.NET Preferences

How to set .NET Preferences

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.

Choosing Preferences Before Test Upgrade

This Excel Workbook is available to record preference decisions before the system is available. 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 workbook 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 workbook for change control.

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.

Pay special attention to article: Setting .NET Preferences at the User Level for Multiple Users via SSMT. This article explains how to use the last column of the workbook.

Setting Preferences at an Enterprise or Org Level

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. 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.

For this example, we are going to set how a user’s favorites are populated.

1. To set preferences at the Enterprise level, select Enterprise from the Ent/Org/User Settings drop-down.

   

2. The preferences for populating favorites are located under the General preferences category. Select General from the Preferences: drop-down.

   

3. Highlight the “Add Favorites Automatically” line
4. Click on the cell under the header “Value”
5. Setting the value to Y or N.
   • Y = when providers make selections in the ACI, those selections will automatically be added to their favorites list
   • N = when providers make selections in the ACI, those selections will not automatically be added to their favorites list.
6. To allow the user to change this preference, keep the Can Override box checked.

   

7. Click save in the lower right hand corner of the screen
8. Login as a user and test to see if the system acts as expected

Setting .NET Preferences at the User Level via TW Admin > Preferences

For this example, the user level preference will be set to display the site selector when a user logs in

1. Select 'User' from the Ent/Org/User dropdown to edit settings at the user level
2. Select the organization the user belongs to
3. Click the binoculars to seach for the user. The Select a User dialog will open

   

4. Set the search criteria. In this case: UserName - Starting With - Test
5. Click binoculars to search
6. All users fitting the search criteria will be displayed. Highlight the user to be edited
7. Click OK

   

   
   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.

8. Preferences are grouped into categories. Select the preference category from the Preference dropdown. For this example choose the preference category General
9. Select the preference row “Always Present Site Selector for User”
10. 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, refer to TW .NET Preferences
11. Click save in the lower right hand corner of the screen

    

12. Login as a user and test to see if the system behaves as expected

Setting .NET Preferences at the User Level for Multiple Users via SSMT

In some cases, an organization may want to set a preference differently among 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 demonstrate setting the site selector to appear at login for floating nurses who move from site to site, but not for anyone else.

1. Determine which group of users is smaller and create a list of their usernames. In this case, the floating nurses are the only users in the organization who prefer to have the site selector appear at login so they are the smaller group.
2. 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
3. Choose a member of the smaller group and 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
4. Log out and extract the category TW .NET Preferences using SSMT
5. Use Excel to delete all rows except the one with 'Test User' under *HDRUserName

   

6. Copy the setting to create as many rows as there are users in the smaller group

   

7. Replace the *HDRUserName with the usernames of the smaller group

   

8. Reload the table

For more details about the SSMT category TW .NET Preferences see SSMT: TW .NET Preferences

How a User can set their own Personal Preferences

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.

• Login as a provider
• Navigate to Chart on the vertical toolbar
• Select the arrow on the far right hand side of the Clinical Toolbar

  

• From the dropdown menu, select personalize.

  

This opens the Personalize dialog box. From here a provider has the ability to change many individualized settings to suit their personal preferences.

Keep in mind - if the "User can Override" box was not checked in TWAdmin > Preferences for that preference, the user will see the preference greyed out in the Personalize menu. The preference "Double Click Action" demonstrates such behavior in the prior screenshot.

• Navigate to the Problem Tab
• Select “Problem include in PMH” and change the value to “checked for all”

  

• Select “post problem to encounter” and change the value to Y
• Click on Save

.NET Preferences

V11 Preferences can be set in the TWAdmin workplace, by entering the value that corresponds to the Preference.

This list includes the net new preferences with v17.1.

Categories 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.

Recommended Setting - Recommended settings are based on certified workflows and the most common setting. Each of them must be reviewed with organizational workflows in mind.

Alert Preferences

AllergyListNotReconciled

Indicates if Allergy List is Not Reconciled. 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.

• Note: Clicking the chart alert icon from the patient banner will populate the list of those not documented.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Allow Don't Show Me Again Option

• NOTE: Removed in V11.4.1

Allows users to be able to select "Don't Show Me Again" for Alerts.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes-Allows users to select Don't Show Me Again No-Users are always alerted when something is not documented Never	Y	Enterprise Org	No

BPNotDocumented

Allows users to be able to determine whether a Meaningful Use (MU) alert is displayed on Encounter Summary if Blood Pressure for Patients 3 and Older is Not Documented.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

CDSRealtimeRecommendEnabled

• NOTE: Added in V11.4.1

Allows an Organization to Enable whether real-time point of care (POC) recommendations are generated for users.

• Important: CDSRealtimeRecommendEnabled should not be set to Y for any provider that is not subscribed to POC recommendations in the Subscription Manager in the Allscripts Analytics Portal. If this preference is enabled but the provider is not subscribed to recommendations, all POC recommendation transactions will fail.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	No

CDSReasonRequired

• NOTE: Added in V11.4.1

Indicates whether or not users are required to enter a reason when suppressing or excluding a point of care (POC) recommendation.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Not Required Suppress Exclude Both Suppress and Exclude	None	Enterprise Org	No

CDSSendUnauthorized

• NOTE: Added in V11.4.1

Allows an Organization to to specify whether clinical items in the unauthorized status are sent for point of care (POC) recommendation checking. Unauthorized clinical items can include immunizations, medications, and orders.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Send Unauthorized Do Not Send Unauthorized	None	Enterprise Org User	No

CDSSendUnverified

• NOTE: Added in V11.4.1

Allows an Organization to to specify whether unverified items, such as problems and orders, are sent for point of care (POC) recommendation checking.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Send Unauthorized Do Not Send Unauthorized	None	Enterprise Org User	No

Compliance Medication

• NOTE: Removed in V11.4.1

Indicates whether or not to show Compliance Medication Recommendations Alerts In Encounter Summary.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Compliance Misc

• NOTE: Removed in V11.4.1

Indicates whether or not to show Compliance: Misc Recommendations in "My Alerts"

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Compliance Problem

• NOTE: Removed in V11.4.1

Indicates whether or not to show Compliance: Problem Recommendations in "My Alerts".

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Compliance Results

• NOTE: Removed in V11.4.1

Ability to show Compliance: Results Recommendations in "My Alerts".

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Display Provider Alerts

Allows users to be able to select the providers that they would like to view alerts for, when there is not an Appointment in context. 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.

• Note: Check the box Select All Providers to choose all providers at once.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	No default	Enterprise Org	Yes

Display Specialty Alerts

Allows users to be able to select the specialties that they would like to view alerts for, when there is not an Appointment in context. Places an Alert in the patient encounter summary for the selected specialties 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.

• Note: Check the box Select All Specialties to choose all specialties at once or check each box individually to select the Specialties that apply.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	No default	Enterprise Org	Yes

EthnicityNotDocumented

• NOTE: Added in V11.4.1

Allows users to be able to determine when and where a Meaningful Use (MU) alert is displayed on Encounter Summary if the patient’s ethnicity demographic is not documented.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

FamilyHxNotDocumented

• NOTE: Added in V11.4.1

Allows the users to be able to determine whether a Meaningful Use (MU) alert is displayed on Encounter Summary if a patient's family health history for a first degree relative is not documented .

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

HeightNotDocumented

Allows the users to be able to determine whether a Meaningful Use (MU) alert is displayed in the encounter summary that Height has not been documented.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

InfoPtPortalAccessNotProvided

• NOTE: Added in V11.4.1

Allows the users to be able to determine when and where a Meaningful Use (MU) alert is displayed on Encounter Summary if there is a patient portal configured and the patient has not received information about how to access the portal.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Never	Enterprise Org	No

LangNotDocumented

• Added in V11.4.1

Allows the users to be able to determine whether a Meaningful Use (MU) alert is displayed in the encounter summary that Language has not been documented. Options are to show in the My Alerts Category or show in the All Other Alerts Category.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

LangRaceEthnicityNotDocumented

• Removed in V11.4.1

Indicates that Language, Race, or Ethnicity is not Documented. Places an alert in the encounter summary that Language, Race, or Ethnicity has not been documented. Options are to show in the My Alerts Category or show in the All Other Alerts Category.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

MedAllergiesNotDocumented

Indicates that Med Allergy Status is Not Documented. Places an alert in the encounter summary that Medication Allergies have not been documented.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

MedListNotReconciled

Indicates that Med List is Not Reconciled. Places an alert in the encounter summary that the medication list has not been reconciled.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

MedsNotDocumented

Indications that Medication Status is Not Documented. 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. Documentation of the patient's medications is a Meaningful Use (MU) requirement.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Missing Data - Order/Results

Indicates that there is Missing Data. 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Missing Data Immunizations

Indicates that there is Missing Immunization Data: Immunizations Recommendations. 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 category.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Missing Data Medications

Indicates that there is Missing Medication Data: Medications Recommendations. 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Missing Data Misc

Indicates that there is Missing Misc. Data: Medication Recommendations in "My Alerts". 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Missing Data Problems

Indicates that there is Missing Data: Problems Recommendations. 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 category.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

OverdueOrdersAlerts

Gives the user Overdue Orders Alerts. Places an alert in the encounter summary that there are overdue orders in the patient chart.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show all orders in my alerts Show all orders in All Other Alerts Show order I manage in My Alerts and hide any others Show orders I manage in All Other Alerts and hide any others Show orders related to my specialty in My Alerts and hide any others Show orders related to my specialty in All Other Alerts and hide any others Never	Show all orders in My Alerts	Enterprise Org	Yes

OverdueRemindersAlerts

Indicates Overdue Reminders Alerts. Places an alert in the encounter summary that there are overdue issues within the patient chart.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show all orders in my alerts Show all orders in All Other Alerts Show order I manage in My Alerts and hide any others Show orders I manage in All Other Alerts and hide any others Show orders related to my specialty in My Alerts and hide any others Show orders related to my specialty in All Other Alerts and hide any others Never	Show all orders in My Alerts	Enterprise Org	Yes

ProblemsNotDocumented

Patient Problems are Not Documented. Places an alert in the encounter summary that patient problem was not documented in the patients chart.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

RaceNotDocumented

• Added in V11.4.1

Indicates that Race is not Documented. Places a MU alert in the encounter summary that Race has not been documented. Options are to show in the My Alerts Category or show in the All Other Alerts Category.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Show MU Alerts

Indicates whether or not to show Alerts Pertaining to MU. Places an alert in the encounter summary displaying all MU Alerts. User can suppress individual MU alert types in Personalize> Alerts.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise	No

SmokingStatus

Indicates whether or not Smoking Status for Patients 13 and Older is Not Documented. Places an alert in the encounter summary that smoking is NOT documented in the patient chart. This is required a MU measure.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

WeightNotDocumented

Indicates that Weight is Not Documented. Places an alert in the encounter summary that weight has not been documented in the patient chart. This is a required MU measure.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show in My Alerts Show in All Other Alerts Never	Show in My Alerts	Enterprise Org	Yes

Charge Preferences

Organizations can lock select fields on Encounter Forms to prevent them from being edited.

AutomaticallyRemoveChargesWhenCancellingOrder

• NOTE: Added in 11.5

Allows an organization to specify if associated charges should be removed automatically from Encounter Form when a charge order status is changed to Cancelled or Entered in Error.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	N	Enterprise Org User	Yes

BillingAreaOnEncounterFormEditable

• NOTE: Added in 11.5

Allows an organization to determine if the user can edit the Billing Area on the Encounter Form.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Only If Not Pre-Populated	Y	Enterprise Org User	Yes

Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.

BillingLocationOnEncounterFormEditable

• NOTE: Added in 11.5

Allows an organization to determine if the user can edit the Billing Location on the Encounter Form.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Only If Not Pre-Populated	Y	Enterprise Org User	Yes

Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.

BillingProviderOnEncounterFormEditable

• NOTE: Added in 11.5

Allows an organization to determine if the user can edit the Billing Provider on the Encounter Form.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Only If Not Pre-Populated	Y	Enterprise Org User	Yes

Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.

DivisionOnEncounterFormEditable

• NOTE: Added in 11.5

Allows an organization to determine if the user can edit the Billing Division on the Encounter Form.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Only If Not Pre-Populated	Y	Enterprise Org User	Yes

Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.

PerformingProviderOnEncounterFormEditable

• NOTE: Added in 11.5

Allows an organization to determine if the user can edit the Billing Performing Provider on the Encounter Form.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Only If Not Pre-Populated	Y	Enterprise Org User	Yes

Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.

ReferringProviderOnEncounterFormEditable

• NOTE: Added in 11.5

Allows an organization to determine if the user can edit the Billing Referring Provider on the Encounter Form.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Only If Not Pre-Populated	Y	Enterprise Org User	Yes

Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.

Clinical Trial Preferences

Works CT Batch Start Time

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.

• Note: No longer supported as of 11.4

Available Options	Recommended/Default Value	Available Levels	User Can Override
12:00 am 1:00 am 2:00 am 3:00 am 4:00 am 5:00 am 6:00 am 7:00 am 7:00 pm 8:00 pm 9:00 pm 10:00 pm 11:00 pm	12:00 am	Enterprise Org	No

Works CT Distance

Indicates the maximum miles the client would have a patient drive to participate in a clinical trial.

• Note: No longer supported as of 11.4

Available Options	Recommended/Default Value	Available Levels	User Can Override
5 10 25 50 100	5	Enterprise Org	No

Education Preferences

EducationCounselorEditable

* Note: Added in v11.4

Allows users to edit the Counselor field on the Education Session Dialog.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	No

EducationProvidedEditable

* Note: Added in v11.4

Allows users to edit the Provider field on the Education Session Dialog.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	No

General Preferences

Question: What does the EXCLUDE PHYSICAL EXAM FINDINGS mean?

ACI Past Surgical History Search Filter Defaults: Allows the user to filter the Past Surgical History search results by default

• Note: This is the 11.2 documented recommended settings
• Note: This preference is not available in v11.4

Available Options	Recommended/Default Value	Available Levels	User Can Override
Return results with ICD9 Codes Only Return Symptoms & Diagnoses Only Exclude Physical Exam Findings	N/A	Enterprise Org	Personalize

Add Favorites Lists Automatically

If set to Y, this preference causes items to get automatically assigned to a users favorites list as they are selected. This includes medications, allergies, orders, and problems.

If set to N, items will not be added to a users favorite list unless done manually.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Personalize

ADXConfigured

This controls access to Native Integration

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Personalize

ADXRequestPoolInterval

• Note: Sets the number of minutes the application waits prior to making a call out to Native Integration for a particular patient before it makes another callfor the same patient. This is useful when switching back and forth between patients.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Integer	None	Enterprise Org User	Personalize

ADX-Screening incoming problems for non-billable codes

• Note: New to v11.4

Available Options	Recommended/Default Value	Available Levels	User Can Override
N	None	Enterprise Org	No

Allergy List Review

• Note: Per Allscripts July, 2008 this preference is currently not used. It does not matter how it is set, but it is Recommended leave blank and revisited when the preference becomes active.

AllergyWarnIfNotParticipating:

Allows organizations to warn users if a selected allergy is not participating in DUR checking.

If Set to Y warning is allowed.

If set to N warning is not allowed.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	N/A	Enterprise Org	No

AllowAssocationOfCaseInformationToEncounters

Allows organizations to associate a workers' compensation case to a non-appointment encounter manually.

NOTE: The case information ( case ID, date of injury, and status) comes from the practice management application. The encounter type of Allow Case Association must be set in the Encounter Type dictionary.

If set to Yes the Case section will display so that a case can be selected and linked to the encounter.

If set to No the Case section will not display.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	N/A	Enterprise Org User	No

Allow Advanced Personal Editing of CareGuide Templates:

Determines the ability of a user to edit CareGuides. Allows the organization to determine the extent of editing granted to providers to at the personal template level within the ACI.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Personalize	Enterprise Org	No

If set to N (Do Not Allow)Provider will have the following abilities:

1. Save selections as defaults (i.e. labs a provider prefers, medications, problems,etc.)
2. Edit the SIGs for the medications and variables (i.e. provider prefers for patient to check temp twice daily instead of once). Providers would be able to save this default.
3. Add customized guidelines and save to a personal template.
4. Set a default opening section and save to a personal template.
5. Add ad hoc items for the current patient (from the ACI only). These ad hoc are not saved to a personal template.

If set to Y (Allow): the providers will have the above listed abilites AND as well as the following:

1. Add new orderable items and save them to the template
2. Delete items or headers
3. Edit headers
4. Rearrange items or headers

AllowClinicalSummaryWhenNoteUnFinal:

Allows users to indicate whether or not to generate a note before it is final to help give provider credit for supplying a Clinical Summary in an unfinalized note state.

If set to Y User able to generate a note before it is final

If set to N User unable to generate a note before it is final

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Always Present Dialog When Printing Rx

If 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.

If 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Always Present Site Selector for User Preference

• Note: Updated Values in v11.4.1

If set to Y the Site Selector Site Selector opens when a user logs in, unless the user is only assigned to 1 site in User Admin. In this case, the user is automatically logged into the one assigned site without viewing Site Selector.

If set to N the Site Selector does not open when a user logs in. The user is logged directly into his or her default site

• Note: If the staff ratio is that most people do Not need to log into various sites then set to N and users can be trained to change their log in site in User options HTB.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Personalize

Audit level

Allows administrators to capture and track the following information about users’ activity in the Touchworks EHR application including:

1. User name
2. Patient name
3. Patient MRN
4. Access date
5. Access time
6. Device used (Web, PDA)
7. Action time
8. Action taken (viewed, printed,created, and/or faxed)
9. 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.

*NOTE: ALWAYS SET TO HIGH AS OF 11.4.1

If set to High the audit trail will capture viewing, editing, creating, printing, and faxing of clinical items. If set to Medium the audit trail will capture editing, creating, and viewing of clinical items. If set to Low the audit trail will capture editing and creating of clinical items.

Available Options	Recommended/Default Value	Available Levels	User Can Override
High Medium Low	Low	Enterprise	No Enforced

CakeVirtualDirectory (Cake Web Servises-Virtual Directory Name)

*NOTE: As of 11.4.1 HF1 Referred to as DownloadChartLocal

This is used by Stimulus Set Upgrade Technicians and only works when the appropriate patch files relase files have been applied. More information ragrding set-up can be found in the Allscripts Referral Network and Download Chart Multi-Database Installation Guides.

• Note- Each database in the environment must be entered.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Text entry of the specified of the Virtual Directory	Cakelocal	Enterprise	N/A

CareGuide Default Opening Section

Allows users to choose the default opening section of CareGuides.

• Note: Added in v11.1.7

If set to All the display opens all sections of the CareGuide selected. If set to Follow-Ups and Referrals the display opens to the Follow-Ups and Referrals section of the CareGuide selected. If set to Instructions the display opens to the Instructions section of the CareGuide selected. If set to Medications the display opens to the Medications section of the CareGuide selected. If set to Orders the display opens to the Orders section of the CareGuide selected.

Available Options	Recommended/Default Value	Available Levels	User Can Override
All Follow-Up and Referrals Instructions Medications Orders	All	Enterprise Org User	N/A

CED (Subkey:CVE View Default)

• NOTE: Added in V17.1

Determines C-CDA document sections that are displayed when an imported clinical exchange document (CED) is displayed in Document Viewer.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Configured custom views found in Clinical View Engine View in TW Admin>Document Admin	Blank	Enterprise Org User	Y

• Note: CED (Subkey: CVE Interactive View Service API key) and CED (Subkey: CVE Interactive Viewer Service URL) must be configured.

Clinical Exchange Documents (CED) Verification

If set to Y then a Verify CCR task is generated for the specified user. 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.

If set to N, the CED document would be imported and would not require verification prior to being added to the patient's chart.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Clinical Exchange Documents (CED) Verification Routing

• Specifies the routing of tasks Clinical Exchange Documents.

• 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 PCP defined for the patient. If the PCP isn't defined or is not setup as a user, the task would then be assigned to the Clinical Exchange Document Team.

• 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.

• 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.

• If set to 'Clinical Exchange Document Team' the task will be assigned to the Clinical Exchange Document Team.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Recipient then PCP then Clinical Exchange Document Team Recipient then Clinical Exchange Document Team PCP then Clinical Exchange Document Team Clinical Exchange Document Team	Recipient then Clinical Exchange Document Team	Enterprise Org	N/A

ClinEGuide Credentials (User|Pwd)

• This is a free text field which would hold the username and password for integration with the Wolters Kluwer Clin-Eguide. If a value is provided, an icon will appear on the v11 toolbar that looks like an open book. If 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Free Text	Blank	Enterprise Org	N/A

Community/Automatic CED Submittal:

Allows organizations to automatically submit CEDs, after a patient chart is updated, to a patient-designated community to which the organization shares information.

If Set to Y CED's will automatically be sent. If set to N CED's will not automatically be sent.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Community/Patient Data Sharing Security:

Allows the organization to determine by default whether or not all patients in the EHR will participate in the community data sharing.

• Default Value: Opt-In

NOTE: at request of the patient the organization can override this option within the Patient Profile.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Opt-In Opt-Out	Opt-In	Enterprise Org	No

Create Future Encounter * Note: Added in v11.1.7

Allows the creation of future encounters If set to 'Y' this will allow users to create documentation on a future encounter If set to 'N' this will not allow users to create documentation on a future encounter

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No		Enterprise Org	N/A

Create Overdue Reminder Task: This determines whenther an overdue Reminder task is generated automatically to the Planned By provider when a health management reminder is overdue.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	Yes

CSDefaultReasonForVisitNoteSection

• NOTE: Added in 11.2

• The preference enables you to define the information that should cite into the Reason for Visit section of the clinical summaries generated from the Clinical Summary-CED document type. This preference applies to clinical summaries when the DefaultClinicalSummaryDocument preference is set to CED. It does not apply if DefaultClinicalSummaryDocument is set to RTF or CCDA.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Reason for Visit Chief Complaint None	Reason for Visit	Enterprise Org	Yes

CSDefaultTreatmentPlanNoteSection

• NOTE: Added in 11.2

• Enables the definition of the information that should cite into the Treatment Plan section of the clinical summaries generated from the Clinical Summary-CED document type. This preference applies to clinical summaries when DefaultClinicalSummaryDocument preference is set to CED. It does not apply if DefaultClinicalSummaryDocument is set to RTF or CCDA.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Plan Discussion Summary Orders(V10 Note Only) Couseling None	Plan	Enterprise Org	Yes

CSIncludeProblemSection

• Defines if information from the Problems Section is displayed in the clinical summaries inical summaries generated from the Clinical Summary-CED document type. This preference applies to clinical summaries when DefaultClinicalSummaryDocument preference is set to CED. It does not apply if DefaultClinicalSummaryDocument is set to RTF or CCDA.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Plan Yes No	No	Enterprise Org	N/A

CSIncludeReasoninMedicationSection

*NOTE: Removed in 11.4.1

Days Before Instruction Expiration Date To Consider Near Due

• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
0-99	14	Enterprise Org	No, Enforced

Days Before Scheduled Order Expiration Date to Consider Near Due

• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
0-99	14	Enterprise Org	No, Enforced

Default Entering For Provider ID

• 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 provider. 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Any entry from Provider Dictionary	Blank	Enterprise Org User	Yes, by Default

Default Clinical Summary Document

• Used to determine the default clinical summary document to use when printing a clinical summary when no structured clinical summary was created. This applies to the clinical summary templates found in CCDA Template Admin. it only applies when the Patient Preferred Communication Method for Clinical Summary is set to Print of Patien Portal and Print within the Patient Profile.

Available Options	Recommended/Default Value	Available Levels	User Can Override
CED RTF CCDA	CCDA	Enterprise Org User	N/A

Default Patient Profile Section

• Note: New in v11.4.1
• The value set determines the section that is displayed expanded at the top of Patient Profile Dialog when opened.

• The Patient Profile Dialog can be opened from different areas in the application. Select from the patient banner, Note Authoring workspace(NAW), or from the Patient Profile icon on the Daily Schedule or Provider Schedules.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Clinical Information Demographics Patient Preferred Communication Community Information Employer/Contact Insurance Rx Benefit Plan Pharmacy Patient Care Team	Demographics	Enterprise Org User	Yes

Default Specialty ID

• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Valid Values from Specialty Dictionary	Blank	Enterprise Org User	Yes

Default Supervising Provider ID

• This value specifies the default supervising provider for users that require supervision with Orders. This should be shown during training and is best when set on a personal level.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Any Entry from the Provider Dictionary	Blank	Enterprise Org User	Yes

Default to QuickList Favorites

• If 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.
• If set to 'N', items will not be added to a users QuickList unless they manually add it.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Yes

Derive Billing Indicators From

• NOTE: Added in 11.4
• This defines how to determine when a problem is billable and only applies if the Charge Module is installed.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Enterprise Only Practice Management Only Practice Management and Enterprise	Practice Management and Enterprise	Enterprise	No

Derive Entering For From

• This setting allows Point of Care Recommendations to be visible to a user who is not the provider, such as a Nurse Case Manager who may enter recommendation information on behalf of a provider.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Derive from Current Encounter if Available Otherwise Entering For Preference Entering For Preference Otherwise from Current Encounter Entering For Preference Only Derive from Current Encounter if Available otherwise Entering For	Derive from Current Encounter Only	Enterprise Org User	Yes

Dictionary Cache

• This preference is no longer used. However in earlier versions this setting was 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	DO NOT CHANGE	Enterprise Org	No, Enforced

Dictionary Edit

• This setting should be a value between 100 and 10,000. This determines how many rows will be visible in a dictionary grid before the dictionary automatically goes into search mode.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value between min.100- max.1000	10,000	Enterprise Org	N/A

Directives Editable 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. 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Display <R> in Patient Banner for Restricted Documents

• Note: Added in v11.1.7
• If set to Y the system will display the <R> in the patient banner when they have a restricted document.
• If set to N the system will not display the <R> in the patient banner when they have a restricted document.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No		Enterprise Org	N/A

Display Future Encounters in selector X days in the future

• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Number between 0-99	1	Enterprise Org User	N/A

DisplayPatientPicture Refer to the Patient Photo in Patient Profile Workflow

• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	No

Double Click Action

• If set to View this would specify that double-clicking an item from the clinical desktop would open it in view mode.
• If set to Edit this would specify that double-clicking an item from the clinical desktop would open it in edit mode.

Available Options	Recommended/Default Value	Available Levels	User Can Override
View Edit	View	Enterprise Org User	Yes

DownloadChartLocal(previously CakeVirtualDirectory)

• Removed in 11.4. Note that Allscripts Referral Network has been replaced by Allscripts Direct Messaging, and the Stimulus Set Portal has changed to the Allscripts Analytics Portal.

This is used by Stimulus Set Upgrade Technicians and only works when the appropriate patch files relase files have been applied. More information regrding set-up can be found in the Allscripts Referral Network and Download Chart Multi-Database Installation Guides.

• Note- Each database in the environment must be entered.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Text entry of the specified of the Virtual Directory	DownloadChartLocal	Enterprise	N/A

Due Date or Start Date for Newly Added Bulk Enrollment Allows users to choose to use either use the Start Date or Due Date for newly added bulk enrollment order reminders.

• Start Date - system will use the due date for order reminders as the date of bulk enrollment
• Due Date - system will use the due date for order reminders as the date of bulk enrollment

Enable Allergy Verification Refer to Change to Enable -clinical item- Verification

• 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.
• If set to N the system will add allergies to the patient's allergy list in a completed status without verification from a provider.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	No

Enable E-Prescribe G Code Alert * Note: Added in v11.1.7

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.

• 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."
• If set to N no reminder will appear.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Enable eCoupon at Point of Prescribing

• NOTE: Added in V17.1

Allows organizations to search for and display eCoupons for a medication in context.

• If set to Yes applicable coupons are displayed for the medication in context.

• If set to No applicable coupons will not display for medication in context.

Available Options	Recommended/Default Value	Available Levels	User Can Override
</l> Select All Sites|</l> Individual sites associated with the organization	Not selected	Enterprise Org	No

Enable CS on Schedule Daily

Determines if the Clinical Summary column is displayed on the Daily Schedule.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Enable CS on Schedule Provider

Determines if the Clinical Summary column is displayed on the Provider Schedule.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Enable MSHV

• Note: Added in v11.1.7

Determines whether or not the HealthVault specific settings should be available on the patient profile dialog.

• 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.
• If set to N then patient accounts cannot be linked to HealthVault.

Note: Enterprise EHR users should also not have the ability to import or export CEDs from MS HealthVault if this preference is set to N.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Enable TOC on Schedule Daily

Determines if the Transition of Care column is displayed on the Daily Schedule. Setting Y allows a provider to check the box for transition for care.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Enable TOC on Schedule Provider

Determines if the Transition of Care column is displayed on the Provider Schedule. Setting Y allows a provider to check the box for transition for care.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Encounter Selection from Worklist

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 user is presented with an encounter selector without increasing the number of times work done during an appointment is documented against a non-appointment encounter.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Encounter Selector Create New Encounter		Enterprise Org User	Yes

Encounter Type for Worklist

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 user is presented with an encounter selector without increasing the number of times work done during an appointment is documented against a non-appointment encounter.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Encounter Selector Create New Encounter		Enterprise Org User	Yes

Encounter Summary Always Edit Clinical Summary Determines whether the Edit Clinical Summary option is enabled on the Encounter Summary and whether ir is selected by default. This preference works in conjuction with Encounter Summary Always Provide Clinical Summary preference.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	Yes

Encounter Summary Always Print Medication Profile

• Note: Added in v11.1.7

Allows organization to determine whether the patient's medication profile must always be printed.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Yes

EncounterSummaryAlwaysProvideClinicalSummary: Allows organizations to define if the Provide Clinical Summary option on the Encounter Summary is enabled and selected by default.

• When set to Disabled then the checkbox is unchecked and greyed out (unavailable).
• When set to Y the checkbox is selected by default and can be cleared.
• When set to N the checkbox is not autopopulated and can be checked.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No Disable	Yes	Enterprise Org	Yes

Encounter Summary Default View

• When set to Type the encounter summary or commit screen will default to display items grouped by type(orders, problems, etc.)
• When set to Problem the encounter summary or commit screen will default to display items grouped by their associated problem.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Type Problem	Problem	Enterprise Org User	Yes

Encounter Summary Password Required on Save

• If set to Y the user must enter their password when saving the Encounter Summary
• If set to N the user does not need to enter their password when saving the encounter summary.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	No

Encounter Summary Review Before Save

• If set to Y, the encounter summary will appear when a user selects the commit button or leaves the patient's chart. This acts as a review process prior to committing the data.
• If set to N, the Encounter Summary will not appear when a user selects the commit button or leaves the patient's chart. This will commit the data without the chance to review it.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Enterprise Emergency Telephone Number

• This is a free text value designed to house the emergency telephone number for an Enterprise. This is displayed when printing patient instructions.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Free Text	911	Enterprise Org	N/A

EthnicityEditable: Ethnicity Editable

Enables organizations to allow users to edit the Ethnicity from within the Patient Profile.

• NOTE: The PMS is NOT updated with this is done.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

ExceptionDetailsPassword: Exception Details Password

• Default Value: Blank

This field sets the password that must be entered to see the details of an error. If left blank, users can select the detail button to see the actual data the error message contains without having to enter a password.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Enter Preferred Password"| Leave Blank		Enterprise	N/A

Fax Maximum Pages

• Note: Added in v11.1.7

Allows organization to set the maximum number of pages allowed when faxing chart items.

• This is a numeric field

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Field		Enterprise Org	No

Fax Warning Type

• Note: Added in v11.1.7

Determines the type of warning users receive when exceeding the maximum number of pages to be faxed.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Block Fax Disabled Warn User	Warn User	Enterprise	N/A

HideClinicalToolbarUponLogin - * Note: Added in v11.2.2

• Determines whether or not the floating clinical toolbar is displayed. This affects workspaces such as the Daily Schedule and Task List.
• http://blog.galenhealthcare.com/2012/05/17/tipsfromtheehr_hideclinicaltoolbar/ Galen Blog article with more information]

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Yes

ImportNIMedAllergiesBasedonCustomSCMMapping

• NOTE: Added in 11.4

• Imports Native Integration medication allergies based on custom Sunrise Clinical

Manager™ mapping. If the preference is enabled, imported medication allergies will be displayed by the medication name in the Allergies component of Clinical Desktop.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	N/A

Info Button Access

• Note: New in v11.4.1

Enables users to request clinical reference resources from Allscripts Enterprise EHR.

• Important Prerequisite: Do not enable this preference for users that are not subscribed to Clinical Reference Resources in Allscripts Subscription Manager.

• Y enables users to request clinical reference resources using the InfoButton icon, which is displayed in various areas of the application.
• N makes the InfoButton not visable, and all users are unable to request Clinical Reference Resources.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	See Prerequisite	Enterprise Org	N/A

Language Editable

• 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 Touchworks EHR.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

List of Order Statuses to be Included in Medication Export

• New in v11.4.1

This preference determines what order statuses are used when exporting a medication to organizations configured with Native Integration.

• When set to Active, this will display only active medication order statuses in a Native Integration export.
• When set to Complete, this will display the complete list of medication order statuses in a Native Integration export.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Active Complete	Active	Enterprise Org	Yes

Mask SSN in Reports, Patient Search, & Patient Profile

• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise	N/A

Max # of Providers for All Provider View

• This is a numeric value between 0-40. 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value Between 0-40	N/A	Enterprise	No

Maximum Number of Seconds for Worklist Load

• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	30	Enterprise Org	N/A

MedAdminRecord (MAR) PatientImageSource

• NOTE: Added in V17.1

Allows organization to enter the URL of the web service that will return the patient image when the MRN is passed. The URL must end with an equal (=). A unique patient-specific number will be appended to the URL to read patient images. Patient images will be displayed in the MAR workspace and in the Patient Profile Dialog.

MedAdminRecord (MAR) UpdatePatientPictureSource

• NOTE: Added in V17.1

Allows organization to determine if patient picture are uploaded from the MAR workspace.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Y	Enterprise Org	N/A

Minimum # of Hours to Keep Patient Site Location and Encounter Status

• This is a numeric value that establishes the length of time that the patient location and encounter status will be stored. This time frame 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	1	Enterprise Org	N/A

Native Integration Auto Import Hospital Notifications

• Note: This preference was formerly called Native Integration Auto Import Discharge Summary.

Enables organizations to choose whether to automatically import discharge summary or notification of admission documents into the patient's chart from a trusted source through Native Integration. The preference is not enforced.

• Y- when a discharge summary or notification of admission document is received from a trusted source through the ADX ReceiveMessage call, the application inserts the document into the patient's chart.
• N- when a discharge summary or notification of admission document is received from a trusted or untrusted source through the ADX ReceiveMessage call, the application does not insert the document into the patient's chart, but it can be viewed on Native Integration Document Viewer and manually imported.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Native Integration Auto Reconcile Data

• Note: New in v11.4.1

This preference enables organizations to choose whether or not to attempt to automatically reconcile problem, allergy, medication, and immunization (PAMI) data for trusted sites through Native Integration.

• Y- when PAMI data is received from a trusted site, the system performs duplicate checking and then attempts to insert it in the patient's chart if appropriate.
• N- when PAMI data is received from a trusted or untrusted site, the system performs duplicate checking and then adds the item to the patient's unverified items list if appropriate.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Native Integration Automatic ICD-9 Duplication Into Potential Duplicates

• Note: New in v11.4.1

Used by the application when importing Native Integration problem items into Allscripts Enterprise EHR™. Imported problem items that have existing matching ICD-9 codes in the patient's chart are identified as potential duplicates.

• Y- imported problem items with associated ICD-9 codes are identified as a potential duplicate only if the ICD-9 code already exists in the patient's chart.
• N- imported problem items with associated ICD-9 codes are subject to normal duplicate checking and added to the patient's chart, if the ICD-9 code already exists in the patient's chart and has enough supporting data to conclude that it is a different item. Otherwise, the problem item is treated as a potential duplicate.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Native Integration Configured

• Note: New in v11.4.1

This preference enables organizations to determine whether patient data flows in and out of Allscripts Enterprise EHR™ to and from Native Integration.

• Y- data flows in and out of Allscripts Enterprise EHR through Native Integration.
• N- data does not move in and out.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Native Integration Request Pool Interval

• NOTE: Added in v11.4
• For versions prior to 11.4, see ADXRequestPoolInterval.

This preference sets the number of minutes the application waits after making a call out to Native Integration for a particular patient before it makes another call for the same patient. This preference is useful when you are switching back and forth between patients.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	None	Enterprise Org	Yes

Native Integration Restrict Medications based on Past Number of Days

• NOTE: Added in 11.4.1

This preference preference designates which medications are imported through Native Integration based on the prior number of days before the current date.

For example, if you enter 30 as the preference value, only medication items 30 days prior to the current date are imported. If the value is blank (default) or if you enter 0, all medications are imported though Native Integration, despite the associated date.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 0-500	Blank Value	Enterprise Org	N/A

Native Integration Review Hospital Notifications Task Assignments

• Note: Updated Values in 11.4.1
• Note: This preference was formerly called Native Integration Discharge Summary Task Notification

This preference determines who receives notification when a patient's discharge summary or notification of admission document is imported through Native Integration.

• Review Hospital Notification Team- The task is displayed on Review Hospital Notification Team task list if the patient is not assigned to a provider. Team members with access to this task list can view the task.

• PCP then Review Hospital Notifications Team- Select the PCP then Review Hospital Notifications Team preference value to display the Review of Hospital Notifications task on the task list for the patient's provider.

• No Notification- Select the No Notification preference value so that the Review of Hospital Notifications task is not created and does not display on the task list.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Review Hospital Notification Team PCP then Review Hospital Notifications Team No Notification	PCP then Review Hospital Notifications Team	Enterprise Org	N/A

Number of Days of Results to Include in RTF/CED Clinical Summary Preference

• NOTE: Added in V15.1

Determines how many days of past results are cited when generating an Rich Text Format (RTF) clinical summary or Clinical Exchange Document (CED).

A value of 1-500 will designate how many days of past results will be included in the RTF or CED. Enter () to not include past results in RTF or CED documents.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 0-500	Blank Value	Enterprise Org	N/A

Normative Growth Chart in Units

• Moved to HMP Preferences

Number of Days in Past to Allow Editing Encounter

• NOTE: Added in V11.5

Allows organizations to limit the number of encounters available for selection on Encounter Selector. The number available encounters will be based on the age of the encounter in days.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Number	3	Enterprise Org Sys	Personalize

OccMedNavigation_Daily

• NOTE: Added in V17.1

Determines navigation when a user double-clicks appointment or encounter in the Daily Schedule and a service package is present for the encounter of appointment.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Encounter Summary Chart MD Charges Task List	Encounter Summary	Enterprise Org Sys	Y

• Valid Values of Encounter Summary will Display Encounter Summary from the Clinical Desktop.
• Valid Values of Chart will display the Clinical Desktop.
• Valid Values of MD Charges will display the selected ChgWorksPrefMenu preference.
• Valid Values of Task List will display Task List.

OccMedNavigation_Provider

• NOTE: Added in V17.1

Determines navigation when a user double-clicks appointment or encounter in the Providers Schedule and a service package is present for the encounter of appointment.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Encounter Summary Chart MD Charges Task List	Encounter Summary	Enterprise Org Sys	Y

• Valid Values of Encounter Summary will Display Encounter Summary from the Clinical Desktop.
• Valid Values of Chart will display the Clinical Desktop.
• Valid Values of MD Charges will display the selected ChgWorksPrefMenu preference.
• Valid Values of Task List will display Task List.

Only Export Problems via ADX After Last Assessed Date Specified

• NOTE: Added in 11.4

• Prevents a patient's problem data from being exported by way of Allscripts Data Exchange (ADX), if the Last Assessed Date is equal to or before the date specified in the preference value. The default value for the preference is blank, meaning that no date is specified and exported problems are not restricted by the Problem.LastAssessedDTTM file. If a date is specified as the preference value, only problems that have a Problem.LastAssessedDTTM greater than the date specified are exported. Problems with Problem.LastAssessedDTTM equal to or less than the date specified are restricted from export by way of ADX. For example, if you set the preference date value as 12/01/2012, all problems with Problem.LastAssessedDTTM equal to or before 12/01/2012 are restricted from export through ADX. Any problems exported after 12/01/2012 are exported.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Date Specific	Blank	Enterprise Org	N/A

Order Authentication Time-Out

• 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 time frame 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 0-99	5	Enterprise Org	N/A

Patient MRN used for Communities/MRN to be used for Pt Identification

• NOTE: Added in 11.3

This preference gives multi-organization Community clients the ability to modify the method used to identify a patient to be either the Org-specific or the global MRN (Org 0). This preference is utilized only through Community-specific functions, for example: UAI Community launch, CED generation, and PIX/ADT. Allscripts Enterprise EHR™ sends the Enterprise/Organization level MRN to dbMotion for launching and patient identification in the Provider and Registration messages when filing a Clinical Exchange Document(CED). Any current integrations using UAI at the Org specific level are not affected by this setting(for example, Prenatal and Medflow).

Available Options	Recommended/Default Value	Available Levels	User Can Override
Enterprise Org	Enterprise	Enterprise	No

PatientPortalAdolAgeRangeHighYears

• Note: Added in 11.4.1

This preference sets the upper end of the adolescent age range and works in conjunction with the PatientPortalAdolAgeRangeLowYears preference to define the range and display the Do Not Send Patient is Adolescent entry in the Preferred Communication preference lists on Patient Profile Dialog. The preference only applies to Allscripts Patient Portal™ and is used with the PatientPortalAutoBlockExportAdolAgeRange preference to block automatic exports of clinical data from Allscripts Touchworks EHR™ to Allscripts Patient Portal™ based on the age range. This preference must be set to a number that is higher than the number entered for the PatientPortalAdolAgeRangeLowYears preference.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 0-99	18	Enterprise Org	N/A

PatientPortalAdolAgeRangeLowYears

• Note: Added in 11.4.1

This preference sets the lower end of the adolescent age range and works in conjunction with the PatientPortalAdolAgeRangeHighYears to define the range and display the Do Not Send-Patient is Adolescent entry in the Preferred Communication preference lists on Patient Profile Dialog for patients whose age falls in the defined range. The preference only applies to Allscripts Patient Portal™ and is used with the PatientPortalAutoBlockExportAdolAgeRange preference to block automatic exports of clinical data from Allscripts Enterprise EHR™ to Allscripts Patient Portal™ based on the age range.

This preference must be set to a number that is lower than the number entered for the PatientPortalAdolAgeRangeHighYears preference.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 0-99	12	Enterprise Org	N/A

Patient Portal Auto Block Export Adol Age Range

• Note: Added in v11.4.1

This preference is used to block automatic exports of clinical data from Allscripts Enterprise EHR™ to Allscripts Patient Portal™ based on the age range defined by the PatientPortalAdolAgeRangeLowYears and PatientPortalAdolAgeRangeHighYears preferences. PatientPortalAutoBlockExportAdolAgeRange applies only to Allscripts Patient Portal™ and only affects patients actively registered with Allscripts Patient Portal™.

• Y setting will activate a night job that automatically updates all of the Patient Preferred Communication settings on Patient Profile Dialog to Do Not Send-Patient is Adolescent for patients within the age range defined by the PatientPortalAdolAgeRangeLowYears and PatientPortalAdolAgeRangeHighYears preferences.

The Patient Preferred Communication settings include Clinical Summary, Reminders, Chart Update, and Result Notification.

The Do Not Send-Patient is Adolescent option blocks automatic exports of clinical information to Allscripts Patient Portal™.

• N- The patient is registered with Allscripts Patient Portal™, and if any of the Patient Preferred Communication settings are set to Patient Portal or Patient Portal & Print, exports of clinical information to Allscripts Patient Portal™ are not blocked. The Patient Preferred Communication settings can be set manually to Do Not Send-Patient is Adolescent to block automatic exports to Allscripts Patient Portal™ if necessary.

LEGAL CONSIDERATION In some cases, you might need to block the automatic export of an adolescent patient's clinical data to the portal due to state or local laws regarding access to patient's health information.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Patient Portal Registration Level: Patient Portal Registration Level

This preference defines whether the patient the default level of communication patients can have with providers.

• Provider setting means that a patient must register with each individual provider in the practice prior to any communication being allowed happen.
• Organization setting allows communication with all providers once regardless of which provider the patient registered with originally. Additionally this setting also allows providers to send a CED without the patient having communicated and registers that provider for Portal communication within Touchworks.

To implement "auto-registration" of providers and patients for Allscripts Patient Portal communication in Allscripts Enterprise EHR, there is an additional required step during the implementation process. The provider file that is extracted from Allscripts Enterprise EHR and loaded into Allscripts Patient Portal must be extracted from Allscripts Patient Portal and loaded back into Allscripts Enterprise EHR to make sure the provider portal IDs are filed in the application.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Provider Organization	Provider	Enterprise Org	N/A

Patient Portal Send Chart on Patient Registration

• Note: Added in v11.4.1

This preference determines whether a Continuity of Care Document (CCD) in Consolidated Clinical Document Architecture(CCDA) format document is sent automatically to the patient's portal account when the patient's portal registration is accepted in Allscripts Enterprise EHR™. The CCD-CCDA document is included in the nightly Auto-Chart Export to Portal batch job.

• Y: A CCD-CCDA document is automatically sent to the patient's portal account when the patient's portal registration is accepted in Allscripts Enterprise EHR™.

The patient's Patient Preferred Communication setting for Chart Update must be set to Patient Portal on Patient Profile Dialog for the CCD-CCDA document to be sent automatically. If the patient is not defined as an adolescent*. Chart Update is automatically set to Patient Portal when the registration is accepted. Adolescent is defined as: if the age of the patient does not fall within the age range set by the PatientPortalAdolAgeRangeLowYears and PatientPortalAdolAgeRangeHighYears preferences If the patient is defined as an adolescent, Chart Update is automatically set to Do Not Send-Patient is Adolescent and the CCD-CCDA document is not automatically sent to the portal when the registration is accepted.

• N: A CCD-CCDA document is not automatically sent to the patient's portal account.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

(Additional: The application only sends the CCD-CCDA document the first time the patient's registration for portal is accepted. Therefore, if the patient was already registered for the portal with Provider A, and then requests to be registered with Provider B, the automatic export of the CCD-CCDA is not triggered a second time when that registration is accepted (or it is not triggered again if it is accepted by default because the Patient Portal Registration Level preference is set to Organization). Updates to the chart made after the registration is accepted but before the Auto-Chart Export to Portal job for that day is run are included in the automatically exported CCD-CCDA. Chart updates that occur after the Auto-Chart Export to Portal job is run on that day, however, would trigger automatic export of the CCD-CCDA document on the following day.)

Patient Tracking-Use Patient Encounter Status

• Y enables this drop down and the values available for the assigned site will appear in the drop down for an arrived patient.
• N, disables the drop down box on the patient toolbar.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Patient Tracking-Use Patient Site Location

• 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.
• If set to N, the drop down box on the patient toolbar will be disabled, but still visible.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

PCPDefaultSearch

• Note: Added in 11.2.3 HF4
• Determines how the default search for the PCP (primary care provider) box in the Demographics section of Patient Profile Dialog is set ti either Provider or Referring Provider when selecting an entry for PCP.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Provider Referring Provider	Provider	Enterprise Org	No

PCPEditable

• Note: Added in 11.2.3 HF4

Determines if a user can edit the PCP field in the Patient Profile dialog.

• http://blog.galenhealthcare.com/2012/07/25/tips-from-the-ehr-new-pcp-field-preferences/ - Galen Blog article with more details.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

Previously Discontinued (DC)For Patient

• 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.
• If set to Never the user will not be warned of this condition.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Never	Enterprise Org	N/A

Print Patient Education Always

• Always setting defaults to always print patient education regardless of whether a CareGuide template is associated during an encounter. This setting can be overridden on the encounter summary if the user doesn't want them for a specific encounter.
• If CareGuide Only setting defaults to print patient education only if there was a CareGuide associated. This setting can be overridden on the Encounter Summary if the user doesn't want them for a specific encounter.
• Never setting defaults to never automatically print patient education materials.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Always If Careguide Only Never	Always	Enterprise Org	Yes

Provider Selection limited to Favorites

• Y setting determines if 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.
• N setting determines if the user or provider has the ability to do a look-up against the entire provider dictionary.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

PtCommunicationChartUpdateEditable

• Note: Added in v11.4.1

The setting for this preference determines whether Chart Update in Patient Preferred Communication on Patient Profile Dialog is enabled. The preference setting does not affect Chart Update unless the patient is registered for a patient portal. The setting determines whether this field is editable.

• Y- Chart Update is available to edit or update a patient's preferred communication to receive chart updates, if the patient is registered for the patient portal.
• N- Chart Update is unavailable to edit or update a patient's preferred communication to receive chart updates.

• Regardless of the setting, if the patient is registered for the patient portal, Patient Portal is the default for Chart Update.

• Regardless of the setting, if the patient is not registered for the patient portal, Chart Update is disabled and displays Not Enrolled in Portal by default.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

PtCommunicationClinSummariesEditable:

Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

PtCommunicationReminderEditable:

Determines if users are allowed to edit or update a patient's preferred method for receiving reminders.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

PtCommunicationResultNotificationEditable

• Note: Added in v11.4.1

This preference determines if users are allowed to edit a patient’s preferred method to receive result notifications.

The setting for this preference determines whether Result Notification in Patient Preferred Communication on Patient Profile Dialog is enabled. The preference setting does not affect Result Notification unless the patient is registered for the patient portal.

• Y- Result Notification is available to edit or update a patient's preferred communication to receive result notifications, if the patient is registered in a patient portal.

• N- Result Notification is unavailable to edit or update a patient's preferred communication to receive result notifications.

• Regardless of the setting, if the patient is registered for the patient portal, Patient Portal is the default for Result Notification.

• Regardless of the setting, if the patient is not registered in a portal, Result Notification is unavailable and displays Mail - Not Enrolled in Portal by default.

• If set to Y and if the patient is only enrolled in a portal, where patient-to provider-messaging between the patient health record (PHR) and Allscripts Enterprise EHR is not available, the Result Notification default is Mail. If the Mail entry in the Patient Communication dictionary is inactive, Result Notification is unavailable but still displays Mail as the default.

• If the preference is set to Y and if the patient, who is already enrolled in a portal where patient-to-provider messaging is not available, also is registered for another portal where the messaging is available, Result Notification is enabled and displays the default of Patient Portal.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

RaceEditable: Race Editable

Allows users to edit the Race box for patients from the Patient Profile page. NOTE: The PMS is not updated when this field is edited in the EHR.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Blank	Enterprise Org	N/A

RequestMaxRetries

• NOTE: Added in 11.4

Sets the maximum number of times the application will try to reconnect with the web server if a web exception is raised while running a Safe to Retry stored procedure. If the number of retries exceeds the preference value, an exception is raised and an error message is displayed.

• Note: The preference is only valid for a Safe to Retry stored procedure.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 1-5	3	Enterprise Org	N/A

RequestTimeout

• NOTE: Added in 11.4

Sets the timeout property in seconds for a web request object. The web request object waits for a response from the web server for the time period set by the preference. The preference to sets the limit of the waiting time for the stored procedure to execute.

Available Options	Recommended/Default Value	Available Levels	User Can Override
10 seconds 20 30 40 50 60 70 90 100 120	60 seconds	Enterprise Org	N/A

Sensitive Health (Subkey: Automatically Flag Patients)

• NOTE: Added in V15.1

The organization can determine if electronic health records will be automatically flagged if it may contain sensitive health conditions. A nightly SQL job will identify any patient EHRs that might contain Sensitive Health information based on patient age criteria set in Sensitive Health (Subkey: Age Range Low Limit in Years) and Sensitive Health (Subkey:"Age Range High Limit in Years).

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N

• If set to Yes, then a nightly SQL job will run based on the patient age criteria set in Sensitive Health (Subkey: Age Range Low Limit in Years) and Sensitive Health (Subkey: Age Range High Limit in Years) and an icon will be displayed on the patient banner. The icon can be manually removed through the Patient Profile Dialog.

Sensitive Health (Subkey: Age Range Low Limit in Years)

• NOTE: Added in V15.1

An organization can determine the lowest age limit in years to flag patient EHRs as containing potential sensitive health conditions.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric 0-30	0	Enterprise Org	N

• If set to Yes, patients within the age range set in Sensitive Health (Subkey: Age Range Low Limit in Years) and Sensitive Health (Subkey: Age Range High Limit in Years) will be flagged in the patient banner with an icon.The icon can be manually removed through the Patient Profile Dialog.
• If the patient does not meet the age range set in Sensitive Health (Subkey: Age Range Low Limit in Years) and Sensitive Health (Subkey: Age Range High Limit in Years) the icon does not display.

Sensitive Health (Subkey: Age Range High Limit in Years)

• NOTE: Added in V15.1

An organization can determine the highest age limit in years to flag patient EHRs as containing potential sensitive health conditions.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric 0-30	30	Enterprise Org	N

• If set to Yes, patients within the age range set in Sensitive Health (Subkey: Age Range Low Limit in Years) and Sensitive Health (Subkey: Age Range High Limit in Years) will be flagged in the patient banner with an icon.The icon can be manually removed through the Patient Profile Dialog.
• If the patient does not meet the age range set in Sensitive Health (Subkey: Age Range Low Limit in Years) and Sensitive Health (Subkey: Age Range High Limit in Years) the icon does not display.

ShowAndLogRequestAbortErrorMessage

• NOTE: Added in 11.4

Displays a message and logs an error if the error occurred because the request was stopped. If the preference is set to the default value of Y, the message, The request was aborted, is displayed and logged in the error_log table. If the preference is set to N, the exception is silently logged in the Instrumentation log. The error description in the instrumentation log is prefixed with the text, Ignored Exception.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Toolbar Default for Clinician Choice Button

Determines which tab of Add Clinical Item opens when you click the Clinician Choice icon on the Clinical Toolbar. Note: If Chief Complaint is defaulted (only available to V11 Note users) then the Chief Complaint icon is displayed on the Clinical Toolbar, rather than the Clinician Choice icon.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Active Past Medical History Past Surgical History Family History Social History Allergies Medication History Immunization History 90 Chief Complaints Rx Medication Administration Laboratory Radiology Procedures Findings FollowUp/Referral Imaging Instructions Immunizations Supplies CareGuides QSets	N/A	Enterprise Org User	Y

Toolbar Default for History Builder Button

• Note: Added in v11.1.7

Enables users to be able to set a default tab for the History Builder Button within the ACI.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Active Past Medical History Past Surgical History Family History Social History Allergies Medication History Immunization History 90 Immunization History	N/A	Enterprise Org User	Y

Toolbar Default for Problem-Based Order Button

• Note: Added in v11.1.7

Default for Problem-Based Order Button to direct user to a specific Problem-Based Order tab in ACI.

Available Options	Recommended/Default Value	Available Levels	User Can Override
CareGuides QSets		Enterprise Org	Y

Toolbar Default for Rx/Orders Button - Lab Icon *

• Note: Updated Values in 11.4.1

Default for Rx/Orders Button - Lab Icon to direct user to a specific Rx/Orders tab in ACI.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Laboratory Radiology Findings FollowUp/Referral Instructions Immunizations Supplies	Lab/Procedures	Enterprise Org User	Y

Toolbar Default for Rx/Orders Button - Rx Icon

• Note: Added in v11.1.7

Default for Rx/Orders Button - Rx Icon to direct user to a specific Rx/Orders tab in ACI

Available Options	Recommended/Default Value	Available Levels	User Can Override
Rx Medication Administration	Rx	Enterprise Org User	Y

UA Install Location

• This preference is no longer used.

Use Clinical Desktop Default View When Switching Patients

• Note: Added in v11.1.7

• Y setting will display the user's default Clinical Desktop View
• N setting will display the view that s displayed pruior to chaning the patient in context.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Yes

Use Organization or Site Address for Patient Ed Print Out

• Note: Added in v11.1.7

Determines which address to display on the patient education print out.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Site Organization	Organization	Enterprise Org	N/A

URL to find the UAI DesktopAgent install (optional)

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Free Text Provided by Technical Rep	Blank Unless using UAI	Enterprise Org	No

Wand Charge Enabled

• Note: Added in v11.4.1

In order to generate visit charges in Allscript Wand this preference must be set to 'Y'

• Y setting enables the Billing button on the Note Preview screen in Allscripts Wand™.
• N setting enables the visit charge functionality is available in Allscripts Wand™.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Set at Enterprise Level and Override for specific users

Wand Chief Complaint Enabled

• Note: Added in v11.4.1

By default, the Chief Complaint section does not appear on the Patient Review screen in Allscripts Wand™. An administrator must configure the Wand Chief Complaint Enabled preference to be displayed

• When set to Y Allscripts Wand™ displays the Chief Complaint section on the Patient Review screen.
• When set to N Allscripts Wand™ does not display the Chief Complaint section on the Patient Review screen.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise User	N/A

Wand Document Enabled

• Note: Added in v11.4.1

Allscripts Wand™ enables you to create, edit, sign, and finalize unstructured documents from an iPad® device. You can turn off document-related functions in Allscripts Wand™. The system administrator must change the Wand Document Enabled preference settings.

• When set to Y the Documents button is enabled on the Encounter screen in Allscripts Wand™.
• When set to N you can only view documents through the Patient Review screen, and you cannot create documents in Allscripts Wand™.

Setting Wand Document Enabled to N does not prevent users from signing documents. It only prevents new document creation.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise User	N/A

Wand Encounter Enabled

• Note: Added in v11.4.1

Allscripts Wand™ enables you to manage patient encounters from an iPad® device. You can turn off encounter-related functions in Allscripts Wand™. The system administrator must change the Wand Encounter Enabled preference settings.

• When set to Y the Encounter button is available in Allscripts Wand™, and you can swipe to access the Encounter screen.
• When set to N the Encounter button is not available in Allscripts Wand™, and you cannot swipe to access the Encounter screen.

Note: See the Wand for Enterprise User Guide for further information on working with encounters.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise User	N/A

Works 0 FingerPrintAuthEnc

• This is disabled and not used at this time. Do not modify.

WorkspaceVerifyTask

• NOTE: Added in 11.2

This preference determines which Workspace opens when you double-click a Verify CED Item task or highlight the task and click Go To.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Any Selection from the list of Worklist Views	Verify Clinical Item View	Enterprise	N/A

WorkspaceViewTasks

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Any Selection from the list of Worklist Views	Worklist View Designed Efficiently Complete Worklist Items	Enterprise Org User	Yes

HMP Preferences

Health Maintenance Problems - Default to Expanded

Indicates whether or not the Health Maintenance Problems default to an expanded state when the HMP page is opened.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Alert Never Always	Show in My Alerts	Enterprise	Yes

HMP Vitals Units

Indicates the default system that is used to calculate Vitals values.

• Note: If 'As Entered' is selected, then the value is displayed exactly how the value was entered.

Available Values	Recommended/Default Value	Available Levels	User Can Override
US Metric As Entered	US Metric system	Enterprise Org	Yes

ImmunizationAdminViewShowPermDeferred

• Note: New V11.4

Indicates if permanently deferred immunizations appear by default in the Immunization Series/Administered Recorded View.

• Y setting shows the permanently deferred immuizations by default.
• N setting hides the permanently deferred immunizations by default.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	Yes

ImmunizationAdminViewShowTempDeferred

• Note: New V11.4

Indicates if temporarily deferred immunizations appear by default in the Immunization Series/Administered Recorded View. If temporarily deferred items are displayed in the Administered/Record view then those items are also cited when that view is cited into note.

• Y setting shows the permanently deferred immuizations by default.
• N setting hides the permanently deferred immunizations by default.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	Yes

My Priority View-Default Other Problems to Expanded

• Note: New V11.4

Indicates whether or not problems default to an expanded state in the My Priority View. The alert setting expands other problems in the My Priority View if there is an overdue item, a near or past due item that causes an alert icon to appear.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Always Never Alert	Always	Enterprise Org	Yes

My Priority View-Default My Priority Problems to Expanded

• Note: New V11.4

Indicates whether or not My Priority problems default to an expanded state in the My Priority View. The alert setting expands My Priority Problems in the My Priority View if there is an overdue item, a near or past due item that causes an alert icon to appear

Available Values	Recommended/Default Value	Available Levels	User Can Override
Always Never Alert	Always	Enterprise Org	Yes

NormativeGrowthChart

Indicates the default system that is used to calculate the Normative Growth Chart Values.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Us Units Metric Units	US units	Enterprise Org	Yes

NormativeGrowthChartGraphLabels

Indicates the which labels should display on the Normative Growth Charts by Default.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Show Age Show Data Show Percentiles	Blank	Enterprise Org	Yes

NormativeGrowthChartOrder

Indicates the order in which the Normative Growth Chart units are displayed in the chart.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Height-Weight-BMI Weight-Height-BMI	Height / Weight / BMI	Enterprise Org	Yes

Other Medications and Other Orders - Default to Expanded

Indicates whether or not other medications and orders default to an expanded state when the HMP page is opened.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Alert Never Always	Always	Enterprise Org	Yes

Problem/Problem Type View - Default Acute Problems to Expanded

Indicates whether or not acute problems default to an expanded state when in the Problem View.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Alert Never Always	Always	Enterprise Org	Yes

Problem/Problem Type View - Default Chronic Problems to Expanded

Indicates whether or not chronic problems default to an expanded state when in the Problem View.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Alert Never Always	Always	Enterprise Org	Yes

Resulted Panels - Default to Expanded

Indicates whether or not the Result panels default to an expanded state when the HMP page is opened.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Alert Never Always	Always	Enterprise Org	Yes

Show Blank Rows

Indicates whether or not to show blank rows on the HMP page.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	Yes

Show Clinical Findings if

Indicates that Clinical Findings should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Diagnostic Imaging if

Indicates that Diagnostic Imaging should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Follow - up if

Indicates that Follow-up should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Instructions if

Indicates that Instructions should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Immunizations if

Indicates that immunizations should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Laboratory if

Indicates that Laboratory should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Medication Admin if

Indicates that Medication Admins should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Other Diagnostic Testing if

Indicates that Other Diagnostic Testing should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Precautions if

Indicates that Precautions should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Referrals if

Indicates that Referrals should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Show Supplies if

Indicates that Supplies should display if the selected criteria is met. Organizations have the ability to select one, two, or all three of the valid values for this preference.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Incomplete Order Reminder Most Recent	N/A	Enterprise Org	Yes

Suppress Other Medication

Determines whether or not to display "Other Medications" in the HMP.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Yes

Suppress Other Orders

Determines whether to show or hide Other Orders from the HMP.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Yes

Meds Preferences

AllowUsersToSelectSelfForVisualVerification

• NOTE: New in V15.1

Enables organizations to determine if users can select his or her username as the person who verified the medication or immunization when Visually Verified By is required on Medication Details or Immunization Details.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/A

AllowFutureDateRecwoOrdering

New in v11.4.1 HF1

This preference enables you to specify the Rx Date in Medication Details as a future date, if the Record w/o Ordering box is selected. The preference does not apply to medication administration or immunization orders.

If set to Y the Rx Date box in Medication Details is enabled for past, current, or future dates.

If set to N the Rx Date box in Medication Details is enabled only for past or current dates.

If the Record w/o Ordering box is not selected, the application uses the existing validation for a past or current date, and the preferred patient communication method.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	Yes

Apply to All Print Dialog Default Value

This preference sets the checkbox on the Print Dialog presented for Prescriptions.

• If set to Y the 'apply to all' checkbox will be selected by default on the Prescription Print Dialog.
• If set to N the 'apply to all' check box will not be selected by default on the Prescription Print Dialog.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

AssignRxRenewTaskToManagedByProvider

• New in v11.4.1

This preference determines if the Rx Renew Request tasks is automatically assigned to the provider responsible for managing the requested patient therapy (the Managed By provider) instead of the Ordered By provider for the original prescription or a prior renewal.

• Y If there is a Managed By provider, Rx Renew Request tasks are automatically assigned to the Managed By provider who is associated with the matched patient therapy instead of the Ordered By provider.
• N Rx Renew Request tasks are automatically assigned to the Ordered By provider associated with the matched patient therapy. If the medication cannot be matched or if both the Ordered By and Managed By provider are inactive, the task is not assigned to a provider.

• Administrators can configure Allscripts Enterprise EHR™ to automatically assign Rx Renew Request tasks to the provider responsible for managing the requested patient therapy (the Managed By provider) instead of the Ordered By provider for the original prescription or prior renewal. (See ABDR 11.4.1 Configure automatic assignment of Rx Renew Request tasks to the Managed By provider for more information)

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Automatically Attach Coupon to Rx (When Applicable)

• NOTE: Added in V17.1

Allows eCoupons to be automatically attached to applicable medications.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

• If set to Yes, the coupon output method in Medication Details is automatically set to Send coupon to pharmacy electronically or Print coupon and give to patient depending on the prescribe action set in Medication Details.

• If set to No, the coupon output method in Medication Details is set to Decline coupon for this patient automatically. Both Send coupon to pharmacy electronically or Print coupon and give to patient will still be available to select manually.

Auto Dispense Inventory Medications

• Note: Added in v11.1.7

Sets default prescribe action to Dispense for In-inventory Medications when the selected medication is in the inventory.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Automatically Reactivate NRM

• Note: Added in v11.4

This preference determines if and when No Reported Medications (NRM) will be automatically reactivated in the Meds/Orders component.

• If set to N user must manually active NRM via Add Clinical Item when there are not active medications on the patient record (when all meds are in completed, Perm Deferral, EIE, or Discontinued Status and the Current Medications List is empty.
• If set to NotActiveOnly the system automatically reactivates NRM in the Meds/Orders component if there are not active medications on the patient record.
• If set to NoActiveorTempDefer the system automatically actives NRM in the Meds/Orders component if there are no active medications or if the only medications displayed in the Current Medications are in a Temporary Deferral Status.

Available Values	Recommended/Default Value	Available Levels	User Can Override
N NotActiveOnly NoActiveorTempDefer	No	Enterprise Org	N/A

Days Before RxAction Date To Consider Near Due

This preference sets a numeric value between 0-99 representing the number of days prior to a Prescription Action being due to consider it near due and a reminder is created.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric value between 0-99	14	Enterprise Org	N/A

Days Include Completed Meds

• Note Added in V11.4

This preference sets a a numeric value between 0-30 representing the number of daysfor which a DUR alert displays for medications that arein a status of Complete.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric value between 0-30	30	Enterprise Org	N/A

Default Immun Link to Health Maintenance

Determines whether a new immunization is automatially linked to Health Maintenance as a problem.

• Y setting will automatically link Health Maintenance as the problem in the Link To box in Order Entry.
• N setting will leave the Link To box blank and the user will have to manually select a problem to associate to the order.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Default Rx Action for Renewal

If set to 'previous action' the renewed prescription will default to the Rx action used during for the original version of the prescription. If set to 'User Default' the renewed prescription will default to the users default Rx action.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Previous Action User Default	Previous Action	Enterprise	N/A

Destination: Default Rx Action

Determines the Default Rx action for medication orders.

• If set to Call Rx the Rx action will default to Call Rx.
• If set to Dispense Sample, the Rx action will default to Dispense sample.
• If set to Print Rx the Rx action will default to Print Rx.
• If set to Record the Rx action will default to Record.
• If set to Send To Mail Order the Rx action will default to Send To Mail Order.
• If set to Send to Retail the Rx action will default to Send to Retail.

Available Values	Recommended/Default Value	Available Levels	User Can Override
CallRx Dispense Sample Print Rx Record Send to Mail Order Send to Retail	Send to Retail	Enterprise	Yes

DestinationOTC: Default Rx Action for OTC

• Note: Added in V11.4

This preference is to ensure OTC medication orders are recorded, printed or sent to the patient's pharmacy.

• If set to Call Rx the Rx is to call the OTC prescription.
• If set to Dispense Sample, the Rx action is to dispense the patient an OTC medication sample.
• If set to Print Rx the Rx action is to print a hard copy of the OTC prescription.
• If set to Record the Rx action is to document the OTC prescription in the patient's record.
• If set to Send To Mail Order the Rx is to send the OTC prescription electronically to a mail order pharmacy.
• If set to Send to Retail the Rx action is to send the OTC Prescription electronically to a retail pharmacy.

Available Values	Recommended/Default Value	Available Levels	User Can Override
CallRx Dispense Sample Print Rx Record Send to Mail Order Send to Retail	Blank-automatically defaults to Default Action RX value	Enterprise Org User	Yes

Default Admin By

• 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.
• If set to N the Default Admin By for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default Admin By).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Admin Date

• 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.
• If set to N the Default Admin Date for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default Admin Date).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Y	Enterprise Org User	Yes

Default Admin Dose

• 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.
• If set to N the Default Admin Dose for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: The user must complete one administration for the item before this value becomes the default.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default Admin Dose).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Admin Lot

• 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.
• If set to N the Default Admin Lot for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: The user must complete one administration for the item before this value becomes the default.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default Admin Lot).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Admin Manufacturer

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. If set to N the Default Admin Manufacturer for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: The user must complete one administration for the item before this value becomes the default.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default Admin Manufacturer).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Admin Route

• 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.
• If set to N the Default Admin Route for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: The user must complete one administration for the item before this value becomes the default.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default AdminRoute).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Admin Site

• 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.
• If set to N the Default Admin Site for a Medication Administration and Immunizations will not default for the user. This forces the user to manually select the value each time.

• Note: The user must complete one administration for the item before this value becomes the default.

• Note: User Level: Personalize (Clinical Toolbar >Personalize > Meds> Default Admin Site).

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Disp Save Default

• 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.
• 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.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Display Dose Range Missing

• Note: Added in V11.4

This preference determines if a message displays on the Medication Details indicating there are no dose ranges available for the medication.

Available Values	Recommended/Default Value	Available Levels	User Can Override
All Pediatric Geriatric None	All	Enterprise Org User	Yes

Display RX Coverage Detail

Determines if Rx coverage detailsare displayed by default.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No		Enterprise Org	Yes

DUR Acknowledge Reason

• If set to Y the user must provide a reason when ignoring a DUR Warning.
• If set to N the user will not be required to provide a reason for ignoring the warning.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

DUR Warning: Dose Check Interrupt Timing

DUR Preferences are no longer set per severity levels. They can only be set to "Immediate" or "Never".

• 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.
• If set to Never the user will not be prompted with this type of warning.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	N/A

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".

• 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.
• If set to Never the user will not be prompted with this type of warning.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	No

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".

• 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.
• If set to Never the user will not be prompted with this type of warning.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	No

DUR WARNING: Drug to Food Check Interrupt Timing

• 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.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	No

DUR WARNING: Drug to Healthstate Check Interrupt Timing

• 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.
• If set to Never the user will not be prompted with this type of warning.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	No

DUR WARNING: Duplicate Therapy Check Interrupt Timing

• 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.
• If set to Never the user will not be prompted with this type of warning.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	No

DUR WARNING: PAR Check Interrupt Timing

• 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.
• If set to Never the user will not be prompted with this type of warning.

• Note: The DUR Severity Levels are set in TWAdmin/Org Setup/Enterprise

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Never	Immediate	Enterprise	No

EnableElectronicPriorAuth

• NOTE: Added in v11.5

Allows organizations to configure the electronic (ePA) feature.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

EnableEpcs

• NOTE: Added in v11.5

Allows organization to determine if Electronic Prescripts for Controlled Substances (EPCS) ordering and signing workflows are enabled at the enterprise or org level for users who have been built per EPCS Implementation Guide.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

• If set to Yes, EPCS is enabled at the level specified and enables all EPCS ordering and signing workflows.
• If set to No, EPCS is not enabled at the level specified and no user can electronically prescribe a controlled substance. Fully provisioned providers can however order controlled substances through non-EPCS workflows.

EnableMAI: Enable Medication Adherence Indicators

This preference is no longer used.

Enable PMPRegistryDocumentation

• NOTE: Added in V15.1

Allows organizations to enable the Record Registry Consult controls in Clinical Desktop.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

• If set to Yes, the Record Registry Consult controls is displayed on the Clinical Desktop. This will allow the user to validate that the state medication registry was consulted when prescribing a controlled substance.The mandated I-STOP Act requirement for New York State is fulfilled.

Enable Rx Hub Medication History

Determines if external medication history data is allowed to be brought into the application. In addition this setting determines if the Medication Consent is enabled within the patient profile. Some organizations require written confimration of consent in some form from the patient prior to any action being taken. In these cases typically the front desk staff would update the patient profile.

• Note this prefrence is set in conjuction with Medication History preference in accordance with organizational policies.

• 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.
• If set to N the system will not attempt to load the patient's historical medications.

• Note: Added in V11.1.6. This can be disabled for individual patients to meet HIPAA -see Med History Patient Disable

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

Enable SCRIPT Messaging

• If set to Y then Script messaging is enabled between the provider and the pharmacies using the SureScripts network. This requires other setup as well, but must be enabled for providers 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.
• If set to N Script messaging will be disabled

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No - Unless set up for SureScripts usage	Enterprise Org	N/A

Enable Touchscript Messaging

• If Y is selected then organizations can send in-office medication requests from Touchworks 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.
• If set to N this feature will be disabled.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No - Unless set up for FirstFill Usage	Enterprise Org	N/A

EPCS (Subkey:OTPDefaultDevice)

• NOTE: Added in V11.5
• This preference does not need to be configured. Preference is defined when a one time password fills the OTP Device Type default on the Sign Prescription page for Electronic Prescriptions for Controlled Substances.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Exact name of device is established during Verizon enrollment.	This is automatically filled when the prescriber selects a device on Sign Prescription and signs the prescription.	User	Administrator Only

EPCSReportingServiceURL(Subkey: CommonReportingURL)

• NOTE: Added in V11.5
• Allows organizations to define,for EPCS functionality, the URL that Allscripts Touchworks EHR will connect to for EPCS Reporting Service. Any prescriber can access EPCS Report through the configured EPCS menu.

Available Values	Recommended/Default Value	Available Levels	User Can Override
URL	Default URL for production is https://connect.ps.allscriptscloud.com/Reporting Default URL for test is https://connect.psuat.allscriptscloud.com/Reporting	Enterprise	N/A

EPCSReportingServiceURL(Subkey: DOIReportURL)

• NOTE: Added in V11.5
• Allows organizations to define,for EPCS functionality, the URL that Allscripts Touchworks EHR will connect to for EPCS Daily Report of Incidents portal service. Allows administrators the Tenant Admin or EPCS Approver permission access to the Daily Report of Incidents. This is available through EPCS Admin menu.

Available Values	Recommended/Default Value	Available Levels	User Can Override
URL	Default URL for production is https://droiportal.ps.allscriptsloud.com/EPCSReportingPortalService Default URL for test is https://roiportal.psuat.allscriptsloud.com/EPCSReportingPortalService	Enterprise	N/A

Formulary Alternatives Reason Required

• If set to Off Formulary w/ 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.
• 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.
• If set to Never the user would not be forced to provide a reason for ignoring formulary alternatives.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Off Formulary w/ Preferred Preferred never	Never	Enterprise Org User	N/A

Formulary Checking Interrupt Timing

• If set to Immediate the user would be prompted with formulary checking alternatives as they are prescribing the medication.
• If set to Deferred the user would be prompted with formulary checking alternatives as they are committing the encounter summary information.
• If set to Never the user would not receive the warning.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Immediate Deferred Never	Immediate	Enterprise Org User	No

Immunization - Expiration Date

Determines whether or not an expiration date is required to complete an immunization administration.

• If set to Y this will require the user to enter an expiration date.
• If set to N this will not require the user to enter an expiration date.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Immunization - Lot Required

Determines whether or not a lot is required to complete an immunization administration.

• If set to Y this will require the user to enter a lot number.
• If set to N this will not require the user to enter a lot number.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Immunization - Manufacturer

Determines whether or not a manufacturer is required to complete an immunization administration.

• If set to Y this will require the user to enter a manufacturer number.
• If set to N this will not require the user to enter a manufacturer number.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Immunization - NDC

Determines whether or not an NDC (National Drug Code) number is required to complete an immunization administration. If Chargeable, is required only when value is configured in Charge Code field in OID.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No Chargeable	No	Enterprise Org	N/A

Immunization - Requiredness

Determines required field behavior for Expiraton, Date, Lot, Manufacturer, and NDC Preferences whether fields are required to Complete or Required to Save.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required to Complete Required to Save	Required to Complete	Enterprise Org	N/A

Immunization Order Authorization Required

• 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.
• 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. * If set to Not Required no tasks will be created and the immunization will be completed at the time of entry and completion.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Prospective Retrospective Not Required	Not Required	Enterprise Org User	No

MaxDailyDoseRequired

• NOTE: Added in V11.5

• Allows organization to determine which controlled substance schedules require a Maximum Daily Dose to be set in SIG on Medication Details.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Not Required|II|III|IV|V|All	Not Required	Enterprise Org User	Admin Only

• If Not Required, for all controlled substances. Sets Maximum Daily Dose in SIG on Medication Details to not required for all controlled substances.
• If II, sets Maximum Daily Dose in SIG on Medication Details to required for level II controlled substance.
• If III, sets Maximum Daily Dose in SIG on Medication Details to required for level III controlled substance.
• If IV, sets Maximum Daily Dose in SIG on Medication Details to required for level IV controlled substance.
• If V, sets Maximum Daily Dose in SIG on Medication Details to required for level V controlled substance.
• If All, sets Maximum Daily Dose in SIG on Medication Details to required for level I,II,III and V controlled substance.

MaxDaysToRetainDistributedCoupon

• NOTE: Added in V17.1

• Allows organization to determine the number of days to keep a distributed coupon for printing, faxing, viewing, or sending.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Integer 7-30	7	Enterprise	N/A

MAR Prescription BarCode

• If set to AHS RX Number the bar code printed on the MAR prescription will use the Allscripts Rx Number.
• If set to NDC the bar code printed will have the National Drug Code.
• If set tp GPI the bar code printed will use the Gingival-Periodontal Index code.

• Note: Do not change this preference. It is only used with the MAR (Medication Administration Record) module which most clinics do not use. For the few clients that do use this module, this setting would be based on their needs

Available Values	Recommended/Default Value	Available Levels	User Can Override
AHS Rx Number NDC GPI	Do not change this setting	Enterprise Org User	No

Med Admin - Expiration Date

Determines whether or not an expiration date is required to complete a medication administration.

• If set to Y an expiration date is required to complete a medication administration.
• If set to N an expiration date is not required to complete a medication administration.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Med Admin - Lot Required

Determines whether or not a lot is required to complete a medication administration.

• If set to Y a lot is required to complete a medication administration.
• If set to N a lot is not required to complete a medication administration.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Med Admin - Manufacturer

Determines whether or not a manufacturer is required to complete a medication administration.

• If set to Y a manufacturer is required to complete a medication administration.
• If set to N a manufacturer is not required to complete a medication administration.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Med Admin - NDC

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.

• Note: Added in v11.1.7

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No Chargeable	Yes	Enterprise Org	N/A

Prescribe Enable Admin - Schedule

Determines whether or not a scheduled medication administration can be enabled.

• Note: Added in v11.4

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise	N/A

Med Admin - Requiredness

Determines whether the other Medication Administration preferences (Expiration Date, Lot, Manufacturer, NDC) are required when completing or saving the Medication Admin detail.

• Note: Added in v11.4

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required to Complete Required to Save	Required to Complete	Enterprise	N/A

Med History Query Duration

This preference determines the specific amount of time (in months) for retrieval of patients medication history from Rx Hub. The preference is configurable from one month to 24 months.

• Note: Added in 11.1.6

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric from 1 to 24 (months)	6 (months)	Enterprise Org	N/A

Medication History: Default value for Med Hx consent

This preference determines the default value for the medication history consent within the Patient Profile and works in conjuction with the Enable Rx Hub Medication History Preference.

• Unknown sets the Medication History Consent to Unknown by default.
• Granted sets the Medication History Consent to Granted by default.
• Declined sets the Medication History Consent to Declined by default.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Granted Declined Unknown	Unknown	Enterprise Org	N/A

Minutes Before Re-Authentication Is Required For Medication Order

This preference is enacted when the setting for ReqReAuthActivate preference is set to yes. If order authentication is required, this value is the number of minutes before a user is required to re-authenticate within the system. (This setting does not apply to the log in screen.)

• 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 re-authenticate if they have not completed an action that required authentication within the past 5 minutes.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	0	Enterprise Org	N/A

Non-Scheduled Meds Order Authorization Required

• 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.
• 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.
• If set to Not Required no tasks will be created and the medication request will be completed at the time of entry and completion.

• 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.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Prospective Retrospective Not Required	Prospective	Enterprise Org	N/A

Order Present Formulary Alternatives

• If set to Off Formulary w/ Preferred the user would be presented with formulary alternatives when the medication is off formulary and there are preferred medications available.
• If set to Preferred the user would be presented with formulary alternatives when the medication has preferred alternatives available.
• If set to Never the user would not be presented with formulary alternatives.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Off Formulary with Preferred Preferred Never	Off Formulary w/ Preferred	Enterprise	Personlize

Order Prohibit Transmission of Schedule III Rx

• 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.
• If set to N the transmission of Schedule III drugs electronically will be allowed.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Depends on State/Federal Law	Enterprise	N/A

Order Prohibit Transmission of Schedule II Rx

• 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.
• If set to N the transmission of Schedule II drugs electronically will be allowed.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Depends on State/Federal Law	Enterprise	N/A

Order Prohibit Transmission of Schedule IV Rx

• 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.
• If set to N the transmission of Schedule IV drugs electronically will be allowed.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Depends on State/Federal Law	Enterprise	N/A

Order Prohibit Transmission of Schedule V Rx

• 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.
• If set to N the transmission of Schedule V drugs electronically will be allowed.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Depends on State/Federal Law	Enterprise	N/A

Override Sign Rx Task for Schedule II Meds

• Note: This preference is not used and should be left blank

Override Sign RX Task for Schedule III-V Meds (Override Sign Rx CIII-V)

• Note: This preference is not used and should be left blank

Prescribe Enable Medication Administration Schedule

• If set to Y the ability to schedule a medication administration is available.
• If set to N the ability to schedule a medication administration is not available.

• Note: This preference applies to the Medication Administration Record Module.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/A

Prescribe Non-Formulary Authorization Required

Determines whether authorization is required for non-formulary prescriptions written by users without the Authorize Non-Formulary Prescribing security code.

• If set to Y the medication will require authorization prior to fulfillment if prescribing off formulary and will not print without authorization until Authorize Non- Formulary Medication task is resolved. This setting also requires the end user for selecting a reason for prescibing a non formulary medication.
• If set to N the system will not require authorization if prescribed medications are off formulary.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Y N	N	Enterprise Org	N/A

Prescribe Print Problem

Determines if the problem associated with the medication prints on the rx script.

• If set to 'Y the problem linked to the medication will be printed on the prescription.
• If set to N the problem linked to the medication will not display on prescriptions.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personlize

Prescribe Print Script Hdr: Hide or Show the Sites

Determines if the site associated with the medication prints on the rx script. * If set to Y the Site will display on the prescription.

• If set to N the Site will not display on the prescription.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Prescribe Print Script HdrCS: Hide or Show the Sites name/address on the printed scheduled prescription

Determines if the site name and address associated with the medication prints on the rx script.

• If set to Y the Site name and address will display on the prescription.
• If set to N the Site name and address will not display on the prescription.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A

Prescribe Problem Linking Required

Determines if problem linking to a prescription is required to reach a status of "Active".

• If set to Required to Save, the prescription details screen will require a user to select a linked problem prior to saving the prescription.
• 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.
• If set to Not Required the system will not force the user to select a problem when prescribing or renewing a medication.

• Note: Using the selection 'Required to Save' assist in building user Quicksets.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required to Save Needs Info Reason Not Required	Required to Save	Enterprise Org	N/A

Prescribe Rx by Editing Rx Updates Ordered By Field

• 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 providers are covering for others and the desired behavior is to have the actual prescribing provider documented as the Ordering Provider.
• If set to N the original Ordering Provider will remain unless manually overridden.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No		Enterprise Org User	N/A

Prescribe Updates Supervised By On Edit

• Note: Added in v11.4

Determines if an Attending Providers name should be updated in the Supervised By for a medication order; such as Rx, Medication Admin or Immunization Administration, if the provider edits authorizes or voids the medication order.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/A

Prescribe Warn If Not Participating

Determines whether a warning is dispayed when a medication is not participating in DUR checking. This can be useful if an organization adds locally defined medications to their dictionary.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	N/A

Prescribing: Hide or Show Allscripts Watermark on Faxed Prescriptions

This preference determines whether to hide or show the Allscripts watermark on faxed prescriptions.

• If set to Hide the Allscripts watermark will not appear on faxed prescriptions.
• If set to Show the Allscripts watermark will appear on faxed prescriptions.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Show Hide	Show	Enterprise Org	No

Prescribing: Hide or Show Allscripts Watermark on Printed Prescriptions

This preference determines whether to hide or show the Allscripts watermark on printed prescriptions.

• If set to Hide the Allscripts watermark will not appear on printed prescriptions.
• If set to Show the Allscripts watermark will appear on printed prescriptions.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Show Hide	Show	Enterprise Org	No

Prescribing Supervision

Determines whether a cosignature is needs to complete a medication order. This works with several other required authorization preferences.

Non-ScheduledMedsOrderAuthorizationrequired

ScheduleIIMedsOrderAuthorizationRequired

ScheduleIIItoVMedsOrderAuthorizationRequired

ImmunizationOrderAuthorizationRequired

• If set to Y along with the approriate authorization required preference it determines what happens when a medication is ordered.
• If set to Prospective the prescription status is Unauthorized adn the order is hlep for authorization. A new Authorize Order task is created or added to the current Authorize Order task for the patient/supervising provider combination if one exists.
• If set to Retrospective a Notification task is created or added to the currently active Order Notification task for the patient/supervising provider combination if one exists. The order does not go to the Unauthorized Status.
• If set to Not Required no task is sent to the Supervised By provider adn the order does not

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/A

Prescribing Without Allergy Status

This preference determines whether to the user will be prompted if the patient's allergy status is not defined.

• 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.
• 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.
• If set to Do Not Warn the user will not receive a warning when prescribing medications.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Prevent Warn Do Not Warn	Warn	Enterprise Org	N/A

Prescribing Without Pharmacy Specified

This preference determines whether to the user will be prompted if the patient's pharmacy is not defined.

• 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.
• 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.
• If set to Do Not Warn the user will not receive a warning when prescribing medications and a pharmacy is not defined.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Prevent Warn Do Not Warn	Warn	Enterprise Org	N/A

Prevent Ord Abs Contraind

• Note: Added in v11.4

This preference determines if a Drug-Disease Alert with Absolute Contraindication is displayed when a medication is absolutely contraindicated for a pregnant patient.

• If set to Y the absolute contraindication rule is run.
• If set to N the absolute contraindication rule is not run.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	N/A

Require Re-Authentication For New or Renewed Prescriptions

This preference determines whether the provider or user will be prompted to enter their password when prescribing or renewing a medication.

• If set to Y the provider or user will be prompted to enter their password when prescribing or renewing a medication. This behavior is also dependent on the 'Authentication Time-Out' in the general preferences.
• If set to N the provider or user will not be prompted to enter their password.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

Require Re-Authentication For New or Renewed Prescriptions (Subkey:Print Rx)

• New in v11.2.2

This preference determines whether the provider or user will be prompted to enter their password when printing new or renewed medications.

• If set to Y the provider or user will be prompted to enter their password when printing new or renewed medications. This behavior is also dependent on the 'Authentication Time-Out' in the general preferences.
• If set to N the provider or user will not be prompted to enter their password.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

In certain versions that have both ReqReAuthActivatePrescription (Subkey: Print Rx) and ReqReAuthActivatePrescription (without subkey), ReqReAuthActivatePrescription (Subkey: Print Rx) can override ReqReAuthActivatePrescription for medications with Print Rx selected as the prescribe action.

ReqReAuthActivatePrescription (without subkey),= 'Y' and

ReqReAuthActivatePrescription (Subkey: Print Rx)= 'Y'

Then - System prompts for re-authentication for any prescribe action including Print Rx.

ReqReAuthActivatePrescription (without subkey),= 'Y' and

ReqReAuthActivatePrescription (Subkey: Print Rx)= 'N'

Then - System prompts for re-authentication for any prescribe action except Print Rx, for which there is not a re-authentication prompt.

ReqReAuthActivatePrescription (without subkey),= 'N' and

ReqReAuthActivatePrescription (Subkey: Print Rx)= 'N'

Then - System does not prompt for re-authentication for any prescribe action including Print Rx.

ReqReAuthActivatePrescription (without subkey),= 'N' and

ReqReAuthActivatePrescription (Subkey: Print Rx)= 'Y'

Then - System does not prompt for re-authentication for any prescribe action including Print Rx.

Rx Supervisor Signature Required

This preference determines whether the user will be prompted for an Rx Supervisor Signature.

• If set to Not Required the supervising provider will not be tasked when a ordering provider that requires supervision prescribes a non-controlled medication.
• If set to Notification Only the supervising provider will receive a Order Notification task when an ordering provider that requires supervision prescribes a non-controlled medication. The task will be assigned to the provider that is defined as the supervising provider.
• If set to Authorization Before Fulfillment the supervising provider will receive an Authorize Order task when a ordering provider that requires supervision prescribes a non-controlled medication. The task will be assigned to the provider that is defined as the supervising provider. The task must be completed before the medication will be fulfilled.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Not Required Notification Only Authorization Before Fulfillment	This should be based upon the organization's policy	Enterprise Org	No

Rx Supervisor Signature Required for Schedule II Meds

This preference determines whether the user will be prompted for an Rx Supervisor Signature for Schedule II Meds.

• If set to Not Required the supervising provider will not be tasked when a ordering provider that requires supervision prescribes a schedule II medication.
• If set to Notification Only the supervising provider will receive a Order Notification task when a ordering provider that requires supervision prescribes a schedule II medication. The task will be assigned to the provider that is defined as the supervising provider.
• If set to Authorization Before Fulfillment the supervising provider will receive an Authorize Order task when a ordering provider that requires supervision prescribes a schedule II medication. The task will be assigned to the provider that is defined as the supervising provider. The task must be completed before the medication will be fulfilled.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Not Required Notification Only Authorization Before Fulfillment	Based Upon Organizational Policy	Enterprise Org	No

Rx Supervisor Signature Required for Schedule III-V Meds

This preference determines whether to the user will be prompted for an Rx Supervisor Signature for Schedule III-V Meds.

• If set to Not Required the supervising provider will not be tasked when a ordering proider that requires supervision prescribes a schedule III-V medication.
• If set to Notification Only the supervising provider will receive a Order Notification task when a ordering provider that requires supervision prescribes a schedule III-V medication. The task will be assigned to the provider that is defined as the supervising provider. * If set to Authorization Before Fulfillment the supervising provider will receive an Authorize Order task when a ordering provider that requires supervision prescribes a schedule III-V medication. The task will be assigned to the provider that is defined as the supervising provider. The task must be completed before the medication will be fulfilled.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Not Required Notification Only Authorization Before Fulfillment	Based Upon Organizational Policy	Enterprise Org	No

Rx Disable Fax Signature(applies to Class II, III, IV, V Schedule Medications)

This preference determines the signature is disabled when faxing Class II, III, IV, V Schedule Medications.

• If set to 2 signature is hidden for Class II medications.
• If set to 2,3 signature is hidden for Class II and III medications.
• If set to 2,3,4 signature is hidden for Class II, III, and IV medications.
• If set to 2,3,4,5 signature is hidden for Class II, III, IV, and V medications.
• If set to Always signature is hidden for all medications.

Available Values	Recommended/Default Value	Available Levels	User Can Override
2 2,3 2,3,4 2,3,4,5 Always	Abide by State Law	Enterprise	No

Disable Printing of Class II, III, IV, and V Schedule Medications

Determines whether a signature prints for Class II, III, IV, V Schedule Medications. When enabled the requirement of Print signature is disabled.

• If set to 2 signature is hidden for Class II medications.
• If set to 2,3 signature is hidden for Class II and III medications.
• If set to 2,3,4 signature is hidden for Class II, III, and IV medications.
• If set to 2,3,4,5 signature is hidden for Class II, III, IV, and V medications.
• If set to Always signature is hidden for all medications.

This preference determines the signature is disabled when faxing Class II, III, IV, V Scheduled Meds.

• If set to 2 signature is hidden for Class II medications.
• If set to 2,3 signature is hidden for Class II and III medications.
• If set to 2,3,4 signature is hidden for Class II, III, and IV medications.
• If set to 2,3,4,5 signature is hidden for Class II, III, IV, and V medications.
• If set to Always signature is hidden for all medications.

Available Values	Recommended/Default Value	Available Levels	User Can Override
2 2,3 2,3,4 2,3,4,5 Always	Abide by State Law	Enterprise	No

RxWeb Outbound Problem Code

• Note: Added in v11.4

This preference determines which ICD code value for linked problems is displayed in prescriptions printed and electronically sent via Surescripts.

Available Values	Recommended/Default Value	Available Levels	User Can Override
ICD-9 ICD-10	ICD-9	Enterprise	No

RxWeb List Limit

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.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric value between 0-99	leave blank (unlimited)	Enterprise	Yes

Samples: Default Despense Date

Determines if the current date defaults as the dispense date for sample medications.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	N/A

Samples - ExpirationDateRequired

Determines if the Expiration Date value is required when documenting samples.

• If set to Y the Expiration Date would be a required field when dispensing samples.
• If set to N the Expiration Date would not be a required field when dispensing samples.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise	N/A

Samples - Lot Required

Determines if the Lot Value is required when documenting samples.

• If set to Y the Lot Number would be a required field when dispensing samples.
• If set to N the Lot Number would not be a required field when dispensing samples.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Samples - Manufacturer Required

Determines if the manufacturer is required when documenting samples.

• If set to Y the Manufacturer would be a required field when dispensing samples.
• If set to N the Manufacturer would not be a required field when dispensing samples.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Samples - Quantity Required

Determines if the Quantity is required when documenting samples.

• If set to Y the Quantity would be a required field when dispensing samples.
• If set to N the Quantity would not be a required field when dispensing samples.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Samples - Quantity Units Required

Determines if the Quantity Units is required when documenting samples.

• If set to Y the Quantity Units would be a required field when dispensing samples.
• If set to N the Quantity Units would not be a required field when dispensing samples.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Schedule III to V Meds Max Days)

• New in v11.2.2

This preference (Schedule III to V Meds Max Days) enables you to set prescribing limits for Schedule III to V substances based on state requirements if the state limits are more restrictive than federal limits as set by the Drug Enforcement Administration (DEA) (180 days). When Schedule III to V medications are refilled, the application will check the value of the preference to ensure the maximum is not exceeded; a warning is displayed if the combination of days supply times the number of refills is greater than the limit. If the preference is blank, federal limits apply. If you select the Split Rx check box in Medication Details - Order Entry, the number of days you enter there is also considered in the days supply calculation and evaluation.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 1-179	Leave Blank	Enterprise Org	N/A

Schedule III to V Meds Order Authorization Required

Determines if schedule III to V Meds Order Requires Authorization.

• 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.
• 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.
• 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, the medication would be fulfilled immediately.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Prospective Retrospective Not Required	Base Upon Organization Policy	Enterprise Org	N/A

Schedule II Meds Max Days)

• New in v11.2.2

Enables the setting for prescribing limits for Schedule II substances based on state requirements if the state limits are more restrictive than federal limits as set by the Drug Enforcement Administration (DEA) (90 days). If this preference is blank, federal limits apply. If you select the Split Rx check box in Medication Details - Order Entry, the number of days you enter there is also considered in the days supply calculation and evaluation.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Numeric value between 0-89	Not Required	Enterprise Org	N/A

Schedule II Meds Order Authorization Required

This preference determines if Schedule II Med Orders Requires Authorization.

• If set to Prospective an Order Authorization task would be created if a Schedule 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.
• If set to Retrospective a Order Notification task would be created if a Schedule 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.
• If set to Not Required no tasks will be created if a Schedule II medication is prescribed by a user without proper license information, the medication would be fulfilled immediately.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Prospective Retrospective Not Required	Prospective Based on Organizational Poilcy	Enterprise Org	N/A

Vaccine Information Statement NOTE: Added in V15.1

• Allows organizations to determine the functionality and default preferences for the Immunization Details.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No None	No	Enterprise Org User	Yes

• If set to None, sets preference to mandatory and no default option is selected in Immunization Details.
• If set to No, the default is set to no and the user override is enabled allowing them to personalize the Vaccine Information Statement.
• If set to Yes, the default is set to yes then default optons are set for Immunization Details.

VisualVerificationForImmunizationsRequired

• NOTE: Added in V15.1

• Allows organizations to determine if Visually Verified By is required on Immunization Details.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/a

• If set to No, Visually Verified By is not required on Immunization Details.
• If set to Yes, Visually Verified By is required on Immunization Details. The name of the user or provider who visually verified the immunization must be selected.

VisualVerificationForMedAdminRequired

• NOTE: Added in V15.1

• Allows organizations to determine if Visually Verified By is required on Medication Details for medication administration orders.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/a

• If set to No, Visually Verified By is not required on Medication Details.
• If set to Yes, Visually Verified By is required on Medication Details. The name of the user or provider who visually verified the medication administration must be selected.

Meds/Orders Preferences

Duplicate Checking Order Interval (Hrs)

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 time frame, the user will receive a message with that information, which allows them to determine if another test is needed or not.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Number 0-99	48 (hours)	Enterprise	Personalize

Enable Rx-Orders Verification

• 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 Provider to verify.
• If set to N, the medication or order entries would not require verification prior to being added to the patient's chart when added by a non-provider user.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

Med/Orders List Review

• Note: This preference is currently not used.

Monitor Order Selection

• 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.
• If set to N, they will not track how orders are selected.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Order Cancel Reason

• If set to Required the user or provider will be required to provide an Order Cancel reason if they choose to cancel an order.
• If set to Prompt the user or provider will be prompted to provide an Order Cancel reason, but it is not required to continue.
• If set to Allowed the user or provider will not be prompted to provide an Order Cancel reason.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Allowed	Enterprise	Personalize

Order Chargeable Requires Billable ICD-9

• 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.
• 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.
• If set to Not Required the system will not require a chargeable order be tied to an appropriate billable problem.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required to Save Needs Info Reason Not Required	Required to Save	Enterprise	N/A

Order CPT Requires Billable ICD9

• 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.
• 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.
• If set to Not Required the system will not require a chargeable order be tied to an appropriate billable problem.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required to Save Needs Info Reason Not Required	Required to Save	Enterprise Org	N/A

Order Discontinue Reason

• If set to Required the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order.
• If set to Prompt the user or provider will be prompted to provide an Order Discontinue reason, but it is not required to discontinue.
• If set to Allowed the user or provider will not be prompted to provide an Order Discontinue reason.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Allowed	Enterprise	Personalize

Order Defer Reason

• If set to Required the user or provider will be required to provide an Order Defer reason if they choose to defer an order.
• If set to Prompt the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer.
• If set to Allowed the user or provider will not be prompted to provide an Order Defer reason.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Requird	Enterprise	Personalize

Order Entered in Error Reason

• 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.
• 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.
• If set to Allowed the user or provider will not be prompted to provide an Entered in Error reason.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Required	Enterprise	Personalize

Order Permanent Defer Reason

• 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.
• 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.
• If set to Allowed the user or provider will not be prompted to provide an Order Permanent Defer reason.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Allowed	Enterprise	Personalize

Order Void Reason

• If set to Required the user or provider will be required to provide an Order Void reason if they choose to void an order.
• 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.
• If set to Allowed the user or provider will not be prompted to provide an Order Void reason.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Allowed	Enterprise Org	Personalize

Overdue Order Task Creation

• If set to All Overdue the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue.
• 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.

Available Values	Recommended/Default Value	Available Levels	User Can Override
All Overdue Overdue Important	All Overdue	Enterprise	N/A

Worklist Navigation After Authorize or Void

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.

• Default: Stay on worklist.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Stay on Worklist Go to next patient	Stay on Worklist	Enterprise Org	Personalize

Note Preferences

Allscripts Prenatal Default Navigation After Closing

• NOTE: Added in V15.1

Determines the workspace where Allscripts Touchworks EHR will navigate to once a Prenatal note is saved and closed from the Prenatal tab. This preference is only used for versions of Allscripts Touchworks EHR that are integrated with Allscripts Prenatal.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Task View No Navigation Schedule MD Charges	Set at User Level based on workflow	Enterprise Org User	Personalize

Auto Insert Note Audit Section

• Added in v11.3

This preference enables you to include the Audit Details section automatically in all V11 note input templates.

If set to Y the Audit Details section is automatically included in all V11 note input templates. You must still add the Audit Details section manually to any note output templates that you want to include it in.

If set to N the Audit Details section must be manually added in your note input template.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Default Signature Type for Scan Document

• NOTE: Added in v15.1

Determines the default signature type on scanned documents.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Available options are filled from the Signature Purpose dictionary	Yes	Enterprise Org User	Personalize

Default Signature Type for Structured Notes and Admin Forms

• NOTE: Added in v15.1

Determines the default signature type on Note Signature page for V11 Note and Admin Form document types.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Available options are filled from the Signature Purpose dictionary	Yes	Enterprise Org User	Personalize

Default Signature Type for Unstructured Note

• NOTE: Added in v15.1

Determines the default signature type for unstructured notes.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Available options are filled from the Signature Purpose dictionary	Yes	Enterprise Org User	Personalize

Default Specialty In Form Selector

Enables users to able to default the Specialty that was selected in the note into the specialty filter in Form Selector.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Display Diagnosis Codes in the Note Output in Assessment

Enables the ability to show or suppress the display of ICD-9 and ICD-10 codes in the Assessment Section of the Note Output. ( This preference applies to both V10 and V11 notes.)

Available Options	Recommended/Default Value	Available Levels	User Can Override
ICD-9 ICD-10 Both None	Both	Enterprise Org	Yes

Display Diagnosis Codes in the Note Output in Problem List

Enables the ability to show or suppress the display of ICD-9 and ICD-10 codes in the Problem List Section of the Note Output. ( This preference applies to both V10 and V11 notes.)

Available Options	Recommended/Default Value	Available Levels	User Can Override
ICD-9 ICD-10 Both None	Both	Enterprise Org	Yes

Document Add Review Stamp

• Added in v11.1.7

Contols whether a Reviewed By stamp when a document Review Note task is completed when a provider selects Done to resolve the task rather than Sign

If set to Y a review stamp displaying the reviewing provider's name, date & time will display on the document reviewed.

If set to N no review stamp will display.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Personalize

Enable Note Charge Summary

• NOTE: Added in v15.1

Determines whether the Charge Summary button is displayed in the Note Authoring workspace for chargeable encounters.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Yes

Note Auto Freeze Note Output After Number Days

Clinical Notes are often left in an un-finalized state for extended periods of time, allowing information from other encounters to inadvertently affect the content. To mitigate this issue, notes can be "frozen" after a predetermined period of time passes, after which subsequent edits to the Note are handled as amendments. This preference determines the number of days after the date of the encounter when a Note Output document will automatically freeze and change to Auto Frozen, Unsigned or Auto Frozen, Signed status.

Note: Output Template Properties settings overrides this setting.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Number 1-999 Days	Organizational Decision	Enterprise	N/A

Note Auto Unlock Notes After Time

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 Touchworks EHR session open.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric 1-24	24 Hours	Enterprise	N/A

NoteChargeSummarySubmitToInterface

Determines whether users can submit charges from Charge Summary.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Organization User	No

• If set to Yes, users can submit charges from Charge Summary.
• If set to No, a message will display that charges must be submitted from the Encounter Form.

Note Default Make Final

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.

If set to Y the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels.

If set to N the 'Make Final' checkbox will default to not being selected.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

Default Navigation After Signing

Determines to which page the system navigates after the user signs a note.

If set to No Navigation the user or provider will not be taken off of the note upon signing.

If set to Schedule the user or provider will be brought to the Daily Schedule screen upon signing the note.

If set to Task View the user or provider will be brought to the Task List screen upon signing the note.

If set to MD Charges the user or provider will be brought to the Charge screen upon signing the note.

Available Options	Recommended/Default Value	Available Levels	User Can Override
No Navigation Schedule Task View MD Charges	Set at User Level Based on Workflow	Enterprise Org User	Personalize

Note Default Owner

Determines the default owner for Notes.

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.

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.

If set to None the note owner will not default and will need to be selected each time a new note is created.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Use Appointment Encounter Provider if Available, Else Use MRU Always use Most Recently Used Note Owner None	Use Appointment Encounter Provider if Available, Else Use MRU	Enterprise	Personalize

Note Default Signature Display

This setting defines the format of the signature when signing a note. The available formats are:

Available Options	Recommended/Default Value	Available Levels	User Can Override
Date/Time Signature Type-Firstname Last Name, Credientials Date/Time Signature Stamp-Firstname Lastname, Credentials (UserProfession) Firstname Lastname, Credentials;Date/Time (Signature Type) Firstname Lastname, Credentials; Date/Time - Signature Type Firstname Lastname, Credentials; UserProfession Date/Time (Signature Type) Firstname Lastname, Date/Time(Signature Type) Firstname Lastname,UserProfession Date/Time(Signature Type)	Firstname Lastname, Date/Time(Signature Type)	Enterprise Org User	Yes

Note Default Visit Type

Allows users to default to the previously used Visit Type within the Note Selector.

If set to None the visit type will not have a default value on the v11 note selector screen.

If set to Last the visit type will default to the last visit type selected in the v11 note selector screen.

Available Options	Recommended/Default Value	Available Levels	User Can Override
None Last	None	Enterprise Org User	Personlize

Note Do Not Generate Document Appt 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 completed 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.

If set to Y the system will not generate Document Appointment Encounter Tasks.

If set to N the system will generate Document Appointment Encounter Tasks.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	N/A

Note Do Not Generate Review Covered Note Tasks

This task would apply when a provider is covering for another provider 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.

If set to Y the system will not generate Review Covered Note Tasks.

If set to N the system will generate Review Covered Note Tasks.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	No

Note Include TempDeferred Medications New in v11.4.1

Enables user to view temporary deferred medications and choose to defer or to reactivate the medication. Medications can be included or excluded with a status of Temporary Deferral in the Current Meds and End of Encounter Meds sections as displayed in the Note Authoring Workspace. Regardless of how this preference is set, these medications are not included in the note output.

Y- the medications with a status of 'Temporary Deferral' are displayed in the Current Meds and End of Encounter Meds sections in the Note Authoring Workspace.

N- medications with a status of Temporary Deferral are not displayed in the Current Meds and End of Encounter Meds sections in the Note Authoring Workspace.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	N/A

Note Lock Lists After Number Days

This preference is no longer in use.

Is V10 Note User Only

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.

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

Is Clinical Note User

If set to Y the user or provider will only be defaulted to V11 Note, but will have the option to switch to Clinical Note in the note selector.

If set to N the user or provider will be presented with the V11 note selector and have the option to switch to V10, Unstructured or Admin Forms (if applicable)

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Based on Organization	Enterprise Org User	No

NoteOutputProgressCheckWarningTiming

Enables Organizations to decide if and when a warning is displayed if a note output that is configured to participate in note output progress check is not complete.

If set to Y the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.

If set to N the E&M coder will not require these values.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Never On Closing On signing On Finalization	Never	Enterprise Org User	N/A

• If set to Never, if the output is incomplete no warning is displayed to the user.
• If set to On Closing, a warning will display when a note is closed that has at least 1 output participating in a progress check and the output has failed at least 1 check.
• If set to On Signing, a warning will display when a note is signed that has at least 1 output participating in a progress check and the output has failed at least 1 check.
• If set to On Finalization, a warning will display when a note is finalized has at least 1 output participating in a progress check and the output has failed at least 1 check.

Note CC or RFV Required for E&M Code

Enables Organizations to decide whether a warning message if the Chief Complaint or Reason for Visit section does not contain a Medcin finding or text template.

If set to Y the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.

If set to N the E&M coder will not require these values.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Note E/M Coder default to MDM tab

If set to Y the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.

If set to N the E/M coder will default to the Summary tab.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Yes

OrderAuthenticationTimeOut

• NOTE: Added in V17.1

Allows organizations to determine the amount of time a user can be logged in the application before re-entering his/her password to sign a V11 note.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Integer	5	Enterprise Org	No

• If value is set to 0, the user must enter his/her password to sign a note.
• If value is set to 5, the user will be prompted to enter his/her password if their session time exceeds 5 minutes.

Post Text to Current Note

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.

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Yes

PreventNoteMakeFinal (Subkey: Charge Summary)

Determines if a note can be signed and made final from Charge Summary when encounter items are still pending and their is a workers' compensation case ID.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	N/A

• If set to Yes, and the Encounter Summary is associated with a case ID that has pending items, the note cannot be signed and made final until complete. A warning message will display.
• If set to No, and the Encounter Summary is associated with a case ID that has pending items, the note can be signed and made final.

UseAutoPrintForDefaultTemplate

This preference is no longer used.

Use V10 Note for New Inbound Patient Portal Messages

This preference is used to indicate whether a V10 or a V11 Note is created when a new inbound message is received from Allscripts Patient Portal™.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	No

Use V11 Note Copy Forward/Previous Hx/Exam behavior

Allows organization to configure Copy/Forward function.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Disable Copy Forward/Previous Allow Copy Forward/Previous Limited Copy Forward/Previous after note form edit	Allow Copy Forward/Previous	Enterprise Org	No

• If set to Disable Copy Forward/Previous, Copy Forward, Previous Exam, and Previous History will not be available from the note authoring workspace.
• If set to Disable Copy Forward/Previous, Copy Forward, Previous Exam, and Previous History will be available from the note authoring workspace and will copy regardless of whether you edit the form from a previous note.
• If set to Limited Copy forward/Previous after note form edit, Copy Forward, Previous Exam, and Previous History can be used to copy form data based on the note form controls.

V11 Portal Note Default Clinical Summary Message

This preference is used to define default text in the Message box for a V11 portal note that is also defined as a clinical summary.

Available Options	Recommended/Default Value	Available Levels	User Can Override
User entered Text	Blank	Enterprise Org User	Personlize

V11 Portal Note Default Clinical Summary Subject

This preference is used to define default text in the Subject box for a V11 portal note that is also defined as a clinical summary.

Available Options	Recommended/Default Value	Available Levels	User Can Override
User entered Text	Blank	Enterprise Org User	Personlize

Order Status Reason Preferences

Preferences in this category are used to accommodate Order Status Reasons for all orderable item types. The orderable item types in Allscripts Enterprise EHR™ include Instructions, Precautions, Follow Up, Referral, Laboratory, Other Diagnostic Testing, Supplies, Medication, Dx Imaging, Clinical Findings, Med Admin, and Immunization.

There are several valid values for Order Status Reason preferences:

• Required
• Prompt
• Allowed
• Non Free Text Reason Required

Allow free text for reminder reasons

• This preference adds/enables a Free Text Reason box to open for patient reminders in Health Management Reminder Details.

• Allowed - Allows the Free Text Reason box to display on the Health Management Reminder Details so that a free text reason can be entered. This is the default setting.
• Required- Requires that a reason is entered into the Free Text Reason box on the Health Management Reminder Details.
• Prompt - The Free Text Reason box will prompt for a reason to be entered on the Health Management Reminder Details, however an entry is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed	Allowed	Enterprise Org User	Personalize

Clinical Findings Cancel Reason

This preference determines whether the application prompts the user to enter a reason when canceling a Clinical Findings order. The prompts are:

• Required- Change Status is displayed when user changes the status of a Clinical Findings order to Canceled. The page can not be closed without both selecting a reason for canceling the order and entering free text.
• Prompt- Change Status is displayed when user cancels a Clinical Findings order. User can close Change Status without selecting a reason for canceling the order.
• Allowed- User is neither prompted nor required to enter a reason for canceling the Clinical Findings order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. User cannot close this page until a predefined reason for canceling the Clinical Findings order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. Free text may also be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Clinical Findings DC Reason

Use this preference to specify whether the application prompts user to enter a reason when discontinuing a Clinical Findings order. The prompts are:

• Required- Change Status is displayed when you change the status of a Clinical Findings order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you change the status of a Clinical Findings order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
• Allowed- You are neither prompted nor required to enter a reason for discontinuing the Clinical Findings order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued order status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Clinical Findings Defer Reason

• Use this preference to specify whether the application prompts you to provide a reason when temporarily deferring a Clinical Findings order. The prompts are:

• Required- Change Status is displayed when you change the status of a Clinical Findings order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you temporarily defer a Clinical Findings order. You can close Change Status without selecting a reason for canceling the order.
• Allowed- You are neither prompted nor required to enter a reason for temporarily deferring the Clinical Findings order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Clinical Findings EIE Reason

• Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Clinical Findings order to entered in error (EIE). The prompts are:

• Required- Change Status is displayed when you change the status of a Clinical Findings order to EIE. You cannot close this page without both selecting a reason for changing the status of the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you change the status of a Clinical Findings order to EIE. You can close this page without selecting a reason for changing the status of the order.
• Allowed- You are neither prompted nor required to enter a reason when changing a Clinical Findings order to EIE. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Clinical Findings order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Clinical Findings Permanent Defer Reason

• Use this preference to specify whether the application prompts you to enter a reason when permanently deferring a Clinical Findings order. The prompts are:

• Required- Change Status is displayed when you change the status of a Clinical Findings order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
• Prompt- Change Status is displayed when you permanently defer a Clinical Findings order. You can close Change Status without selecting a reason for permanently deferring the order.
• Allowed- You are neither prompted nor required to enter a reason for permanently deferring the Clinical Findings order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Clinical Findings Void Reason

• Use this preference to indicate whether the application prompts you to enter a reason when voiding a Clinical Findings order. The prompts are:

• Required- Change Status is displayed when you change the status of a Clinical Findings order to Voided, either from Order Details or if you select Void from the context menu. You cannot close this page without both indicating a reason for voiding the order.
• Prompt- Change Status is displayed when you void a Clinical Findings order, but you can close the page without selecting a reason for voiding the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason when voiding a Clinical Findings order (Change Status is not displayed). OK remains enabled on Order Details

Note: Select this setting for orders that are appropriate only for a short period of time. For example, an immunization order that is temporarily deferred because the patient refuses it, or a glucose test that is temporarily deferred because the patient did not fast prior to his or her appointment

• Non Free Text Reason Required- You must select a predefined reason for voiding a Clinical Findings order, even if you enter a reason in the Text box. Predefined reasons are those defined in the Order Status Reason dictionary that are mapped to the Voided status. You can also enter free text in the Text box but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Dx Imaging Cancel Reason

• Use this preference to specify whether the application prompts you to enter a reason when canceling a Dx Imaging order. The prompts are:

• Required- Change Status is displayed when you change the status of a Dx Imaging order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
• Prompt- Change Status is displayed when you cancel a Dx Imaging order. You can close this page without selecting a reason for canceling the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for canceling the Dx Imaging order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Dx Imaging DC Reason

• Use this preference to specify whether the application prompts you to enter a reason when discontinuing a Dx Imaging order. The prompts are:

• Required- Change Status is displayed when you change the status of a Dx Imaging order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you discontinue a Dx Imaging order. You can close Change Status without selecting a reason for discontinuing the order.
• Allowed- You are neither prompted nor required to enter a reason for discontinuing the Dx Imaging order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Dx Imaging Defer Reason

• Use the Dx Imaging Defer Reason preference to specify whether the application prompts you to provide a reason when temporarily deferring a Dx Imaging order. The prompts are:

• Required- Change Status is displayed when you change the status of a Dx Imaging order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you temporarily defer a Dx Imaging order. You can close Change Status without selecting a reason for deferring the order.
• Allowed- You are neither prompted nor required to enter a reason for temporarily deferring the Dx Imaging order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Dx Imaging EIE Reason

• Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Dx Imaging order to entered in error (EIE). The prompts are:

• Required- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You cannot close this page without both selecting a reason for changing the status of the order to EIE and entering free text in the Text box.
• Prompt- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You can close Change Status without selecting a reason for permanently deferring the order.
• Allowed- You are neither prompted nor required to enter a reason for changing the status of the Dx Imaging order to EIE. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for marking the Dx Imaging order as entered in error. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Dx Imaging Permanent Defer Reason

• Use this preference to specify whether the application prompts you to provide a reason when permanently deferring a Dx Imaging order. The prompts are:

• Required- Change Status is displayed when you change the status of a Dx Imaging order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you permanently defer a Dx Imaging order. You can close Change Status without selecting a reason for permanently deferring the order.
• Allowed- You are neither prompted nor required to enter a reason for permanently deferring the Dx Imaging order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Dx Imaging Void Reason

• Use this preference to specify whether the application prompts you to provide a reason when voiding a Dx Imaging order. The prompts are:

• Required- Change Status is displayed when you change the status of a Dx Imaging order to Voided. You cannot close this page without selecting both a reason for voiding the order and entering free text in the Text box.
• Prompt- Change Status is displayed when you void a Dx Imaging order. You can close Change Status without selecting a reason for voiding the order.
• Allowed- You are neither prompted nor required to enter a reason for voiding the Dx Imaging order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Follow Up Order Cancel Reason

• Use this preference to specify whether the application prompts you to provide a reason when when you cancel a Follow Up order. The prompts are:

• Required- Change Status is displayed when you change the status of a Follow Up order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
• Prompt- Change Status is displayed when you cancel a Follow Up order. However, you can close this page without selecting a reason for canceling the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for canceling the Follow Up order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Follow Up Order DC Reason

• Use this preference to specify whether the application prompts you to provide a reason when discontinuing a Follow Up order. The prompts are:

• Required- Change Status is displayed when you change the status of a Follow Up order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
• Prompt- Change Status is displayed when you discontinue a Follow Up order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for discontinuing the Follow Up order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Follow Up Order Defer Reason

• Use this preference to specify whether the application prompts you to provide a reason when deferring a Follow Up order. The prompts are:

• Required- Change Status is displayed when you change the status of a Follow Up order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.
• Prompt- Change Status is displayed when you temporarily defer a Follow Up order. However, you can close this page without selecting a reason for deferring the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for temporarily deferring the Follow Up order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Follow Up Order EIE Reason

• Use this preference to specify whether the application prompts you to provide a reason when changing the status of a Follow Up order to entered in error (EIE). The prompts are:

• Required- Change Status is displayed when you change the status of a Follow Up order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.
• Prompt- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
• Allowed- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Follow Up order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Follow Up Order Permanent Defer Reason

• Use this preference to specify whether the application prompts you to provide a reason when you permanently defer a Follow Up order. The prompts are:

• Required- Change Status is displayed when you change the status of a Follow Up order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
• Prompt- Change Status is displayed when you permanently defer a Follow Up order. However, you can close this page without selecting a reason for permanently deferring the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for permanently deferring the Follow Up order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Follow Up Order Void Reason

• Use this preference to specify whether the application prompts you to provide a reason when you void a Follow Up order. The prompts are:

• Required- Change Status is displayed when you change the status of a Follow Up order to Voided. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
• Prompt- Change Status is displayed when you void a Follow Up order. However, you can close this page without selecting a reason for voiding the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Immunization Order Cancel Reason

• Use this preference to specify whether the application prompts you to provide a reason when you cancel an Immunization order. The prompts are:

• Required- When you change the status of an Immunization order to Canceled by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for canceling the order and enter free text. When you select Cancel from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for canceling the order and entering free text.
• Prompt- When you cancel an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for canceling the order or entering free text. When you select Cancel from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for canceling the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Immunization Order DC Reason

• Use this preference to specify how the application prompts you to provide a reason when you discontinue an Immunization order. The prompts are:

• Required- When you change the status of an Immunization order to Discontinued by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on the Change Status window. OK is disabled until you select a reason for discontinuing the order and enter free text. When you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
• Prompt- When you discontinue an Immunization order by clicking Status from Immunization Details, the order status reasons and the Text box on Change Status are displayed, but not highlighted. You can click OK without selecting a reason for discontinuing the order or entering free text. When you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for discontinuing the order or entering free text.
• Allowed- When you discontinue an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering free text. When you select Order D/C from the context menu, you are neither required nor prompted to enter a reason for discontinuing the Immunization order.
• Non Free Text Reason Required- When you discontinue an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You cannot close Change Status until you select a reason for discontinuing the order. You can also enter free text in the Text box, but free text is not required. If you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for discontinuing the order.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Immunization Order Defer Reason

• Use this preference to specify whether the application prompts you to provide a reason when you temporarily defer an Immunization order. The prompts are:

• Required- When you change the status of an Immunization order to Temporary Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for temporarily deferring the order and enter text.
• Prompt-When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
• Allowed- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
• Non Free Text Reason Required- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily deferring the order. You can also enter free text in the Text box, but free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Immunization Order EIE Reason

• Use this preference to specify whether the application prompts you to enter a reason when you change the status of an Immunization order to entered in error (EIE). The prompts are:

• Required- When you change the status of an Immunization order to EIE by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for changing the status of the order and enter free text. When you select Enter in Error from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for changing the status of the order and entering free text.
• Prompt- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
• Allowed- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
• Non Free Text Reason Required- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily deferring the order. You can also enter free text in the Text box, but free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Immunization Order Permanent Defer Reason

• Use this preference to specify whether the application prompts you to enter a reason when permanently deferring an Immunization order. The prompts are:

• Required- When you change the status of an Immunization order to Permanent Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. You cannot close this page without both selecting a reason for changing the status of the order and entering text in the Text box.
• Prompt- When you permanently defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for permanently deferring the order or entering free text.
• Allowed- When you permanently defer an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason or entering free text.
• Non Free Text Reason Required- When you permanently defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You cannot close Change Status until you select a reason for permanently deferring the order. You can also enter free text in the Text box, but free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Immunization Order Void Reason

• Use this preference to specify whether the application prompts you to enter a reason for voiding an Immunization order. The prompts are:

• Required- When you change the status of an Immunization order to Voided by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for voiding the order and enter free text. When you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for voiding the order and entering text.
• Prompt- When you void an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for voiding the order or entering text.
• Allowed- When you void an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu, you are neither required nor prompted to enter a reason for voiding the Immunization order.
• Non Free Text Reason Required- When you void an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You cannot close Change Status until you select a reason for voiding the order. You can also enter text in the Text box, but it is not required. If you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for voiding the order.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Instruction Cancel Reason

• Use this preference to specify whether the application prompts you to enter a reason when you cancel an Instruction order. The prompts are:

• Required- Change Status is displayed when you change the status of an Instruction order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
• Prompt- Change Status is displayed when you cancel an Instruction order. You can close Change Status without selecting a reason for canceling the order.
• Allowed- You are neither prompted nor required to enter a reason for canceling an Instruction order. When you change the status of an order on Order Details, OK remains enabled.
• Non Free Text Reason Required- Change Status is displayed when you cancel an Instruction order. You cannot close this page until you select a predefined reason for canceling the order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Instruction DC Reason

• Use this preference to specify whether the application prompts you to enter a reason when you discontinue an Instruction order. The prompts are:

• Required- Change Status is displayed when you change the status of an Instruction order to Discontinued. You cannot close this page without selecting a reason for discontinuing the order and entering free text.
• Prompt- Change Status is displayed when you discontinue an Instruction order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for discontinuing the Instruction order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Instruction Defer Reason

• Use this preference to specify whether the application prompts you to enter a reason when you temporarily defer an Instruction order. The prompts are:

• Required- Change Status is displayed when you change the status of an Instruction order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.
• Prompt- Change Status is displayed when you temporarily defer an Instruction order. However, you can close this page without selecting a reason for deferring the order or entering text.
• Allowed- You are neither prompted nor required to enter a reason for temporarily deferring the Instruction order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Instruction EIE Reason

• Use this preference to specify whether the application prompts you to enter a reason for changing the status of an Instruction order to entered in error (EIE). The prompts are:

• Required- Change Status is displayed when you change the status of an Instruction order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering text in the Text box.
• Prompt- Change Status is displayed when you change the status of an Instruction order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for changing the status of an Instruction order to EIE. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Instruction order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Instruction Permanent Defer Reason

• Use this preference to specify whether the application prompts you to enter a reason for permanently deferring an Instruction order. The prompts are:

• Required- Change Status is displayed when you change the status of an Instruction order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering text in the Text box.
• Prompt- Change Status is displayed when you permanently defer an Instruction order. However, you can close this page without selecting a reason for permanently deferring the order or entering text.
• Allowed- You are neither prompted nor required to enter a reason for permanently deferring an Instruction order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Instruction Void Reason

• Use this preference to specify whether the application prompts you to enter a reason when you void an Instruction order. The prompts are:

• Required- The Change Status page is displayed when you change the status of an Instruction order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text in the Text box.
• Prompt- Change Status is displayed when you void an Instruction order. However, you can close this page without selecting a reason for voiding the order or entering text in the Text box.
• Allowed- You are neither prompted nor required to enter a reason for voiding the Instruction order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter free text in the Text box, but entering text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Laboratory Cancel Reason

• Use this preference to specify whether the application prompts you to enter a reason when you cancel a laboratory order. The prompts are:

• Required- Change Status is displayed when you change the status of a laboratory order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering text.
• Prompt- Change Status is displayed when you cancel a laboratory order. You can close Change Status without selecting a reason for canceling the order.
• Allowed- You are neither prompted nor required to enter a reason for canceling a laboratory order. OK remains enabled on Order Details.
• Non Free Text Reason Required-Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Laboratory DC Reason

• Use this preference to specify whether the application prompts you to enter a reason when you discontinue a laboratory order. The prompts are:

• Required- Change Status is displayed when you change the status of a laboratory order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering text.
• Prompt- Change Status is displayed when you discontinue a laboratory order. However, you can close this page without selecting a reason for discontinuing the order or entering text.
• Allowed-You are neither prompted nor required to enter a reason for discontinuing the laboratory order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter text in the Text box, but text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Laboratory Defer Reason

• Use this preference to specify whether the application prompts you to enter a reason when you temporarily defer a laboratory order. The prompts are:

• Required- Change Status is displayed when you change the status of a laboratory order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.
• Prompt- Change Status is displayed when you temporarily defer a laboratory order. However, you can close this page without selecting a reason for deferring the order or entering free text in the Text box.
• Allowed- You are neither prompted nor required to enter a reason for temporarily deferring the laboratory order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but free text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Laboratory EIE Reason

• Use this preference to specify whether the application prompts you to enter a reason when you change the status of a laboratory order to entered in error (EIE). The prompts are:

• Required- Change Status is displayed when you change the status of a laboratory order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.
• Prompt- Change Status is displayed when you change the status of a laboratory order to EIE. You can close Order Details without selecting a reason for changing the status of the order or entering free text.
• Allowed- You are neither prompted nor required to enter a reason for changing the status of a laboratory order to EIE. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the laboratory order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Laboratory Permanent Defer Reason

• Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:

• Required- Change Status is displayed when you change the status of a laboratory order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
• Prompt- Change Status is displayed when you permanently defer a laboratory order. However, you can close this page without selecting a reason for permanently deferring the order or entering text.
• Allowed- You are neither prompted nor required to enter a reason for permanently deferring the laboratory order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Laboratory Void Reason

• Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:

• Required-Change Status is displayed when you change the status of a laboratory order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text.
• Prompt- Change Status is displayed when you void a laboratory order. However, you can close this page without selecting a reason for voiding the order or entering text.
• Allowed- You are neither prompted nor required to enter a reason for voiding the laboratory order. OK remains enabled on Order Details..
• Non Free Text Reason Required- Change Status is displayed. You cannot close this page until you select a predefined

reason for voiding the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter text in the Text box, but text is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Med Admin Order Cancel Reason

• Use this preference to specify whether and how the application alerts a user to enter a reason when a Med Admin order is cancelled. The prompts are:

• Required- Change Status is displayed when the status of a Med Admin order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.
• Prompt- Change Status is displayed when Med Admin order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for canceling the Med Admin order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Med Admin order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Cancelled status. Free text can also be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Med Admin Order DC Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Med Admin order. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Med Admin order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.
• Prompt- Change Status is displayed when a Med Admin order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
• Allowed- There is no prompt or requirement to enter a reason for discontinuing the Med Admin order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Discontinued status. Free text may be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Med Admin Order Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Med Admin order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Med Admin order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Deferral of the Med Admin order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admins Deferred status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Med Admin Order Entered in Error Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to EIE. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Med Admin order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Med Admin order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
• Allowed- There is no prompt or requirement to enter a reason for EIE of the Med Admin order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin EIE status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Med Admin Order Permanent Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Med Admin Permanent Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Med Admin order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Med Admin order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
• Allowed- There is no prompt or requirement to enter a reason for Permanent Deferral of the Med Admin order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Permanent Deferral status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Med Admin Order Void Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Void. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Med Admin order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Med Admin order is Voided. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Void of the Med Admin order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Void status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Medication Order Cancel Reason

• Use this preference to specify whether and how the application alerts a user to enter a reason when a Medication order is cancelled. The prompts are:

• Required- Change Status is displayed when the status of a Medication order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.
• Prompt- Change Status is displayed when Medication order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for canceling the Medication order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Medication order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Cancelled status. Free text can also be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Medication Order DC Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Medication order. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Medication order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.
• Prompt- Change Status is displayed when a Medication order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
• Allowed- There is no prompt or requirement to enter a reason for discontinuing the Medication order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Discontinued status. Free text may be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Medication Order Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Medication order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Medication order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Deferral of the Medication order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medications Deferred status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Medication Order Entered in Error Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to EIE. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Medication order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Medication order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
• Allowed- There is no prompt or requirement to enter a reason for EIE of the Medication order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication EIE status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Medication Order Permanent Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Medication Permanent Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Medication order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Medication order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
• Allowed- There is no prompt or requirement to enter a reason for Permanent Deferral of the Medication order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Permanent Deferral status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Medication Order Void Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Void. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Medication order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Medication order is Voided. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Void of the Medication order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Void status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Other Diagnostic Testing Order Cancel Reason

• Use this preference to specify whether and how the application alerts a user to enter a reason when a Other Diagnostic Testing order is cancelled. The prompts are:

• Required- Change Status is displayed when the status of a Other Diagnostic Testing order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.
• Prompt- Change Status is displayed when Other Diagnostic Testing order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for canceling the Other Diagnostic Testing order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Other Diagnostic Testing order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Cancelled status. Free text can also be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Other Diagnostic Testing Order DC Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Other Diagnostic Testing order. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.
• Prompt- Change Status is displayed when a Other Diagnostic Testing order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
• Allowed- There is no prompt or requirement to enter a reason for discontinuing the Other Diagnostic Testing order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Discontinued status. Free text may be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Other Diagnostic Testing Order Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Other Diagnostic Testing order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testings Deferred status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Other Diagnostic Testing Order Entered in Error Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to EIE. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Other Diagnostic Testing order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
• Allowed- There is no prompt or requirement to enter a reason for EIE of the Other Diagnostic Testing order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing EIE status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Other Diagnostic Testing Order Permanent Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Other Diagnostic Testing Permanent Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Other Diagnostic Testing order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
• Allowed- There is no prompt or requirement to enter a reason for Permanent Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Permanent Deferral status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Other Diagnostic Testing Order Void Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Void. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Other Diagnostic Testing order is Voided. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Void of the Other Diagnostic Testing order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Void status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Precaution Order Cancel Reason

• Use this preference to specify whether and how the application alerts a user to enter a reason when a Precaution order is cancelled. The prompts are:

• Required- Change Status is displayed when the status of a Precaution order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.
• Prompt- Change Status is displayed when Precaution order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for canceling the Precaution order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Precaution order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Cancelled status. Free text can also be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Precaution Order DC Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Precaution order. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Precaution order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.
• Prompt- Change Status is displayed when a Precaution order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
• Allowed- There is no prompt or requirement to enter a reason for discontinuing the Precaution order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Discontinued status. Free text may be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Precaution Order Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Precaution order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Precaution order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Deferral of the Precaution order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precautions Deferred status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Precaution Order Entered in Error Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to EIE. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Precaution order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Precaution order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
• Allowed- There is no prompt or requirement to enter a reason for EIE of the Precaution order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution EIE status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Precaution Order Permanent Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Precaution Permanent Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Precaution order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Precaution order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
• Allowed- There is no prompt or requirement to enter a reason for Permanent Deferral of the Precaution order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Permanent Deferral status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Precaution Order Void Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Void. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Precaution order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Precaution order is Voided. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Void of the Precaution order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for cancelling the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Void status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Referral Order Cancel Reason

• Use this preference to specify whether and how the application alerts a user to enter a reason when a Referral order is cancelled. The prompts are:

• Required- Change Status is displayed when the status of a Referral order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.
• Prompt- Change Status is displayed when Referral order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for canceling the Referral order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Referral order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Cancelled status. Free text can also be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Referral Order DC Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Referral order. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Referral order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.
• Prompt- Change Status is displayed when a Referral order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
• Allowed- There is no prompt or requirement to enter a reason for discontinuing the Referral order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. Free text may be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Referral Order Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Referral order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Referral order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Deferral of the Referral order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Deferred status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Referral Order Entered in Error Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to EIE. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Referral order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Referral order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
• Allowed- There is no prompt or requirement to enter a reason for EIE of the Referral order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Referral Order Permanent Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Referral Permanent Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Referral order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Referral order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
• Allowed- There is no prompt or requirement to enter a reason for Permanent Deferral of the Referral order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for permanently deferring the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Referral Order Void Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Void. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Referral order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Referral order is Voided. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Void of the Referral order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for voiding the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Void status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Supplies Cancel Reason

• Use this preference to specify whether and how the application alerts a user to enter a reason when a Supplies order is cancelled. The prompts are:

• Required- Change Status is displayed when the status of a Supplies order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.
• Prompt- Change Status is displayed when Supplies order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for canceling the Supplies order. OK remains enabled on Order Details.
• Non Free Text Reason Required- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Supplies order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Cancelled status. Free text can also be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Supplies DC Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Supply order. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Supplies order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.
• Prompt- Change Status is displayed when a Supplies order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
• Allowed- There is no prompt or requirement to enter a reason for discontinuing the Supplies order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. Free text may be entered in the Text box, but is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Supplies Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Supplies order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Supplies order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Deferral of the Supplies order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Deferred status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Supplies Entered in Error Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to EIE. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Supplies order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Supplies order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
• Allowed- There is no prompt or requirement to enter a reason for EIE of the Supplies order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Supplies Permanent Defer Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Supplies Permanent Deferral. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Supplies order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Supplies order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
• Allowed- There is no prompt or requirement to enter a reason for Permanent Deferral of the Supplies order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for permanently deferring the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Supplies Void Reason

• Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Void. The prompts are:

• Required- Change Status is displayed when a user changes the status of a Supplies order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.
• Prompt- Change Status is displayed when a Supplies order is Voided. Change Status can be closed without selecting a reason for canceling the order.
• Allowed- There is no prompt or requirement to enter a reason for Void of the Supplies order. OK remains enable on Order Details.
• Non Free Text Reason Required- Change Status is displayed and page cannot be closed until a predefined reason for voiding the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Void Reason status. Free text may be entered in the Text box, but it is not required.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required Prompt Allowed Non Free Text Reason Required	Allowed	Enterprise Org User	Personalize

Orders Preferences

Add Clinical Item Order Selection Method Default

This preference affects the New button on the Meds or Orders Component in the Clinical Desktop. This preference affects the MU Alert - Medication Status when a user selects "New Medication"

• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Problem Based Rx Orders	Depending on CareGuides and QuickSets	Enterprise Org User	Personalize

Allow Manual Settings of Specimen To Be Collected Field:

Enables organization's to allow Will be Collected in Office? for a speciman in Order Details to be manually set by end user.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

Always Present Print Dialog When Printing Requisition

• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	Personalize

BarcodeFontForRequisitionReports

• Select font to be used for barcodes on order requisitions

Available Options	Recommended/Default Value	Available Levels	User Can Override
Code 128 Code 139	Blank	Enterprise	N/A

Days before Scheduled Order Children To Be Done Date to Create Them

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Enable Orderable Item selection by RPL Filtering:

Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI. NOTE: this is NOT available at the user level.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Enable Orderable Item selection by Site Filtering:

Allows the organization to enable site filtering based on the site restrictions configured in the OID.

NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites. NOTE: This preference is NOT available at the user level

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Hold Orders for ABN Determines if Orders are placed in a status of On Hold if they do not pass medical necessity checking and do not have an ABN Waiver Disposition set.

• If set to Y and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.
• If set to N the order will not be put on an 'On Hold' status due to ABN requirements.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

Minutes Before Re-Authentication Is Required for Non-Medication Order

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.

• Value of 0 means that the users will be prompted every time to enter their password.
• Value of blank means that the user will never be prompted to enter their password.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	O Minutes	Enterprise Org	No

Non-Medication Order Authorization Required

• If set to Prospective an Order Authorization task will be created for the Ordering Provider 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.
• If set to Retrospective and Order Notification task will be created for the Ordering Provider 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.
• If set to Not Required no tasks will be created.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Prospective Retrospective Not Required	Not Required	Enterprise Org	N/A

Order Medical Necessity Turned On

• If set to Y Medical Necessity checking will be enabled.
• If set to N Medical Necessity checking will be disabled.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	N/A

Order Entry Authorization

• If set to Y Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
• If set to N orders will not require authorization.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	No

Order Entry Notify Level

This setting is no longer used, leave blank.

Order Expiration Date Default

Determines the default expiration date for an order and works in conjuction with Order Expiration Interval Days.

Available Options	Recommended/Default Value	Available Levels	User Can Override
To Be Done Date Order Entered	Organizational Decision	Enterprise Org	N/A

Order Expiration Interval Default (Days)

Determines the numeric value used to calculate the expiration of an Order and works in conjuction with Order Expiration Date Default preference.

Example: If the value is set to 30 (days), then the system calculates the expiration date of the order 30 days from either the To Be Done date or the Date Order Entered.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Organizational Decision	Organizational Decision	Enterprise Org	N/A

Ordering Medications if Patient has Unverified Allergies

• If set to Prevent the system will require that the user verify unverified allergies before they can complete or save the order.
• 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.
• If set to Do Not Warn the system will not notify the user if the patient has unverified allergies.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Prevent Warn Do Not Warn	Warn	Enterprise Org	N/A

Ordering Medications if Patient has Unverified Medications

• If set to Prevent the system will require that the user verify unverified medications before they can complete or save the order.
• 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.
• If set to Do Not Warn the system will not notify the user if the patient has unverified medications.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Prevent Warn Do Not Warn	Do Not Warn	Enterprise Org	N/A

Order Problem Linking Required

• 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.
• 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.
• If set to Not Required a user will not be required to select a problem when completing an order.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Required to Save Needs Info Reason Not Required	Required to Save	Enterprise Org	N/A

Editing Order Updates Supervised by Field

• If set to Y the supervised field will be updated to the current user when updating an order.
• If set to N the supervised field will remain unless manually changed by the user.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	N/A

Order Warning-Chargeable Problem Linkage to Billable ICD-9 Interrupt Timing

• If set to Immediate the system will immediately warn and require the user to select an appropriate billable ICD9 code if the 'Orders Chargeable Requires Billable ICD9' setting is on.
• If set to Deferred the system will warn and require the user to select an appropriate billable ICD9 code if the 'Orders Chargeable Requires Billable ICD9' setting is on when they attempt to commit the patient data.
• If set to Never and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Immediate Deferred Never	Deferred	Enterprise Org	N/A

Order Warning-Problem Linkage Interrupt Timing

• If set to Immediate and problem linking is required, the system will prompt the user to select a problem upon entering the order.
• If set to Deferred and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.
• If set to Never and problem linking is not required, the user will not be prompted.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Immediate Deferred Never	Deferred	Enterprise Org	N/A

Order Warning-Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing

• 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.
• 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.
• If set to Never and problem linking is not required for the performing location, the user will not be prompted.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Immediate Deferred Never	Never	Enterprise Org	N/A

Require Re-Authentication For New or Renewed Orders

• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Unspecified Billing Provider Matching

Note: Added in v11.1.7

• 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. If the ordering provider and billing provider do not match the charges will not drop for that encounter.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Order Only Exact Match	Order Only	Enterprise Org	N/A

When to Use Default Supervising Provider

Note: New in v11.2

This preference determines when the default supervising provider (from the Default Supervising Provider ID user preference) is used for non-medication orders.

• If set to Always the application looks to Supervising Provider on Add Clinical Item (ACI) and utilizes that indicated user/provider as long as that user/provider has authority to supervise the orderable item.

• If the indicated user/provider does not have sufficient authority, Order Details is displayed and Supervised by is blank and required (yellow background).

• If set to As Needed the application tries to utilize the indicated Ordering Provider, if one is present and that provider has the level to supervise the order, regardless if a different supervising provider is present on ACI or set via the Default Supervising Provider ID preference.

• If that Ordering Provider is not defined or does not have authority, the application looks at the defined Supervising Provider in the ACI, if one is present.
• If that provider has the authority to supervise the order, then they are entered in Supervised By.
• If a provider with sufficient authority cannot be determined based on the indicated Ordering Provider or the indicated supervising provider, Order Details is displayed and Supervised by is blank and required (yellow background).

Available Options	Recommended/Default Value	Available Levels	User Can Override
Always As Needed	As Needed	Enterprise Org User	Personalize

Problem Preferences

ACI Active Problem Search Filter Defaults:

Note: Moved to Problems Preferences in 11.2.3

Allows users to filter the problem search results by default and multiple settings can be selected base on organizational preference.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Exclude Non-Billable Seach Phys Exam Findings Exclude Synonyms Limit Search Results per Concept Limit ICD Seach to Preferred Base Limit Search Reulst to Provider Friendly Terms	N/A	Enterprise Org	Personalize

ACI Family History Search Filter Defaults:

Note: Moved to Problems Preferences in 11.2.3

Allows the user to filter the Family History search results by default.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Exclude Non-Billable Seach Phys Exam Findings Exclude Synonyms Limit Search Results per Concept Limit ICD Seach to Preferred Base Limit Search Reulst to Provider Friendly Terms	N/A	Enterprise Org	Personalize

ACI Past Medical History Search Filter Defaults:

Note: Moved to Problems Preferences in 11.2.3

Allows the user to filter the Past Medical History search results by default.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Return results with ICD9 Codes Only Return Symptoms & Diagnoses Only Exclude Physical Exam Findings	N/A	Enterprise Org	Personalize

ACI Social History Search Filter Defaults

NOTE: Moved from General Category in 11.2.3

Allows the user to filter the Social History search results by default.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Exclude Synonyms Limit Search Results per Concept Limit ICD Search to Preferred Base Limit Search Results to Provider Friendly Terms	N/A	Enterprise Org	Personalize

All View: Defaults for Hiding

Enables users to specify which problem sets to hide by default.

• If Set to None then both transitioned and Supressed problems will be displayed by default.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Transitioned, Suppressed Transitioned Suppressed None	Transitioned, Suppressed	Enterprise Org	N/A

Display Diagnosis Codes in Problem Search

NOTE: Added in 11.4

Provides the ability to show or suppress the display of ICD-9 and ICD-10 codes in problem or diagnosis search results returned in Problem Search Dialog or Diagnosis Search Dialog.

Available Options	Recommended/Default Value	Available Levels	User Can Override
ICD-9 ICD-10 Both None	Both	Enterprise Org	Yes

Display Diagnosis Codes in Problem List

NOTE: Added in 11.4

Provides the ability to show or suppress the display of ICD-9 and ICD-10 codes on patient problem lists in Clinical Desktop, QChart, Add Clinical Item Problem Pane, and Note Authoring Workspace.

Available Options	Recommended/Default Value	Available Levels	User Can Override
ICD-9 ICD-10 Both None	Both	Enterprise Org	Yes

Enable Problem Verification see Change to Enable -clinical item- Verification

• 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.
• If set to N problems will not get set to an unverified status.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org User	No

ExportProblemCreateDateInCED

NOTE: Added in 11.4

A problem onset date is required when exporting patient data from Allscripts Enterprise EHR™ to Clinical Exchange Document (CED). If no problem onset date value is designated in Onset Date of Problem Details, the ExportProblemCreateDateInCED preference in the Problem category displays the date the problem was created, and the problem onset date information is displayed in the CED after export.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Family Member Picklist for Family History Problems

NOTE: Added in 11.4.1

enables Organization to set the options that are displayed by default in the Family Members list (Add Clinical Item > History Builder > Fam Hx) and the Family Member drop-down list (Problem Details). The entries that are designated as first degree family members in the selected picklist are the options for No pertinent Family History for the MU alert on encounter summary Family health history is not documented in first degree relative.

Available Options	Recommended/Default Value	Available Levels	User Can Override
All Clinical Relationship Dictionary Picklists	Family History	Enterprise Org	No

Managed By Provider Required

NOTE: Added in 11.4

Determines whether the selection of a provider from the Managed By box on the Problem Details page is required when a problem is assessed.

• If set to Y then a Managed by Provider is required.
  • Note that the application will check to see if the users is a provider and if so then the provider will automatically populate the Managed By box.
  • If the user is not a provider then the system will chell for the Default Entering for Provider ID and that value will be added to the Manged By box.
  • If the entry does not meet the above situations then the Managed By box will appear yellow and an entry will be required from the user.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Problem Resolved Date Equals Today

• If set to Y the resolved date will default to today when resolving a problem.
• If set to N the resolved date will not default and must be manually entered if desired.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise	Personalize

Problem Include in PMH All

• If set to Unchecked the 'Include in PMHx' option will not be selected by default on the problem detail screen.
• If set to Checked for All the 'Include in PMHx' option will always be selected by default on the problem detail screen.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Unchecked Checked for All Checked for Chronic Only	Unchecked	Enterprise Org	Personlize

Problem List Review

This is currently unused, leave blank.

Problem Post to Encounter

• If set to Y the problem will post to the encounter form when assessed.
• If set to N the problem will not post to the encounter form when assessed.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Personalize

Show Billable Indicators

NOTE: Added in 11.4

Determines whether the billable indicators column is displayed for problems listed in search results.

• If set to Y then the billabe indicators columns displayed by defualt in search results.
• If set to N then the billable indicators columns is not displayed by default.

• • Note: The Show Billing Information For and Derive Billing Indicator preferences work in conjunction with this to dtermine when billing indicators are displayed.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Yes

ShowBillingInformationFor

NOTE: Added in 11.4

Determines whether billable indicators are displayed for problem search results and on problem lists for ICD-9 or ICD-10 coded problems. It also determines whether ICD-9 or ICD-10 codes are displayed in these areas of the application: For in Medication Viewer, Order Viewer, and Immunization Viewer; Link To for Medication Details, Order Details, and Immunization Details; and problems in Encounter Summary, Audit Viewer for medications and orders, and Refine Problem context menu entry.

Available Options	Recommended/Default Value	Available Levels	User Can Override
ICD-9 ICD-10	ICD-9	Enterprise	No

Show Unverified Problems in the ALL view only

• If set to Y unverified problems will only appear in the All Problem view.
• If set to N unverified problems will appear in their respective categories.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org	Personalize

When expanding a problem in search

• NOTE: Added in 15.1

Determines which action the application will perform when you expand or select a problem in Problem Search Dialog.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Expand the list in search dialog Launch Clinical Modifier Selection Dialog Always launch Select Clinical Qualifier when adding the problem	Always launch Select Clinical Qualifier when adding the problem	Enterprise Org User	Personalize

When No Linked V code for PMH

Added in v11.1.7

Determines the behavior when a PMH item does not have a linked history code.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Show Diagnosis Codes for Acive Problems Show no Diagnosis Codes	Show Diagnosis Codes for Acive Problems	Enterprise Org	N/A

Reconciler Preferences

DaysBeforeItemCanBePurged

Note: New to v11.3

Allows a purge process to set the number of days an item will remain on the Error Queue.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Number	90 days	Enterprise	N/A

Reconciler Fields to Include in Patient ID Search

Note: New to v11.3

Allows various values in the patient ID search in the Reconciler Bridge Details page. If no values selected then search is by patient MRN only.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Blank Other Other2	Blank	Enterprise Org	N/A

Reconciler Fields to Include in Patient Phone Search

Note: New to v11.3

Allows the value included in patient phone number search in the Reconciler Bridge Details page. If no value selected then the search will be based only on the patient phone number.

Available Values	Recommended/Default Value	Available Levels	User Can Override
Blank Work Cell	Blank	Enterprise Org	N/A

Results Preferences

Abnormal Result Flag OverrideAllowed

• If set to Y users will have the ability to override the abnormal flag sent from a vendor on the results detail screen.
• If set to N users will not have the ability to override the abnormal flag sent from a vendor.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Default Vitals - <10 years old

This is a free text field that defines 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
OID Vitals Entry		Enterprise Org	Personalize

Default Vitals - 3 year old and younger

This is a free text field that defines 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
OID Vitals Entry		Enterprise Org	Personalize

Default Vitals - Female 10 years old or older

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
OID Vitals Entry		Enterprise Org	Personalize

Default Vitals - Male 10 years old or older

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
OID Vitals Entry		Enterprise Org	Personalize

Disable QVerify All and Verify All

Added in v11.1.7

• If set to Y this will disable the use of Qverify All and Verify All
• If set to N this will enable the use of Qverify All and Verify All

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Hide Grid Header from Result Display in Worklist

Added in v11.1.7

Determines if the grid header is hidden or not from the result display in the Worklist.

• If set to Y this will hide the grid header from the display in the Worklist.
• If set to N this will not hide the grid header from the display in the Worklist.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Number of Days of Results to Include in Clinical Exchange Document

This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value	3 Days	Enterprise Org	N/A

Number of Days of Vital Signs to include in Clinical Exchange Document

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Numeric Value 1-5	3	Enterprise Org	N/A

Result Verification Append Staff Message to Staff Comment

Added in v11.1.7

Determines the default value for Append Staff Message to Task Comment checkbox.

• When set to Y the system checks the Copy Message to Staff to the Task Comment checkbox by default.
• When set to N the system does not checks the Copy Message to Staff to the Task Comment checkbox.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personlize

Result Verification Disable To/CC Button

Added in v11.1.7

Determines if the To/CC button is disabled on the Results Verification Dialog box.

• If set to Y this will disable the To/CC Button on the Results Verification Dialog box.
• If set to N this will enable the To/CC Button on the Results Verification Dialog box.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Result Verification If Did Not Order

Determines system response when the user that is verifying the result is not the ordering provider.

• If set to Prevent a provider will not be allowed to verify results that they did not order.
• If set to Warn a provider will be notified that they are attempting to verify results that they did not order.
• If set to Do Not Warn a provider will not get notified if attempting to verify results that they did not order.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Prevent Warn Do Not Warn	Warn	Enterprise Org	Personlize

Result Verification Navigate After Review

Determines the system response when the user that is verifying the result is Not the ordering provider.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Go to Note Go to Next Patient Stay on Worklist	Stay on Worklist	Enterprise Org	Personlize

Result Verification Navigation After QVerify

Determines the navigation path after the user clicks QVerify or QVerify All.

• If set to Go To Note the provider will be brought to the Note when selecting QVerify during the results verification process.
• 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.
• If set to Stay on Worklist the provider will remain in the worklist on the current patient.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Go to Note Go to Next Patient Stay on Worklist	Go to Next Patient	Enterprise Org	Personlize

Results Verification Note Type for QVerify

Updated Values in 11.4.1

This is a drop down of all available note types in the system that do not have the Allow eReply to Patient option selected. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines default the note type used for QVerify. Results Verification Not Use-for QVerify must be set to Create New Note or Note-is V10 Note User Only must be set to Y for this preference to work.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Active Entry in Document Type Dicationary		Enterprise Org	Personalize

Results Verification Note Type for Verify

Updated Values in 11.4.1

This is a drop down of all available note types in the system that do not have the Allow eReply to Patient option selected. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines default the note type used for QVerify. Results Verification Not Use-for QVerify must be set to Create New Note or Note-is V10 Note User Only must be set to Y for this preference to work.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Active Entry in Document Type Dicationary		Enterprise Org	Personalize

Result Verification Note Use - For QVerify

Modified in v11.1.7 Determines the default note use value for the QVerify action.

• 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.
• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Create New Note Use Existing No Note	Create New Note	Enterprise Org	Personalize

Result Verification Note Use - For Verify

Added in v11.1.7

This preference determines the default note use value for the QVerify action.

• 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.
• 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.
• 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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Create New Note Use Existing No Note	Create New Note	Enterprise Org	Personalize

Result Verification Patient Communication Methods for QVerify

Added in v11.1.7

This preference determines the default communication method for QVerify.

• If set to Call Patient with Results this option on the Results Verification Screen will be selected by default, a Call Patient with Results task is created, and requires a note.
• If set to Discussed Results With Patient this option on the Results Verification Screen will be selected by default, it does not require a note, and it is documented in the Results communication details that this option was selected.
• If set to Mail Results to Patient this option on the Results Verification Screen is selected by default and requires a note.
• If set to No Patient Communication Needed at this Time this option on the Results Verification Screen is selected by default and it is documented in the Results Communication details that this option was selected.
• If set to Schedule Appointment to Discuss Results this option on the Results Verification is selected by default, a Schedule Results Follow Up task is created, and it does not require a note.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Call Patient with Results Discussed Results with Patient Mail Results to Patient No Patient Communication Needed at this Time Schedule Appointment to Discuss Results	Organizational Decision	Enterprise Org	Personalize

Result Verification Patient Communication Methods for Verify

Added in v11.1.7

Determines the default communication method for Verify.

• If set to Call Patient with Results this option on the Results Verification Screen will be selected by default, a Call Patient with Results task is created, and requires a note.
• If set to Discussed Results With Patient this option on the Results Verification Screen will be selected by default, it does not require a note, and it is documented in the Results communication details that this option was selected.
• If set to Mail Results to Patient this option on the Results Verification Screen is selected by default and requires a note.
• If set to No Patient Communication Needed at this Time this option on the Results Verification Screen is selected by default and it is documented in the Results Communication details that this option was selected.
• If set to Schedule Appointment to Discuss Results this option on the Results Verification is selected by default, a Schedule Results Follow Up task is created, and it does not require a note.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Call Patient with Results Discussed Results with Patient Mail Results to Patient No Patient Communication Needed at this Time Schedule Appointment to Discuss Results	Organizational Decision	Enterprise Org	Personalize

Results Verification Portal Note Subject Line

NOTE: Added in 11.3

Determines the content of the Subject line in a V11 results verification note if the results are set up to be sent to Allscripts Patient Portal™.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Free Text	N/A	Enterprise Org	Yes

Results Verification Portal Note Type for Qverify

*NOTE: Added in 11.3

This preference determines the default portal note created when results verified using QVerify are set up to be sent to the patient portal. Portal notes must have the Allow eReply to Patient option selected. Only portal notes display, and if the user has the Note-IsV10NoteUserOnly preference set to Y only V10 portal notes display. This preference is only in effect if the Result Verification Note Use for QVerify preference is set to Create New Note.

Available Options	Recommended/Default Value	Available Levels	User Can Override
For V10 notes, all active entries in Document Type Dictionary that have Allow eReply to Patient For V11 notes, all active entries in Document Type Dictionary that have Allow eReply to Patient	N/A	Enterprise Org	Personalize

Results Verification Portal Note Type for Verify

*NOTE: Added in 11.3

This preference determines the default portal note created when results verified using Verify are set up to be sent to the patient portal. Portal notes must have the Allow eReply to Patient option selected. Only portal notes display, and if the user has the Note-IsV10NoteUserOnly preference set to Y only V10 portal notes display. This preference is only in effect if the Result Verification Note Use for Verify preference is set to Create New Note.

Available Options	Recommended/Default Value	Available Levels	User Can Override
For V10 notes, all active entries in Document Type Dictionary that have Allow eReply to Patient For V11 notes, all active entries in Document Type Dictionary that have Allow eReply to Patient	N/A	Enterprise Org	Personalize

Result Verification Task Assignment

Determines the default value for the assignment of delegated Results Verification tasks.

• If set to Current User the user entering the result will be assigned the Results Verification task.
• If set to Ordering Provider the provider defined as the Ordering Provider will receive the Results Verification Task.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Current User Ordering Provider	Ordering Provider	Enterprise Org	Personalize

Results Verification Required

Determines if the results verification is required.

• 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.
• If set to N the 'Verification Required' field will not be selected by default.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

Results Verification Shows Verified Results in Results Document - For QVerify

Modified in v11.1.7

Determines if the verified results should display on the Results Document for QVerify action.

• If set to Y this option will be selected on the Result Verification Screen and will automatically post the verified results to the note created in the verification process.
• If set to N this option will not be selected by default on the Result Verification Screen.
• If set to As Per Post to Note Icon this option will be selected in the Result Verification Screen and will be selected by default if the users post to note option is on at the time.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No As Per Post to Note Icon	As Per Post to Note Icon	Enterprise Org	Personlize

Results Verification Shows Verified Results in Results Document - For Verify

Added in v11.1.7

Determines if the verified results should display on the Results Document for a Verify action.

• If set to Y this option will be selected on the Result Verification Screen and will automatically post the verified results to the note created in the verification process.
• If set to N this option will not be selected by default on the Result Verification Screen.
• If set to As Per Post to Note Icon this option will be selected in the Result Verification Screen and will be selected by default if the users post to note option is on at the time.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No As Per Post to Note Icon	As Per Post to Note Icon	Enterprise Org	Personlize

Show Refresh Button for Citrix In Results Tab

• Determines if a refresh icon is displayed on the vitals and results sections of Order Details.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	Yes	Enterprise Org User	Personalize

Require Abnormal Flag for Results Entry

• If set to Y the Abnormal flag will be required for all resultable items with an order. If the Order has multiple 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.
• If set to N the user will not be required to specify the abnormal flag when manually entering results.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	N/A

RV V11 Note eReply when Verify & Next Patient

*NOTE: Added in 11.3

This preference determines whether V11 portal notes are set for automatic eReply when the user selects the Verify & Next Patient action.

• If set to Y, the eReply action is completed automatically if the user has the appropriate finalization authority for the document type.
• If set to N the eReply action is not completed automatically when the user selects Verify & Next Patient. Instead, an eReply Portal Note task is created for the provider, alerting them that the note needs to be finalized before it is sent to the portal.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No	No	Enterprise Org	Personalize

Unverified Results Which Result Stages To Release

• New in v11.4.1

Determines the stages unverified results can be released in for inclusion in clinical exchange documents (CEDs). This preference applies to documents that have template definitions managed in TW Admin > DocumentAdmin > CCDA Template Admin including CCD (Continuity of Care Document), Clinical Summary-RTF, Clinical Summary-CCDA, and Summary of Care. It does not apply to other CED formats that are not managed in TW Admin > DocumentAdmin > CCDA Template Admin.

This works in conjunction with the UnverifiedResultsWhenToReleaseToCEDs preference. Only unverified results in the stages selected are released electronically. At least 1 stage must be selected and more than 1 can be selected.

• If UnverifiedResultsWhenToReleaseToCEDs is set to Never unverified results are never released, even if 1 or more options are selected for Unverified Results Which Result Stages To Release.
• Results in Pending or Entered in Error status are never released
• Results marked Do Not Release are never released, regardless of the settings for Unverified Results When To Release To CEDs and Unverified Results Which Result Stages To Release

Available Options	Recommended/Default Value	Available Levels	User Can Override
Preliminary Final Corrected Amended	Final Corrected or Amended	Enterprise Org	N/A

Unverified Results When To Release To CED's

• New in v11.4.1

Determines when to release unverified results for inclusion in clinical exchange documents (CEDs).This applies to documents that have template definitions managed in TW Admin > DocumentAdmin > CCDA Template Admin including CCD (Continuity of Care Document), Clinical Summary-RTF, Clinical Summary-CCDA, and Summary of Care. It does not apply to other CED formats that are not managed in TW Admin > DocumentAdmin > CCDA Template Admin. It works in conjunction with the UnverifiedResultsWhichResultsStagesToRelease preference.

• If set to Never, Unverified results are never released for inclusion in CEDs, regardless of how the UnverifiedResultsWhichStagesToRelease preference is set.
• If set to 1 Day, 2 Days, 3 Days, or 4 Days, that is the number of business days after the date the unverified result was created (for Preliminary or Final stages) or last updated (for Corrected or Amended stages) that the unverified result will be released to CEDs:

Note:

• Results in Pending or Entered in Error status are never released
• Results marked Do Not Release are never released, regardless of the settings for Unverified Results When To Release To CEDs and Unverified Results Which Result Stages To Release

Available Options	Recommended/Default Value	Available Levels	User Can Override
Never 1 Days 2 Days 3 Days 4 Days	Never	Enterprise Org	N/A

Use UAI Vital Signs Integration

• 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 Allyn device.
• If set to N the user will not have the option to capture vital signs using the UAI tool.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Yes No		Enterprise Org	N/A

Vitals Picklist

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.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Drop Down list of Valid Vital Signs Picklists defined in the OID	Organization Specific	Enterprise Org	Personlize

Removed in 11.2

From General

• UAIInstallLocation
• Works 0 FingerPrintAuthEnc

From Orders

• Always Present Fax Dialog When Faxing Requisition
• Always Present Print Dialog When Printing Requisition
• OrderEntryAuthLevel
• OrderEntryNotification
• OrderUpdateSupervisedByOnEdit

New in 15.1

15.1 Updated_Preferences

New in 17.1

17.1_Updated_Preferences

Links

Return to: V10 to V11.2 Build Workbook (BW)

Questions

• Missing Med Order Preferences