Difference between revisions of ".NET Preferences"

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Line 4,644: Line 4,644:
 
| 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
 
|}
 
|}
 +
 +
 +
''' MaxDailyDoseRequired'''
 +
*NOTE: Added in V11.5
 +
 +
*Allows organization to determine which controlled substance schedules require a Maximum Daily Dose to be set in SIG on Medication Details.
 +
 +
{| 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>Not Required|II|III|IV|V|All
 +
| 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"|Admin Only
 +
|}
 +
 +
*If '''Not Required''', for all controlled substances. Sets Maximum Daily Dose in SIG on Medication Details to not required for all controlled substances.
 +
*If II, sets Maximum Daily Dose in SIG on Medication Details to required for level II controlled substance.
 +
*If III, sets Maximum Daily Dose in SIG on Medication Details to required for level III controlled substance.
 +
*If IV, sets Maximum Daily Dose in SIG on Medication Details to required for level IV controlled substance.
 +
*If V, sets Maximum Daily Dose in SIG on Medication Details to required for level V controlled substance.
 +
*If All, sets Maximum Daily Dose in SIG on Medication Details to required for level I,II,III and V controlled substance.
 +
 +
''' MaxDaysToRetainDistributedCoupon'''
 +
*NOTE: Added in V17.1
 +
 +
*Allows organization to determine the number of days to keep a distributed coupon for printing, faxing, viewing, or sending.
 +
 +
{| 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>Integer 7-30
 +
| 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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
 +
  
 
''' MAR Prescription BarCode'''
 
''' MAR Prescription BarCode'''
Line 5,625: Line 5,668:
 
|}
 
|}
  
=='''Meds/Orders Preferences'''==
+
''' Vaccine Information Statement'''
 +
NOTE: Added in V15.1
  
''' Duplicate Checking Order Interval (Hrs)'''
+
*Allows organizations to determine the functionality and default preferences for the Immunization Details.
 
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,637: 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>Number 0-99
+
| 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"|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</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
 
|}
 
|}
  
 +
*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.
  
''' Enable Rx-Orders Verification'''
+
''' VisualVerificationForImmunizationsRequired'''
 +
*NOTE: Added in V15.1
  
* 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. 
+
*Allows organizations to determine if '''Visually Verified By''' is required on Immunization Details.
* 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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,657: Line 5,702:
 
| 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</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"|N/a
 
|}
 
|}
  
''' Med/Orders List Review'''
+
*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.
*Note: This preference is currently not used.
 
  
 +
''' VisualVerificationForMedAdminRequired'''
 +
*NOTE: Added in V15.1
  
''' Monitor Order Selection'''
+
*Allows organizations to determine if '''Visually Verified By''' is required on Medication Details for medication administration orders.
 
 
* 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 5,678: Line 5,721:
 
|-
 
|-
 
| 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"|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</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 Cancel 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.
 +
 
 +
=='''Meds/Orders Preferences'''==
 +
 
 +
''' Duplicate Checking Order Interval (Hrs)'''
  
* 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 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 '''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"
Line 5,695: 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>Required</li><li>Prompt</li><li>Allowed
+
| 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"|Allowed
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
''' Order Chargeable Requires Billable ICD-9'''
 
  
* If set to '''Required to Save''' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item is defined as chargeable.  This will need to be selected before the user can save the Order.   
+
''' Enable Rx-Orders Verification'''
* 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.  
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,713: 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>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"|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"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
''' Order CPT Requires Billable ICD9'''
+
''' Med/Orders List Review'''
 +
 
 +
*Note: This preference is currently not used.
 +
 
 +
 
 +
''' Monitor Order Selection'''
  
* 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 '''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 workflowsThis information is stored in the database, but would require a special script to retrieve the data.   
* 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 '''N''', they will not track how orders are selected.
* 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 5,731: Line 5,781:
 
| 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"|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 Discontinue Reason'''
+
''' Order Cancel Reason'''
  
* If set to '''Required''' the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order.   
+
* If set to '''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 Discontinue reason, but it is not required to discontinue.
+
* 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 Discontinue reason.  
+
* 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"
Line 5,755: Line 5,805:
 
|}
 
|}
  
''' Order Defer Reason'''
+
''' Order Chargeable Requires Billable ICD-9'''
  
* 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 '''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 '''Prompt''' the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer.
+
* 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 '''Allowed''' the user or provider will not be prompted to provide an Order Defer reason.  
+
* 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 5,767: Line 5,817:
 
| 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>Required to Save</li><li>Needs Info Reason</li><li>Not Required
| 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"|Required to Save
 
| 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"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
''' Order Entered in Error Reason'''
+
''' Order CPT Requires Billable ICD9'''
 +
 
 +
* If set to '''Required to Save''' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item has an associated CPT code.  This will need to be selected before the user can save the Order. 
 +
* If set to '''Needs Info Reason''' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order. 
 +
* If set to '''Not Required''' the system will not require a chargeable order be tied to an appropriate billable problem. 
  
* 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 5,785: Line 5,835:
 
| 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>Required to Save</li><li>Needs Info Reason</li><li>Not Required
| 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"|Required to Save
| 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 Permanent Defer Reason'''
+
''' Order Discontinue Reason'''
 +
 
 +
* If set to '''Required''' the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order. 
 +
* If set to '''Prompt''' the user or provider will be prompted to provide an Order Discontinue reason, but it is not required to discontinue. 
 +
* If set to '''Allowed''' the user or provider will not be prompted to provide an Order Discontinue reason. 
  
* 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 5,809: Line 5,859:
 
|}
 
|}
  
''' Order Void Reason'''
+
''' Order Defer Reason'''
 +
 
 +
* If set to '''Required''' the user or provider will be required to provide an Order Defer reason if they choose to defer an order. 
 +
* If set to '''Prompt''' the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer. 
 +
* If set to '''Allowed''' the user or provider will not be prompted to provide an Order Defer reason. 
  
* 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 Values
 
| align="center" style="background:#f0f0f0;"|Available Values
Line 5,822: Line 5,872:
 
|-
 
|-
 
| 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>Required</li><li>Prompt</li><li>Allowed
| 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"|Requird
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
 +
''' Order Entered in Error Reason'''
  
''' Overdue Order Task Creation'''
+
* 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 '''All Overdue''' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue.   
+
* If set to '''Allowed''' the user or provider will not be prompted to provide an Entered in Error reason.
* 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"
Line 5,839: Line 5,889:
 
| 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>Required</li><li>Prompt</li><li>Allowed
| 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"|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
| 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'''
+
''' Order Permanent Defer Reason'''
  
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.   
+
* 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.   
*Default: Stay on worklist.
+
* 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"
Line 5,857: Line 5,907:
 
| 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>Required</li><li>Prompt</li><li>Allowed
| 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"|Allowed
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
=='''Note Preferences'''==
+
''' Order Void Reason'''
 
 
'''Auto Insert Note Audit Section'''
 
 
 
* Added in v11.3
 
 
 
This preference enables you to include the Audit Details section automatically in all V11 note input templates.
 
 
 
If set to '''Y''' the Audit Details section is automatically included in all V11 note input templates. You must still add the Audit Details section manually to any note output templates that you want to include it in.
 
 
 
If set to '''N''' the Audit Details section must be manually added in your note input template.
 
  
 +
* 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>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
+
| 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"|Personalize
 
|}
 
|}
 
'''Default Specialty In Form Selector'''
 
  
Enables users to able to default the Specialty that was selected in the note into the specialty filter in Form Selector.
 
  
 +
''' Overdue Order Task Creation'''
 +
 +
* If set to '''All Overdue''' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue. 
 +
* If set to '''Overdue Important''' the system will create overdue order tasks assigned to the ordering provider if the ordering provider selected the "Overdue Important" setting on the Order Details screen.
 +
 
 
{| 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>All Overdue</li><li>Overdue Important
| 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"|All Overdue
| 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"|N/A
 
|}
 
|}
 
'''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.)
+
''' Worklist Navigation After Authorize or Void'''
 +
 
 +
Determines where a user will be navigated to after authorizing or voiding a medication or orderThe 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>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Stay on Worklist</li><li>Go to next patient
| 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"|Stay on Worklist
| 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"|Personalize
 
|}
 
|}
  
'''Display Diagnosis Codes in the Note Output in Problem List'''
+
=='''Note Preferences'''==
  
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.)
+
'''Allscripts Prenatal Default Navigation After Closing'''  
 +
 
 +
*NOTE: Added in V15.1
 +
 
 +
Determines the workspace where Allscripts Touchworks EHR will navigate to once a Prenatal note is saved and closed from the Prenatal tab. This preference is only used for versions of Allscripts Touchworks EHR that are integrated with Allscripts Prenatal.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,929: 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>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
+
| 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"|Both
+
| 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
+
| 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
 
|}
 
|}
  
'''Document Add Review Stamp'''  
+
'''Auto Insert Note Audit Section'''  
  
* Added in v11.1.7
+
* Added in v11.3
  
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'''
+
This preference enables you to include the Audit Details section automatically in all V11 note input templates.
  
If set to '''Y''' a review stamp displaying the reviewing provider's name, date & time will display on the document reviewed.
+
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''' no review stamp will display.
+
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 5,952: Line 6,004:
 
|-
 
|-
 
| 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"|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</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"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Note Auto Freeze Note Output After Number Days'''
+
'''Default Signature Type for Scan Document'''  
  
Clinical Notes are often left in an un-finalized state for extended periods of time, allowing information from other encounters to inadvertently affect the content. To mitigate this issue, notes can be "frozen" after a predetermined period of time passes, after which subsequent edits to the Note are handled as amendments. This preference determines the number of days after the date of the encounter when a Note Output document will automatically freeze and change to Auto Frozen, Unsigned or Auto Frozen, Signed status.
+
*NOTE:  Added in v15.1
  
''' Note: Output Template Properties settings overrides this setting.'''
+
Determines the default signature type on scanned documents.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 5,969: 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>Number 1-999 Days
+
| 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"|Organizational Decision
+
| 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
 
|}
 
|}
 
+
'''Note Auto Unlock Notes After Time'''
+
'''Default Signature Type for Structured Notes and Admin Forms'''  
 +
 
 +
*NOTE:  Added in v15.1
  
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.  
+
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 5,985: 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> Numeric 1-24
+
| 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"|24 Hours
+
| 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
 
|}
 
|}
   
 
'''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.
+
'''Default Signature Type for Unstructured Note'''
  
If set to '''Y''' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels.
+
*NOTE:  Added in v15.1
  
If set to '''N''' the 'Make Final' checkbox will default to not being selected.
+
Determines the default signature type for unstructured notes.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,005: 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"|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"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Navigation After Signing'''
+
'''Default Specialty In Form Selector'''
  
Determines to which page the system navigates after the user signs a note.
+
Enables users to able to default the Specialty that was selected in the note into the specialty filter in Form Selector.
 
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,029: Line 6,073:
 
| 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><li>Yes</li><li>No
| 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"|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
 
| 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'''
+
'''Display Diagnosis Codes in the Note Output in Assessment'''
  
Determines the default owner for Notes.
+
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 '''Use Appointment Encounter Provider if available, else use Most Recently Used''' the system will default the note owner as the Appointment Provider.  If there is no encounter provider available it will default to the most recently used provider.
 
 
 
If set to '''Always use Most recently used note owner''' the system will default the note owner to the last provider used for that user.  This is a preferred method when the user primarily works from an ancillary schedule such as a Lab Schedule and the encounter provider is not an actual human.
 
 
 
If set to '''None''' the note owner will not default and will need to be selected each time a new note is created.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,051: 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>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><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"|Use Appointment Encounter Provider if Available, Else Use MRU
+
| 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
+
| 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 Default Signature Display'''
+
'''Display Diagnosis Codes in the Note Output in Problem List'''
  
This setting defines the format of the signature when signing a noteThe available formats are:
+
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.)
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,067: 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>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><li>ICD-9</li><li>ICD-10</li><li>Both</li><li>None
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"|Both
| 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><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"|Yes
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
'''Note Default Visit Type'''
+
'''Document Add Review Stamp'''  
  
Allows users to default to the previously used Visit Type within the Note Selector.
+
* Added in v11.1.7
  
If set to '''None''' the visit type will not have a default value on the v11 note selector screen.
+
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 '''Last''' the visit type will default to the last visit type selected in the v11 note selector screen.
+
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"
Line 6,089: Line 6,127:
 
| 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"|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"|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.
+
'''Enable Note Charge Summary'''
  
If set to '''None''' the visit type will not have a default value on the v11 note selector screen.
+
*NOTE: Added in v15.1
 
 
If set to '''Last''' the visit type will default to the last visit type selected in the v11 note selector screen.
 
  
 +
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 6,110: Line 6,145:
 
| 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"|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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
   
 
'''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 Auto Freeze Note Output After Number Days'''
  
If set to '''Y''' the system will not generate Document Appointment Encounter Tasks.
+
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 '''N''' the system will generate Document Appointment Encounter Tasks. 
+
''' Note: Output Template Properties settings overrides this setting.'''
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,131: 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</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"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
 +
 
 +
'''Note Auto Unlock Notes After Time'''
  
'''Note Do Not Generate Review Covered Note Tasks'''
+
This is a numeric value that represents hours.  This will tell the system how many hours should occur before the system automatically unlocks v11 noteA 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 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]] dictionaryBoth 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.
 
 
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,152: 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>Yes</li><li>No
+
| 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"|Yes
+
| 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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
 +
 
 +
'''NoteChargeSummarySubmitToInterface'''
  
'''Note Include TempDeferred Medications'''  New in v11.4.1
+
Determines whether users can submit charges from Charge Summary.  
 
 
Enables user to view temporary deferred medications and choose to defer or to reactivate the medication. Medications can be included or excluded with a status of Temporary Deferral in the Current Meds and End of Encounter Meds sections as displayed in the Note Authoring Workspace. Regardless of how this preference is set, these medications are not included in the note output.
 
 
 
'''Y'''- the medications with a status of 'Temporary Deferral' are displayed in the Current Meds and End of Encounter Meds sections in the Note Authoring Workspace.
 
 
 
'''N'''- medications with a status of Temporary Deferral are not displayed in the Current Meds and End of Encounter Meds sections in the Note Authoring Workspace.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,174: Line 6,198:
 
| 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"|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
+
| 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"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
|}
+
|}  
  
   
+
*If set to '''Yes''', users can submit charges from '''Charge Summary'''.
'''Note Lock Lists After Number Days'''
+
*If set to '''No''', a message will display that charges must be submitted from the '''Encounter Form'''.
 +
     
  
''' This preference is no longer in use.'''
+
'''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.
  
'''Is V10 Note User Only'''
+
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 '''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 'Make Final' checkbox will default to not being selected.
 
 
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 6,198: Line 6,222:
 
| 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"|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><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
 
|}
 
|}
  
'''Is Clinical Note 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.
  
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 '''Task View''' the user or provider will be brought to the Task List screen upon signing the note.
  
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 '''MD Charges''' the user or provider will be brought to the Charge screen upon signing the note.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,214: Line 6,244:
 
| 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>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"|Based on Organization
+
| 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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
 
 +
'''Note Default Owner'''
  
'''Note CC or RFV Required for E&M Code'''
+
Determines the default owner for Notes.
  
Enables Organizations to decide whether a warning message if the Chief Complaint or Reason for Visit section does not contain a Medcin finding or text template.
+
If set to '''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 '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
+
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 '''N''' the E&M coder will not require these values.  
+
If set to '''None''' the note owner will not default and will need to be selected each time a new note is created.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,234: 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</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</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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Note E/M Coder default to MDM tab'''
+
'''Note Default Signature Display'''
  
If set to '''Y''' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
+
This setting defines the format of the signature when signing a note. The available formats are:
 
 
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 6,252: 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>Yes</li><li>No
+
| 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"|No
+
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"|Firstname Lastname, Date/Time(Signature Type)
 
| 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"|Yes
 
|}
 
|}
 +
   
 +
'''Note Default Visit Type'''
  
'''Post Text to Current Note'''
+
Allows users to default to the previously used Visit Type within the Note Selector.
  
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 '''None''' the visit type will not have a default value on the v11 note selector screen.
  
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.
+
If set to '''Last''' the visit type will default to the last visit type selected in the v11 note selector screen.
  
  
Line 6,271: 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</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</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"|Personlize
 
|}
 
|}
  
'''UseAutoPrintForDefaultTemplate'''
+
   
 +
'''Note Do Not Generate Document Appt Encounter Tasks'''
  
'''This preference is no longer used.'''
+
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.
  
'''Use V10 Note for New Inbound Patient Portal Messages'''
+
If set to '''Y''' the system will not generate Document Appointment Encounter Tasks.
  
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™.
+
If set to '''N''' the system will generate Document Appointment Encounter Tasks.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,293: Line 6,327:
 
| 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"|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><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"|N/A
 
|}
 
|}
  
'''V11 Portal Note Default Clinical Summary Message'''
+
'''Note Do Not Generate Review Covered Note Tasks'''
  
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.
+
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.
  
{| class="wikitable sortable collapsible" border="1"
+
If set to '''Y''' the system will not generate Review Covered Note Tasks.
| 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>User entered Text
 
| 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</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
  
'''V11 Portal Note Default Clinical Summary Subject'''
+
If set to '''N''' the system will generate Review Covered Note Tasks. 
  
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 6,323: 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>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"|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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
=='''Orders Preferences'''==
+
'''Note Include TempDeferred Medications''' New in v11.4.1
  
'''Add Clinical Item Order Selection Method Default'''
+
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.
  
This preference affects the '''New''' button on the Meds or Orders Component in the Clinical Desktop.
+
'''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 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.
+
'''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.
*  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 6,345: 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>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"|No
| 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"|N/A
 
|}
 
|}
 +
 
      
 
      
'''Allow Manual Settings of Specimen To Be Collected Field:'''  
+
'''Note Lock Lists After Number Days'''
 +
 
 +
''' This preference is no longer in use.'''
 +
 
 +
 
 +
'''Is V10 Note User Only'''
 +
 
 +
If set to '''Y''' the user or provider will only be able to create v10 notes.  The v10 note selector will be presented to the user.
  
Enables organization's to allow Will be Collected in Office? for a speciman in Order Details to be manually set by end 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 6,361: 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"|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
 
| 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
 
|}
 
|}
  
'''Always Present Print Dialog When Printing Requisition'''
+
'''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''' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to unchecked and unless changed, the user will always be presented with the Print Dialog box when printing an Order Requisition.
+
If set to '''N''' the 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''' 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 6,378: 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"|Based on Organization
 +
| 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
| 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
 
 
|}
 
|}
  
'''Days before Scheduled Order Children To Be Done Date to Create Them'''
+
'''NoteOutputProgressCheckWarningTiming'''
 +
 
 +
Enables Organizations to decide if and when a warning is displayed if a note output that is configured to participate in note output progress check is not complete.
 +
 
 +
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
  
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. 
+
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 6,394: 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>Number 0-99
+
| 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"|6 Days
+
| 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
 
|}
 
|}
  
'''Enable Orderable Item selection by RPL Filtering:'''  
+
*If set to '''Never''', if the output is incomplete no warning is displayed to the user.
 +
*If set to '''On Closing''', a warning will display when a note is closed that has at least 1 output participating in a progress check and the output has failed at least 1 check.
 +
*If set to '''On Signing''', a warning will display when a note is signed that has at least 1 output participating in a progress check and the output has failed at least 1 check.
 +
*If set to '''On Finalization''', a warning will display when a note is finalized has at least 1 output participating in a progress check and the output has failed at least 1 check.
 +
 
 +
 
 +
'''Note CC or RFV Required for E&M Code'''
 +
 
 +
Enables Organizations to decide whether a warning message if the Chief Complaint or Reason for Visit section does not contain a Medcin finding or text template.
 +
 
 +
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
  
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI.
+
If set to '''N''' the E&M coder will not require these values.  
NOTE: this is NOT available at the user level.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,411: 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>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"|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
 
|}
 
|}
  
'''Enable Orderable Item selection by Site Filtering:'''  
+
'''Note E/M Coder default to MDM tab'''
  
Allows the organization to enable site filtering based on the site restrictions configured in the OID.
+
If set to '''Y''' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
  
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.
+
If set to '''N''' the E/M coder will default to the Summary tab.
NOTE: This preference is NOT available at the user level
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,430: 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>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"|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
 
|}
 
|}
  
'''Hold Orders for ABN'''
+
'''OrderAuthenticationTimeOut'''
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.
+
*NOTE: Added in V17.1
  
*  If set to '''Y''' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.
+
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 '''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 6,448: 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>Yes<ul></li><li>No
+
| 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"|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</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
 
|}
 
|}
  
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''
+
*If value is set to '''0''', the user must enter his/her password to sign a note.
 +
*If value is set to '''5''', the user will be prompted to enter his/her password if their session time exceeds 5 minutes.
 +
 
 +
'''Post Text to Current Note'''
 +
 
 +
If set to '''Y''' the default will be for the "post text to current note" option to be on.  This will tell the system that the users actions should be posted to a note.  There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. 
 +
 
 +
If set to '''N''' the default will be for the "post text to current note" option to be off.  There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows. 
  
This is a numeric value that represents the number of minutes before a user must enter their password to authenticate when ordering a non-medication order. 
 
* Value of '''0''' means that the users will be prompted every time to enter their password.
 
* Value of '''blank''' means that the user will never be prompted to enter their password.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,466: 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>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</li><li>Org</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
|}
 
|}
  
'''Non-Medication Order Authorization Required'''
+
'''PreventNoteMakeFinal (Subkey: Charge Summary)'''
  
*  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.
+
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 '''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"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,484: 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>Prospective<ul></li><li>Retrospective<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"|Not 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><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 Medical Necessity Turned 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 '''No''', and the Encounter Summary is associated with a case ID that has pending items, the note can be signed and made final.
 +
 
 +
'''UseAutoPrintForDefaultTemplate'''
 +
 
 +
'''This preference is no longer used.'''
 +
 
 +
'''Use V10 Note for New Inbound Patient Portal Messages'''
  
*  If set to '''Y''' Medical Necessity checking will be enabled.
+
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™.
*  If set to '''N''' Medical Necessity checking will be disabled.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,501: 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>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'''
+
'''Use V11 Note Copy Forward/Previous Hx/Exam behavior'''
 
+
 
*  If set to '''Y''' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
+
Allows organization to configure Copy/Forward function.  
*  If set to '''N''' orders will not require authorization.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,518: 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>Yes<ul></li><li>No
+
| 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"|No
+
| 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"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''Order Entry Notify Level'''
+
*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.
  
This setting is no longer used, leave blank.
+
'''V11 Portal Note Default Clinical Summary Message'''
  
'''Order Expiration Date Default'''
+
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.
 
 
Determines the default expiration date for an order and works in conjuction with '''Order Expiration Interval Days'''.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,538: 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>To Be Done<ul></li><li>Date Order Entered
+
| 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"|Organizational Decision
+
| 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
 
|}
 
|}
  
'''Order Expiration Interval Default (Days)'''
+
'''V11 Portal Note Default Clinical Summary Subject'''
  
Determines the numeric value used to calculate the expiration of an Order and works in conjuction with '''Order Expiration Date Default''' preference.
+
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.
 
 
Example: If the value is set to 30 (days), then the system calculates the expiration date of
 
the order 30 days from either the To Be Done date or the Date Order Entered.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,557: 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>Organizational Decision
+
| 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"|Organizational Decision
+
| 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
 
|}
 
|}
 
'''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.
+
=='''Order Status Reason Preferences'''==
* 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.
+
Preferences in this category are used to accommodate Order Status Reasons for all orderable item types.
If set to '''Do Not Warn''' the system will not notify the user if the patient has unverified allergies.
+
The orderable item types in Allscripts Enterprise EHR™ include Instructions, Precautions, Follow Up, Referral, Laboratory, Other Diagnostic Testing, Supplies, Medication, Dx Imaging, Clinical Findings, Med Admin, and Immunization.
 +
 
 +
There are several valid values for Order Status Reason preferences:
 +
::* '''Required'''
 +
::* '''Prompt'''
 +
::* '''Allowed'''
 +
::* '''Non Free Text Reason Required'''
 +
 
 +
'''Allow free text for reminder reasons'''
 +
*This preference adds/enables a Free Text Reason box to open for patient reminders in Health Management Reminder Details.
 +
::* '''Allowed''' - Allows the '''Free Text Reason''' box to display on the Health Management Reminder Details so that a free text reason can be entered. This is the default setting.
 +
::* '''Required'''- Requires that a reason is entered into the '''Free Text Reason''' box on the Health Management Reminder Details.
 +
::* '''Prompt''' - The '''Free Text Reason''' box will prompt for a reason to be entered on the Health Management Reminder Details, however an entry is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,575: 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>Prevent<ul></li><li>Warn<ul></li><li>Do Not Warn
+
| 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"|Warn
+
| 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
 
|}
 
|}
  
'''Ordering Medications if Patient has Unverified Medications'''
+
'''Clinical Findings Cancel Reason'''
  
* If set to '''Prevent''' the system will require that the user verify unverified medications before they can complete or save the order.
+
This preference determines whether the application prompts the user to enter a reason when canceling a Clinical Findings order. The prompts are:
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.
+
::* '''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 '''Do Not Warn''' the system will not notify the user if the patient has unverified medications.
+
::* '''Prompt'''- Change Status is displayed when user cancels a Clinical Findings order. User can close Change Status without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- User is neither prompted nor required to enter a reason for canceling the Clinical Findings order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. User cannot close this page until a predefined reason for canceling the Clinical Findings order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. Free text may also be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,593: 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>Prevent<ul></li><li>Warn<ul></li><li>Do Not Warn
+
| 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"|Do Not Warn
+
| 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
 
|}
 
|}
 
      
 
      
'''Order Problem Linking Required'''
+
'''Clinical Findings DC Reason'''
  
* 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.  
+
Use this preference to specify whether the application prompts user to enter a reason when discontinuing a Clinical Findings order. The prompts are:
* 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.  
+
::* '''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.  
If set to '''Not Required''' a user will not be required to select a problem when completing an order.  
+
::* '''Prompt'''- Change Status is displayed when you change the status of a Clinical Findings order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Clinical Findings order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued order status. You can also enter free text in the Text box, but this is not required.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,611: 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>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>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"|Required to Save
+
| 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
 
|}
 
|}
 +
   
 +
'''Clinical Findings Defer Reason'''
  
'''Editing Order Updates Supervised by Field'''
+
*  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.
If set to '''Y''' the supervised field will be updated to the current user when updating an order.
+
::* '''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.
If set to '''N''' the supervised field will remain unless manually changed by the user.  
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Clinical Findings order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but entering free text is not required.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,628: 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>Yes<ul></li><li>No
+
| 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"|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<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
 
|}
 
|}
   
 
'''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.
+
'''Clinical Findings EIE Reason'''
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.
+
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:
If set to '''Never''' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.
+
::* '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,646: 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>Immediate<ul></li><li>Deferred<ul></li><li>Never
+
| 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"|Deferred
+
| 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
 
|}
 
|}
 
'''Order Warning-Problem Linkage Interrupt Timing'''
 
  
If set to '''Immediate''' and problem linking is required, the system will prompt the user to select a problem upon entering the order.
+
 
If set to '''Deferred''' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.
+
'''Clinical Findings Permanent Defer Reason'''
If set to '''Never''' and problem linking is not required, the user will not be prompted.
+
Use this preference to specify whether the application prompts you to enter a reason when permanently deferring a Clinical Findings order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Clinical Findings order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you permanently defer a Clinical Findings order. You can close Change Status without selecting a reason for permanently deferring the order.  
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Clinical Findings order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,664: 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>Immediate<ul></li><li>Deferred<ul></li><li>Never
+
| 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"|Deferred
+
| 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
 
|}
 
|}
  
'''Order Warning-Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing'''
+
'''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:
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.
+
::* '''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.
* 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.
+
::* '''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 '''Never''' and problem linking is not required for the performing location, the user will not be prompted.
+
::*  '''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 6,682: 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>Immediate<ul></li><li>Deferred<ul></li><li>Never
+
| 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"|Never
+
| 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
 
|}
 
|}
  
'''Require Re-Authentication For New or Renewed Orders'''
+
'''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:
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.
+
::* '''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.
If set to '''N''' the user will not be required to enter their password for new or renewed ordersThis setting does not apply to medications.
+
::* '''Prompt'''- Change Status is displayed when you cancel a Dx Imaging order. You can close this page without selecting a reason for canceling the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling the Dx Imaging order. OK remains enabled on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,699: 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>Yes<ul></li><li>No
+
| 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"|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<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
 
|}
 
|}
  
'''Unspecified Billing Provider Matching'''
 
  
Note: Added in v11.1.7
+
'''Dx Imaging DC Reason'''
 
+
*  Use this preference to specify whether the application prompts you to enter a reason when discontinuing a Dx Imaging order. The prompts are:
* If set to '''Order Only''' the system behaves as it is currently.
+
::* '''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.  
* If set to '''Exact Match''' the billing provider derived from the order must match exactly to the encounter on which the charges are generated.  If the ordering provider and billing provider do not match the charges will not drop for that encounter.
+
::* '''Prompt'''- Change Status is displayed when you discontinue a Dx Imaging order. You can close Change Status without selecting a reason for discontinuing the order.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Dx Imaging order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,718: Line 6,788:
 
| 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<ul></li><li>Non Free Text Reason Required
| 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
 
  
This preference determines when the default supervising provider (from the Default Supervising Provider ID user preference) is used for non-medication orders.
 
  
*  If set to '''Always''' the application looks to ''Supervising Provider'' on Add Clinical Item (ACI) and utilizes that indicated user/provider as long as that user/provider has authority to supervise the orderable item.
+
'''Dx Imaging Defer Reason'''
::*If the indicated user/provider does not have sufficient authority, Order Details is displayed and Supervised by is blank and required (yellow background).  
+
* Use the Dx Imaging Defer Reason preference to specify whether the application prompts you to provide a reason when temporarily deferring a Dx Imaging order. The prompts are:
 
+
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
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.
+
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Dx Imaging order. You can close Change Status without selecting a reason for deferring the order.
::*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.  
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Dx Imaging order. OK remains enabled on Order Details.
::*If that provider has the authority to supervise the order, then they are entered in Supervised By.  
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but this is not required.
::*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 6,744: Line 6,808:
 
| 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
 
|}
 
|}
  
=='''Problem Preferences'''==
 
  
'''ACI Active Problem Search Filter Defaults:'''  
+
'''Dx Imaging EIE Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Dx Imaging order to entered in error (EIE). The prompts are:
'''Note: Moved to Problems Preferences in 11.2.3'''
+
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You cannot close this page without both selecting a reason for changing the status of the order to EIE and entering free text in the Text box.
 
+
::* '''Prompt'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You can close Change Status without selecting a reason for permanently deferring the order.
Allows users to filter the problem search results by default and multiple settings can be selected base on organizational preference.
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of the Dx Imaging order to EIE. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for marking the Dx Imaging order as entered in error. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,764: Line 6,828:
 
| 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 Family History Search Filter Defaults:'''
 
  
'''Note: Moved to Problems Preferences in 11.2.3'''
+
'''Dx Imaging Permanent Defer Reason'''
 
+
* Use this preference to specify whether the application prompts you to provide a reason when permanently deferring a Dx Imaging order. The prompts are:
Allows the user to filter the Family History search results by default.
+
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text in the Text box.
 +
::* '''Prompt'''- Change Status is displayed when you permanently defer a Dx Imaging order. You can close Change Status without selecting a reason for permanently deferring the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Dx Imaging order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,782: Line 6,848:
 
| 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:'''
 
  
'''Note: Moved to Problems Preferences in 11.2.3'''
+
'''Dx Imaging Void Reason'''
 +
* Use this preference to specify whether the application prompts you to provide a reason when voiding a Dx Imaging order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Voided. You cannot close this page without selecting both a reason for voiding the order and entering free text in the Text box.
 +
::* '''Prompt'''- Change Status is displayed when you void a Dx Imaging order. You can close Change Status without selecting a reason for voiding the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Dx Imaging order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter free text in the Text box, but this is not required.
  
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 6,800: Line 6,868:
 
| 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'''
+
'''Follow Up Order Cancel Reason'''
 
+
* Use this preference to specify whether the application prompts you to provide a reason when when you cancel a Follow Up order. The prompts are:
'''NOTE: Moved from General Category in 11.2.3'''
+
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
 
+
::* '''Prompt'''- Change Status is displayed when you cancel a Follow Up order. However, you can close this page without selecting a reason for canceling the order or entering free text.
Allows the user to filter the Social History search results by default.
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,819: Line 6,888:
 
| 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'''
 
  
Enables users to specify which problem sets to hide by default.
+
'''Follow Up Order DC Reason'''
 
+
* Use this preference to specify whether the application prompts you to provide a reason when discontinuing a Follow Up order. The prompts are:
* If Set to '''None''' then both transitioned and Supressed problems will be displayed by default.
+
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you discontinue a Follow Up order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,837: Line 6,908:
 
| 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'''
 
  
NOTE: Added in 11.4
+
'''Follow Up Order Defer Reason'''
 
+
* Use this preference to specify whether the application prompts you to provide a reason when deferring a Follow Up order. The prompts are:
Provides the ability to show or suppress the display of ICD-9 and ICD-10 codes in problem
+
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.
or diagnosis search results returned in Problem Search Dialog or Diagnosis Search
+
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Follow Up order. However, you can close this page without selecting a reason for deferring the order or entering free text.
Dialog.
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,857: Line 6,928:
 
| 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
 
|}
 
|}
     
 
'''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.
+
'''Follow Up Order EIE Reason'''
 +
* Use this preference to specify whether the application prompts you to provide a reason when changing the status of a Follow Up order to entered in error (EIE). The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
 +
::*  '''Allowed'''- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Follow Up order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,875: Line 6,948:
 
| 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
 
|}
 
|}
  
'''Enable Problem Verification''' see [[Change to Enable -clinical item- Verification]]
 
  
* If set to '''Y''' problems will be set to an unverified status when entered by a non-provider userThis information would need to be verified by a provider prior to becoming part of the patient chart.
+
'''Follow Up Order Permanent Defer Reason'''
If set to '''N''' problems will not get set to an unverified status.
+
* Use this preference to specify whether the application prompts you to provide a reason when you permanently defer a Follow Up order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you permanently defer a Follow Up order. However, you can close this page without selecting a reason for permanently deferring the order or entering free text.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
  
 
{| 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 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>Yes</li><li>No</li></ul>
+
| 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"|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>Enterprise</li><li>Org</li><li>User</li></ul>
+
| 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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''ExportProblemCreateDateInCED'''
 
  
NOTE: Added in 11.4
+
'''Follow Up Order Void Reason'''
 
+
* Use this preference to specify whether the application prompts you to provide a reason when you void a Follow Up order. The prompts are:
A problem onset date is required when exporting patient data from Allscripts Enterprise EHR™ to Clinical Exchange Document (CED). If no problem onset date value is designated in Onset Date of Problem Details, the ExportProblemCreateDateInCED preference in the Problem category displays the date the problem was created, and the problem onset date information is displayed in the CED after export.
+
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Voided. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you void a Follow Up order. However, you can close this page without selecting a reason for voiding the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,910: Line 6,988:
 
| 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>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"|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<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
 
|}
 
|}
  
'''Family Member Picklist for Family History Problems'''
 
  
NOTE: Added in 11.4.1
+
'''Immunization Order Cancel Reason'''
 +
* Use this preference to specify whether the application prompts you to provide a reason when you cancel an Immunization order. The prompts are:
 +
::* '''Required'''- When you change the status of an Immunization order to Canceled by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for canceling the order and enter free text.                                                                When you select Cancel from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for canceling the order and entering free text.
 +
::*  '''Prompt'''- When you cancel an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for canceling the order or entering free text. When you select Cancel from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for canceling the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.
  
enables Organization to set the options that are displayed by default in the Family Members list (Add Clinical Item > History Builder > Fam Hx) and the Family Member drop-down list (Problem Details).  The entries that are designated as first degree family members in the selected picklist are the options for No pertinent Family History for the MU alert on encounter summary '''Family health history is not documented in first degree relative'''.
 
   
 
 
{| 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 6,928: Line 7,008:
 
| 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>All Clinical Relationship Dictionary Picklists
+
| 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"|Family History
+
| 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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
|}  
+
|}
  
'''Managed By Provider Required'''
 
  
NOTE: Added in 11.4
+
'''Immunization Order DC Reason'''
 +
* Use this preference to specify how the application prompts you to provide a reason when you discontinue an Immunization order. The prompts are:
 +
::* '''Required'''- When you change the status of an Immunization order to Discontinued by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on the Change Status window. OK is disabled until you select a reason for discontinuing the order and enter free text.                                                    When you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
 +
::*  '''Prompt'''- When you discontinue an Immunization order by clicking Status from Immunization Details, the order status reasons and the Text box on Change Status are displayed, but not highlighted. You can click OK without selecting a reason for discontinuing the order or entering free text. When you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for discontinuing the order or entering free text.
 +
::*  '''Allowed'''- When you discontinue an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering free text. When you select Order D/C from the context menu, you are neither required nor prompted to enter a reason for discontinuing the Immunization order.
 +
::*  '''Non Free Text Reason Required'''- When you discontinue an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You cannot close Change Status until you select a reason for discontinuing the order. You can also enter free text in the Text box, but free text is not required. If you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for discontinuing the order.
  
Determines whether the selection of a provider from the Managed By box on the Problem Details page is required when a problem is assessed.
 
* If set to '''Y''' then a Managed by Provider is required. 
 
**Note that the application will check to see if the users is a provider and if so then the provider will automatically populate the Managed By box. 
 
**If the user is not a provider then the system will chell for the Default Entering for Provider ID and that value will be added to the Manged By box. 
 
**If the entry does not meet the above situations then the Managed By box will appear yellow and an entry will be required from the user.
 
 
 
{| 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 6,950: Line 7,028:
 
| 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>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"|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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Problem Resolved Date Equals Today'''
 
  
* If set to '''Y''' the resolved date will default to today when resolving a problem.
+
'''Immunization Order Defer Reason'''
If set to '''N''' the resolved date will not default and must be manually entered if desired.
+
* Use this preference to specify whether the application prompts you to provide a reason when you temporarily defer an Immunization order. The prompts are:
 +
::* '''Required'''- When you change the status of an Immunization order to Temporary Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for temporarily deferring the order and enter text.                                                    
 +
::*  '''Prompt'''-When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
 +
::*  '''Allowed'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
 +
::*  '''Non Free Text Reason Required'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily deferring the order. You can also enter free text in the Text box, but free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,967: Line 7,048:
 
| 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>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"|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
+
| 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
 
|}
 
|}
  
'''Problem Include in PMH All'''
 
  
If set to '''Unchecked''' the 'Include in PMHx' option will not be selected by default on the problem detail screen.
+
'''Immunization Order EIE Reason'''
If set to '''Checked for All''' the 'Include in PMHx' option will always be selected by default on the problem detail screen.
+
* Use this preference to specify whether the application prompts you to enter a reason when you change the status of an Immunization order to entered in error (EIE). The prompts are:
If set to '''Checked for Chronic Only''' the 'Include in PMHx' option will only be selected by default on the problem detail screen if the problem is classified as a chronic problem.
+
::* '''Required'''- When you change the status of an Immunization order to EIE by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for changing the status of the order and enter free text. When you select Enter in Error from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for changing the status of the order and entering free text.                                                   
 +
::*  '''Prompt'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
 +
::*  '''Allowed'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
 +
::*  '''Non Free Text Reason Required'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily  deferring the order. You can also enter free text in the Text box, but free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,985: Line 7,068:
 
| 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>Unchecked<ul></li><li>Checked for All<ul></li><li>Checked for Chronic Only
+
| 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"|Unchecked
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Problem List Review'''
 
 
This is currently unused, leave blank.
 
 
'''Problem Post to Encounter'''
 
 
*  If set to '''Y''' the problem will post to the encounter form when assessed. 
 
*  If set to '''N''' the problem will not post to the encounter form when assessed.
 
  
 +
'''Immunization Order Permanent Defer Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason when permanently deferring an Immunization order.  The prompts are:
 +
::* '''Required'''- When you change the status of an Immunization order to Permanent Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. You cannot close this page without both selecting a reason for changing the status of the order and entering text in the Text box.                                                   
 +
::*  '''Prompt'''- When you permanently defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for permanently deferring the order or entering free text.
 +
::*  '''Allowed'''- When you permanently defer an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason or entering free text.
 +
::*  '''Non Free Text Reason Required'''- When you permanently defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You cannot close Change Status until you select a reason for permanently deferring the order. You can also enter free text in the Text box, but free text is not required.
 
{| 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 7,006: Line 7,087:
 
| 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>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"|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<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
 
|}
 
|}
  
'''Show Billable Indicators'''
 
  
NOTE: Added in 11.4
+
'''Immunization Order Void Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason for voiding an Immunization order. The prompts are:
Determines whether the billable indicators column is displayed for problems listed in search results.  
+
::* '''Required'''- When you change the status of an Immunization order to Voided by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for voiding the order and enter free text. When you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for voiding the order and entering text.                                                   
 
+
::* '''Prompt'''- When you void an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for voiding the order or entering text.
* If set to '''Y''' then the billabe indicators columns displayed by defualt in search results.
+
::*  '''Allowed'''- When you void an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu, you are neither required nor prompted to enter a reason for voiding the Immunization order.
* If set to '''N''' then the billable indicators columns is not displayed by default.
+
::*  '''Non Free Text Reason Required'''- When you void an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You cannot close Change Status until you select a reason for voiding the order. You can also enter text in the Text box, but it is not required. If you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for voiding the order.
 
 
**Note: The '''Show Billing Information For''' and '''Derive Billing Indicator''' preferences work in conjunction with this to dtermine when billing indicators are displayed.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,029: Line 7,107:
 
| 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>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"|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<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"|Personalize
 
|}
 
|}
   
 
'''ShowBillingInformationFor'''
 
  
NOTE: Added in 11.4
 
  
Determines whether billable indicators are displayed for problem search results and on problem lists for ICD-9 or ICD-10 coded problems. It also determines whether ICD-9 or ICD-10 codes are displayed in these areas of the application: For in Medication Viewer, Order Viewer, and Immunization Viewer; Link To for Medication Details, Order Details, and Immunization Details; and problems in Encounter Summary, Audit Viewer for medications and orders, and Refine Problem context menu entry.    
+
'''Instruction Cancel Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason when you cancel an Instruction order.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.                         
 +
::*  '''Prompt'''- Change Status is displayed when you cancel an Instruction order. You can close Change Status without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling an Instruction order. When you change the status of an order on Order Details, OK remains enabled.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed when you cancel an Instruction order. You cannot close this page until you select a predefined reason for canceling the order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,047: Line 7,127:
 
| 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
+
| 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"|ICD-9
+
| 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
+
| 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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Show Unverified Problems in the ALL view only'''
 
  
If set to '''Y''' unverified problems will only appear in the All Problem view.   
+
'''Instruction DC Reason'''
If set to '''N''' unverified problems will appear in their respective categories.
+
* Use this preference to specify whether the application prompts you to enter a reason when you discontinue an Instruction order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Discontinued. You cannot close this page without selecting a reason for discontinuing the order and entering free text.                         
 +
::*  '''Prompt'''- Change Status is displayed when you discontinue an Instruction order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Instruction order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,064: Line 7,147:
 
| 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>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"|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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''When No Linked V code for PMH'''
 
  
Added in v11.1.7
 
  
Determines the behavior when a PMH item does not have a linked history code.  
+
'''Instruction Defer Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason when you temporarily defer an Instruction order.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.                         
 +
::*  '''Prompt'''- Change Status is displayed when you temporarily defer an Instruction order. However, you can close this page without selecting a reason for deferring the order or entering text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Instruction order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,082: Line 7,167:
 
| 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>Show Diagnosis Codes for Acive Problems<ul></li><li>Show no Diagnosis Codes
+
| 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"|Show Diagnosis Codes for Acive Problems
+
| 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
 
|}
 
|}
  
=='''Reconciler Preferences'''==
 
  
''' DaysBeforeItemCanBePurged'''
+
'''Instruction EIE Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason for changing the status of an Instruction order to entered in error (EIE).  The prompts are:
Note: New to v11.3
+
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering text in the Text box.                         
 
+
::*  '''Prompt'''- Change Status is displayed when you change the status of an Instruction order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
Allows a purge process to set the number of days an item will remain on the Error Queue.  
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of an Instruction order to EIE. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Instruction order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| 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 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>Number</li></ul>
+
| 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"|90 days
+
| 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></ul>
+
| 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
 
|}
 
|}
  
  
''' Reconciler Fields to Include in Patient ID Search'''
+
'''Instruction Permanent Defer Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason for permanently deferring an Instruction order. The prompts are:
Note: New to v11.3
+
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering text in the Text box.                         
 
+
::*  '''Prompt'''- Change Status is displayed when you permanently defer an Instruction order. However, you can close this page without selecting a reason for permanently deferring the order or entering text.
Allows various values in the patient ID search in the Reconciler Bridge Details page.  If no values selected then search is by patient MRN only.  
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring an Instruction order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but it is not required.
  
 
{| 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 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>Blank</li><li>Other</li><li>Other2</li></ul>
+
| 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"|Blank
+
| 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</li></ul>
+
| 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
 
|}
 
|}
  
'''3)Reconciler Fields to Include in Patient Phone Search'''
 
  
Note: New to v11.3
+
'''Instruction Void Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason when you void an Instruction order. The prompts are:
Allows the value included in patient phone number search in the Reconciler Bridge Details page. If no value selected then the search will be based only on the patient phone number.
+
::* '''Required'''- The Change Status page is displayed when you change the status of an Instruction order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when you void an Instruction order. However, you can close this page without selecting a reason for voiding the order or entering text in the Text box.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Instruction order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter free text in the Text box, but entering text is not required.
  
 
{| 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 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>Blank</li><li>Work</li><li>Cell</li></ul>
+
| 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"|Blank
+
| 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</li></ul>
+
| 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
 
|}
 
|}
  
=='''Results Preferences'''==
 
  
'''Abnormal Result Flag OverrideAllowed'''
+
'''Laboratory Cancel Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason when you cancel a laboratory order. The prompts are:
* If set to '''Y''' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen.   
+
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering text.                       
If set to '''N''' users will not have the ability to override the abnormal flag sent from a vendor.
+
::*  '''Prompt'''- Change Status is displayed when you cancel a laboratory order. You can close Change Status without selecting a reason for canceling the order.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for canceling a laboratory order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''-Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but text is not required.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,158: Line 7,247:
 
| 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>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"|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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Vitals - <10 years old'''
 
  
This is a free text field that defines the default vitals panel used for children under 10 years oldThis value must be equal to the exact name of the vital sign picklist and is case sensitive.
+
'''Laboratory DC Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason when you discontinue a laboratory order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering text.                       
 +
::*  '''Prompt'''- Change Status is displayed when you discontinue a laboratory order. However, you can close this page without selecting a reason for discontinuing the order or entering text.
 +
::*  '''Allowed'''-You are neither prompted nor required to enter a reason for discontinuing the laboratory order. OK remains enabled on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter text in the Text box, but text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,174: Line 7,267:
 
| 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>OID Vitals Entry
+
| 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"|
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Vitals - 3 year old and younger'''
 
  
This is a free text field that defines the default vitals panel used for children 3 years old and youngerThis value must be equal to the exact name of the vital sign picklist and is Case Sensitive.
+
'''Laboratory Defer Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason when you temporarily defer a laboratory order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.                     
 +
::*  '''Prompt'''- Change Status is displayed when you temporarily defer a laboratory order. However, you can close this page without selecting a reason for deferring the order or entering free text in the Text box.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the laboratory order. OK remains enabled on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,190: Line 7,287:
 
| 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>OID Vitals Entry
+
| 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"|
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Vitals - Female 10 years old or older'''
+
'''Laboratory EIE Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason when you change the status of a laboratory order to entered in error (EIE). The prompts are:
This is a free text field that defined the default vitals panel used for female patients 10 years old and olderThis value must be equal to the exact name of the vital sign picklist and is Case Sensitive.
+
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.                     
 +
::*  '''Prompt'''- Change Status is displayed when you change the status of a laboratory order to EIE. You can close Order Details without selecting a reason for changing the status of the order or entering free text.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of a laboratory order to EIE. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the laboratory order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,206: Line 7,306:
 
| 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>OID Vitals Entry
+
| 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"|
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Vitals - Male 10 years old or older'''
+
'''Laboratory Permanent Defer Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:
This is a free text field that defined the default vitals panel used for male patients 10 years old and olderThis value must be equal to the exact name of the vital sign picklist and is Case Sensitive.
+
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.                   
 +
::*  '''Prompt'''- Change Status is displayed when you permanently defer a laboratory order. However, you can close this page without selecting a reason for permanently deferring the order or entering text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the laboratory order. OK remains enabled on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,222: Line 7,325:
 
| 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>OID Vitals Entry
+
| 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"|
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 
 
'''Disable QVerify All and Verify All'''
 
  
Added in v11.1.7
 
  
* If set to '''Y''' this will disable the use of Qverify All and Verify All
+
'''Laboratory Void Reason'''
* If set to '''N''' this will enable the use of Qverify All and Verify All
+
* Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:
 +
::* '''Required'''-Change Status is displayed when you change the status of a laboratory order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text.                   
 +
::*  '''Prompt'''- Change Status is displayed when you void a laboratory order. However, you can close this page without selecting a reason for voiding the order or entering text.
 +
::* '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the laboratory order. OK remains enabled on Order Details..
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined
 +
reason for voiding the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also
 +
enter text in the Text box, but text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,241: Line 7,347:
 
| 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>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"|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<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
 
|}
 
|}
  
'''Hide Grid Header from Result Display in Worklist'''  
+
'''Med Admin Order Cancel Reason'''
 
+
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Med Admin order is cancelled. The prompts are:
Added in v11.1.7
+
::* '''Required'''- Change Status is displayed when the status of a Med Admin order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                        
 
+
::*  '''Prompt'''- Change Status is displayed when Med Admin order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
Determines if the grid header is hidden or not from the result display in the Worklist.
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Med Admin order. OK remains enabled on Order Details.
 
+
::* '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Med Admin order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Cancelled status. Free text can also be entered in the Text box, but is not required.
* If set to '''Y''' this will hide the grid header from the display in the Worklist.
 
* If set to '''N''' this will not hide the grid header from the display in the Worklist.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,262: Line 7,366:
 
| 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>Yes<ul></li><li>No
+
| 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"|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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''Number of Days of Results to Include in Clinical Exchange Document'''
 
  
This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created.
+
'''Med Admin Order DC Reason'''
   
+
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Med Admin order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Med Admin order. OK remains enable on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Discontinued status. Free text may be entered in the Text box, but is not required.
 +
 
 
{| 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 7,278: Line 7,385:
 
| 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>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"|3 Days
+
| 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
 
|}
 
|}
   
 
'''Number of Days of Vital Signs to include in Clinical Exchange Document'''
 
  
This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain vitals data when created.  
+
'''Med Admin Order Defer Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Deferral.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Med Admin order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admins Deferred status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,294: Line 7,404:
 
| 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 1-5
+
| 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"|3
+
| 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
 
|}
 
|}
  
'''Result Verification Append Staff Message to Staff Comment'''  
+
'''Med Admin Order Entered in Error Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to EIE.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Med Admin order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin EIE status. Free text may be entered in the Text box, but it is not required.
  
Added in v11.1.7
+
{| class="wikitable sortable collapsible" border="1"
 
 
Determines the default value for Append Staff Message to Task Comment checkbox.
 
 
 
* When set to '''Y''' the system checks the Copy Message to Staff to the Task Comment checkbox by default.
 
* When set to '''N''' the system does not checks the Copy Message to Staff to the Task Comment checkbox.
 
 
 
{| 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 7,315: Line 7,423:
 
| 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>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"|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<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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification Disable To/CC Button'''  
+
'''Med Admin Order Permanent Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Med Admin Permanent Deferral.  The prompts are:
Added in v11.1.7
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
Determines if the To/CC button is disabled on the Results Verification Dialog box.  
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Med Admin order. OK remains enable on Order Details.
* If set to '''Y''' this will disable the To/CC Button on the Results Verification Dialog box.
+
::* '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
* If set to '''N''' this will enable the To/CC Button on the Results Verification Dialog box.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,335: Line 7,442:
 
| 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>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"|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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification If Did Not Order'''
+
'''Med Admin Order Void Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Void.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Med Admin order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Void status. Free text may be entered in the Text box, but it is not required.
  
Determines system response when the user that is verifying the result is not the ordering provider.
+
{| class="wikitable sortable collapsible" border="1"
 
+
| align="center" style="background:#f0f0f0;"|Available Options
If set to '''Prevent''' a provider will not be allowed to verify results that they did not order.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
If set to '''Warn''' a provider will be notified that they are attempting to verify results that they did not order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
If set to '''Do Not Warn''' a provider will not get notified if attempting to verify results that they did not order.
+
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| 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"|Allowed
 +
| 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
 +
|}
 +
 +
'''Medication Order Cancel Reason'''
 +
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Medication order is cancelled. The prompts are:
 +
::* '''Required'''- Change Status is displayed when the status of a Medication order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                        
 +
::*  '''Prompt'''- Change Status is displayed when Medication order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Medication order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Medication order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Cancelled status. Free text can also be entered in the Text box, but is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,355: Line 7,480:
 
| 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>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"|Warn
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification Navigate After Review'''
+
'''Medication Order DC Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Medication order. The prompts are:
Determines the system response when the user that is verifying the result is '''Not''' the ordering provider.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Medication order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Discontinued status. Free text may be entered in the Text box, but is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,371: Line 7,499:
 
| 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>Go to Note<ul></li><li>Go to Next Patient<ul></li><li>Stay on Worklist
+
| 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"|Stay on Worklist
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''Result Verification Navigation After QVerify'''
 
  
Determines the navigation path after the user clicks QVerify or QVerify All.
+
'''Medication Order Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Deferral. The prompts are:
* If set to '''Go To Note''' the provider will be brought to the Note when selecting QVerify during the results verification process.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
If set to '''Go To Next Patient''' the provider will remain in the patient worklist screen and the next patient with worklist items defined in their current view will be brought into context.
+
::*  '''Prompt'''- Change Status is displayed when a Medication order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
If set to '''Stay on Worklist''' the provider will remain in the worklist on the current patient.  
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medications Deferred status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,391: Line 7,518:
 
| 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>Go to Note<ul></li><li>Go to Next Patient<ul></li><li>Stay on Worklist
+
| 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"|Go to Next Patient
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 
+
'''Results Verification Note Type for QVerify'''  
+
'''Medication Order Entered in Error Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to EIE. The prompts are:
Updated Values in 11.4.1
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
+
::*  '''Prompt'''- Change Status is displayed when a Medication order is EIEChange Status can be closed without selecting a reason for Entering in Error the order.
This is a drop down of all available note types in the system that do not have the '''Allow eReply to Patient''' option selected. The selection will default as the note type to use when performing a results verification workflow that requires a noteThis also defines default the note type used for QVerify.  '''Results Verification Not Use-for QVerify''' must be set to '''Create New Note''' or Note-is V10 Note User Only must be set to '''Y''' for this preference to work.
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Medication order. OK remains enable on Order Details.
 
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication EIE status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,410: Line 7,537:
 
| 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>Active Entry in Document Type Dicationary
+
| 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"|
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Results Verification Note Type for Verify'''  
+
'''Medication Order Permanent Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Medication Permanent Deferral. The prompts are:
Updated Values in 11.4.1
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
+
::*  '''Prompt'''- Change Status is displayed when a Medication order is Permanently DeferredChange Status can be closed without selecting a reason for Permanently Deferring the order.
This is a drop down of all available note types in the system that do not have the '''Allow eReply to Patient''' option selected. The selection will default as the note type to use when performing a results verification workflow that requires a noteThis also defines default the note type used for QVerify.  '''Results Verification Not Use-for QVerify''' must be set to '''Create New Note''' or Note-is V10 Note User Only must be set to '''Y''' for this preference to work.
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,428: Line 7,556:
 
| 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>Active Entry in Document Type Dicationary
+
| 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"|
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification Note Use - For QVerify'''
 
  
Modified in v11.1.7
+
'''Medication Order Void Reason'''
Determines the default note use value for the QVerify action.  
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Void. The prompts are:
 
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
If set to '''Create New Note''' the user will default to creating a new note on the results verification screenThis will also define the default behavior when using QVerify.
+
::*  '''Prompt'''- Change Status is displayed when a Medication order is VoidedChange Status can be closed without selecting a reason for canceling the order.
If set to '''No Note''' the results verification screen will not be set to use a note by default. This would also set the behavior of QVerify.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Medication order. OK remains enable on Order Details.
If set to '''Select Note''' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Void status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,449: Line 7,576:
 
| 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>Create New Note<ul></li><li>Use Existing<ul></li><li>No Note
+
| 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"|Create New Note
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification Note Use - For Verify'''  
+
'''Other Diagnostic Testing Order Cancel Reason'''
 
+
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Other Diagnostic Testing order is cancelled. The prompts are:
Added in v11.1.7
+
::* '''Required'''- Change Status is displayed when the status of a Other Diagnostic Testing order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                        
 
+
::* '''Prompt'''- Change Status is displayed when Other Diagnostic Testing order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
This preference determines the default note use value for the QVerify action.  
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Other Diagnostic Testing order. OK remains enabled on Order Details.
* If set to '''Create New Note''' the user will default to creating a new note on the results verification screenThis will also define the default behavior when using Verify.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Other Diagnostic Testing order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Cancelled status. Free text can also be entered in the Text box, but is not required.
If set to '''No Note''' the results verification screen will not be set to use a note by default. This would also set the behavior of Verify.
 
If set to '''Select Note''' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,470: Line 7,595:
 
| 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>Create New Note<ul></li><li>Use Existing<ul></li><li>No Note
+
| 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"|Create New Note
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification Patient Communication Methods for QVerify'''
 
  
Added in v11.1.7
+
'''Other Diagnostic Testing Order DC Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Other Diagnostic Testing order. The prompts are:
This preference determines the default communication method for QVerify.  
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                      
 +
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Discontinued status. Free text may be entered in the Text box, but is not required.
  
*  If set to '''Call Patient with Results''' this option on the Results Verification Screen will be selected by default, a ''Call Patient with Results'' task is created, and requires a note.
 
*  If set to '''Discussed Results With Patient''' this option on the Results Verification Screen will be selected by default, it does not require a note, and it is documented in the Results communication details that this option was selected.
 
*  If set to '''Mail Results to Patient''' this option on the Results Verification Screen is selected by default and requires a note.
 
*  If set to '''No Patient Communication Needed at this Time''' this option on the Results Verification Screen is selected by default and it is documented in the Results Communication details that this option was selected. 
 
*  If set to '''Schedule Appointment to Discuss Results'''  this option on the Results Verification is selected by default, a ''Schedule Results Follow Up'' task is created, and it does not require a note. 
 
 
 
 
 
{| 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 7,495: Line 7,615:
 
| 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>Call Patient with Results<ul></li><li>Discussed Results with Patient<ul></li><li>Mail Results to Patient<ul></li><li>No Patient Communication Needed at this Time<ul></li><li>Schedule Appointment to Discuss Results
+
| 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"|Organizational Decision
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 
 
'''Result Verification Patient Communication Methods for Verify'''
 
  
Added in v11.1.7
 
  
Determines the default communication method for Verify.
+
'''Other Diagnostic Testing Order Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Deferral. The prompts are:
*  If set to '''Call Patient with Results''' this option on the Results Verification Screen will be selected by default,  a ''Call Patient with Results'' task is created, and requires a note.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
* If set to '''Discussed Results With Patient''' this option on the Results Verification Screen will be selected by default, it does not require a note, and it is documented in the Results communication details that this option was selected.
+
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
If set to '''Mail Results to Patient''' this option on the Results Verification Screen is selected by default and requires a note.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
If set to '''No Patient Communication Needed at this Time''' this option on the Results Verification Screen is selected by default and it is documented in the Results Communication details that this option was selected.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testings Deferred status. Free text may be entered in the Text box, but it is not required.
If set to '''Schedule Appointment to Discuss Results'''  this option on the Results Verification is selected by default, a ''Schedule Results Follow Up'' task is created, and it does not require a note.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,519: Line 7,635:
 
| 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>Call Patient with Results<ul></li><li>Discussed Results with Patient<ul></li><li>Mail Results to Patient<ul></li><li>No Patient Communication Needed at this Time<ul></li><li>Schedule Appointment to Discuss Results
+
| 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"|Organizational Decision
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
     
 
'''Results Verification Portal Note Subject Line'''
 
  
'''NOTE: Added in 11.3'''
+
'''Other Diagnostic Testing Order Entered in Error Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to EIE.  The prompts are:
Determines the content of the Subject line in a V11 results verification note if the results are set up to be sent to Allscripts Patient Portal™.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing EIE status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,537: Line 7,654:
 
| 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>Free Text  
+
| 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<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
 
|}
 
|}
  
'''Results Verification Portal Note Type for Qverify'''
+
'''Other Diagnostic Testing Order Permanent Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Other Diagnostic Testing Permanent Deferral. The prompts are:
'''*NOTE: Added in 11.3'''
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
+
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
This preference determines the default portal note created when results verified using QVerify are set up to be sent to the patient portal. Portal notes must have the Allow eReply to Patient option selected. Only portal notes display, and if the user has the '''Note-IsV10NoteUserOnly''' preference set to '''Y''' only V10 portal notes display. This preference is only in effect if the '''Result Verification Note Use for QVerify''' preference is set to '''Create New Note'''.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,555: Line 7,673:
 
| 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>For V10 notes, all active entries in Document Type Dictionary that have '''Allow eReply to Patient'''<ul></li><li>For V11 notes, all active entries in Document Type Dictionary that have '''Allow eReply to Patient'''
+
| 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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Results Verification Portal Note Type for Verify'''
 
 
'''*NOTE: Added in 11.3'''
 
  
This preference determines the default portal note created when results verified using Verify are set up to be sent to the patient portal. Portal notes must have the Allow eReply to Patient option selected. Only portal notes display, and if the user has the '''Note-IsV10NoteUserOnly''' preference set to '''Y''' only V10 portal notes display. This preference is only in effect if the '''Result Verification Note Use for Verify''' preference is set to '''Create New Note'''.
+
'''Other Diagnostic Testing Order Void Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Void. The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Voided. Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Void status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,573: Line 7,693:
 
| 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>For V10 notes, all active entries in Document Type Dictionary that have '''Allow eReply to Patient'''<ul></li><li>For V11 notes, all active entries in Document Type Dictionary that have '''Allow eReply to Patient'''
+
| 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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Result Verification Task Assignment'''
+
'''Precaution Order Cancel Reason'''
 
+
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Precaution order is cancelled. The prompts are:
Determines the default value for the assignment of delegated Results Verification tasks.  
+
::* '''Required'''- Change Status is displayed when the status of a Precaution order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                        
 
+
::*  '''Prompt'''- Change Status is displayed when Precaution order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
If set to '''Current User''' the user entering the result will be assigned the Results Verification task.
+
::'''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Precaution order. OK remains enabled on Order Details.
If set to '''Ordering Provider''' the provider defined as the Ordering Provider will receive the Results Verification Task.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Precaution order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Cancelled status. Free text can also be entered in the Text box, but is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,592: Line 7,712:
 
| 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>Current User<ul></li><li>Ordering Provider
+
| 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"|Ordering Provider
+
| 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Results Verification Required'''
+
'''Precaution Order DC Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Precaution order. The prompts are:
Determines if the results verification is required.  
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                      
 
+
::* '''Prompt'''- Change Status is displayed when a Precaution order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
* If set to '''Y''' the 'Verification Required' field on the Order Details screen will be selected by default.  This specifically pertains to manually entered results. Interfaced results will be set based on the interface definition and is in no way altered with this settingIf a manual result is entered and this option is selected, a Results Verification task will be created and assigned to the user based on the 'Result Verification Task Assignment' setting.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Precaution order. OK remains enable on Order Details.
If set to '''N''' the 'Verification Required' field will not be selected by default.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Discontinued status. Free text may be entered in the Text box, but is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,611: Line 7,731:
 
| 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>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"|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<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
 
|}
 
|}
  
'''Results Verification Shows Verified Results in Results Document - For QVerify'''  
+
'''Precaution Order Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Deferral. The prompts are:
Modified in v11.1.7
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Precaution order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
Determines if the verified results should display on the Results Document for QVerify action.  
+
::'''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Precaution order. OK remains enable on Order Details.
 
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precautions Deferred status. Free text may be entered in the Text box, but it is not required.
* If set to '''Y''' this option will be selected on the Result Verification Screen and will automatically post the verified results to the note created in the verification process.
 
If set to '''N''' this option will not be selected by default on the Result Verification Screen.
 
If set to '''As Per Post to Note Icon''' this option will be selected in the Result Verification Screen and will be selected by default if the users post to note option is on at the time.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,633: Line 7,750:
 
| 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<ul></li><li>As Per Post to Note Icon
+
| 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 Per Post to Note Icon
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Results Verification Shows Verified Results in Results Document - For Verify'''
 
  
Added in v11.1.7
+
'''Precaution Order Entered in Error Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to EIE. The prompts are:
Determines if the verified results should display on the Results Document for a Verify action.  
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Precaution order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
* If set to '''Y''' this option will be selected on the Result Verification Screen and will automatically post the verified results to the note created in the verification process.
+
::'''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Precaution order. OK remains enable on Order Details.
If set to '''N''' this option will not be selected by default on the Result Verification Screen.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution EIE status. Free text may be entered in the Text box, but it is not required.
If set to '''As Per Post to Note Icon''' this option will be selected in the Result Verification Screen and will be selected by default if the users post to note option is on at the time.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,655: Line 7,770:
 
| 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<ul></li><li>As Per Post to Note Icon
+
| 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 Per Post to Note Icon
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
  
'''Require Abnormal Flag for Results Entry'''
+
'''Precaution Order Permanent Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Precaution Permanent Deferral.  The prompts are:
* If set to '''Y''' the Abnormal flag will be required for all resultable items with an order.  If the Order has multiple resultable items, the user will be required to select an abnormal flag for all values even if those values are not being reported. This applies to manually entered results only.  
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
If set to '''N''' the user will not be required to specify the abnormal flag when manually entering results.  
+
::*  '''Prompt'''- Change Status is displayed when a Precaution order is Permanently DeferredChange Status can be closed without selecting a reason for Permanently Deferring the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Precaution order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,672: Line 7,790:
 
| 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>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"|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<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
 
|}
 
|}
  
'''RV V11 Note eReply when Verify & Next Patient'''
+
'''Precaution Order Void Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Void.  The prompts are:
'''*NOTE: Added in 11.3'''
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::* '''Prompt'''- Change Status is displayed when a Precaution order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
This preference determines whether V11 portal notes are set for automatic eReply when the user selects the Verify & Next Patient action.  
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Precaution order. OK remains enable on Order Details.
 
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Void status. Free text may be entered in the Text box, but it is not required.
* If set to '''Y''', the eReply action is completed automatically if the user has the appropriate finalization authority for the document type.  
 
* If set to '''N''' the eReply action is not completed automatically when the user selects Verify & Next Patient. Instead, an eReply Portal Note task is created for the provider, alerting them that the note needs to be finalized before it is sent to the portal.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,693: Line 7,809:
 
| 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>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"|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<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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
 +
'''Referral Order Cancel Reason'''
 +
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Referral order is cancelled. The prompts are:
 +
::* '''Required'''- Change Status is displayed when the status of a Referral order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when Referral order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Referral order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Referral order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Cancelled status. Free text can also be entered in the Text box, but is not required.
  
'''Unverified Results Which Result Stages To Release''' 
 
 
* New in v11.4.1
 
 
Determines the stages unverified results can be released in for inclusion in clinical exchange documents (CEDs).  This preference applies to documents that have template definitions managed in TW Admin > DocumentAdmin > CCDA Template Admin including CCD (Continuity of Care Document), Clinical Summary-RTF, Clinical Summary-CCDA, and Summary of Care. It does not apply to other CED formats that are not managed in TW Admin > DocumentAdmin > CCDA Template Admin.
 
 
This works in conjunction with the '''UnverifiedResultsWhenToReleaseToCEDs''' preference.  Only unverified results in the stages selected are released electronically. At least 1 stage must be selected and more than 1 can be selected.
 
 
::* If UnverifiedResultsWhenToReleaseToCEDs is set to '''Never''' unverified results are never released, even if 1 or more options are selected for '''Unverified Results Which Result Stages To Release'''.
 
::*  Results in Pending or Entered in Error status are never released
 
::*  Results marked Do Not Release are never released, regardless of the settings for '''Unverified Results When To Release To CEDs''' and '''Unverified Results Which Result Stages To Release'''
 
 
 
{| 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 7,717: Line 7,828:
 
| 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>Preliminary<ul></li><li>Final<ul></li><li>Corrected<ul></li><li>Amended
+
| 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"|<ul></li><li>Final<ul></li><li>Corrected or Amended
+
| 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
 
|}
 
|}
 
+
'''Unverified Results When To Release To CED's''
+
'''Referral Order DC Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Referral order. The prompts are:
* New in v11.4.1
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Referral order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
Determines when to release unverified results for inclusion in clinical exchange documents (CEDs).This applies to documents that have template definitions managed in TW Admin > DocumentAdmin > CCDA Template Admin including CCD (Continuity of Care Document), Clinical Summary-RTF, Clinical Summary-CCDA, and Summary of Care. It does not apply to other CED formats that are not managed in TW Admin > DocumentAdmin > CCDA Template Admin. It works in conjunction with the UnverifiedResultsWhichResultsStagesToRelease preference.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Referral order. OK remains enable on Order Details.
 
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. Free text may be entered in the Text box, but is not required.
If set to '''Never''', Unverified results are never released for inclusion in CEDs, regardless of how the UnverifiedResultsWhichStagesToRelease preference is set.
 
If set to '''1 Day, 2 Days, 3 Days, or 4 Days''', that is the number of business days after the date the unverified result was created (for Preliminary or Final stages) or last updated (for Corrected or Amended stages) that the unverified result will be released to CEDs:
 
 
 
:Note:
 
::*  Results in Pending or Entered in Error status are never released
 
::*  Results marked Do Not Release are never released, regardless of the settings for '''Unverified Results When To Release To CEDs''' and '''Unverified Results Which Result Stages To Release'''  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,742: Line 7,847:
 
| 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>Never<ul></li><li>1 Days<ul></li><li>2 Days<ul></li><li>3 Days<ul></li><li>4 Days
+
| 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"|Never
+
| 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
 
|}
 
|}
  
'''Use UAI Vital Signs Integration'''
+
'''Referral Order Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Deferral.  The prompts are:
* If set to '''Y''' the user will have the ability to capture vital signs using the UAI toolThis requires extra setup and the UAI moduleThis product allows you to capture and import vitals using a 3rd party device such as a Welch Allyn device.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
If set to '''N''' the user will not have the option to capture vital signs using the UAI tool.
+
::*  '''Prompt'''- Change Status is displayed when a Referral order is DeferredChange Status can be closed without selecting a reason for canceling the order.
 +
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Referral order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Deferred status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,759: Line 7,866:
 
| 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>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"|
+
| 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
 
|}
 
|}
  
'''Vitals Picklist'''
+
'''Referral Order Entered in Error Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to EIE.  The prompts are:
This is a drop down list that defines the default Vitals Picklist to be usedThis picklist defines the Vital Sign Views available to the end user.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Referral order is EIEChange Status can be closed without selecting a reason for Entering in Error the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Referral order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,775: Line 7,885:
 
| 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>Drop Down list of Valid Vital Signs Picklists defined in the OID
+
| 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"|Organization Specific
+
| 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"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
=Removed in 11.2=
+
'''Referral Order Permanent Defer Reason'''
==From General==
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Referral Permanent Deferral.  The prompts are:
*UAIInstallLocation
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
*Works 0 FingerPrintAuthEnc
+
::*  '''Prompt'''- Change Status is displayed when a Referral order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
 +
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Referral order. OK remains enable on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for permanently deferring the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
==From Orders==
+
{| class="wikitable sortable collapsible" border="1"
*Always Present Fax Dialog When Faxing Requisition
+
| align="center" style="background:#f0f0f0;"|Available Options
*Always Present Print Dialog When Printing Requisition
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
*OrderEntryAuthLevel
+
| align="center" style="background:#f0f0f0;"|Available Levels
*OrderEntryNotification
+
| align="center" style="background:#f0f0f0;"|User Can Override
*OrderUpdateSupervisedByOnEdit
+
|-
 
+
| 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
=New in 11.4.1=
+
| 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
*'''Free Text Reason for Status Change and Order Status Reason Preferences'''
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
A new Text box has been added to the Change Status page, enabling you to enter a free text reason for changing the status of an order to Active, Completed, Canceled, Temporary Deferral, Permanent Deferral, Voided, Discontinued, and EIE (entered in error). You can use the Text box independently, or in addition to selecting other predefined order status reasons.
+
|}
Text entered in Text is included as part of the reason an order was not performed in clinical quality measure reports. You can view the text entered in the Text box in several areas  the application, including the Orders component of the Clinical Desktop, Order Viewer, Order Details, the order Audit Viewer, and the Note Authoring workspace.
 
Seventy-two new preferences have been added to the Order Status Reason category of TW Admin > Preferences and are described below.
 
 
 
=='''Order Status Reason Preferences'''==
 
 
 
Preferences in this category are used to accommodate Order Status Reasons for all orderable item types.
 
The orderable item types in Allscripts Enterprise EHR™ include Instructions, Precautions, Follow Up, Referral, Laboratory, Other Diagnostic Testing, Supplies, Medication, Dx Imaging, Clinical Findings, Med Admin, and Immunization.
 
 
 
There are several valid values for Order Status Reason preferences:
 
::* '''Required'''
 
::* '''Prompt'''
 
::*  '''Allowed'''
 
::*  '''Non Free Text Reason Required'''
 
 
 
'''Clinical Findings Cancel Reason'''
 
 
 
This preference determines whether the application prompts the user to enter a reason when canceling a Clinical Findings order. The prompts are:
 
::* '''Required'''- Change Status is displayed when user changes the status of a Clinical Findings order to Canceled. The page can not be closed without both selecting a reason for canceling the order and entering free text.
 
::* '''Prompt'''- Change Status is displayed when user cancels a Clinical Findings order. User can close Change Status without selecting a reason for canceling the order.
 
::*  '''Allowed'''- User is neither prompted nor required to enter a reason for canceling the Clinical Findings order. OK remains enabled on Order Details. 
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. User cannot close this page until a predefined reason for canceling the Clinical Findings order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. Free text may also be entered in the Text box, but it is not required.
 
  
 +
'''Referral Order Void Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Void.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Referral order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Referral order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for voiding the Referral order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Void status. Free text may be entered in the Text box, but it is not required.
 +
   
 
{| 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 7,830: Line 7,928:
 
| 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
 
|}
 
|}
 +
 +
'''Supplies Cancel Reason'''
 +
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Supplies order is cancelled. The prompts are:
 +
::* '''Required'''- Change Status is displayed when the status of a Supplies order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when Supplies order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Supplies order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Supplies order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Cancelled status. Free text can also be entered in the Text box, but is not required.
 
      
 
      
'''Clinical Findings DC Reason'''
+
{| class="wikitable sortable collapsible" border="1"
 
+
| align="center" style="background:#f0f0f0;"|Available Options
Use this preference to specify whether the application prompts user to enter a reason when discontinuing a Clinical Findings order. The prompts are:
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''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.  
+
| align="center" style="background:#f0f0f0;"|Available Levels
::* '''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.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Clinical Findings order. OK remains enabled on Order Details.
+
|-
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued order status. You can also enter free text in the Text box, but this is not required.  
+
| 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"|Allowed
 +
| 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
 +
|}
 +
 +
'''Supplies DC Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Supply order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                      
 +
::* '''Prompt'''- Change Status is displayed when a Supplies order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Supplies order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for discontinuing the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. Free text may be entered in the Text box, but is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,850: Line 7,966:
 
| 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'''
 
  
*  Use this preference to specify whether the application prompts you to provide a reason when temporarily deferring a Clinical Findings order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Clinical Findings order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Clinical Findings order. You can close Change Status without selecting a reason for canceling the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Clinical Findings order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but entering free text is not required.
 
  
    Available OptionsRequired, Prompt, Allowed, Non Free Text Reason Required  
+
'''Supplies Defer Reason'''
    Recommended Setting:  Allowed
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Deferral.  The prompts are:
    Can be set on these levels: Enterprise, Organization and User
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
+
::* '''Prompt'''- Change Status is displayed when a Supplies order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Supplies order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for Deferring the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Deferred status. Free text may be entered in the Text box, but it is not required.
  
'''Clinical Findings EIE Reason'''
+
{| class="wikitable sortable collapsible" border="1"
*  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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''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.
+
|-
 +
| 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"|Allowed
 +
| 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
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
 
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Clinical Findings Permanent Defer Reason'''
+
'''Supplies Entered in Error 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:
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to EIE. The prompts are:
::* '''Required'''- Change Status is displayed when 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.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
::* '''Prompt'''- Change Status is displayed when you permanently defer a Clinical Findings order. You can close Change Status without selecting a reason for permanently deferring the order.  
+
::* '''Prompt'''- Change Status is displayed when a Supplies order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Clinical Findings order. OK remains enabled on Order Details.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Supplies order. OK remains enable on Order Details.
::*  '''Non Free Text Reason Required'''- Change Status is displayed. 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.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for EIE the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. Free text may be entered in the Text box, but it is not required.
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required  
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
| 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>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"|Allowed
 +
| 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
 +
|}
  
'''Clinical Findings Void Reason'''
+
'''Supplies Permanent Defer Reason'''
* Use this preference to indicate whether the application prompts you to enter a reason when voiding a Clinical Findings order. The prompts are:
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Supplies Permanent Deferral. The prompts are:
::* '''Required'''- Change Status is displayed when 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.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
::* '''Prompt'''- Change Status is displayed when you void a Clinical Findings order, but you can close the page without selecting a reason for voiding the order or entering free text.
+
::* '''Prompt'''- Change Status is displayed when a Supplies order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
::*  '''Allowed'''- 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
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Supplies order. OK remains enable 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'''- Change Status is displayed and page cannot be closed until  a predefined reason for permanently deferring the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
::*  '''Non Free Text Reason Required'''- You must select a predefined reason for voiding a Clinical Findings order, even if you enter a reason in the Text box. Predefined reasons are those defined in the Order Status Reason dictionary that are mapped to the Voided status. You can also enter free text in the Text box but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required  
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
| 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>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"|Allowed
 +
| 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
 +
|}
  
'''Dx Imaging Cancel Reason'''
+
'''Supplies Void Reason'''
* Use this preference to specify whether the application prompts you to enter a reason when canceling a Dx Imaging order. The prompts are:
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Void. The prompts are:
::* '''Required'''- Change Status is displayed when 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.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
::* '''Prompt'''- Change Status is displayed when you cancel a Dx Imaging order. You can close this page without selecting a reason for canceling the order or entering free text.
+
::* '''Prompt'''- Change Status is displayed when a Supplies order is Voided. Change Status can be closed without selecting a reason for canceling the order.
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling the Dx Imaging order. OK remains enabled on Order Details.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Supplies order. OK remains enable on Order Details.
::*  '''Non Free Text Reason Required'''- Change Status is displayed. 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.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for voiding the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Void Reason status. Free text may be entered in the Text box, but it is not required.
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required  
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
| 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>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"|Allowed
 +
| 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
 +
|}
  
'''Dx Imaging DC Reason'''
+
=='''Orders Preferences'''==
*  Use this preference to specify whether the application prompts you to enter a reason when discontinuing a Dx Imaging order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you discontinue a Dx Imaging order. You can close Change Status without selecting a reason for discontinuing the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Dx Imaging order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but it is not required.
 
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Add Clinical Item Order Selection Method Default'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Dx Imaging Defer Reason'''
+
This preference affects the '''New''' button on the Meds or Orders Component in the Clinical Desktop.
* Use the Dx Imaging Defer Reason preference to specify whether the application prompts you to provide a reason when temporarily deferring a Dx Imaging order. The prompts are:
+
This preference affects the MU Alert - Medication Status when a user selects "New Medication"
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Dx Imaging order. You can close Change Status without selecting a reason for deferring the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Dx Imaging order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* 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.
    Recommended Setting: Allowed
+
* 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.
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Dx Imaging EIE Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Dx Imaging order to entered in error (EIE). The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You cannot close this page without both selecting a reason for changing the status of the order to EIE and entering free text in the Text box.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''Prompt'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You can close Change Status without selecting a reason for permanently deferring the order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of the Dx Imaging order to EIE. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::'''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for marking the Dx Imaging order as entered in error. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but this is not required.
+
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Problem Based<ul></li><li>Rx Orders
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depending on CareGuides and QuickSets
 +
| 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
 +
|}
 +
   
 +
'''Allow Manual Settings of Specimen To Be Collected Field:'''  
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
Enables organization's to allow Will be Collected in Office? for a speciman in Order Details to be manually set by end user.
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Dx Imaging Permanent Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to provide a reason when permanently deferring a Dx Imaging order. The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text in the Text box.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''Prompt'''- Change Status is displayed when you permanently defer a Dx Imaging order. You can close Change Status without selecting a reason for permanently deferring the order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Dx Imaging order. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
+
|-
 
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
    Recommended Setting: Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
|}
  
'''Dx Imaging Void Reason'''
+
'''Always Present Print Dialog When Printing Requisition'''
* Use this preference to specify whether the application prompts you to provide a reason when voiding a Dx Imaging order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Voided. You cannot close this page without selecting both a reason for voiding the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you void a Dx Imaging order. You can close Change Status without selecting a reason for voiding the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Dx Imaging order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* 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.
    Recommended Setting: Allowed
+
* 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.
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Follow Up Order Cancel Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to provide a reason when when you cancel a Follow Up order. The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''Prompt'''- Change Status is displayed when you cancel a Follow Up order. However, you can close this page without selecting a reason for canceling the order or entering free text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling the Follow Up order. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but entering free text is not required.
+
|-
 +
| 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<ul></li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''BarcodeFontForRequisitionReports'''
    Recommended Setting:  Allowed
+
*Select font to be used for barcodes on order requisitions'''
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Follow Up Order DC Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to provide a reason when discontinuing a Follow Up order. The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''Prompt'''- Change Status is displayed when you discontinue a Follow Up order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Follow Up order. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.
+
|-
 
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Code 128<ul></li><li>Code 139
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
    Recommended Setting: Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
|}
  
'''Follow Up Order Defer Reason'''
+
'''Days before Scheduled Order Children To Be Done Date to Create Them'''
* Use this preference to specify whether the application prompts you to provide a reason when deferring a Follow Up order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.
 
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Follow Up order. However, you can close this page without selecting a reason for deferring the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Follow Up order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but free text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
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.  
    Recommended Setting:  Allowed
 
    Can be set on these levels: Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Follow Up Order EIE Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to provide a reason when changing the status of a Follow Up order to entered in error (EIE). The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''Prompt'''- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Follow Up order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.
+
|-
 +
| 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
 +
| 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
 +
|}
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Enable Orderable Item selection by RPL Filtering:'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Follow Up Order Permanent Defer Reason'''
+
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI.
* Use this preference to specify whether the application prompts you to provide a reason when you permanently defer a Follow Up order. The prompts are:
+
NOTE: this is NOT available at the user level.
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
 
::* '''Prompt'''- Change Status is displayed when you permanently defer a Follow Up order. However, you can close this page without selecting a reason for permanently deferring the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Follow Up order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
+
| align="center" style="background:#f0f0f0;"|Available Levels
 
+
| align="center" style="background:#f0f0f0;"|User Can Override
'''Follow Up Order Void Reason'''
+
|-
* Use this preference to specify whether the application prompts you to provide a reason when you void a Follow Up order. The prompts are:
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Voided. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
::* '''Prompt'''- Change Status is displayed when you void a Follow Up order. However, you can close this page without selecting a reason for voiding the order or entering free text.
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.
+
|}
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Enable Orderable Item selection by Site Filtering:'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Immunization Order Cancel Reason'''
+
Allows the organization to enable site filtering based on the site restrictions configured in the OID.
* Use this preference to specify whether the application prompts you to provide a reason when you cancel an Immunization order. The prompts are:
 
::* '''Required'''- When you change the status of an Immunization order to Canceled by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for canceling the order and enter free text.                                                                When you select Cancel from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for canceling the order and entering free text.
 
::*  '''Prompt'''- When you cancel an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for canceling the order or entering free text. When you select Cancel from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for canceling the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.
    Recommended Setting: Allowed
+
NOTE: This preference is NOT available at the user level
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Immunization Order DC Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify how the application prompts you to provide a reason when you discontinue an Immunization order. The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- When you change the status of an Immunization order to Discontinued by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on the Change Status window. OK is disabled until you select a reason for discontinuing the order and enter free text.                                                    When you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- When you discontinue an Immunization order by clicking Status from Immunization Details, the order status reasons and the Text box on Change Status are displayed, but not highlighted. You can click OK without selecting a reason for discontinuing the order or entering free text. When you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for discontinuing the order or entering free text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- When you discontinue an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering free text. When you select Order D/C from the context menu, you are neither required nor prompted to enter a reason for discontinuing the Immunization order.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- When you discontinue an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You cannot close Change Status until you select a reason for discontinuing the order. You can also enter free text in the Text box, but free text is not required. If you select Order D/C from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for discontinuing the order.
+
|-
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
    Recommended Setting: Allowed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
    Can be set on these levels: Enterprise, Organization and User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
  
'''Immunization Order Defer Reason'''
+
'''Hold Orders for ABN'''
* Use this preference to specify whether the application prompts you to provide a reason when you temporarily defer an Immunization order. The prompts are:
+
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.
::* '''Required'''- When you change the status of an Immunization order to Temporary Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for temporarily deferring the order and enter text.                                                   
 
::*  '''Prompt'''-When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
 
::*  '''Allowed'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
 
::*  '''Non Free Text Reason Required'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily deferring the order. You can also enter free text in the Text box, but free text is not required.
 
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
 
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Immunization Order EIE Reason'''
+
* If set to '''Y''' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.
* Use this preference to specify whether the application prompts you to enter a reason when you change the status of an Immunization order to entered in error (EIE).  The prompts are:
+
If set to '''N''' the order will not be put on an 'On Hold' status due to ABN requirements.
::* '''Required'''- When you change the status of an Immunization order to EIE by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for changing the status of the order and enter free text. When you select Enter in Error from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for changing the status of the order and entering free text.                                                   
 
::*  '''Prompt'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
 
::*  '''Allowed'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
 
::*  '''Non Free Text Reason Required'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily  deferring the order. You can also enter free text in the Text box, but free text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
| 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"|No
 +
|}
  
'''Immunization Order Permanent Defer Reason'''
+
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''
* Use this preference to specify whether the application prompts you to enter a reason when permanently deferring an Immunization order.  The prompts are:
 
::* '''Required'''- When you change the status of an Immunization order to Permanent Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. You cannot close this page without both selecting a reason for changing the status of the order and entering text in the Text box.                                                   
 
::*  '''Prompt'''- When you permanently defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for permanently deferring the order or entering free text.
 
::*  '''Allowed'''- When you permanently defer an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason or entering free text.
 
::*  '''Non Free Text Reason Required'''- When you permanently defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You cannot close Change Status until you select a reason for permanently deferring the order. You can also enter free text in the Text box, but free text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
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.  
    Recommended Setting:  Allowed
+
* Value of '''0''' means that the users will be prompted every time to enter their password.
    Can be set on these levels:  Enterprise, Organization and User
+
* Value of '''blank''' means that the user will never be prompted to enter their password.
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Immunization Order Void Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to enter a reason for voiding an Immunization order.  The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- When you change the status of an Immunization order to Voided by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for voiding the order and enter free text. When you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without both selecting a reason for voiding the order and entering text.                                                   
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- When you void an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu for an Immunization order, Change Status is displayed. You can close this page without selecting a reason for voiding the order or entering text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- When you void an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu, you are neither required nor prompted to enter a reason for voiding the Immunization order.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- When you void an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You cannot close Change Status until you select a reason for voiding the order. You can also enter text in the Text box, but it is not required. If you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for voiding the order.
+
|-
 +
| 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"|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
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required  
+
'''Non-Medication Order Authorization Required'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Instruction Cancel Reason'''
+
* 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.
* Use this preference to specify whether the application prompts you to enter a reason when you cancel an Instruction order.  The prompts are:
+
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.
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.                          
+
If set to '''Not Required''' no tasks will be created.
::*  '''Prompt'''- Change Status is displayed when you cancel an Instruction order. You can close Change Status without selecting a reason for canceling the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling an Instruction order. When you change the status of an order on Order Details, OK remains enabled.  
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed when you cancel an Instruction order. You cannot close this page until you select a predefined reason for canceling the order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but free text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required  
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
+
| 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
 +
|}
  
'''Instruction DC Reason'''
+
'''Order Medical Necessity Turned On'''
* Use this preference to specify whether the application prompts you to enter a reason when you discontinue an Instruction order.  The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Discontinued. You cannot close this page without selecting a reason for discontinuing the order and entering free text.                         
 
::*  '''Prompt'''- Change Status is displayed when you discontinue an Instruction order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Instruction order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* If set to '''Y''' Medical Necessity checking will be enabled.
    Recommended Setting: Allowed
+
* If set to '''N''' Medical Necessity checking will be disabled.
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Instruction Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to enter a reason when you temporarily defer an Instruction order.  The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text.                         
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- Change Status is displayed when you temporarily defer an Instruction order. However, you can close this page without selecting a reason for deferring the order or entering text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Instruction order. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::'''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but text is not required.
+
|-
 +
| 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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
 +
 
 +
'''Order Entry Authorization'''
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* If set to '''Y''' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
    Recommended Setting: Allowed
+
* If set to '''N''' orders will not require authorization.
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Instruction EIE Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to enter a reason for changing the status of an Instruction order to entered in error (EIE).  The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering text in the Text box.                         
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- Change Status is displayed when you change the status of an Instruction order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of an Instruction order to EIE. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Instruction order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.
+
|-
 +
| 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"|No
 +
|}
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Order Entry Notify Level'''  
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Instruction Permanent Defer Reason'''
+
This setting is no longer used, leave blank.
* Use this preference to specify whether the application prompts you to enter a reason for permanently deferring an Instruction order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering text in the Text box.                         
 
::*  '''Prompt'''- Change Status is displayed when you permanently defer an Instruction order. However, you can close this page without selecting a reason for permanently deferring the order or entering text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring an Instruction order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but it is not required.
 
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Order Expiration Date Default'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Instruction Void Reason'''
+
Determines the default expiration date for an order and works in conjuction with '''Order Expiration Interval Days'''.
* Use this preference to specify whether the application prompts you to enter a reason when you void an Instruction order. The prompts are:
 
::* '''Required'''- The Change Status page is displayed when you change the status of an Instruction order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when you void an Instruction order. However, you can close this page without selecting a reason for voiding the order or entering text in the Text box.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Instruction order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also enter free text in the Text box, but entering text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
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{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
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| align="center" style="background:#f0f0f0;"|Available Options
    Can be set on these levels: Enterprise, Organization and User
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| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
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