Difference between revisions of ".NET Preferences"

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=='''Alert Preferences'''==
 
=='''Alert Preferences'''==
 
''' Configure the Recommendation Alert Preferences'''
 
* '''NOTE: Added in V15.1'''
 
 
Allows organization to determine how each alert is displayed to the user for each message type/sub-type should be displayed.
 
 
'''Message Type/Sub-type'''
 
 
Compliance Medication
 
 
Compliance Misc
 
 
Compliance Problem
 
 
Compliance Result
 
 
Missing Data Immunizations
 
 
Missing Data Medications
 
 
Missing Data Misc
 
 
Missing Data Problems
 
 
Missing Data Order/Result
 
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Show in My Alerts</li><li>Show in All Other Alerts
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Show in My Alerts
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
 
  
 
''' AllergyListNotReconciled'''  
 
''' AllergyListNotReconciled'''  
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=='''Charge Preferences'''==
 
=='''Charge Preferences'''==
 +
 +
Organizations can lock select fields on Encounter Forms to prevent them from being edited.
 +
 +
 
''' AutomaticallyRemoveChargesWhenCancellingOrder'''  
 
''' AutomaticallyRemoveChargesWhenCancellingOrder'''  
  
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Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.
 
Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.
  
=='''Clinical Trial Preferences'''==
+
''' DivisionOnEncounterFormEditable'''  
''' 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
+
* '''NOTE: Added in 11.5'''
 +
Allows an organization to determine if the user can edit the Billing Division on the Encounter Form.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|'''Available Options'''
+
| align="center" style="background:#f0f0f0;"|Available Options
| align="center" style="background:#f0f0f0;"|'''Recommended/Default Value'''
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
| align="center" style="background:#f0f0f0;"|'''Available Levels'''
+
| align="center" style="background:#f0f0f0;"|Available Levels
| align="center" style="background:#f0f0f0;"|'''User Can Override'''
+
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>12:00 am</li><li>1:00  am </li><li>2:00  am</li><li>3:00  am</li><li>4:00  am</li><li>5:00  am</li><li>6:00  am</li><li>7:00  am</li><li>7:00  pm</li><li>8:00  pm</li><li>9:00  pm</li><li>10:00 pm</li><li>11:00 pm
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No</li><li>Only If Not Pre-Populated
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|12:00 am
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Y
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org  
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
 +
Note: This preference only affects those appointment encounter types that are delivered, enforced and created from the practice management system.
  
''' Works CT Distance'''  
+
''' PerformingProviderOnEncounterFormEditable'''  
 
 
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
+
* '''NOTE: Added in 11.5'''
 +
Allows an organization to determine if the user can edit the Billing Performing Provider on the Encounter Form.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|'''Available Options'''
+
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No</li><li>Only If Not Pre-Populated
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Y
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No</li><li>Only If Not Pre-Populated
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Y
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|'''Available Options'''
 +
| align="center" style="background:#f0f0f0;"|'''Recommended/Default Value'''
 +
| align="center" style="background:#f0f0f0;"|'''Available Levels'''
 +
| align="center" style="background:#f0f0f0;"|'''User Can Override'''
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>12:00 am</li><li>1:00  am </li><li>2:00  am</li><li>3:00  am</li><li>4:00  am</li><li>5:00  am</li><li>6:00  am</li><li>7:00  am</li><li>7:00  pm</li><li>8:00  pm</li><li>9:00  pm</li><li>10:00 pm</li><li>11:00 pm
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|12:00 am
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|'''Available Options'''
 
| align="center" style="background:#f0f0f0;"|'''Recommended/Default Value'''
 
| align="center" style="background:#f0f0f0;"|'''Recommended/Default Value'''
 
| align="center" style="background:#f0f0f0;"|'''Available Levels'''
 
| align="center" style="background:#f0f0f0;"|'''Available Levels'''
Line 1,015: Line 1,038:
 
|}
 
|}
  
'''Allow Advanced Personal Editing of CareGuide Templates:'''  
+
'''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.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.  
 
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.  
Line 1,026: Line 1,073:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
 
|}
 
|}
  
Line 1,182: Line 1,229:
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
 +
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Configured custom views found in Clinical View Engine View in '''TW Admin>Document Admin'''
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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'''
 
'''Clinical Exchange Documents (CED) Verification'''
Line 1,695: Line 1,761:
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
 +
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></l><li>Select All Sites|</l><li>Individual sites associated with the organization
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not selected
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
Line 2,133: Line 2,219:
 
|}
 
|}
  
 +
'''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
  
'''Minimum # of Hours to Keep Patient Site Location and Encounter Status'''
+
Allows organization to determine if patient picture are uploaded from the MAR workspace.
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,143: Line 2,237:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value  
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Y
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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. 
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value  
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|1
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|1
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
Line 2,290: Line 2,399:
 
|}
 
|}
  
'''Normative Growth Chart in Units'''
+
'''Number of Days of Results to Include in RTF/CED Clinical Summary Preference'''  
* Moved to HMP Preferences
 
  
 +
* NOTE: Added in V15.1
  
'''Only Export Problems via ADX After Last Assessed Date Specified'''
+
Determines how many days of past results are cited when generating an Rich Text Format (RTF) clinical summary or Clinical Exchange Document (CED).
  
* NOTE: Added in 11.4
+
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.
 
 
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,306: Line 2,413:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Date Specific
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-500
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank Value
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
|}
 
|}
  
'''Order Authentication Time-Out'''
+
'''Normative Growth Chart in Units'''
 +
* Moved to HMP Preferences
 +
 
 +
'''Number of Days in Past to Allow Editing Encounter'''   
 +
 
 +
* NOTE: Added in V11.5
  
*  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.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,322: Line 2,434:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-99
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Number
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|5
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|3
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>Sys
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''Patient MRN used for Communities/MRN to be used for Pt Identification'''
 
  
* NOTE: Added in 11.3
+
'''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.
  
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).
 
   
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Available Options
Line 2,340: Line 2,452:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Encounter Summary<ul></li><li>Chart<ul></li><li>MD Charges<ul></li><li>Task List
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Enterprise
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Encounter Summary
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>Sys
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
  
'''PatientPortalAdolAgeRangeHighYears'''
+
'''OccMedNavigation_Provider'''  
  
* Note: Added in 11.4.1
+
* NOTE: Added in V17.1
  
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.
+
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.
This preference must be set to a number that is higher than the number entered for the '''PatientPortalAdolAgeRangeLowYears preference'''.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,359: Line 2,474:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-99
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Encounter Summary<ul></li><li>Chart<ul></li><li>MD Charges<ul></li><li>Task List
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|18
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Encounter Summary
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>Sys
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Y
 
|}
 
|}
   
+
*Valid Values of '''Encounter Summary''' will Display Encounter Summary from the Clinical Desktop.
'''PatientPortalAdolAgeRangeLowYears'''
+
*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.
  
* Note: Added in 11.4.1
+
'''Only Export Problems via ADX After Last Assessed Date Specified'''
  
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.
+
* NOTE: Added in 11.4
  
This preference must be set to a number that is lower than the number entered for the '''PatientPortalAdolAgeRangeHighYears''' preference.
+
*  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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,379: Line 2,496:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-99
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Date Specific
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|12
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
|}
 
|}
  
'''Patient Portal Auto Block Export Adol Age Range'''  
+
'''Order Authentication Time-Out'''
* 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™.
+
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.
 
 
* '''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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,404: Line 2,512:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-99
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|5
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
|}
 
|}
 +
   
 +
'''Patient MRN used for Communities/MRN to be used for Pt Identification'''
  
'''Patient Portal Registration Level:''' Patient Portal Registration Level
+
* NOTE: Added in 11.3
 
 
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.
 
  
 +
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).
 +
   
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Available Options
Line 2,428: Line 2,530:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Provider<ul></li><li>Organization
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Provider
 
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Enterprise
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''Patient Portal Send Chart on Patient Registration'''  
+
'''PatientPortalAdolAgeRangeHighYears'''
  
* Note: Added in v11.4.1
+
* Note: Added in 11.4.1
  
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.  
+
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'''.  
  
* '''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™.
+
{| class="wikitable sortable collapsible" border="1"
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.
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
Line 2,452: Line 2,549:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-99
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|18
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
|}
 
|}
 +
   
 +
'''PatientPortalAdolAgeRangeLowYears''' 
  
(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.)
+
* Note: Added in 11.4.1
  
'''Patient Tracking-Use Patient Encounter Status'''
+
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.
  
*  '''Y''' enables this drop down and the values available for the assigned site will appear in the drop down for an arrived patient.
+
This preference must be set to a number that is lower than the number entered for the '''PatientPortalAdolAgeRangeHighYears''' preference.
'''N''', disables the drop down box on the patient toolbar.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,471: Line 2,569:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value 0-99
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|12
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A  
 
|}
 
|}
  
'''Patient Tracking-Use Patient Site Location'''
+
'''Patient Portal Auto Block Export Adol Age Range'''
* 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.  
+
* Note: Added in v11.4.1
* If set to '''N''', the drop down box on the patient toolbar will be disabled, but still visible.
+
 
 +
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,488: Line 2,595:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''PCPDefaultSearch'''  
+
'''Patient Portal Registration Level:''' Patient Portal Registration Level
* 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.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,503: Line 2,618:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Provider<ul></li><li>Referring Provider
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Provider<ul></li><li>Organization
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Provider
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Provider
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
   
+
 
'''PCPEditable'''  
+
'''Patient Portal Send Chart on Patient Registration'''  
* Note: Added in 11.2.3 HF4
+
 
Determines if a user can edit the PCP field in the Patient Profile dialog.
+
* Note: Added in v11.4.1
* http://blog.galenhealthcare.com/2012/07/25/tips-from-the-ehr-new-pcp-field-preferences/  - Galen Blog article with more details.
+
 
 +
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,521: Line 2,643:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Previously Discontinued (DC)For Patient'''
+
(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.)
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.
+
'''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,536: Line 2,661:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
+
 
'''Print Patient Education Always'''
+
'''Patient Tracking-Use Patient Site Location'''
*  '''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 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 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.
+
If set to '''N''', the drop down box on the patient toolbar will be disabled, but still visible.   
* '''Never''' setting defaults to never automatically print patient education materials.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,553: Line 2,677:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Always<ul></li><li>If Careguide Only<ul></li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Always
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Provider Selection limited to Favorites'''
+
'''PCPDefaultSearch'''  
* '''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. 
+
* Note: Added in 11.2.3 HF4
* '''N''' setting determines if the user or provider has the ability to do a look-up against the entire provider dictionary.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,569: Line 2,693:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Provider<ul></li><li>Referring Provider
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Provider
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
 
+
   
'''PtCommunicationChartUpdateEditable'''  
+
'''PCPEditable'''  
* Note: Added in v11.4.1
+
* Note: Added in 11.2.3 HF4
 
+
Determines if a user can edit the PCP field in the Patient Profile dialog.
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.
+
* http://blog.galenhealthcare.com/2012/07/25/tips-from-the-ehr-new-pcp-field-preferences/  - Galen Blog article with more details.
* '''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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,598: Line 2,716:
 
|}
 
|}
  
'''PtCommunicationClinSummariesEditable:'''  
+
'''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.
  
Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries.
+
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Never
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,608: Line 2,743:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Always<ul></li><li>If Careguide Only<ul></li><li>Never
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Always
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
 
|}
 
|}
  
'''PtCommunicationReminderEditable:'''  
+
'''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. 
Determines if users are allowed to edit or update a patient's preferred method for receiving reminders.
+
*  '''N''' setting determines if the user or provider has the ability to do a look-up against the entire provider dictionary.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 2,625: Line 2,760:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''PtCommunicationResultNotificationEditable'''  
+
'''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.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
|}
 +
 
 +
'''PtCommunicationClinSummariesEditable:'''
 +
 
 +
Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
|}
 +
 
 +
'''PtCommunicationReminderEditable:'''
 +
 
 +
Determines if users are allowed to edit or update a patient's preferred method for receiving reminders.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
|}
 +
 
 +
'''PtCommunicationResultNotificationEditable'''  
 
* Note: Added in v11.4.1
 
* Note: Added in v11.4.1
  
Line 2,715: Line 2,905:
 
|}     
 
|}     
  
'''ShowAndLogRequestAbortErrorMessage'''
 
  
* NOTE: Added in 11.4
+
'''Sensitive Health (Subkey: Automatically Flag Patients)'''
  
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'''.
+
* 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).
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric 0-30
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|0
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric 0-30
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|30
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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'''.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 3,459: Line 3,714:
 
=='''Meds Preferences'''==
 
=='''Meds Preferences'''==
  
''' AllowFutureDateRecwoOrdering'''  
+
'''AllowUsersToSelectSelfForVisualVerification'''
 
+
*NOTE: New in V15.1
'''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.
+
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.
   
+
 
If set to '''N''' the Rx Date box in Medication Details is enabled only for past or current dates.
+
{| class="wikitable sortable collapsible" border="1"
 
+
| align="center" style="background:#f0f0f0;"|Available Values
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.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 3,524: Line 3,796:
 
|}
 
|}
  
 +
'''Automatically Attach Coupon to Rx (When Applicable)'''
 +
*NOTE: Added in V17.1
 +
 +
Allows eCoupons to be automatically attached to applicable medications.
 +
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Values
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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'''
 
''' Auto Dispense Inventory Medications'''
  
Line 4,032: Line 4,325:
 
|}
 
|}
  
''' EnableMAI: Enable Medication Adherence Indicators'''
+
'''EnableElectronicPriorAuth'''
 +
*NOTE: Added in v11.5
  
Allows organizations to enable the Medication Adherence indicator for applicable patients.
+
Allows organizations to configure the electronic (ePA) feature.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,043: Line 4,337:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Enable Rx Hub Medication History'''
+
'''EnableEpcs'''
 +
*NOTE: Added in v11.5
  
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.
+
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.
 
 
* '''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]]
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,068: Line 4,356:
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Enable SCRIPT Messaging'''
+
*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'''
  
* 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.
+
This preference is no longer used.
* If set to '''N''' Script messaging will be disabled
+
 
 +
'''Enable PMPRegistryDocumentation'''
 +
*NOTE: Added in V15.1
 +
 
 +
Allows organizations to enable the Record Registry Consult controls in Clinical Desktop.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,083: Line 4,378:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No - Unless set up for SureScripts usage
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Enable Touchscript Messaging'''
+
*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.
  
* 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.   
+
*Note: Added in V11.1.6This can be disabled for individual patients to meet HIPAA -see [[Med History Patient Disable]]
* If set to '''N''' this feature will be disabled.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,100: Line 4,403:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No - Unless set up for FirstFill Usage
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Formulary Alternatives Reason Required'''
+
''' Enable SCRIPT Messaging'''
  
* 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 '''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 messagingWhen 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 RetailInbound Script messages will appear as New Prescription Request (NEWRX), Renewal Request (REFREQ), and Renewal Response (REFRES) messages.
* 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 '''N''' Script messaging will be disabled
* If set to '''Never''' the user would not be forced to provide a reason for ignoring formulary alternatives.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,117: Line 4,419:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Off Formulary w/ Preferred</li><li>Preferred</li><li>never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No - Unless set up for SureScripts usage
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Formulary Checking Interrupt Timing'''
+
''' Enable Touchscript Messaging'''
  
* If set to '''Immediate''' the user would be prompted with formulary checking alternatives as they are prescribing the medication.   
+
* 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 '''Deferred''' the user would be prompted with formulary checking alternatives as they are committing the encounter summary information.   
+
* If set to '''N''' this feature will be disabled.
* If set to '''Never''' the user would not receive the warning.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,135: Line 4,436:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Immediate</li><li>Deferred</li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Immediate
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No - Unless set up for FirstFill Usage
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Immunization - Expiration Date'''
+
''' EPCS (Subkey:OTPDefaultDevice)'''
 
 
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
+
*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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,155: Line 4,453:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Exact name of device is established during Verizon enrollment.
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|This is automatically filled when the prescriber selects a device on Sign Prescription and signs the prescription.
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Values
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>URL
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Default URL for production is https://connect.ps.allscriptscloud.com/Reporting<ul></li>Default URL for test is https://connect.psuat.allscriptscloud.com/Reporting
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
  
''' Immunization - Lot Required'''
+
''' EPCSReportingServiceURL(Subkey: DOIReportURL)'''
  
Determines whether or not a lot is required to complete an immunization administration.
+
*NOTE: Added in V11.5
* If set to '''Y''' this will require the user to enter a lot number.
+
*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.
* If set to '''N''' this will not require the user to enter a lot number.
 
 
 
*Note: Added in v11.1.7
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,176: Line 4,489:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>URL
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Default URL for production is https://droiportal.ps.allscriptsloud.com/EPCSReportingPortalService<ul>Default URL for test is https://roiportal.psuat.allscriptsloud.com/EPCSReportingPortalService
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Immunization - Manufacturer'''
+
''' Formulary Alternatives Reason Required'''
  
Determines whether or not a manufacturer is required to complete an immunization administration.
+
* 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 '''Y''' this will require the user to enter a manufacturer number.   
+
* 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 '''N''' this will not require the user to enter a manufacturer number.
+
* If set to '''Never''' the user would not be forced to provide a reason for ignoring formulary alternatives.
 
 
*Note: Added in v11.1.7
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,196: Line 4,507:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Off Formulary w/ Preferred</li><li>Preferred</li><li>never
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Immunization - NDC'''
+
''' Formulary Checking Interrupt Timing'''
  
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.
+
* 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.
*Note: Added in v11.1.7
+
* If set to '''Never''' the user would not receive the warning.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,214: Line 4,525:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No</li><li>Chargeable
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Immediate</li><li>Deferred</li><li>Never
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Immediate
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
 
|}
 
|}
  
''' Immunization - Requiredness'''
+
''' Immunization - Expiration Date'''
  
Determines required field behavior for Expiraton, Date, Lot, Manufacturer, and NDC Preferences whether fields are required to Complete or Required to Save.
+
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
 
*Note: Added in v11.1.7
Line 4,232: Line 4,545:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Complete</li><li>Required to Save
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Complete
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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. 
+
''' Immunization - Lot Required'''
* 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. 
 
  
{| class="wikitable sortable collapsible" border="1"
+
Determines whether or not a lot is required to complete an immunization administration.
| align="center" style="background:#f0f0f0;"|Available Values
+
* If set to '''Y''' this will require the user to enter a lot number. 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
+
* If set to '''N''' this will not require the user to enter a lot number.
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
  
''' MAR Prescription BarCode'''
+
*Note: Added in v11.1.7
 
 
* 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 
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,269: Line 4,566:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>AHS Rx Number</li><li>NDC</li><li>GPI
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Do not change this setting
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Med Admin - Expiration Date'''
+
''' Immunization - Manufacturer'''
  
Determines whether or not an expiration date is required to complete a medication administration.
+
Determines whether or not a manufacturer is required to complete an immunization administration.
* If set to '''Y''' an expiration date is required to complete a medication administration.   
+
* If set to '''Y''' this will require the user to enter a manufacturer number.   
* If set to '''N''' an expiration date is not required to complete a medication administration.
+
* If set to '''N''' this will not require the user to enter a manufacturer number.
  
*Note: Added in v11.1.7
+
*Note: Added in v11.1.7
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,295: Line 4,592:
 
|}
 
|}
  
''' Med Admin - Lot Required'''
+
''' Immunization - NDC'''
  
Determines whether or not a lot is required to complete a medication administration.
+
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.
* 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
+
*Note: Added in v11.1.7
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,309: Line 4,604:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No</li><li>Chargeable
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Med Admin - Manufacturer'''
+
''' Immunization - Requiredness'''
  
Determines whether or not a manufacturer is required to complete a medication administration. 
+
Determines required field behavior for Expiraton, Date, Lot, Manufacturer, and NDC Preferences whether fields are required to Complete or Required to Save.
* 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
+
*Note: Added in v11.1.7
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,329: Line 4,622:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Complete</li><li>Required to Save
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Complete
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Med Admin - NDC'''
+
''' Immunization Order Authorization Required'''
  
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.   
+
* 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.   
*Note: Added in v11.1.7  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,347: Line 4,639:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No</li><li>Chargeable
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Prescribe Enable Admin - Schedule'''
 
  
Determines whether or not a scheduled medication administration can be enabled.
+
''' MaxDailyDoseRequired'''
 +
*NOTE: Added in V11.5
  
*Note: Added in v11.
+
*Allows organization to determine which controlled substance schedules require a Maximum Daily Dose to be set in SIG on Medication Details.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,365: Line 4,657:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required|II|III|IV|V|All
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Admin Only
 
|}
 
|}
  
''' Med Admin - Requiredness'''
+
*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.
  
Determines whether the other Medication Administration preferences ('''Expiration Date, Lot, Manufacturer, NDC''') are required when completing or saving the Medication Admin detail.
+
''' MaxDaysToRetainDistributedCoupon'''
 +
*NOTE: Added in V17.1
  
*Note: Added in v11.
+
*Allows organization to determine the number of days to keep a distributed coupon for printing, faxing, viewing, or sending.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,383: Line 4,681:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Complete</li><li>Required to Save
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Integer 7-30
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Complete
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|7
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Med History Query Duration'''
 
  
This preference determines the specific amount of time (in months) for retrieval of patients medication history from Rx HubThe preference is configurable from one month to 24 months.
+
''' 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: Added in 11.1.6
+
*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 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,401: Line 4,702:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric from 1 to 24 (months)
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>AHS Rx Number</li><li>NDC</li><li>GPI
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|6 (months)
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Do not change this setting
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Medication History:''' Default value for Med Hx consent'''
+
''' 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.
  
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.
+
*Note: Added in v11.1.
* '''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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,420: Line 4,722:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Granted</li><li>Declined</li><li>Unknown
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Unknown
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Minutes Before Re-Authentication Is Required For Medication Order'''
+
''' 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.
  
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.)
+
*Note: Added in v11.1.7  
 
* 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.   
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,439: Line 4,742:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric Value
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|0
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Non-Scheduled Meds Order Authorization Required'''
+
''' Med Admin - Manufacturer'''
  
* 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.   
+
Determines whether or not a manufacturer is required to complete a medication administration.   
* 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 '''Y''' a manufacturer is required to complete a medication administration.   
* If set to '''Not Required''' no tasks will be created and the medication request will be completed at the time of entry and completion.
+
* If set to '''N''' a manufacturer is not required to complete a medication administration.
  
*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.   
+
*Note: Added in v11.1.7  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,459: Line 4,762:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Prospective
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Order Present Formulary Alternatives'''
+
''' 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. 
  
* 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.
+
*Note: Added in v11.1.7  
* 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.   
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,477: Line 4,780:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Off Formulary with Preferred</li><li>Preferred</li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No</li><li>Chargeable
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Off Formulary w/ Preferred
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
 +
''' Prescribe Enable Admin - Schedule'''
  
''' Order Prohibit Transmission of Schedule III Rx'''
+
Determines whether or not a scheduled medication administration can be enabled. 
  
* If set to '''Y''' the transmission of Schedule III drugs electronically will be prohibitedThis would not allow users the ability to use 'Send to Retail' for this class of drugs. 
+
*Note: Added in v11.4  
* If set to '''N''' the transmission of Schedule III drugs electronically will be allowed.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,496: Line 4,799:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Depends on State/Federal Law
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
 +
''' Med Admin - Requiredness'''
  
''' Order Prohibit Transmission of Schedule II Rx'''
+
Determines whether the other Medication Administration preferences ('''Expiration Date, Lot, Manufacturer, NDC''') are required when completing or saving the Medication Admin detail.   
* 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.
+
*Note: Added in v11.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,512: Line 4,816:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Complete</li><li>Required to Save
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depends on State/Federal Law
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Complete
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
 +
''' Med History Query Duration'''
  
''' Order Prohibit Transmission of Schedule IV Rx'''
+
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.
  
* 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. 
+
*Note: Added in 11.1.6
* If set to '''N''' the transmission of Schedule IV drugs electronically will be allowed.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,530: Line 4,834:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric from 1 to 24 (months)
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depends on State/Federal Law
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|6 (months)
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Order Prohibit Transmission of Schedule V Rx'''
+
''' Medication History:''' Default value for Med Hx consent'''
  
* 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.
+
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.
* If set to '''N''' the transmission of Schedule V drugs electronically will be allowed.
+
* '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,547: Line 4,853:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Granted</li><li>Declined</li><li>Unknown
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depends on State/Federal Law
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Unknown
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Override Sign Rx Task for Schedule II Meds'''
+
''' Minutes Before Re-Authentication Is Required For Medication Order'''
  
*Note: This preference is not used and should be left blank
+
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. 
  
''' Override Sign RX Task for Schedule III-V Meds (Override Sign Rx CIII-V)'''
+
{| class="wikitable sortable collapsible" border="1"
 
 
*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.
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
Line 4,574: Line 4,872:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric Value
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|0
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribe Non-Formulary Authorization Required'''
+
''' Non-Scheduled Meds Order 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 '''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.
  
* 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.
+
*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.
* If set to '''N''' the system will not require authorization if prescribed medications are off formulary.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,593: Line 4,892:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Y</li><li>N
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Prospective
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribe Print Problem'''
+
''' Order Present Formulary Alternatives'''
  
Determines if the problem associated with the medication prints on the rx script.   
+
* 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 ''''Y''' the problem linked to the medication will be printed on the prescription.   
+
* If set to '''Preferred''' the user would be presented with formulary alternatives when the medication has preferred alternatives available.   
* If set to '''N''' the problem linked to the medication will not display on prescriptions.
+
* If set to '''Never''' the user would not be presented with formulary alternatives.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,611: Line 4,910:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Off Formulary with Preferred</li><li>Preferred</li><li>Never
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Off Formulary w/ Preferred
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.   
+
''' Order Prohibit Transmission of Schedule III Rx'''
* If set to '''N''' the Site will not display on the prescription.
+
 
 +
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,629: Line 4,929:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Depends on State/Federal Law
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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. 
+
''' Order Prohibit Transmission of Schedule II Rx'''
* If set to '''Y''' the Site name and address will display on the prescription.   
+
* 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 Site name and address will not display on the prescription.
+
* If set to '''N''' the transmission of Schedule II drugs electronically will be allowed.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,647: Line 4,946:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depends on State/Federal Law
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
  
''' Prescribe Problem Linking Required'''
+
''' Order Prohibit Transmission of Schedule IV Rx'''
  
Determines if problem linking to a prescription is required to reach a status of "Active". 
+
* If set to '''Y''' the transmission of Schedule IV drugs electronically will be prohibitedThis would not allow users the ability to use 'Send to Retail' for this class of drugs.   
* 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 '''N''' the transmission of Schedule IV drugs electronically will be allowed.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,667: Line 4,963:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Save</li><li>Needs Info Reason</li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depends on State/Federal Law
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribe Rx by Editing Rx Updates Ordered By Field'''
+
''' Order Prohibit Transmission of Schedule V Rx'''
  
* 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 '''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 original Ordering Provider will remain unless manually overridden.
+
* If set to '''N''' the transmission of Schedule V drugs electronically will be allowed.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,685: Line 4,981:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depends on State/Federal Law
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribe Updates Supervised By On Edit'''
+
''' 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'''
  
*Note: Added in v11.4
+
* 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.
  
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.
+
*Note: This preference applies to the Medication Administration Record Module.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,708: Line 5,013:
 
|}
 
|}
  
''' Prescribe Warn If Not Participating'''
+
''' 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. 
  
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.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,718: Line 5,026:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Y</li><li>N
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribing: Hide or Show Allscripts Watermark on Faxed Prescriptions'''
+
''' Prescribe Print Problem'''
  
This preference determines whether to hide or show the Allscripts watermark on faxed prescriptions.  
+
Determines if the problem associated with the medication prints on the rx script.
* If set to '''Hide''' the Allscripts watermark will not appear on faxed prescriptions.   
+
* If set to ''''Y''' the problem linked to the medication will be printed on the prescription.   
* If set to '''Show''' the Allscripts watermark will appear on faxed prescriptions.
+
* If set to '''N''' the problem linked to the medication will not display on prescriptions.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,736: Line 5,044:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Show</li><li>Hide
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Show
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
|}
  
''' Prescribing: Hide or Show Allscripts Watermark on Printed Prescriptions'''
+
''' Prescribe Print Script Hdr: Hide or Show the Sites'''
  
This preference determines whether to hide or show the Allscripts watermark on printed prescriptions.  
+
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 '''Hide''' the Allscripts watermark will not appear on printed prescriptions.   
+
* If set to '''N''' the Site will not display on the prescription.
* If set to '''Show''' the Allscripts watermark will appear on printed prescriptions.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,754: Line 5,061:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Show</li><li>Hide
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Show
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribing Supervision'''
+
''' Prescribe Print Script HdrCS: Hide or Show the Sites name/address on the printed scheduled prescription'''
  
Determines whether a cosignature is needs to complete a medication orderThis works with several other required authorization preferences. 
+
Determines if the site name and address associated with the medication prints on the rx script.   
::'''Non-ScheduledMedsOrderAuthorizationrequired'''
+
* If set to '''Y''' the Site name and address will display on the prescription.   
::'''ScheduleIIMedsOrderAuthorizationRequired'''
+
* If set to '''N''' the Site name and address will not display on the prescription.
::'''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 authorizationA 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
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,781: Line 5,081:
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise<ul><li>Org<ul><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
 
|}
 
|}
  
  
''' Prescribing Without Allergy Status'''
+
''' Prescribe Problem Linking Required'''
  
This preference determines whether to the user will be prompted if the patient's allergy status is not defined.  
+
Determines if problem linking to a prescription is required to reach a status of "Active".
* 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 '''Required to Save''', the prescription details screen will require a user to select a linked problem prior to saving the prescription.   
* 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 '''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 '''Do Not Warn''' the user will not receive a warning when prescribing medications.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,799: Line 5,100:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prevent</li><li>Warn</li><li>Do Not Warn
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Save</li><li>Needs Info Reason</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Warn
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prescribing Without Pharmacy Specified'''
+
''' Prescribe Rx by Editing Rx Updates Ordered By Field'''
  
This preference determines whether to the user will be prompted if the patient's pharmacy is not defined.
+
* 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 '''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 '''N''' the original Ordering Provider will remain unless manually overridden.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,818: Line 5,117:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prevent</li><li>Warn</li><li>Do Not Warn
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Warn
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Prevent Ord Abs Contraind'''
+
''' Prescribe Updates Supervised By On Edit'''
  
*Note: Added in v11.4  
+
*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. 
+
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.
* If set to '''Y''' the absolute contraindication rule is run. 
 
* If set to '''N''' the absolute contraindication rule is not run.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,840: Line 5,137:
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Require Re-Authentication For New or Renewed Prescriptions'''
+
''' Prescribe Warn If Not Participating'''
  
This preference determines whether the provider or user will be prompted to enter their password when prescribing or renewing a medication. 
+
Determines whether a warning is dispayed when a medication is not participating in DUR checkingThis can be useful if an organization adds locally defined medications to their dictionary.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,858: Line 5,153:
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Require Re-Authentication For New or Renewed Prescriptions (Subkey:Print Rx)'''
+
''' Prescribing: Hide or Show Allscripts Watermark on Faxed Prescriptions'''
  
*New in v11.2.2
+
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.   
This preference determines whether the provider or user will be prompted to enter their password when printing new or renewed medications.
+
* If set to '''Show''' the Allscripts watermark will appear on faxed prescriptions.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,876: Line 5,169:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Show</li><li>Hide
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Show
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
In certain versions that have both ReqReAuthActivatePrescription (Subkey: Print Rx)
+
''' Prescribing: Hide or Show Allscripts Watermark on Printed Prescriptions'''
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''
+
This preference determines whether to hide or show the Allscripts watermark on printed prescriptions.  
::'''ReqReAuthActivatePrescription (Subkey: Print Rx)'''= 'N'
+
* If set to '''Hide''' the Allscripts watermark will not appear on printed prescriptions.   
:::''Then'' - System prompts for re-authentication for any prescribe action except Print Rx, for which there is not a re-authentication prompt.
+
* If set to '''Show''' the Allscripts watermark will appear on printed prescriptions.
 
 
::'''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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,915: Line 5,187:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required</li><li>Notification Only</li><li>Authorization Before Fulfillment
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Show</li><li>Hide
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|This should be based upon the organization's policy
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Show
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Rx Supervisor Signature Required for Schedule II Meds'''
+
''' 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'''
  
This preference determines whether the user will be prompted for an Rx Supervisor Signature for Schedule II Meds. 
+
* If set to '''Y''' along with the approriate authorization required preference it determines what happens when a medication is ordered.
* 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 '''Prospective''' the prescription status is Unauthorized adn the order is hlep for authorizationA 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 '''Notification Only''' the supervising provider will receive a Order Notification task when a ordering provider that requires supervision prescribes a schedule II medicationThe task will be assigned to the provider that is defined as the supervising provider.
+
* 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 '''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.
+
* If set to '''Not Required''' no task is sent to the Supervised By provider adn the order does not
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,934: Line 5,212:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required</li><li>Notification Only</li><li>Authorization Before Fulfillment
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Based Upon Organizational Policy
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise<ul><li>Org<ul><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
  
''' Rx Supervisor Signature Required for Schedule III-V Meds'''
+
''' Prescribing Without Allergy Status'''
  
This preference determines whether to the user will be prompted for an Rx Supervisor Signature for Schedule III-V Meds.
+
This preference determines whether to the user will be prompted if the patient's allergy status is not defined.  
* 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 '''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 '''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.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,953: Line 5,232:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required</li><li>Notification Only</li><li>Authorization Before Fulfillment
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prevent</li><li>Warn</li><li>Do Not Warn
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Based Upon Organizational Policy
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Warn
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Rx Disable Fax Signature(applies to Class II, III, IV, V Schedule Medications)'''
+
''' Prescribing Without Pharmacy Specified'''
  
This preference determines the signature is disabled when faxing Class II, III, IV, V Schedule Medications.  
+
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 setThis will require them to define a pharmacy prior to completing a medication request.  
* If set to '''2''' signature is hidden for Class II medications.   
+
* 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 '''2,3''' signature is hidden for Class II and III medications.
+
* If set to '''Do Not Warn''' the user will not receive a warning when prescribing medications and a pharmacy is not defined.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 4,975: Line 5,251:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>2</li><li>2,3</li><li>2,3,4</li><li>2,3,4,5</li><li>Always
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prevent</li><li>Warn</li><li>Do Not Warn
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Abide by State Law
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Warn
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Disable Printing of Class II, III, IV, and V Schedule Medications'''
+
''' Prevent Ord Abs Contraind'''
  
Determines whether a signature prints for Class II, III, IV, V Schedule Medications. When enabled the requirement of Print signature is disabled.
+
*Note: Added in v11.4
  
* If set to '''2''' signature is hidden for Class II medications. 
+
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 '''2,3''' signature is hidden for Class II and III medications.
+
* If set to '''Y''' the absolute contraindication rule is run.   
* If set to '''2,3,4''' signature is hidden for Class II, III, and IV medications.
+
* If set to '''N''' the absolute contraindication rule is not run.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,005: Line 5,271:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>2</li><li>2,3</li><li>2,3,4</li><li>2,3,4,5</li><li>Always
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Abide by State Law
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' RxWeb Outbound Problem Code'''
+
''' Require Re-Authentication For New or Renewed Prescriptions'''
 
 
*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.
 
  
 +
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,024: Line 5,289:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>ICD-9</li><li>ICD-10
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|ICD-9
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' RxWeb List Limit'''
+
''' Require Re-Authentication For New or Renewed Prescriptions (Subkey:Print Rx)'''
 +
 
 +
*New in v11.2.2
  
This is a numeric value that limits the number of medications returned in a searchThis can be limited if searching is causing slow responses, but typically this is left blank.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,040: Line 5,309:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric value between 0-99
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|leave blank (unlimited)
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Samples: Default Despense Date'''
+
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'''
  
Determines if the current date defaults as the dispense date for sample medications.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,056: Line 5,348:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required</li><li>Notification Only</li><li>Authorization Before Fulfillment
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|This should be based upon the organization's policy
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise<ul><li>Org<ul><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Samples - ExpirationDateRequired'''
+
''' Rx Supervisor Signature Required for Schedule II Meds'''
  
Determines if the Expiration Date value is required when documenting samples.  
+
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 '''Y''' the Expiration Date would be a required field when dispensing samples.   
+
* 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 '''N''' the Expiration Date would not be a required field when dispensing samples.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,075: Line 5,367:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required</li><li>Notification Only</li><li>Authorization Before Fulfillment
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Based Upon Organizational Policy
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Samples - Lot Required'''
 
  
Determines if the Lot Value is required when documenting samples.   
+
''' Rx Supervisor Signature Required for Schedule III-V Meds'''
* 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.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,093: Line 5,386:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Not Required</li><li>Notification Only</li><li>Authorization Before Fulfillment
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Based Upon Organizational Policy
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Samples - Manufacturer Required'''
+
''' 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.
  
Determines if the manufacturer is required when documenting samples.   
+
* If set to '''2''' signature is hidden for Class II medications.   
* If set to '''Y''' the Manufacturer would be a required field when dispensing samples.   
+
* If set to '''2,3''' signature is hidden for Class II and III medications.
* If set to '''N''' the Manufacturer would not be a required field when dispensing samples.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,111: Line 5,408:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>2</li><li>2,3</li><li>2,3,4</li><li>2,3,4,5</li><li>Always
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Abide by State Law
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
 
|}
 
|}
  
 +
''' 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.
  
''' Samples - Quantity Required'''
+
* 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.
  
Determines if the Quantity is required when documenting samples.   
+
* If set to '''2''' signature is hidden for Class II medications.   
* If set to '''Y''' the Quantity would be a required field when dispensing samples.   
+
* If set to '''2,3''' signature is hidden for Class II and III medications.
* If set to '''N''' the Quantity would not be a required field when dispensing samples.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,130: Line 5,438:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>2</li><li>2,3</li><li>2,3,4</li><li>2,3,4,5</li><li>Always
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Abide by State Law
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
 +
''' RxWeb Outbound Problem Code'''
 +
 +
*Note: Added in v11.4
  
''' Samples - Quantity Units Required'''
+
This preference determines which ICD code value for linked problems is displayed in prescriptions printed and electronically sent via Surescripts.
  
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,149: Line 5,457:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>ICD-9</li><li>ICD-10
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|ICD-9
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Schedule III to V Meds Max Days)'''
+
''' RxWeb List Limit'''
  
* New in v11.2.2
+
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.
 
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,170: Line 5,473:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric Value 1-179
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric value between 0-99
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Leave Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|leave blank (unlimited)
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
''' Schedule III to V Meds Order Authorization Required'''
+
''' Samples: Default Despense Date'''
  
Determines if schedule III to V Meds Order Requires Authorization. 
+
Determines if the current date defaults as the dispense date for sample medications.
 
 
* 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.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,190: Line 5,489:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Base Upon Organization Policy
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise<ul><li>Org<ul><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Schedule II Meds Max Days)'''
+
''' Samples - ExpirationDateRequired'''
  
* New in v11.2.2
+
Determines if the Expiration Date value is required when documenting samples.  
 
+
Enables the setting for prescribing limits for Schedule II substances based on state requirements if the state limits are more restrictive
+
* If set to '''Y''' the Expiration Date would be a required field when dispensing samples.   
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.
+
* If set to '''N''' the Expiration Date would not be a required field when dispensing samples.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,209: Line 5,508:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric value between 0-89
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
 +
''' Samples - Lot Required'''
  
''' Schedule II Meds Order Authorization 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.   
This preference determines if Schedule II Med Orders Requires Authorization.   
+
* If set to '''N''' the Lot Number would not be a required field when dispensing samples.
* 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.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,229: Line 5,526:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Prospective Based on Organizational Poilcy
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
=='''Meds/Orders Preferences'''==
+
''' Samples - Manufacturer Required'''
  
''' Duplicate Checking Order Interval (Hrs)'''
+
Determines if the manufacturer is required when documenting samples. 
 
+
* If set to '''Y''' the Manufacturer would be a required field when dispensing samples.   
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.
+
* If set to '''N''' the Manufacturer would not be a required field when dispensing samples.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,247: Line 5,544:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Number 0-99
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|48 (hours)
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
  
''' Enable Rx-Orders Verification'''
+
''' Samples - Quantity Required'''
  
* 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.   
+
Determines if the Quantity is required when documenting samples. 
* 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.
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,266: Line 5,564:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Med/Orders List Review'''
 
  
*Note: This preference is currently not used.
+
''' Samples - Quantity Units Required'''
  
 
+
Determines if the Quantity Units is required when documenting samples. 
''' Monitor Order Selection'''
+
* 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.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,293: Line 5,588:
 
|}
 
|}
  
''' Order Cancel Reason'''
+
''' Schedule III to V Meds Max Days)'''
 +
 
 +
* New in v11.2.2
  
* If set to '''Required''' the user or provider will be required to provide an Order Cancel reason if they choose to cancel an order.
+
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
* If set to '''Prompt''' the user or provider will be prompted to provide an Order Cancel reason, but it is not required to continue.  
+
days).
* If set to '''Allowed''' the user or provider will not be prompted to provide an Order Cancel reason.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,305: Line 5,603:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric Value 1-179
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Leave Blank
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Order Chargeable Requires Billable ICD-9'''
+
''' Schedule III to V Meds Order Authorization Required'''
 +
 
 +
Determines if schedule III to V Meds Order Requires Authorization. 
  
* 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 chargeableThis will need to be selected before the user can save the Order.   
+
* 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 informationThe 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 '''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 '''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''' the system will not require a chargeable order be tied to an appropriate billable problem.  
+
* 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.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,323: Line 5,623:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Save</li><li>Needs Info Reason</li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Base Upon Organization Policy
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Order CPT Requires Billable ICD9'''
+
''' Schedule II Meds Max Days)'''
 +
 
 +
* New in v11.2.2
  
* 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 codeThis will need to be selected before the user can save the Order.
+
Enables the setting for prescribing limits for Schedule II substances based on state requirements if the state limits are more restrictive
* 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. 
+
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.
* If set to '''Not Required''' the system will not require a chargeable order be tied to an appropriate billable problem.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,341: Line 5,642:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Save</li><li>Needs Info Reason</li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Numeric value between 0-89
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.   
+
''' Schedule II Meds Order Authorization Required'''
* 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.  
+
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.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,359: Line 5,662:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Prospective</li><li>Retrospective</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Prospective Based on Organizational Poilcy
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Order Defer Reason'''
+
''' Vaccine Information Statement'''
 +
NOTE: Added in V15.1
  
* If set to '''Required''' the user or provider will be required to provide an Order Defer reason if they choose to defer an order. 
+
*Allows organizations to determine the functionality and default preferences for the Immunization Details.
* 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.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,377: Line 5,679:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No</li><li>None
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Requird
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
''' Order Entered in Error Reason'''
+
*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.
  
* 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.
 
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Available Values
Line 5,395: Line 5,700:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/a
 
|}
 
|}
  
''' Order Permanent Defer Reason'''
+
*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.
  
* 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.
 
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Available Values
Line 5,413: Line 5,720:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/a
 
|}
 
|}
  
''' Order Void Reason'''
+
*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.
  
* If set to '''Required''' the user or provider will be required to provide an Order Void reason if they choose to void an order. 
+
=='''Meds/Orders Preferences'''==
* 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.
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
  
 +
''' Duplicate Checking Order Interval (Hrs)'''
  
''' Overdue Order Task Creation'''
+
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.
  
* 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.
 
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Available Values
Line 5,449: Line 5,741:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>All Overdue</li><li>Overdue Important
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Number 0-99
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|All Overdue
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|48 (hours)
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
''' 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.
+
''' 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.
  
*Default: Stay on worklist.
 
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Available Values
Line 5,467: Line 5,759:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Stay on Worklist</li><li>Go to next patient
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Stay on Worklist
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
=='''Note Preferences'''==
+
''' Med/Orders List Review'''
  
'''Auto Insert Note Audit Section'''
+
*Note: This preference is currently not used.
  
* Added in v11.3
 
  
This preference enables you to include the Audit Details section automatically in all V11 note input templates.
+
''' Monitor Order Selection'''
  
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 '''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.
If set to '''N''' the Audit Details section must be manually added in your note input template.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Yes</li><li>No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
 
'''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.
+
''' 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.)
+
''' 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.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Save</li><li>Needs Info Reason</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Both
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Display Diagnosis Codes in the Note Output in Problem List'''
+
''' Order CPT Requires Billable ICD9'''
  
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.)
+
* 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.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required to Save</li><li>Needs Info Reason</li><li>Not Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Both
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Document Add Review Stamp'''  
+
''' Order Discontinue Reason'''
  
* Added in v11.1.7
+
* 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.
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 '''Allowed''' the user or provider will not be prompted to provide an Order Discontinue reason.  
 
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Note Auto Freeze Note Output After Number Days'''
+
''' Order Defer Reason'''
  
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.
+
* 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.
''' Note: Output Template Properties settings overrides this setting.'''
+
* If set to '''Allowed''' the user or provider will not be prompted to provide an Order Defer reason. 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Number 1-999 Days
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Organizational Decision
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Requird
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 
 
'''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.
+
''' 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.
 +
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li> Numeric 1-24
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|24 Hours
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''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.
+
''' Order Permanent Defer Reason'''
 
 
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.
 
  
 +
* 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.
 +
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Navigation After Signing'''
+
''' Order Void Reason'''
 
 
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.
 
  
 +
* 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.
 +
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>No Navigation</li><li>Schedule</li><li>Task View</li><li>MD Charges
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Required</li><li>Prompt</li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Set at User Level Based on Workflow
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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.
+
''' Overdue Order Task Creation'''
 
 
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.
 
  
 +
* 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.
 +
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Use Appointment Encounter Provider if Available, Else Use MRU</li><li>Always use Most Recently Used Note Owner</li><li>None
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>All Overdue</li><li>Overdue Important
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Use Appointment Encounter Provider if Available, Else Use MRU
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|All Overdue
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Note Default Signature Display'''
+
''' Worklist Navigation After Authorize or Void'''
  
This setting defines the format of the signature when signing a note.  The available formats are:
+
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.
 +
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
| align="center" style="background:#f0f0f0;"|Available Options
+
| align="center" style="background:#f0f0f0;"|Available Values
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Date/Time Signature Type-Firstname Last Name, Credientials</li><li>Date/Time Signature Stamp-Firstname Lastname, Credentials (UserProfession)</li><li>Firstname Lastname, Credentials;Date/Time (Signature Type)</li><li>Firstname Lastname, Credentials;
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Stay on Worklist</li><li>Go to next patient
Date/Time - Signature Type</li><li>Firstname Lastname, Credentials; UserProfession Date/Time (Signature Type)</li><li>Firstname Lastname, Date/Time(Signature Type)</li><li>Firstname Lastname,UserProfession Date/Time(Signature Type)
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Stay on Worklist
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Firstname Lastname, Date/Time(Signature Type)
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
 
|}
 
|}
  
'''Note Default Visit Type'''
+
=='''Note Preferences'''==
  
Allows users to default to the previously used Visit Type within the Note Selector.
+
'''Allscripts Prenatal Default Navigation After Closing'''  
 
 
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.
+
*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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,699: Line 5,981:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>None</li><li>Last
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Task View</li><li>No Navigation</li><li>Schedule</li><li>MD Charges
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|None
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"| Set at User Level based on workflow
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''Note Default Visit Type'''
 
  
Allows users to default to the previously used Visit Type within the Note Selector.
+
'''Auto Insert Note Audit Section'''
 +
 
 +
* Added in v11.3
  
If set to '''None''' the visit type will not have a default value on the v11 note selector screen.
+
This preference enables you to include the Audit Details section automatically in all V11 note input templates.
  
If set to '''Last''' the visit type will default to the last visit type selected in the v11 note selector screen.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,720: Line 6,003:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>None</li><li>Last
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|None
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
   
+
'''Default Signature Type for Scan Document'''  
'''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.
+
*NOTE: Added in v15.1
 
 
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.
+
Determines the default signature type on scanned documents.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,741: Line 6,021:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Available options are filled from the '''Signature Purpose''' dictionary
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
 +
'''Default Signature Type for Structured Notes and Admin Forms'''
  
'''Note Do Not Generate Review Covered Note Tasks'''
+
*NOTE: Added in v15.1
 
 
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. 
 
  
 +
Determines the default signature type on '''Note Signature''' page for V11 Note and Admin Form document types.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,762: Line 6,039:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Available options are filled from the '''Signature Purpose''' dictionary
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Note Include TempDeferred Medications''' New in v11.4.1
+
'''Default Signature Type for Unstructured Note'''  
 
 
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.
+
*NOTE:  Added in v15.1
  
'''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.
+
Determines the default signature type for unstructured notes.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,782: Line 6,057:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Available options are filled from the '''Signature Purpose''' dictionary
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
   
+
'''Default Specialty In Form Selector'''
'''Note Lock Lists After Number Days'''
 
  
''' This preference is no longer in use.'''
+
Enables users to able to default the Specialty that was selected in the note into the specialty filter in Form Selector.
 
 
 
 
'''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.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,807: Line 6,074:
 
|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
 +
'''Display Diagnosis Codes in the Note Output in Assessment'''
  
'''Is Clinical Note User'''
+
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.)
 
 
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)
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,824: Line 6,089:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Based on Organization
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Both
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
'''Note CC or RFV Required for E&M Code'''  
+
'''Display Diagnosis Codes in the Note Output in Problem List'''
  
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.
+
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.)
 
 
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.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,844: Line 6,105:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Both
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
'''Note E/M Coder default to MDM tab'''
+
'''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''' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
+
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''' the E/M coder will default to the Summary tab.
+
If set to '''N''' no review stamp will display.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,865: Line 6,130:
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Post Text to Current Note'''
+
'''Enable Note Charge Summary'''  
  
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. 
+
*NOTE: Added in v15.1
 
 
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. 
 
  
 +
Determines whether the Charge Summary button is displayed in the '''Note Authoring''' workspace for chargeable encounters.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,887: Line 6,151:
 
|}
 
|}
  
'''UseAutoPrintForDefaultTemplate'''
 
  
'''This preference is no longer used.'''
+
'''Note Auto Freeze Note Output After Number Days'''
  
'''Use V10 Note for New Inbound Patient Portal Messages'''
+
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.
  
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™.
+
''' Note: Output Template Properties settings overrides this setting.'''
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,901: Line 6,164:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Number 1-999 Days
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Organizational Decision
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
 +
 
 +
'''Note Auto Unlock Notes After Time'''
  
'''V11 Portal Note Default Clinical Summary Message'''
+
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.  
 
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,917: Line 6,180:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li> Numeric 1-24
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|24 Hours
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
 +
 
 +
'''NoteChargeSummarySubmitToInterface'''
  
'''V11 Portal Note Default Clinical Summary Subject'''
+
Determines whether users can submit charges from Charge Summary.  
 
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,933: Line 6,196:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Organization</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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'''.
 +
     
  
=='''Orders Preferences'''==
+
'''Note Default Make Final'''
  
'''Add Clinical Item Order Selection Method Default'''
+
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.
  
This preference affects the '''New''' button on the Meds or Orders Component in the Clinical Desktop.
+
If set to '''Y''' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels.
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 '''N''' the 'Make Final' checkbox will default to not being selected.
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,955: Line 6,220:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Problem Based<ul></li><li>Rx Orders
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depending on CareGuides and QuickSets
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
   
 
'''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.
+
'''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.
  
{| class="wikitable sortable collapsible" border="1"
+
If set to '''Task View''' the user or provider will be brought to the Task List screen upon signing the note.
| align="center" style="background:#f0f0f0;"|Available Options
+
 
 +
If set to '''MD Charges''' the user or provider will be brought to the Charge screen upon signing the note.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>No Navigation</li><li>Schedule</li><li>Task View</li><li>MD Charges
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Set at User Level Based on Workflow
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
 
 +
'''Note Default Owner'''
  
'''Always Present Print Dialog When Printing Requisition'''
+
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 '''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 '''None''' the note owner will not default and will need to be selected each time a new note is created.
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,988: Line 6,266:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Use Appointment Encounter Provider if Available, Else Use MRU</li><li>Always use Most Recently Used Note Owner</li><li>None
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Use Appointment Encounter Provider if Available, Else Use MRU
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Days before Scheduled Order Children To Be Done Date to Create Them'''
+
'''Note Default Signature Display'''
  
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.   
+
This setting defines the format of the signature when signing a noteThe available formats are:
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,004: Line 6,282:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Number 0-99
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Date/Time Signature Type-Firstname Last Name, Credientials</li><li>Date/Time Signature Stamp-Firstname Lastname, Credentials (UserProfession)</li><li>Firstname Lastname, Credentials;Date/Time (Signature Type)</li><li>Firstname Lastname, Credentials;
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|6 Days
+
Date/Time - Signature Type</li><li>Firstname Lastname, Credentials; UserProfession Date/Time (Signature Type)</li><li>Firstname Lastname, Date/Time(Signature Type)</li><li>Firstname Lastname,UserProfession Date/Time(Signature Type)
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Firstname Lastname, Date/Time(Signature Type)
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
 +
   
 +
'''Note Default Visit Type'''
  
'''Enable Orderable Item selection by RPL Filtering:'''  
+
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.
  
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,021: Line 6,304:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>None</li><li>Last
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|None
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
|}
  
'''Enable Orderable Item selection by Site Filtering:'''  
+
   
 +
'''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.
  
Allows the organization to enable site filtering based on the site restrictions configured in the OID.
+
If set to '''Y''' the system will not generate Document Appointment Encounter Tasks.
  
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.
+
If set to '''N''' the system will generate Document Appointment Encounter Tasks.
NOTE: This preference is NOT available at the user level
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,040: Line 6,325:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Hold Orders for ABN'''
+
'''Note Do Not Generate Review Covered Note Tasks'''
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.
+
 
 +
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.
  
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,058: Line 6,346:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''
+
'''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.
  
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. 
+
'''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.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,076: Line 6,366:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Numeric Value
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|O Minutes
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Non-Medication Order Authorization Required'''
+
   
 +
'''Note Lock Lists After Number Days'''
 +
 
 +
''' This preference is no longer in use.'''
  
*  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.
 
  
{| class="wikitable sortable collapsible" border="1"
+
'''Is V10 Note User Only'''
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Prospective<ul></li><li>Retrospective<ul></li><li>Not Required
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
  
'''Order Medical Necessity Turned On'''
+
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 '''Y''' Medical Necessity checking will be enabled.
+
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.  
*  If set to '''N''' Medical Necessity checking will be disabled.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,111: Line 6,390:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
 
|}
 
|}
  
'''Order Entry Authorization'''
+
'''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 '''Y''' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
+
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)
*  If set to '''N''' orders will not require authorization.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,128: Line 6,408:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Based on Organization
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''Order Entry Notify Level'''
+
'''NoteOutputProgressCheckWarningTiming'''  
  
This setting is no longer used, leave blank.
+
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.
  
'''Order Expiration Date Default'''
+
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
  
Determines the default expiration date for an order and works in conjuction with '''Order Expiration Interval Days'''.
+
If set to '''N''' the E&M coder will not require these values.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,148: Line 6,428:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>To Be Done<ul></li><li>Date Order Entered
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Never</li><li>On Closing</li><li>On signing</li><li>On Finalization
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Organizational Decision
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Order Expiration Interval Default (Days)'''
+
*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.
  
Determines the numeric value used to calculate the expiration of an Order and works in conjuction with '''Order Expiration Date Default''' preference.
+
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
  
Example: If the value is set to 30 (days), then the system calculates the expiration date of
+
If set to '''N''' the E&M coder will not require these values.  
the order 30 days from either the To Be Done date or the Date Order Entered.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,167: Line 6,454:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Organizational Decision
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Organizational Decision
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 
'''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.
+
'''Note E/M Coder default to MDM tab'''
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.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,185: Line 6,472:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Prevent<ul></li><li>Warn<ul></li><li>Do Not Warn
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Warn
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
'''Ordering Medications if Patient has Unverified Medications'''
+
'''OrderAuthenticationTimeOut'''
 +
*NOTE: Added in V17.1
  
*  If set to '''Prevent''' the system will require that the user verify unverified medications before they can complete or save the order.
+
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.
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,203: Line 6,489:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Prevent<ul></li><li>Warn<ul></li><li>Do Not Warn
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Integer
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Do Not Warn
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|5
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
   
 
'''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 value is set to '''0''', the user must enter his/her password to sign a note.
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 value is set to '''5''', the user will be prompted to enter his/her password if their session time exceeds 5 minutes.
If set to '''Not Required''' a user will not be required to select a problem when completing an order.  
+
 
 +
'''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.
 +
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,221: Line 6,511:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required to Save<ul></li><li>Needs Info Reason<ul></li><li>Not Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
'''Editing Order Updates Supervised by Field'''
+
'''PreventNoteMakeFinal (Subkey: Charge Summary)'''
  
*  If set to '''Y''' the supervised field will be updated to the current user when updating an order.
+
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.
*  If set to '''N''' the supervised field will remain unless manually changed by the user.  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,238: Line 6,527:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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 '''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 '''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 '''No''', and the Encounter Summary is associated with a case ID that has pending items, the note can be signed and made final.
*  If set to '''Never''' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.
+
 
 +
'''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™.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,256: Line 6,550:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Deferred<ul></li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Deferred
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
 
'''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.
+
'''Use V11 Note Copy Forward/Previous Hx/Exam behavior'''
*  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.
+
Allows organization to configure Copy/Forward function.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,274: Line 6,566:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Deferred<ul></li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Disable Copy Forward/Previous</li><li>Allow Copy Forward/Previous</li><li>Limited Copy Forward/Previous after note form edit
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Deferred
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allow Copy Forward/Previous
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''Order Warning-Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing'''
+
*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'''
  
*  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.
+
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.
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,292: Line 6,586:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Deferred<ul></li><li>Never
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
|}
  
'''Require Re-Authentication For New or Renewed Orders'''
+
'''V11 Portal Note Default Clinical Summary Subject'''
  
*  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.
+
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.
*  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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,309: Line 6,602:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
|}
  
'''Unspecified Billing Provider Matching'''  
+
=='''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.
  
Note: Added in v11.1.7
+
There are several valid values for Order Status Reason preferences:
 +
::* '''Required'''
 +
::* '''Prompt'''
 +
::* '''Allowed'''
 +
::* '''Non Free Text Reason Required'''
  
* If set to '''Order Only''' the system behaves as it is currently.
+
'''Allow free text for reminder reasons'''
* If set to '''Exact Match''' the billing provider derived from the order must match exactly to the encounter on which the charges are generatedIf the ordering provider and billing provider do not match the charges will not drop for that encounter.
+
*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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,328: Line 6,630:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Order Only<ul></li><li>Exact Match
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Order Only
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''When to Use Default Supervising Provider'''
 
  
Note: New in v11.2
+
'''Clinical Findings Cancel Reason'''
  
This preference determines when the default supervising provider (from the Default Supervising Provider ID user preference) is used for non-medication orders.  
+
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.  
* 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.
+
::* '''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.
::*If the indicated user/provider does not have sufficient authority, Order Details is displayed and Supervised by is blank and required (yellow background).  
+
::*  '''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.
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).  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,354: Line 6,650:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Always<ul></li><li>As Needed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|As Needed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
   
 +
'''Clinical Findings DC Reason'''
  
=='''Problem Preferences'''==
+
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.
'''ACI Active Problem Search Filter Defaults:'''  
+
::* '''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.
'''Note: Moved to Problems Preferences in 11.2.3'''
+
::*  '''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.  
 
 
Allows users to filter the problem search results by default and multiple settings can be selected base on organizational preference.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,374: Line 6,670:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Exclude Non-Billable<ul></li><li>Seach Phys Exam Findings<ul></li><li>Exclude Synonyms</li><li>Limit Search Results per Concept<ul></li><li>Limit ICD Seach to Preferred Base<ul></li><li>Limit Search Reulst to Provider Friendly Terms
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
   
 +
'''Clinical Findings Defer Reason'''
  
'''ACI Family History Search Filter Defaults:'''  
+
*  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.
'''Note: Moved to Problems Preferences in 11.2.3'''
+
::* '''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.
Allows the user to filter the Family History search results by default.
+
::*  '''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.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,392: Line 6,690:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Exclude Non-Billable<ul></li><li>Seach Phys Exam Findings<ul></li><li>Exclude Synonyms</li><li>Limit Search Results per Concept<ul></li><li>Limit ICD Seach to Preferred Base<ul></li><li>Limit Search Reulst to Provider Friendly Terms
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''ACI Past Medical History Search Filter Defaults:'''  
+
'''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.
  
'''Note: Moved to Problems Preferences in 11.2.3'''
 
 
Allows the user to filter the Past Medical History search results by default.
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Available Options
Line 6,410: Line 6,709:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Return results with ICD9 Codes Only</li><li>Return Symptoms & Diagnoses Only</li><li>Exclude Physical Exam Findings
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
  
'''ACI Social History Search Filter Defaults'''
+
'''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:
'''NOTE: Moved from General Category in 11.2.3'''
+
::* '''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.  
Allows the user to filter the Social History search results by default.
+
::*  '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,429: Line 6,729:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Exclude Synonyms</li><li>Limit Search Results per Concept</li><li>Limit ICD Search to Preferred Base</li><li>Limit Search Results to Provider Friendly Terms
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
''' All View: Defaults for Hiding'''
+
'''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:
Enables users to specify which problem sets to hide by default.   
+
::* '''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.
* If Set to '''None''' then both transitioned and Supressed problems will be displayed by default.
+
::*  '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,447: Line 6,749:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Transitioned, Suppressed<ul></li><li>Transitioned<ul></li><li>Suppressed<ul></li><li>None
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Transitioned, Suppressed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Display Diagnosis Codes in Problem Search'''
+
'''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:
NOTE: Added in 11.4
+
::* '''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.
Provides the ability to show or suppress the display of ICD-9 and ICD-10 codes in problem
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling the Dx Imaging order. OK remains enabled on Order Details.
or diagnosis search results returned in Problem Search Dialog or Diagnosis Search
+
::*  '''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.
Dialog.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,467: Line 6,768:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>ICD-9<ul></li><li>ICD-10<ul></li><li>Both<ul></li><li>None
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Required<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Both
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Allowed
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
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'''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.
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'''Dx Imaging DC Reason'''
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*  Use this preference to specify whether the application prompts you to enter a reason when discontinuing a Dx Imaging order. The prompts are:
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::* '''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.
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::* '''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.
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::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Dx Imagi