be set to "2"<br />
*These options are configurable based upon your organization's needs<br />
<br />
In v11.2 this section has been renamed to Communication. <br />
<br />
[[Image:RPL Int Config1.jpg]]<br />
*Also, if utilizing an interface, under the Detail 4 section, at a minimum, the following should be configured:<br />
*Notify when order is canceled<br />
*Order interface is used.<br />
*Transmit order when initially becomes active<br />
*These options are configurable based upon your organization's needs<br />
<br />
<br />
In v11.2 this section has been renamed to Notification/Transmittal.<br />
<br />
=Details of RPL Checkboxes=<br />
*These check boxes are used to set up specific notification and transmission conditions based on order status for the RPL. Notifications are included on order requisitions and transmittals are sent to the performing location from Enterprise via order interface or fax with the information is recorded in the specific log for the transmission.<br />
<br />
When a control is checked, the following action occurs:<br />
*'''Notify when order is discontinued:''' Orders in Discontinued status are included on requisitions to the RPL.<br />
*'''Notify when order is canceled:''' Orders in Canceled status are included on requisitions to the RPL.<br />
*'''Notify when order is invalidated:''' Orders in Entered in Error status are included on requisitions to the RPL.<br />
*'''Notify when order is completed:''' Orders in Complete status are included on requisitions to the RPL.<br />
*'''Transmit order when initially becomes on hold:''' Orders are transmitted to the RPL at the first occurrence of transition to Hold For status.<br />
*'''Transmit every order edit while on-hold:''' Orders in Hold For status are transmitted to the RPL whenever they are edited.<br />
*'''Transmit order when initially becomes active:''' Orders are transmitted to the RPL at the first occurrence of transition to Active status.<br />
*'''Transmit every order edit while active:''' Orders in Active status are transmitted to the RPL whenever they are edited.<br />
*'''Transmit order when it is canceled:''' Orders are transmitted to the RPL whenever they transition to Canceled status.<br />
*'''Transmit order when it is discontinued:''' Orders are transmitted to the RPL whenever they transition to Discontinued status.<br />
*'''Transmit order when it is invalidated:''' Orders are transmitted to the RPL whenever they transition to Entered in Error status.<br />
*'''Order interface is used:''' Orders are transmitted to the RPL via the order interface; when unchecked, the orders are transmitted to the RPL via fax.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Requested_Performing_Location&diff=11051Requested Performing Location2011-04-18T16:59:53Z<p>Jerri.cowper: /* Configuration for Interfacing */</p>
<hr />
<div>__TOC__<br />
<br />
Back to [[TouchWorks V11 Dictionaries]]<br />
=Description=<br />
The requested performing location dictionary houses the possible places that a order can be sent. This will typically have the list of lab vendors, imaging vendors, and in-house labs that your clinic may utilize.<br />
<br />
[[Image:To be performed.jpg]]<br />
<br />
=Definition=<br />
[[Image:Requested Performing Location1.jpg]]<br />
<br />
* '''Code''' - The Code is a unique identifier that must be supplied. This is not displayed in the product and is used for identification purposes only.<br />
* '''Name''' - This is the name that will appear for the end users in the EHR application. This should be unique to prevent confusion.<br />
* '''Mnemonic''' - This is not required, but it used as a secondary identifier. This does not appear in the product and unless you have another use for it, the recommendation would be to make this the same as the code.<br />
* '''Inactive''' - The inactive flag allows you to inactivate or hide an entry. If an item is inactivated, users would not have the ability to select the allergen in the future, although any patients with the allergen defined would remain viewable. <br />
* '''Enforced''' - The enforced flag designates whether a dictionary item is required and cannot be changed. In most cases, this comes predefined by Allscripts and should not be selected for new entries. If an entry is enforced, it cannot be modified or inactivated.<br />
<br />
=Configuration for Interfacing=<br />
[[Image:RPL Int Config2.jpg]]<br />
*If utilizing an interface, under the Detail 3 section, the default settings configuration should be as follows:<br />
**Communication Method: The "Communication Method" field in Detail 3 has no function in V11. This field is set to be removed by Allscripts in 11.1.2 (Verified on 09/15/2010).<br />
**Transmit future orders should be set to "2"<br />
*These options are configurable based upon your organization's needs<br />
[[Image:RPL Int Config1.jpg]]<br />
*Also, if utilizing an interface, under the Detail 4 section, at a minimum, the following should be configured:<br />
*Notify when order is canceled<br />
*Order interface is used.<br />
*Transmit order when initially becomes active<br />
*These options are configurable based upon your organization's needs<br />
<br />
<br />
In v11.2 this section has been renamed to Communication.<br />
<br />
=Details of RPL Checkboxes=<br />
*These check boxes are used to set up specific notification and transmission conditions based on order status for the RPL. Notifications are included on order requisitions and transmittals are sent to the performing location from Enterprise via order interface or fax with the information is recorded in the specific log for the transmission.<br />
<br />
When a control is checked, the following action occurs:<br />
*'''Notify when order is discontinued:''' Orders in Discontinued status are included on requisitions to the RPL.<br />
*'''Notify when order is canceled:''' Orders in Canceled status are included on requisitions to the RPL.<br />
*'''Notify when order is invalidated:''' Orders in Entered in Error status are included on requisitions to the RPL.<br />
*'''Notify when order is completed:''' Orders in Complete status are included on requisitions to the RPL.<br />
*'''Transmit order when initially becomes on hold:''' Orders are transmitted to the RPL at the first occurrence of transition to Hold For status.<br />
*'''Transmit every order edit while on-hold:''' Orders in Hold For status are transmitted to the RPL whenever they are edited.<br />
*'''Transmit order when initially becomes active:''' Orders are transmitted to the RPL at the first occurrence of transition to Active status.<br />
*'''Transmit every order edit while active:''' Orders in Active status are transmitted to the RPL whenever they are edited.<br />
*'''Transmit order when it is canceled:''' Orders are transmitted to the RPL whenever they transition to Canceled status.<br />
*'''Transmit order when it is discontinued:''' Orders are transmitted to the RPL whenever they transition to Discontinued status.<br />
*'''Transmit order when it is invalidated:''' Orders are transmitted to the RPL whenever they transition to Entered in Error status.<br />
*'''Order interface is used:''' Orders are transmitted to the RPL via the order interface; when unchecked, the orders are transmitted to the RPL via fax.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Orderable_Item_Dictionary&diff=11014Orderable Item Dictionary2011-04-14T22:20:57Z<p>Jerri.cowper: /* Identifiers */</p>
<hr />
<div>The Order Item Dictionary (OID) is the dictionary that holds a list of the unique Order entries. This is typically built based on the compendium from you primary vendor, but may also include other tests from your other vendors. Ultimately this is the list of Orders that the user will have the ability to Order from within TouchWorks (assuming they are set as Orderable and Users are allowed to order the test in the OID). <br />
<br />
To learn more about building the OID please refer to [[V11 Order and Result Dictionary Build and Synchronization]].<br />
<br />
'''Version Information'''<br />
*[[Article Creation|Article Created based on version]]: 11.1.1<br />
*[[Article Last Update|Last Updated with version]]: 11.1.7<br />
<br />
==Data Grid & Overview==<br />
The dictionary itself is broken down into 2 main classifications, medication and non-medication orderable items. The main data grid displays the set of items that can be ordered, received as resulted order, recorded as resulted orders, as well as entries used for the<br />
classification of other orderable items. Entries could include medications, patient instructions, laboratory items, and radiology items.<br />
<br />
[[Image:Orderable Item.jpg]]<br />
<br />
'''Code''' - the data parameters for the "Code" field indicate that the entry must be unique within the OID and be 10 characters or less. This code is typically obtained from the organization's lab vendor. <br />
<br />
'''Name''' - the "Name" field indicates that dictionary entry name.<br />
<br />
'''Mnemonic''' - the "Mnemonic" field is similar to the "Code" field in that it shares the same data requirements; the entry must be unique to all other order entries and be 10 characters or less.<br />
<br />
'''Inactive''' - the "Inactive" checkbox indicates whether or not the orderable item is "Active". A mark in the checkbox indicates that the orderable item is inactive. This field also controls the "OID Mode" field in the Intial details section of the OID. (See below)<br />
<br />
==Initial==<br />
[[Image:Initial.jpg]]<br />
<br />
'''Display Name''' - indicates the name that displays in the application for the lab test.<br />
<br />
'''Linked OCD''' - indicates a linked OCD (if exists). Linked OCD will drive modifier behaviors for the lab test.<br />
<br />
'''Orderable checkbox''' - indicates whether the dictionary entry is an Orderable Item or a Parent Class.<br />
<br />
'''Complex checkbox''' - used for a collection of items that can be performed without ordering. This checkbox currently is only supported with the set up of Vital Panels and should not be utilized when building orderable items.<br />
<br />
'''Orderable Via''' - indicates how the item can be ordered (such as, interface or lab).<br />
<br />
'''OID Mode''' - indicates the mode while the item is built. The mode is controlled by the "Inactive" checkbox in the OID data grid.<br />
<br />
'''Order Type''' - indicates where this item falls in the hierarchy (display only field). The Order Type is also an indication of where an orderable item can be found in the ACI.<br />
<br />
'''Modifier Picklists''' - organizations can assign up to three modifier picklists to orderable items. Up to three default modifiers from the picklists can be assigned. Modifier picklists allow for documentation of additional information on a particular orderable item. Modifier picklists only allow for entry of information through drop down fields. (see Additional Information Questions as a more flexible alternative)<br />
<br />
'''Required to Save''' — the Required to Save options indicate if this<br />
modifier information is required to save.<br />
<br />
==Medication==<br />
[[Image:Medication.jpg]]<br />
<br />
'''NDC''' - (National Drug Code) Universal standard drugs number that’s defaulted from Medispan.<br />
<br />
'''DDI''' - Medispan internal identifier that is used for drug- drug checking, etc.<br />
<br />
'''Control Substance Code''' - indicates scheduled drugs. Drives narcotic behavior. Choices are: Sched 1-5.<br />
<br />
'''Route of Admin''' - determines the default route to administer the drug. It’s possible to have more than one route of admin (need link to what’s available) from the Sig.<br />
<br />
'''Medication Package Size''' — determines what package size of this the medication to dispense to the patient.<br />
<br />
'''Critical Admin checkbox''' – determines if the medication should be considered important when it is overdue.<br />
<br />
'''Keep On Person Prohibited checkbox''' — determines if the patient should or should not carry the medication on their person.<br />
<br />
'''GPI, UPC, HRI''' — identifies products. Enabled for user defined products only.<br />
<br />
==Results==<br />
[[Image:Results.jpg]]<br />
<br />
'''RID Selector''' - Clicking on this link will prompt a dialog that allows an administrator to create an association between resultable items and the orderable item.<br />
<br />
'''Results History''' - This checkbox indicates whether any historical results for the orderable item should be displayed or suppressed in the Order Details or the Order Viewer.<br />
<br />
'''Resultable Via''' - Controls the method for entering results into the system. The entries in the picklist are described below.<br />
*User - The "user" entry indicates that results for this order can only be entered by a user<br />
*Interface - The "interface" entry indicates that results for this order can only be entered through an interface with an external system. (Note: When sent to interface users will not be able to enter results manually)<br />
*User or Interface - Combination of the options above. This entry allows entry of result data either manually or through an interface with an external system.<br />
<br />
==Instructions==<br />
[[Image:Instructions.jpg]]<br />
<br />
'''Order Instructions''' - free text instructions for the lab.<br />
<br />
'''Patient Instructions''' - free text instructions for the patient. If pre-loaded for the appropriate orderable in the OID these instructions will appear on the requisition if one is generated.<br />
<br />
'''Must Read Order Instructions''' - when checked the "Additional Details" section is expanded in the "Order Details" at the time of order.<br />
<br />
'''Additional Information Questions''' - additional information questions for the lab appear on the Order Detail page. The sequence of additional information questions can be sequenced.<br />
*Additional Information Questions allow for documenation of required information on an orderable item. The options for data entry in these fields include text, picklist, and date/time data. There is no limit to the number of additional information questions that can be associated with an order. <br />
*Additional Information Questions are similiar to the Modifier Picklist entries, but the Additional Information Questions are much more flexible in terms of data entry types, number of items that can be associated with an order, and facilitating workflow.<br />
<br />
==Charge/MN==<br />
[[Image:ChargeMN.jpg]]<br />
<br />
'''When to Charge''' - Indicates whether or not a charge should apply to an orderable item. The entries are described below.<br />
*Never<br />
*Upon Completion<br />
*On Order<br />
*When Resulted<br />
<br />
'''Charge Code''' - This field becomes available for selection based on the entry that is slected in the "When to Charge" field. The link allows for an administrator to select a charge code from the charge code dictionary. The code(s) designated in this field will be the codes that drop to the encounter form when the critera of the "When to Charge" field are met. <br />
<br />
'''CPT 4 Code''' - This field is only available when the "When to Charge" field is set to "Never". This is a free text box that can be used to enter the CPT 4 code for the orderable item. The entry in this field will allow for orderable item to participate in Medical Necessity Checking (LMRP). <br />
<br />
'''CPT4 Text''' — Free text for CPT 4 description. This field is strictly for documentation within the OID and has no impact on the end-user.<br />
<br />
'''Admin Initial Charge Code''' - This field only applies to medications and immunizations. The link allows for an administrator to associate an administration code that would drop to the encounter form once the order has met the criteria specified in the "When to Charge" field. <br />
<br />
'''Admin Additional Charge Code''' - Allows for a second administration code which generally applies when multiple immunizations or medications are administered to a patient.<br />
<br />
==Behavior==<br />
[[Image:Behavior.jpg]]<br />
<br />
'''Not Applicable if Gender Equals''' - Excludes order from search results when patient is of selected gender. This field is used when a certain test is gender specific and should not be able to be selected for both male and female patients. <br />
<br />
'''Priority Default''' - indicates the default clinical priority for the order (Stat, ASAP, Pre-Op)<br />
<br />
'''Reasons for Needs Info Status''' - organizations can select more than one reason for holding the order in a Needs Info status (example: until consent is obtained). The reason must be met before the order can go to an On Hold status. This field is used on the WorkList page. Users can filter orders by status.<br />
<br />
'''Reasons for Hold For Status''' - organizations can select more than one reason for holding the order in a Hold For status. This field is used on the WorkList page. Users can filter orders by status.<br />
<br />
'''Ordering Authority''' — determines the ordering authority level that is required for this order.<br />
<br />
'''Duplicate Check Interval''' - determines the interval for duplicate checking in specified time frame. This value overrides the Duplicate Check system preference.<br />
<br />
'''Auto-complete upon order becoming Active''' - determines if the system automatically completes the order when it becomes Active. This is for orders that do not need to be tracked and results are not expected (such as a procedure).<br />
<br />
'''Always Display Order Detail Upon Selection''' - whether to display the Order Detail page upon selection.<br />
<br />
==Specimen==<br />
[[Image:Specimen.jpg]]<br />
<br />
'''Specimen Instructions''' – free text instructions for handling the specimen. This information displays on the Order Detail and Specimen Collection pages.<br />
<br />
'''Label Type''' - describes the label type for printing.<br />
<br />
'''List of Valid Clinical Sources''' - describes list of valid source for which to collect the specimen. This is for Charge and Documentation purposes. This can be overridden by the Default Clinical Source can be Overridden option.<br />
<br />
'''List of Valid Specimen Types''' - describes the valid specimen types for this order.<br />
<br />
'''Default Clinical Source can be Overridden''' - determines if the clinical source can be overridden.<br />
<br />
'''Hold for Specimen collection''' - check to activate the order when the specimen collection has been done.<br />
<br />
==Performing==<br />
[[Image:Performing.jpg]]<br />
<br />
'''List of Valid Communication Methods''' - describes the valid list of communication methods for the order. Examples are: Instruction,<br />
Procedure, and Rx.<br />
<br />
'''List of Default Communication Methods''' - organizations can select more than one default communication method for the order.<br />
<br />
'''OverDue Interval Routine''' - determines when to consider a Routine order overdue.<br />
<br />
'''OverDue Interval ASAP''' - determines when to consider an ASAP order overdue.<br />
<br />
'''OverDue Interval Stat''' - determines when to consider a Stat order overdue.<br />
<br />
'''OverDue Interval Today''' - determines when to consider an order scheduled to be done on the current day overdue.<br />
<br />
'''Expiration Interval''' - determines when to consider the order expired. Expired orders can be tracked on the Expired Order report.<br />
<br />
'''Overdue Important checkbox''' - when checked a task is generated for the ordering provider if the order is overdue.<br />
<br />
'''Overdue Date and Time Required checkbox''' - determines if an overdue date and time is required when ordering this lab.<br />
<br />
'''Requested Performing Location Identifiers''' - identifies the tests in the appropriate terminology for the performing locations.<br />
<br />
==Identifiers==<br />
[[Image:Identifiers.jpg]]<br />
<br />
'''Mapped Medcin ID''' - This field is automatically populated when an orderable item is mapped to an OCD.<br />
<br />
'''HCPCS''' - This field is automatically populated when an orderable item is mapped to an OCD.<br />
<br />
'''UPC''' - Universal Product Code. Free text field.<br />
<br />
'''LOINC CODE''' - Local Observation Identifiers Names, a data set for universal lab identifiers.<br />
<br />
'''SNOMED''' - This field is automatically populated when an orderable item is mapped to an OCD.<br />
<br />
==Instruction Precaution==<br />
[[Image:Instruction precaution.jpg]]<br />
<br />
*portions of this article refer to KB article 3108</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx_Med_History&diff=11011Rx Med History2011-04-13T20:29:01Z<p>Jerri.cowper: </p>
<hr />
<div>In order to start receiving patient's medication history from the PBMs you will need to complete the following steps: <br />
<br />
*Preference -> Medication -> EnableRxHub Medication History = Y<br />
<br />
*Preference -> Medication -> Med History Query Duration = (set value selecting 1 to 24 months)<br />
<br />
*Preference -> Medication -> Medication History (default value for Med Hx Consent) = Unknown, once the patients signs the consent you can change this to Granted or Declined<br />
<br />
Medication history happens automatically with every scheduled visit or it can be manually initiated by hitting the "check eligibility" button in the demographic section. The former process works well, but the later only works with some users, and it cannot be initiated twice within 24 hours. That means the administrative person may trump the nurse or provider who interacts with the patient later during a clinic session.<br />
<br />
Benefits are often overlooked in medication reconciliation because it adds another source of information from the community. When pharmacy benefit programs participate in this, and most do, the medication record will be more complete than being dependent on the patient and provider alone.<br />
<br />
Depending on state law, the patient's permission may be needed to perform this query of outside records.<br />
<br />
Matching Criteria: Last name, First name, Gender, DOB and Zip Code</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx_Med_History&diff=11010Rx Med History2011-04-13T18:49:14Z<p>Jerri.cowper: </p>
<hr />
<div>In order to start receiving patient's medication history from the PBMs you will need to complete the following steps: <br />
<br />
*Preference -> Medication -> EnableRxHub Medication History = Y<br />
<br />
*Preference -> Medication -> Med History Query Duration = (set value selecting 1 to 24 months)<br />
<br />
*Preference -> Medication -> Medication History (default value for Med Hx Consent) = Unknown, once the patients signs the consent you can change this to Granted or Declined<br />
<br />
Medication history happens automatically with every scheduled visit or it can be manually initiated by hitting the "check eligibility" button in the demographic section. The former process works well, but the later only works with some users, and it cannot be initiated twice within 24 hours. That means the administrative person may trump the nurse or provider who interacts with the patient later during a clinic session.<br />
<br />
Benefits are often overlooked in medication reconciliation because it adds another source of information from the community. When pharmacy benefit programs participate in this, and most do, the medication record will be more complete than being dependent on the patient and provider alone.<br />
<br />
Depending on state law, the patient's permission may be needed to perform this query of outside records.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx_Med_History&diff=10938Rx Med History2011-03-31T16:15:59Z<p>Jerri.cowper: </p>
<hr />
<div>In order to start receiving patient's medication history from the PBMs you will need to complete the following steps: <br />
<br />
*Preference -> Medication -> EnableRxHub Medication History = Y<br />
<br />
*Preference -> Medication -> Med History Query Duration = (set value selecting 1 to 24 months)<br />
<br />
*Preference -> Medication -> Medication History (default value for Med Hx Consent) = Unknown, once the patients signs the consent you can change this to Granted or Declined<br />
<br />
Medication history happens automatically with every scheduled visit or it can be manually initiated by hitting the "check eligibility" button in the demographic section. The former process works well, but the latter only works with some users, and it cannot be initiated twice within 24 hours. That means the administrative person may trump the nurse or provider who interacts with the patient later during a clinic session.<br />
<br />
Benefits are often overlooked in medication reconciliation because it adds another source of information from the community. When pharmacy benefit programs participate in this, and most do, the medication record will be more complete than being dependent on the patient and provider alone.<br />
<br />
Depending on state law, the patient's permission may be needed to perform this query of outside records.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=OB_Patient_Due_Dates&diff=10926OB Patient Due Dates2011-03-30T19:22:44Z<p>Jerri.cowper: </p>
<hr />
<div>1. Create a follow up order of “Due Date” in the OID<br />
<br />
2. Create a Worklist that has the following filters:<br />
a. Order Status = Active<br />
b. By Order Provider = Current Provider<br />
c. Misc. Filter = Days to Expire set to how soon the provider wants to see the patient on the list (14 days before the due date or 30 days)<br />
d. Orderable Item = Due Date<br />
<br />
3. Assign the Worklist View to Users<br />
<br />
The workflow would be:<br />
<br />
* Provider creates a Due Date order with a To Be Done date of the patient’s due date.<br />
<br />
* The patient’s name will appear on the Worklist X of # days prior to the To Be Done date.<br />
<br />
* When the patient delivers the provider or staff completes the order.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=OB_Patient_Due_Dates&diff=10925OB Patient Due Dates2011-03-30T19:22:16Z<p>Jerri.cowper: </p>
<hr />
<div>1. Create a follow up order of “Due Date” in the OID<br />
<br />
2. Create a Worklist that has the following filters:<br />
a. Order Status = Active<br />
b. By Order Provider = Current Provider<br />
c. Misc. Filter = Days to Expire set to how soon the provider wants to see the patient on the list (14 days before the due date or 30 days)<br />
d. Orderable Item = Due Date<br />
<br />
<br />
The workflow would be:<br />
<br />
* Provider creates a Due Date order with a To Be Done date of the patient’s due date.<br />
<br />
* The patient’s name will appear on the Worklist X of # days prior to the To Be Done date.<br />
<br />
* When the patient delivers the provider or staff completes the order.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=OB_Patient_Due_Dates&diff=10924OB Patient Due Dates2011-03-30T19:21:04Z<p>Jerri.cowper: Created page with "1. Create a follow up order of “Due Date” in the OID 2. Create a Worklist that has the following filters: a. Order Status = Active b. By Order Provider = Current Provider c. ..."</p>
<hr />
<div>1. Create a follow up order of “Due Date” in the OID<br />
2. Create a Worklist that has the following filters:<br />
a. Order Status = Active<br />
b. By Order Provider = Current Provider<br />
c. Misc. Filter = Days to Expire set to how soon the provider wants to see the patient on the list (14 days before the due date or 30 days)<br />
d. Orderable Item = Due Date<br />
<br />
The workflow would be:<br />
1. Provider creates a Due Date order with a To Be Done date of the patient’s due date. <br />
2. The patient’s name will appear on the Worklist X of # days prior to the To Be Done date. <br />
3. When the patient delivers the provider or staff completes the order.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Worklist&diff=10923Worklist2011-03-30T19:20:52Z<p>Jerri.cowper: </p>
<hr />
<div>The Worklist is a specific workspace designed to contain the following items:<br />
*Orders (including medications)<br />
*Results<br />
<br />
These can be accessed specific to a single patient or for multiple patients (crosspatient).This concept allows the user to work with the order or result object itself, without requiring the user to assign a task to it to facilitate user interaction. This allows the user to have access to all orders and results as they appear in variety statuses, and to work with them from a<br />
single workspace.<br />
<br />
Examples of Worklists:<br />
<br />
*[[Follow-up/Referral Worklist]]<br />
* Financial Auth Needed (staff worklist)<br />
* Denied Financial Auth (provider worklist)<br />
* Verify Patient Results<br />
* Rx Renewals & Authorizations<br />
* Using a Worklist to track the month for [[OB Patient Due Dates]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Workflow_for_Nurses_and_Prescriptions&diff=10922Workflow for Nurses and Prescriptions2011-03-30T17:06:06Z<p>Jerri.cowper: </p>
<hr />
<div>If an organization wants to allow their nurses to send prescriptions (renewals only) they would set: <br />
<br />
*Preference -> Medication -> Non-Scheduled Meds Order Authorization Request = Not Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = No for the Users<br />
<br />
*Security Code to Nurse Security Classification = Can Renew<br />
<br />
If a nurse is allowed to send renewals and that includes Sched II drugs they would <br />
also need the security code: Med Order Protocol<br />
<br />
If they wanted their nurses/staff to start New Rx’s that would send a task to the provider to authorize they would set: <br />
<br />
*Preference – Medication -> Non-Scheduled Meds Order Authorization Request = No Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = Yes<br />
<br />
*Security Code to Nurse Security Classification = Can Prescribe<br />
<br />
<br />
'''An organization could not have both workflows.'''</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx_Med_History&diff=10921Rx Med History2011-03-30T17:03:27Z<p>Jerri.cowper: </p>
<hr />
<div>In order to start receiving patient's medication history from the PBMs you will need to complete the following steps: <br />
<br />
*Preference -> Medication -> EnableRxHub Medication History = Y<br />
<br />
*Preference -> Medication -> Med History Query Duration = (set value selecting 1 to 24 months)<br />
<br />
*Preference -> Medication -> Medication History (default value for Med Hx Consent) = Unknown, once the patients signs the consent you can change this to Granted or Declined</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx_Med_History&diff=10920Rx Med History2011-03-30T17:03:17Z<p>Jerri.cowper: Created page with "In order to start receiving patient's medication history from the PBMs you will need to complete the following steps: *Preference -> Medication -> EnableRxHub Medication Histor..."</p>
<hr />
<div>In order to start receiving patient's medication history from the PBMs you will need to complete the following steps: <br />
<br />
*Preference -> Medication -> EnableRxHub Medication History = Y<br />
<br />
*Preference -> Medicaiton -> Med History Query Duration = (set value selecting 1 to 24 months)<br />
<br />
*Preference -> Medication -> Medication History (default value for Med Hx Consent) = Unknown, once the patients signs the consent you can change this to Granted or Declined</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx&diff=10919Rx2011-03-30T16:57:42Z<p>Jerri.cowper: </p>
<hr />
<div>*Medication Administration [[Body site]]<br />
<br />
*Workflow for when a provider [[Declines an Authorize Order]] task<br />
<br />
*When [[RX no longer exists]]<br />
<br />
*[[Change Medication Status]]<br />
<br />
*[[Workflow for Nurses and Prescriptions]]<br />
<br />
*[[Rx Med History]] Set Up<br />
<br />
<br />
<br />
'''Q&A'''<br />
*[[When a provider cancels a chronic medication, does the pharmacy where the medication was last filled notified]]? <br />
*[[When a provider cancels a medication is that reflected in medication histories, are other providers notified]]?<br />
*[[When will fill status notifications be a part of Enterprise EHR]]?</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Workflow_for_Nurses_and_Prescriptions&diff=10918Workflow for Nurses and Prescriptions2011-03-30T16:56:15Z<p>Jerri.cowper: </p>
<hr />
<div>If an organization wants to allow their nurses to send prescriptions (renewals only) they would set: <br />
<br />
*Preference -> Medication -> Non-Scheduled Meds Order Authorization Request = Not Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = No for the Users<br />
<br />
*Security Code to Nurse Security Classification = Can Renew<br />
<br />
If a nurse is allowed to send renewals and that includes Sched II drugs they would <br />
also need the security code: Med Order Protocol<br />
<br />
If they wanted their nurses/staff to start New Rx’s that would send a task to the provider to authorize they would set: <br />
<br />
*Preference – Medication -> Non-Scheduled Meds Order Authorization Request = No Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = Yes<br />
<br />
*Security Code to Nurse Security Classification = Can Prescribe<br />
<br />
<br />
But an organization could not have both workflows</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Workflow_for_Nurses_and_Prescriptions&diff=10917Workflow for Nurses and Prescriptions2011-03-30T16:55:37Z<p>Jerri.cowper: </p>
<hr />
<div>If an organization wants to allow their nurses to send prescriptions (renewals only) they would set: <br />
<br />
*Preference -> Medication -> Non-Scheduled Meds Order Authorization Request = Not Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = No for the Users<br />
<br />
*Security Code to Nurse Security Classification = Can Renew<br />
<br />
**If a nurse is allowed to send renewals and that includes Sched II drugs they would also need the security code: Med Order Protocol<br />
<br />
If they wanted their nurses/staff to start New Rx’s that would send a task to the provider to authorize they would set: <br />
<br />
*Preference – Medication -> Non-Scheduled Meds Order Authorization Request = No Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = Yes<br />
<br />
*Security Code to Nurse Security Classification = Can Prescribe<br />
<br />
<br />
But an organization could not have both workflows</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Workflow_for_Nurses_and_Prescriptions&diff=10916Workflow for Nurses and Prescriptions2011-03-30T16:30:01Z<p>Jerri.cowper: </p>
<hr />
<div>If an organization wants to allow their nurses to send prescriptions (renewals only) they would set: <br />
<br />
*Preference -> Medication -> Non-Scheduled Meds Order Authorization Request = Not Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = No for the Users<br />
<br />
*Security Code to Nurse Security Classification = Can Renew<br />
<br />
<br />
If they wanted their nurses/staff to start New Rx’s that would send a task to the provider to authorize they would set: <br />
<br />
*Preference – Medication -> Non-Scheduled Meds Order Authorization Request = No Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = Yes<br />
<br />
*Security Code to Nurse Security Classification = Can Prescribe<br />
<br />
<br />
But an organization could not have both workflows</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Workflow_for_Nurses_and_Prescriptions&diff=10915Workflow for Nurses and Prescriptions2011-03-30T16:29:48Z<p>Jerri.cowper: Created page with "If an organization wants to allow their nurses to send prescriptions (renewals only) they would set: *Preference -> Medication -> Non-Scheduled Meds Order Authorization Request..."</p>
<hr />
<div>If an organization wants to allow their nurses to send prescriptions (renewals only) they would set: <br />
<br />
*Preference -> Medication -> Non-Scheduled Meds Order Authorization Request = Not Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = No for the Users<br />
<br />
*Security Code to Nurse Security Classification = Can Renew<br />
<br />
<br />
If they wanted their nurses/staff to start New Rx’s that would send a task to the provider to authorize they would set: <br />
<br />
<br />
*Preference – Medication -> Non-Scheduled Meds Order Authorization Request = No Required<br />
<br />
*Preference -> Medications/Orders -> Enable Rx-Order Verification = Yes<br />
<br />
*Security Code to Nurse Security Classification = Can Prescribe<br />
<br />
<br />
But an organization could not have both workflows</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Rx&diff=10914Rx2011-03-30T16:28:57Z<p>Jerri.cowper: </p>
<hr />
<div>*Medication Administration [[Body site]]<br />
<br />
*Workflow for when a provider [[Declines an Authorize Order]] task<br />
<br />
*When [[RX no longer exists]]<br />
<br />
*[[Change Medication Status]]<br />
<br />
*[[Workflow for Nurses and Prescriptions]]<br />
<br />
<br />
<br />
'''Q&A'''<br />
*[[When a provider cancels a chronic medication, does the pharmacy where the medication was last filled notified]]? <br />
*[[When a provider cancels a medication is that reflected in medication histories, are other providers notified]]?<br />
*[[When will fill status notifications be a part of Enterprise EHR]]?</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Chart_Alerts&diff=10913Chart Alerts2011-03-30T00:34:53Z<p>Jerri.cowper: /* Adding/Editing Standardized Chart Alerts */</p>
<hr />
<div>==Definition:==<br />
Chart Alerts are patient warnings/notes which are shown prominently below the button bar in the [[Clinical Desktop]].<br />
<br />
[[Image:SampleChartAlert.jpg]]<br />
<br />
Determine if your organization wants to limit chart alerts to a predefined set, or allow users to add chart alerts ad hoc.<br />
<br />
It is important to consider if patients see the electronic records during their visit.<br />
<br />
==Using Ad Hoc Chart Alerts==<br />
1. Open ''Patient Profile Dialog'' (information button in Clinical Desktop)<br />
<br />
[[Image:WB_ChartAlerts_2.jpg]]<br />
<br />
2. Under Chart Alerts, Click '''Add Alert'''<br />
<br />
[[Image:WB_ChartAlerts_3.jpg]]<br />
<br />
3. Type Ad Hoc Alert, click '''Add''' <br />
<br />
[[Image:WB_ChartAlerts_4.jpg]]<br />
<br />
4. Click '''OK'''<br />
<br />
==Chart Alert: Security Gates==<br />
There are two [[Security Gates]] associated with Chart Alerts:<br />
#''Chart-Alert-View'' - Allow/disallow viewing of Chart Alerts on the Clinical Toolbar<br />
#''Chart-Alert-Edit'' - Allow/disallow creating of ad-hoc Chart Alerts on the Clinical Toolbar<br />
<br />
The ability to edit the list of predefined chart alerts in the Chart Alert dictionary is limited to Admin users.<br />
<br />
==Adding/Editing Standardized Chart Alerts==<br />
Standardized '''Chart Alerts''' can be added/edited using the ''Chart Alert'' dictionary within the [[TWAdmin]] workspace. The resulting items show up in ''Add/Edit PatientChart Alerts'' under ''Available Items''.<br />
<br />
[[Image:StandChartAlert.jpg]]<br />
<br />
'''Sample Chart Alert Dictionary Items:'''<br />
<br />
*Advanced Directives<br />
<br />
*Anticoagulated Patient<br />
<br />
*Declined Med Hx Consent<br />
<br />
*Fall Risk<br />
<br />
*Hearing Impaired<br />
<br />
*Interpreter Required<br />
<br />
*Mentally Challenged<br />
<br />
*Patient Dismissed<br />
<br />
*Patient Escort Required<br />
<br />
*Same Name Alert<br />
<br />
*Visually Impaired<br />
<br />
<br />
Return to [[V10 to V11.2 Build Workbook (BW)]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Chart_Alerts&diff=10912Chart Alerts2011-03-30T00:26:23Z<p>Jerri.cowper: /* Adding/Editing Standardized Chart Alerts */</p>
<hr />
<div>==Definition:==<br />
Chart Alerts are patient warnings/notes which are shown prominently below the button bar in the [[Clinical Desktop]].<br />
<br />
[[Image:SampleChartAlert.jpg]]<br />
<br />
Determine if your organization wants to limit chart alerts to a predefined set, or allow users to add chart alerts ad hoc.<br />
<br />
It is important to consider if patients see the electronic records during their visit.<br />
<br />
==Using Ad Hoc Chart Alerts==<br />
1. Open ''Patient Profile Dialog'' (information button in Clinical Desktop)<br />
<br />
[[Image:WB_ChartAlerts_2.jpg]]<br />
<br />
2. Under Chart Alerts, Click '''Add Alert'''<br />
<br />
[[Image:WB_ChartAlerts_3.jpg]]<br />
<br />
3. Type Ad Hoc Alert, click '''Add''' <br />
<br />
[[Image:WB_ChartAlerts_4.jpg]]<br />
<br />
4. Click '''OK'''<br />
<br />
==Chart Alert: Security Gates==<br />
There are two [[Security Gates]] associated with Chart Alerts:<br />
#''Chart-Alert-View'' - Allow/disallow viewing of Chart Alerts on the Clinical Toolbar<br />
#''Chart-Alert-Edit'' - Allow/disallow creating of ad-hoc Chart Alerts on the Clinical Toolbar<br />
<br />
The ability to edit the list of predefined chart alerts in the Chart Alert dictionary is limited to Admin users.<br />
<br />
==Adding/Editing Standardized Chart Alerts==<br />
Standardized '''Chart Alerts''' can be added/edited using the ''Chart Alert'' dictionary within the [[TWAdmin]] workspace. The resulting items show up in ''Add/Edit PatientChart Alerts'' under ''Available Items''.<br />
<br />
[[Image:StandChartAlert.jpg]]<br />
<br />
'''Sample Chart Alerts:'''<br />
<br />
*Advanced Directives<br />
<br />
*Anticoagulated Patient<br />
<br />
*Declined Med Hx Consent<br />
<br />
*Fall Risk<br />
<br />
*Hearing Impaired<br />
<br />
*Interpreter Required<br />
<br />
*Mentally Challenged<br />
<br />
*Patient Dismissed<br />
<br />
*Patient Escort Required<br />
<br />
*Same Name Alert<br />
<br />
*Visually Impaired<br />
<br />
<br />
Return to [[V10 to V11.2 Build Workbook (BW)]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=V11_Order_and_Result_Dictionary_Build_and_Synchronization&diff=10899V11 Order and Result Dictionary Build and Synchronization2011-03-28T23:07:35Z<p>Jerri.cowper: /* Step 1: Request the Order/Result Compendium from the various vendors */</p>
<hr />
<div>__TOC__<br />
==Description==<br />
This page is designed to walk someone through the build process for the TouchWorks v11 Order and Results dictionary build. In TouchWorks v11 you have to synchronize your orderable items with the Touchworks [[Order Concept Dictionary]] (OCD) in order for things such as care plans and AHS defined specialty favorites to work correctly with orders. If you are using multiple vendors, you also must go through the process of synchronizing the multiple vendors together. Once you have the order side complete, you can go through the process of synchronizing results to the [[Results Concept Dictionary]] (RCD). RCD is used to flow or graph equivalent results from multiple sources. <br />
<br />
==Step 1: Request the Order/Result Compendium from the various vendors==<br />
The first step is to gather the order/result compendiums from the various lab vendors. In most cases people will ask for a utilization report and only focus their effort on the top 80% of labs ordered for their locations. There are a bunch of possible orders that aren't used often or at all, so it can cut down on the effort and future maintenance if you focus your efforts. If you do use this approach, you will need to have a process for ordering labs not found in the system, which will most likely be the current paper process. When the results are returned through the interface the dictionary values may need to be entered for the results to file. There is also a dictionary loader interface that can be utilized with results interfaces. This can be requested from your AHS interface analyst. It will file missing items on the fly. This is much better than manually working one error at a time. <br />
<br />
When requesting the compendium from the vendor, be sure to ask for CPT4 and LOINC codes as well. This helps dramatically when going through the synchronization process. This will allow you to group the various vendors by CPT4 and/or LOINC and help determine which orders and results are indeed the same. It is not always one for one, but it usually narrows it quite a bit.<br />
<br />
Supplies are typically ordered by specialties such as Orthopedics, Podiatry, and Family Practice among others. Supply lists should be collected by specialty. Coding & billing departments can provide the HCPCS codes. Additional info questions can be supplied by both the specialty department and the coding/billing department if applicable. Encounter forms or paper routers can also be good sources of supply descriptions and HCPCS/charge code mappings. <br />
<br />
The compendium should also contain Additional Information Questions as well as reflex codes.<br />
<br />
==Step 2: Pick a Master Vendor==<br />
The next step is probably the easiest, pick your master vendor. In most cases a medical group has a lab that they utilize the most and that is typically the best choice. Overall you want to choose the Lab vendor that has the most codes and preferably the cleanest compendium. This vendor that you choose will be loaded as the primary lab vendor and will be the vendor that gets loaded into the [[Order Item Dictionary]] OID. It is ok if the primary vendor doesn't have every single item that your other vendors will need, but it should be more than 50% of the distinct tests.<br />
<br />
==Step 3: Build the OID dictionary for the primary vendor==<br />
To begin building the OID dictionary for TouchWorks you should begin by getting the unique list of Order codes from your primary Lab vendors compendium. This does not include any of the resultables that are tied to the Orderable, just the actual test name and it's underlying information. <br />
<br />
Once you have the unique list of Orderables, you must insert the data into the corresponding [[SSMT]] spreadsheet. For this dictionary, you want the [[SSMT]] spreadsheet named "OID - Orderable Item". To get the Headers for this spreadsheet, I would recommend extracting the spreadsheet from the TouchWorks Database using [[SSMT]] and ensuring that the "Show Headers in Extracted Data?" option is selected. There have been many times where the headers at the bottom of the screen have differed from the actual needed headers. Returning them during the extraction seems to be more reliable. <br />
<br />
For additional information concerning [[SSMT]] OID extraction see: [[OID SSMT Extraction]]<br />
<br />
If you are unfamiliar with the [[SSMT]] columns for the OID spreadsheet please refer to [[SSMT: OID - Orderable Item Dictionary]]<br />
<br />
==Step 4: Build the RID Dictionary for the primary vendor==<br />
The [[Results Item Dictionary]] (RID) is the dictionary that houses the actual dictionary items for the returned result data. These are the place holders for the numeric or text values that are returned by the vendor. For example if you order a CBC that would include resultable such as White Blood Count (WBC), Red Blood count (RBC), or Hemoglobin counts. <br />
<br />
This exercise requires you to link the resultables to the parent order for the primary results only.<br />
<br />
If you are unfamiliar with the [[SSMT]] columns for the RID spreadsheet please refer to [[SSMT: RID - Resultable Item Dictionary]]<br />
<br />
==Step 5: Link the secondary vendor to the primary==<br />
This step is the first part of the synchronization process. This will allow you to enter identical labs from multiple vendors but only presents the user with one option. For example if you are loading LabCorp and Quest Orders, they would both have a CBC. If you don't sync the Orders, the user would have two CBC's to choose from and it would be confusing. When the two have been linked, the user will simply choose the requested performing location and it would then be routed appropriately with the correct codes. The requested performing location can be defaulted in many ways in v11. You can set them based on site, insurance, or a combination of the two. This allows you to define the most likely choice, but also allows the user to change it if they have feel it needs to go elsewhere. <br />
<br />
In this exercise you need to tell the system which secondary labs are equivalent to the primary labs. Start by choosing a primary lab (whichever one best describes the lab) and map the primary lab to itself. In some cases, the primary vendor may have multiple codes for the same Orderable as well. In that case, you would treat the duplicate orderable as if it were a secondary lab also. The primary value should be the active Order code. As each secondary lab item is mapped to the the primary, inactivate the secondary. This is done in the order Performing Facility Identifiers spreadsheet. <br />
<br />
If you are unfamiliar with this spreadsheet, please refer to [[SSMT: Order Performing Facility Identifiers]]<br />
<br />
If your secondary lab has orders that do not match your primary vendors entries, you would enter that order as if it were the primary lab and complete Steps 3 and 4 for that Order.<br />
<br />
==Step 6: Link your secondary lab results to the primary==<br />
This step is optional, but recommended. This step is recommended if you wish to have results from multiple vendors appear on the same line item in a Flowsheet. This wasn't available in v10, but the advantage of synchronizing resultables for multiple vendors is that it allows the user to flow common results from multiple vendors on one line. This is a huge benefit to the providers if they want to track the trend of a results ordered from multiple places. <br />
<br />
This step is very similar to the Order synchronization process. You will fill out the Results Where Performed Identifiers spreadsheet to complete this process. <br />
<br />
If you are unfamiliar with this spreadsheet, please refer to [[SSMT: Results Where Performed Identifiers]]<br />
<br />
If your secondary vendor has items that can't be matched to the primary vendor, you should load the item into the RID dictionary by following step 4. This is a little trickier than the first pass because you may have to place the secondary labs result items under the primary labs order code. If the secondary labs order is tied to a primary lab in the Order Performing Facility Identifier spreadsheet, you must load the unlink-able secondary resultables under the primary labs order code in the RID.<br />
<br />
Let's continue the example using LabCorp as your primary and Quest as your secondary. Imagine that the LabCorp CBC included only WBC and RBC, but the Quest CBC had WBC, RBC, and MCH. You wouldn't be able to synchronize MCH because it doesn't exist in the Primary lab, but the result is under an Order Code (CBC) that is synchronized. In that case you would need to load the Quest MCH resultable code into the RID spreadsheet tied to the LabCorp CBC Order code.<br />
<br />
==Step 7: Optional - Highly recommended: Link the OID dictionary to the TouchWorks OCD Dictionary ==<br />
Once you have completed loading the OID and RID entries into the system it is time to synchronize the OID dictionary to the [[Order Concept Dictionary]] (OCD) dictionary. The main purpose of this is for users to have the ability to use [[CareGuides]]. This is for the most part a manual process that a lab expert would need to complete for the client. This is completed within TWAdmin. Please see [[OID OCD Mapping]] for further details regarding this process.<br />
<br />
==Step 8: Optional - Optional: Link the RID dictionary to the TouchWorks RCD Dictionary ==<br />
<br />
Once the RID dictionary has been built you can synchronize those items to the Allscripts [[Results Concept Dictionary]] (RCD). Used to flow or graph equivalent results from multiple sources. Please see [[RCD Mapping]] for further details.<br />
<br />
==Step 9: Optional - Highly Recommended: Define your Requested Performing Location Picklists ==<br />
When a user is ordering a test or any non-medication item, they have the ability to select the [[Requested Performing Location]]. This enables them to determine where the order will be sent whether it is electronic or on a printed requisition. In most cases a particular order should only have a few viable choices. For example, you wouldn't want a user to be able to select a radiology center for a laboratory test. In order to set this up properly you must use the [[SSMT]] spreadsheet named [[SSMT: OID - Order Defaults - Insurance/PatientLocation/Site]].<br />
<br />
==Step 10: Optional - Highly Recommended: Define your Communication Method Picklists ==<br />
<br />
==Step 11: Optional: Define Orderable behavior on the Site or Req Perf Loc level ==<br />
In many circumstances it is necessary for a separate [[site]] or [[Requested Performing Location]] to have differing defaults for orderable item behaviors. This is especially true if some location bill for certain procedures while others do not. This can't be set in the [[Order Item Dictionary|OID]] dictionary because it would set the behavior on a global level. In that case, you would need to use the [[SSMT: OID - Order Defaults - Req Perf Location / Site]] to define these defaults. This spreadsheet can also set patient instruction behavior, order instruction behavior, order detail behavior, hold for reason behavior, needs info behavior and overdue requirement behavior.<br />
<br />
==Step 12: Determine the organization's [[.NET Preferences]] for both Orders and Results ==<br />
<br />
==Step 13: Build [[Flowsheets]] which will display time-based data ==<br />
<br />
==Step 14: Result Reference Ranges ==<br />
v11.2 has introduced new result reference ranges and can be viewed at [[11.x to 11.2 Result Reference Ranges]]<br />
<br />
==Step 15: Build Order Reason Dictionary ==<br />
[[Order Reason]]s are used for follow up and referral orders.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=V11_Order_and_Result_Dictionary_Build_and_Synchronization&diff=10898V11 Order and Result Dictionary Build and Synchronization2011-03-28T21:49:41Z<p>Jerri.cowper: /* Step 6: Link your secondary lab results to the primary */</p>
<hr />
<div>__TOC__<br />
==Description==<br />
This page is designed to walk someone through the build process for the TouchWorks v11 Order and Results dictionary build. In TouchWorks v11 you have to synchronize your orderable items with the Touchworks [[Order Concept Dictionary]] (OCD) in order for things such as care plans and AHS defined specialty favorites to work correctly with orders. If you are using multiple vendors, you also must go through the process of synchronizing the multiple vendors together. Once you have the order side complete, you can go through the process of synchronizing results to the [[Results Concept Dictionary]] (RCD). RCD is used to flow or graph equivalent results from multiple sources. <br />
<br />
==Step 1: Request the Order/Result Compendium from the various vendors==<br />
The first step is to gather the order/result compendiums from the various lab vendors. In most cases people will ask for a utilization report and only focus their effort on the top 80% of labs ordered for their locations. There are a bunch of possible orders that aren't used often or at all, so it can cut down on the effort and future maintenance if you focus your efforts. If you do use this approach, you will need to have a process for ordering labs not found in the system, which will most likely be the current paper process. When the results are returned through the interface the dictionary values may need to be entered for the results to file. There is also a dictionary loader interface that can be utilized with results interfaces. This can be requested from your AHS interface analyst. It will file missing items on the fly. This is much better than manually working one error at a time. <br />
<br />
When requesting the compendium from the vendor, be sure to ask for CPT4 and LOINC codes as well. This helps dramatically when going through the synchronization process. This will allow you to group the various vendors by CPT4 and/or LOINC and help determine which orders and results are indeed the same. It is not always one for one, but it usually narrows it quite a bit.<br />
<br />
(Supplies uses HCPCS codes. how does this fit into the paragraph above?)<br />
<br />
The compendium should also contain Additional Information Questions as well as reflex codes.<br />
<br />
==Step 2: Pick a Master Vendor==<br />
The next step is probably the easiest, pick your master vendor. In most cases a medical group has a lab that they utilize the most and that is typically the best choice. Overall you want to choose the Lab vendor that has the most codes and preferably the cleanest compendium. This vendor that you choose will be loaded as the primary lab vendor and will be the vendor that gets loaded into the [[Order Item Dictionary]] OID. It is ok if the primary vendor doesn't have every single item that your other vendors will need, but it should be more than 50% of the distinct tests.<br />
<br />
==Step 3: Build the OID dictionary for the primary vendor==<br />
To begin building the OID dictionary for TouchWorks you should begin by getting the unique list of Order codes from your primary Lab vendors compendium. This does not include any of the resultables that are tied to the Orderable, just the actual test name and it's underlying information. <br />
<br />
Once you have the unique list of Orderables, you must insert the data into the corresponding [[SSMT]] spreadsheet. For this dictionary, you want the [[SSMT]] spreadsheet named "OID - Orderable Item". To get the Headers for this spreadsheet, I would recommend extracting the spreadsheet from the TouchWorks Database using [[SSMT]] and ensuring that the "Show Headers in Extracted Data?" option is selected. There have been many times where the headers at the bottom of the screen have differed from the actual needed headers. Returning them during the extraction seems to be more reliable. <br />
<br />
For additional information concerning [[SSMT]] OID extraction see: [[OID SSMT Extraction]]<br />
<br />
If you are unfamiliar with the [[SSMT]] columns for the OID spreadsheet please refer to [[SSMT: OID - Orderable Item Dictionary]]<br />
<br />
==Step 4: Build the RID Dictionary for the primary vendor==<br />
The [[Results Item Dictionary]] (RID) is the dictionary that houses the actual dictionary items for the returned result data. These are the place holders for the numeric or text values that are returned by the vendor. For example if you order a CBC that would include resultable such as White Blood Count (WBC), Red Blood count (RBC), or Hemoglobin counts. <br />
<br />
This exercise requires you to link the resultables to the parent order for the primary results only.<br />
<br />
If you are unfamiliar with the [[SSMT]] columns for the RID spreadsheet please refer to [[SSMT: RID - Resultable Item Dictionary]]<br />
<br />
==Step 5: Link the secondary vendor to the primary==<br />
This step is the first part of the synchronization process. This will allow you to enter identical labs from multiple vendors but only presents the user with one option. For example if you are loading LabCorp and Quest Orders, they would both have a CBC. If you don't sync the Orders, the user would have two CBC's to choose from and it would be confusing. When the two have been linked, the user will simply choose the requested performing location and it would then be routed appropriately with the correct codes. The requested performing location can be defaulted in many ways in v11. You can set them based on site, insurance, or a combination of the two. This allows you to define the most likely choice, but also allows the user to change it if they have feel it needs to go elsewhere. <br />
<br />
In this exercise you need to tell the system which secondary labs are equivalent to the primary labs. Start by choosing a primary lab (whichever one best describes the lab) and map the primary lab to itself. In some cases, the primary vendor may have multiple codes for the same Orderable as well. In that case, you would treat the duplicate orderable as if it were a secondary lab also. The primary value should be the active Order code. As each secondary lab item is mapped to the the primary, inactivate the secondary. This is done in the order Performing Facility Identifiers spreadsheet. <br />
<br />
If you are unfamiliar with this spreadsheet, please refer to [[SSMT: Order Performing Facility Identifiers]]<br />
<br />
If your secondary lab has orders that do not match your primary vendors entries, you would enter that order as if it were the primary lab and complete Steps 3 and 4 for that Order.<br />
<br />
==Step 6: Link your secondary lab results to the primary==<br />
This step is optional, but recommended. This step is recommended if you wish to have results from multiple vendors appear on the same line item in a Flowsheet. This wasn't available in v10, but the advantage of synchronizing resultables for multiple vendors is that it allows the user to flow common results from multiple vendors on one line. This is a huge benefit to the providers if they want to track the trend of a results ordered from multiple places. <br />
<br />
This step is very similar to the Order synchronization process. You will fill out the Results Where Performed Identifiers spreadsheet to complete this process. <br />
<br />
If you are unfamiliar with this spreadsheet, please refer to [[SSMT: Results Where Performed Identifiers]]<br />
<br />
If your secondary vendor has items that can't be matched to the primary vendor, you should load the item into the RID dictionary by following step 4. This is a little trickier than the first pass because you may have to place the secondary labs result items under the primary labs order code. If the secondary labs order is tied to a primary lab in the Order Performing Facility Identifier spreadsheet, you must load the unlink-able secondary resultables under the primary labs order code in the RID.<br />
<br />
Let's continue the example using LabCorp as your primary and Quest as your secondary. Imagine that the LabCorp CBC included only WBC and RBC, but the Quest CBC had WBC, RBC, and MCH. You wouldn't be able to synchronize MCH because it doesn't exist in the Primary lab, but the result is under an Order Code (CBC) that is synchronized. In that case you would need to load the Quest MCH resultable code into the RID spreadsheet tied to the LabCorp CBC Order code.<br />
<br />
==Step 7: Optional - Highly recommended: Link the OID dictionary to the TouchWorks OCD Dictionary ==<br />
Once you have completed loading the OID and RID entries into the system it is time to synchronize the OID dictionary to the [[Order Concept Dictionary]] (OCD) dictionary. The main purpose of this is for users to have the ability to use [[CareGuides]]. This is for the most part a manual process that a lab expert would need to complete for the client. This is completed within TWAdmin. Please see [[OID OCD Mapping]] for further details regarding this process.<br />
<br />
==Step 8: Optional - Optional: Link the RID dictionary to the TouchWorks RCD Dictionary ==<br />
<br />
Once the RID dictionary has been built you can synchronize those items to the Allscripts [[Results Concept Dictionary]] (RCD). Used to flow or graph equivalent results from multiple sources. Please see [[RCD Mapping]] for further details.<br />
<br />
==Step 9: Optional - Highly Recommended: Define your Requested Performing Location Picklists ==<br />
When a user is ordering a test or any non-medication item, they have the ability to select the [[Requested Performing Location]]. This enables them to determine where the order will be sent whether it is electronic or on a printed requisition. In most cases a particular order should only have a few viable choices. For example, you wouldn't want a user to be able to select a radiology center for a laboratory test. In order to set this up properly you must use the [[SSMT]] spreadsheet named [[SSMT: OID - Order Defaults - Insurance/PatientLocation/Site]].<br />
<br />
==Step 10: Optional - Highly Recommended: Define your Communication Method Picklists ==<br />
<br />
==Step 11: Optional: Define Orderable behavior on the Site or Req Perf Loc level ==<br />
In many circumstances it is necessary for a separate [[site]] or [[Requested Performing Location]] to have differing defaults for orderable item behaviors. This is especially true if some location bill for certain procedures while others do not. This can't be set in the [[Order Item Dictionary|OID]] dictionary because it would set the behavior on a global level. In that case, you would need to use the [[SSMT: OID - Order Defaults - Req Perf Location / Site]] to define these defaults. This spreadsheet can also set patient instruction behavior, order instruction behavior, order detail behavior, hold for reason behavior, needs info behavior and overdue requirement behavior.<br />
<br />
==Step 12: Determine the organization's [[.NET Preferences]] for both Orders and Results ==<br />
<br />
==Step 13: Build [[Flowsheets]] which will display time-based data ==<br />
<br />
==Step 14: Result Reference Ranges ==<br />
v11.2 has introduced new result reference ranges and can be viewed at [[11.x to 11.2 Result Reference Ranges]]<br />
<br />
==Step 15: Build Order Reason Dictionary ==<br />
[[Order Reason]]s are used for follow up and referral orders.</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Worklist&diff=10897Worklist2011-03-28T21:45:36Z<p>Jerri.cowper: </p>
<hr />
<div>The Worklist is a specific workspace designed to contain the following items:<br />
*Orders (including medications)<br />
*Results<br />
<br />
These can be accessed specific to a single patient or for multiple patients (crosspatient).This concept allows the user to work with the order or result object itself, without requiring the user to assign a task to it to facilitate user interaction. This allows the user to have access to all orders and results as they appear in variety statuses, and to work with them from a<br />
single workspace.<br />
<br />
Examples of Worklists:<br />
<br />
*[[Follow-up/Referral Worklist]]<br />
* Financial Auth Needed (staff worklist)<br />
* Denied Financial Auth (provider worklist)<br />
* Verify Patient Results<br />
* Rx Renewals & Authorizations</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Order&diff=10896Order2011-03-28T19:43:32Z<p>Jerri.cowper: </p>
<hr />
<div>=Allscripts Enterprise Order=<br />
The [[Allscripts Enterprise EHR]] Order module captures orders (Lab, Radiology, FU/Referral etc.) and provides the ability for electronic transmission to laboratories and ancillary departments and includes:<br />
*Order generation and routing<br />
*Automated communicating process<br />
*Personal favorites list of commonly ordered tests<br />
*Personalized order sets<br />
*Ability to link diagnoses to orders<br />
*Default diagnoses and chargeable orders for use with [[Allscripts Enterprise EHR]] Charge module<br />
*Ability to enter new results for an order or amend/edit existing results<br />
<br />
<br><br />
== Schedule Function for Recurring Medication Administration (Written using V11.1.7)==<br />
<br />
Orders can be scheduled to occur in the future using the "Schedule" button. <br><br />
<br><br />
[[File:ScheduleButtonLT.png]]<br><br />
<br><br />
<br />
This button can be particularly useful where patients are receiving medications that are routinely administered in clinic <br />
(e.g. B12, testosterone, depo provera). The benefit to using this functionality is that once the order is placed for the <br />
medication to be administered on a given schedule (e.g. every three months), the clinical staff person can see all of the <br />
scheduled orders in the clinical desktop under "Hold for - Administration" with the date that the medication should be administered on. <br><br />
<br><br />
[[File:ScheduleDetailsLT.jpg]]<br><br />
<br><br />
<br />
The clinical staff person can then right click on the order from the clinical desktop, select "Record as Admin", <br />
complete the admin details then select "ok". <br><br />
<br><br />
[[File:HoldForAdminLT.jpg]]<br><br />
<br><br />
<br />
This will complete the order and remove it from the "Hold for - <br />
Administration" list. This continues at the designated intervals until no orders are left, at which time a new order <br />
would need to be entered. <br><br />
<br><br />
=====Back to [[Beginner's Guide to Allscripts Enterprise EHR]] page.=====<br />
<br />
<br />
'''Related Pages:'''<br />
<br />
[[Auto-Generated (Duplicate) Orders with Interfaced Results]]<br />
<br />
[[Order Concept Dictionary]]<br />
<br />
[[Order Item Dictionary]]<br />
<br />
[[Requested Performing Location]]<br />
<br />
[[SSMT: OID - Orderable Item Dictionary]]<br />
<br />
[[V11 Order and Result Dictionary Build and Synchronization]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Order&diff=10895Order2011-03-28T19:40:23Z<p>Jerri.cowper: /* Back to Beginner's Guide to Allscripts Enterprise EHR page. */</p>
<hr />
<div>=Allscripts Enterprise Order=<br />
The [[Allscripts Enterprise EHR]] Order module captures orders (Lab, Radiology, FU/Referral etc.) and provides the ability for electronic transmission to laboratories and ancillary departments and includes:<br />
*Order generation and routing<br />
*Automated communicating process<br />
*Personal favorites list of commonly ordered tests<br />
*Personalized order sets<br />
*Ability to link diagnoses to orders<br />
*Default diagnoses and chargeable orders for use with [[Allscripts Enterprise EHR]] Charge module<br />
*Ability to enter new results for an order or amend/edit existing results<br />
<br />
<br><br />
== Schedule Function for Recurring Medication Administration (Written using V11.1.7)==<br />
<br />
Orders can be scheduled to occur in the future using the "Schedule" button. <br><br />
<br><br />
[[File:ScheduleButtonLT.png]]<br><br />
<br><br />
<br />
This button can be particularly useful where patients are receiving medications that are routinely administered in clinic <br />
(e.g. B12, testosterone, depo provera). The benefit to using this functionality is that once the order is placed for the <br />
medication to be administered on a given schedule (e.g. every three months), the clinical staff person can see all of the <br />
scheduled orders in the clinical desktop under "Hold for - Administration" with the date that the medication should be administered on. <br><br />
<br><br />
[[File:ScheduleDetailsLT.jpg]]<br><br />
<br><br />
<br />
The clinical staff person can then right click on the order from the clinical desktop, select "Record as Admin", <br />
complete the admin details then select "ok". <br><br />
<br><br />
[[File:HoldForAdminLT.jpg]]<br><br />
<br><br />
<br />
This will complete the order and remove it from the "Hold for - <br />
Administration" list. This continues at the designated intervals until no orders are left, at which time a new order <br />
would need to be entered. <br><br />
<br><br />
=====Back to [[Beginner's Guide to Allscripts Enterprise EHR]] page.=====<br />
<br />
<br />
'''Related Pages:'''<br />
<br />
[[V11 Order and Result Dictionary Build and Synchronization]]<br />
<br />
[[Auto-Generated (Duplicate) Orders with Interfaced Results]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Order&diff=10894Order2011-03-28T19:40:09Z<p>Jerri.cowper: /* Back to Beginner's Guide to Allscripts Enterprise EHR page. */</p>
<hr />
<div>=Allscripts Enterprise Order=<br />
The [[Allscripts Enterprise EHR]] Order module captures orders (Lab, Radiology, FU/Referral etc.) and provides the ability for electronic transmission to laboratories and ancillary departments and includes:<br />
*Order generation and routing<br />
*Automated communicating process<br />
*Personal favorites list of commonly ordered tests<br />
*Personalized order sets<br />
*Ability to link diagnoses to orders<br />
*Default diagnoses and chargeable orders for use with [[Allscripts Enterprise EHR]] Charge module<br />
*Ability to enter new results for an order or amend/edit existing results<br />
<br />
<br><br />
== Schedule Function for Recurring Medication Administration (Written using V11.1.7)==<br />
<br />
Orders can be scheduled to occur in the future using the "Schedule" button. <br><br />
<br><br />
[[File:ScheduleButtonLT.png]]<br><br />
<br><br />
<br />
This button can be particularly useful where patients are receiving medications that are routinely administered in clinic <br />
(e.g. B12, testosterone, depo provera). The benefit to using this functionality is that once the order is placed for the <br />
medication to be administered on a given schedule (e.g. every three months), the clinical staff person can see all of the <br />
scheduled orders in the clinical desktop under "Hold for - Administration" with the date that the medication should be administered on. <br><br />
<br><br />
[[File:ScheduleDetailsLT.jpg]]<br><br />
<br><br />
<br />
The clinical staff person can then right click on the order from the clinical desktop, select "Record as Admin", <br />
complete the admin details then select "ok". <br><br />
<br><br />
[[File:HoldForAdminLT.jpg]]<br><br />
<br><br />
<br />
This will complete the order and remove it from the "Hold for - <br />
Administration" list. This continues at the designated intervals until no orders are left, at which time a new order <br />
would need to be entered. <br><br />
<br><br />
=====Back to [[Beginner's Guide to Allscripts Enterprise EHR]] page.=====<br />
<br />
<br />
'''Related Pages:'''<br />
[[V11 Order and Result Dictionary Build and Synchronization]]<br />
<br />
[[Auto-Generated (Duplicate) Orders with Interfaced Results]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Order&diff=10893Order2011-03-28T19:39:57Z<p>Jerri.cowper: </p>
<hr />
<div>=Allscripts Enterprise Order=<br />
The [[Allscripts Enterprise EHR]] Order module captures orders (Lab, Radiology, FU/Referral etc.) and provides the ability for electronic transmission to laboratories and ancillary departments and includes:<br />
*Order generation and routing<br />
*Automated communicating process<br />
*Personal favorites list of commonly ordered tests<br />
*Personalized order sets<br />
*Ability to link diagnoses to orders<br />
*Default diagnoses and chargeable orders for use with [[Allscripts Enterprise EHR]] Charge module<br />
*Ability to enter new results for an order or amend/edit existing results<br />
<br />
<br><br />
== Schedule Function for Recurring Medication Administration (Written using V11.1.7)==<br />
<br />
Orders can be scheduled to occur in the future using the "Schedule" button. <br><br />
<br><br />
[[File:ScheduleButtonLT.png]]<br><br />
<br><br />
<br />
This button can be particularly useful where patients are receiving medications that are routinely administered in clinic <br />
(e.g. B12, testosterone, depo provera). The benefit to using this functionality is that once the order is placed for the <br />
medication to be administered on a given schedule (e.g. every three months), the clinical staff person can see all of the <br />
scheduled orders in the clinical desktop under "Hold for - Administration" with the date that the medication should be administered on. <br><br />
<br><br />
[[File:ScheduleDetailsLT.jpg]]<br><br />
<br><br />
<br />
The clinical staff person can then right click on the order from the clinical desktop, select "Record as Admin", <br />
complete the admin details then select "ok". <br><br />
<br><br />
[[File:HoldForAdminLT.jpg]]<br><br />
<br><br />
<br />
This will complete the order and remove it from the "Hold for - <br />
Administration" list. This continues at the designated intervals until no orders are left, at which time a new order <br />
would need to be entered. <br><br />
<br><br />
=====Back to [[Beginner's Guide to Allscripts Enterprise EHR]] page.=====<br />
<br />
<br />
'''Related Pages:'''<br />
[[V11 Order and Result Dictionary Build and Synchronization]]<br />
[[Auto-Generated (Duplicate) Orders with Interfaced Results]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Order&diff=10892Order2011-03-28T19:38:20Z<p>Jerri.cowper: /* Back to Beginner's Guide to Allscripts Enterprise EHR page. */</p>
<hr />
<div>=Allscripts Enterprise Order=<br />
The [[Allscripts Enterprise EHR]] Order module captures orders (Lab, Radiology, FU/Referral etc.) and provides the ability for electronic transmission to laboratories and ancillary departments and includes:<br />
*Order generation and routing<br />
*Automated communicating process<br />
*Personal favorites list of commonly ordered tests<br />
*Personalized order sets<br />
*Ability to link diagnoses to orders<br />
*Default diagnoses and chargeable orders for use with [[Allscripts Enterprise EHR]] Charge module<br />
*Ability to enter new results for an order or amend/edit existing results<br />
<br />
<br><br />
== Schedule Function for Recurring Medication Administration (Written using V11.1.7)==<br />
<br />
Orders can be scheduled to occur in the future using the "Schedule" button. <br><br />
<br><br />
[[File:ScheduleButtonLT.png]]<br><br />
<br><br />
<br />
This button can be particularly useful where patients are receiving medications that are routinely administered in clinic <br />
(e.g. B12, testosterone, depo provera). The benefit to using this functionality is that once the order is placed for the <br />
medication to be administered on a given schedule (e.g. every three months), the clinical staff person can see all of the <br />
scheduled orders in the clinical desktop under "Hold for - Administration" with the date that the medication should be administered on. <br><br />
<br><br />
[[File:ScheduleDetailsLT.jpg]]<br><br />
<br><br />
<br />
The clinical staff person can then right click on the order from the clinical desktop, select "Record as Admin", <br />
complete the admin details then select "ok". <br><br />
<br><br />
[[File:HoldForAdminLT.jpg]]<br><br />
<br><br />
<br />
This will complete the order and remove it from the "Hold for - <br />
Administration" list. This continues at the designated intervals until no orders are left, at which time a new order <br />
would need to be entered. <br><br />
<br><br />
=====Back to [[Beginner's Guide to Allscripts Enterprise EHR]] page.=====<br />
<br />
<br />
'''Related Pages:'''<br />
[[V11 Order and Result Dictionary Build and Synchronization]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Order&diff=10891Order2011-03-28T19:37:57Z<p>Jerri.cowper: </p>
<hr />
<div>=Allscripts Enterprise Order=<br />
The [[Allscripts Enterprise EHR]] Order module captures orders (Lab, Radiology, FU/Referral etc.) and provides the ability for electronic transmission to laboratories and ancillary departments and includes:<br />
*Order generation and routing<br />
*Automated communicating process<br />
*Personal favorites list of commonly ordered tests<br />
*Personalized order sets<br />
*Ability to link diagnoses to orders<br />
*Default diagnoses and chargeable orders for use with [[Allscripts Enterprise EHR]] Charge module<br />
*Ability to enter new results for an order or amend/edit existing results<br />
<br />
<br><br />
== Schedule Function for Recurring Medication Administration (Written using V11.1.7)==<br />
<br />
Orders can be scheduled to occur in the future using the "Schedule" button. <br><br />
<br><br />
[[File:ScheduleButtonLT.png]]<br><br />
<br><br />
<br />
This button can be particularly useful where patients are receiving medications that are routinely administered in clinic <br />
(e.g. B12, testosterone, depo provera). The benefit to using this functionality is that once the order is placed for the <br />
medication to be administered on a given schedule (e.g. every three months), the clinical staff person can see all of the <br />
scheduled orders in the clinical desktop under "Hold for - Administration" with the date that the medication should be administered on. <br><br />
<br><br />
[[File:ScheduleDetailsLT.jpg]]<br><br />
<br><br />
<br />
The clinical staff person can then right click on the order from the clinical desktop, select "Record as Admin", <br />
complete the admin details then select "ok". <br><br />
<br><br />
[[File:HoldForAdminLT.jpg]]<br><br />
<br><br />
<br />
This will complete the order and remove it from the "Hold for - <br />
Administration" list. This continues at the designated intervals until no orders are left, at which time a new order <br />
would need to be entered. <br><br />
<br><br />
=====Back to [[Beginner's Guide to Allscripts Enterprise EHR]] page.=====<br />
<br />
Related Pages:<br />
<br />
[[V11 Order and Result Dictionary Build and Synchronization]]</div>Jerri.cowperhttps://wiki.galenhealthcare.com/index.php?title=Specialty&diff=10862Specialty2011-03-22T23:08:11Z<p>Jerri.cowper: </p>
<hr />
<div>__TOC__<br />
<br />
Back to [[TouchWorks V11 Dictionaries]]<br />
=Description=<br />
The Specialty dictionary contains the names of all of the Specialties with in your organization.Example: Cardiology, Internal Medicine, and Pediatrics. These specialties can be assigned to providers to drive things such as favorites. <br />
In version 11 clinical Content, such as [[Flowsheets]], is available by specialty and can be loaded with [[SSMT]].<br />
<br />
What else is [[driven from the Specialty Dictionary]]?<br />
<br />
=Definition=<br />
[[Image:Specialty1.jpg]]<br />
<br />
* '''Code''' - The Code is a unique identifier that must be supplied. This is not displayed in the product and is used for identification purposes only.<br />
* '''Name''' - This is the name that will appear for the end users in the EHR application. This should be unique to prevent confusion.<br />
* '''Mnemonic''' - This is not required, but it used as a secondary identifier. This does not appear in the product and unless you have another use for it, the recommendation would be to make this the same as the code.<br />
* '''Inactive''' - The inactive flag allows you to inactivate or hide an entry. If an item is inactivated, users would not have the ability to select the allergen in the future, although any patients with the allergen defined would remain viewable. <br />
* '''Enforced''' - The enforced flag designates whether a dictionary item is required and cannot be changed. In most cases, this comes predefined by Allscripts and should not be selected for new entries. If an entry is enforced, it cannot be modified or inactivated.<br />
<br />
=Questions=<br />
<br />
'''Question''': Are there any issues with creating custom specialties? <br />
<br />
'''Answer''': The issue that comes from custom specialties that is the organization will not be able to use any of the specialty favorites since the favorites are linked to the AHS specialties. You’d have to load them in again to those new custom specialites.<br />
<br />
'''Question''': Can the Secondary Specialty tied to a user/provider be used to drive favorites? <br />
<br />
'''Answer''': No, this is for reference only.</div>Jerri.cowper