Difference between revisions of ".NET Preferences"

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| 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"| 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"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
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| 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
 
|}
 
|}
 
   
 
   
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| 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
 
|}
 
|}
  
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| 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
 
|}
 
|}
  
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| 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
 
|}
 
|}
 +
 +
'''Enable Note Charge Summary'''
 +
 +
*NOTE: Added in v15.1
 +
 +
Determines whether the Charge Summary button is displayed in the '''Note Authoring''' workspace for chargeable encounters.
 +
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|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
 +
|}
 +
  
 
'''Note Auto Freeze Note Output After Number Days'''
 
'''Note Auto Freeze Note Output After Number Days'''
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| 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 Default Make Final'''
+
'''NoteChargeSummarySubmitToInterface'''
  
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.
+
Determines whether users can submit charges from Charge Summary.  
 
 
If set to '''Y''' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels. 
 
 
 
If set to '''N''' the 'Make Final' checkbox will default to not being selected.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
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|-
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Organization</li><li>User
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
|}
 +
 
 +
*If set to '''Yes''', users can submit charges from '''Charge Summary'''.
 +
*If set to '''No''', a message will display that charges must be submitted from the '''Encounter Form'''.
 +
     
 +
 
 +
'''Note Default Make Final'''
 +
 
 +
Allows the System Administrator to configure a default state for the Make Final option on the Note Signature page to accommodate the provider’s most common workflow for signing documents and the need to finalize.
 +
 
 +
If set to '''Y''' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels. 
 +
 
 +
If set to '''N''' the 'Make Final' checkbox will default to not being selected.
 +
 
 +
{| class="wikitable sortable collapsible" border="1"
 +
| align="center" style="background:#f0f0f0;"|Available Options
 +
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 +
| align="center" style="background:#f0f0f0;"|Available Levels
 +
| align="center" style="background:#f0f0f0;"|User Can Override
 +
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
| 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
 
|}
 
|}
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| 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'''
 
'''Note Default Visit Type'''
  
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| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
|}
   
 
'''Note Default Visit Type'''
 
  
Allows users to default to the previously used Visit Type within the Note Selector.
+
   
 +
'''Note Do Not Generate Document Appt Encounter Tasks'''
  
If set to '''None''' the visit type will not have a default value on the v11 note selector screen.
+
This task would serve as a reminder for the appointment encounter provider to create a note for the patients visit.  The task will automatically be completed once a note is created.  Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.
  
If set to '''Last''' the visit type will default to the last visit type selected in the v11 note selector screen.
+
If set to '''Y''' the system will not generate Document Appointment Encounter Tasks.
  
 +
If set to '''N''' the system will generate Document Appointment Encounter Tasks. 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,286: Line 6,325:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>None</li><li>Last
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|None
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
 
 
   
 
'''Note Do Not Generate Document Appt Encounter Tasks'''
 
 
 
This task would serve as a reminder for the appointment encounter provider to create a note for the patients visit.  The task will automatically be completed once a note is created.  Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.
 
 
 
If set to '''Y''' the system will not generate Document Appointment Encounter Tasks.
 
 
 
If set to '''N''' the system will generate Document Appointment Encounter Tasks. 
 
 
 
{| class="wikitable sortable collapsible" border="1"
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Available Levels
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
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|}
 
|}
  
'''Note CC or RFV Required for E&M Code'''  
+
'''NoteOutputProgressCheckWarningTiming'''  
  
Enables Organizations to decide whether a warning message if the Chief Complaint or Reason for Visit section does not contain a Medcin finding or text template.
+
Enables Organizations to decide if and when a warning is displayed if a note output that is configured to participate in note output progress check is not complete.
  
 
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
 
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
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| 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>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"|No
+
| 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</li><li>Org
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 
|}
 
|}
  
'''Note E/M Coder default to MDM tab'''
+
*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.
  
If set to '''Y''' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
 
  
If set to '''N''' the E/M coder will default to the Summary tab.
+
'''Note CC or RFV Required for E&M Code'''  
  
{| class="wikitable sortable collapsible" border="1"
+
Enables Organizations to decide whether a warning message if the Chief Complaint or Reason for Visit section does not contain a Medcin finding or text template.
 +
 
 +
If set to '''Y''' the E&M coder will require the Chief Complaint or Reason for Visit to C or RFV be set.
 +
 
 +
If set to '''N''' the E&M coder will not require these values.
 +
 
 +
{| 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
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| 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</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"|Yes
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Post Text to Current Note'''
+
'''Note E/M Coder default to MDM tab'''
  
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 '''Y''' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
 
 
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 '''N''' the E/M coder will default to the Summary tab.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
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|}
 
|}
  
'''UseAutoPrintForDefaultTemplate'''
+
'''OrderAuthenticationTimeOut'''
 
+
*NOTE: Added in V17.1
'''This preference is no longer used.'''
 
  
'''Use V10 Note for New Inbound Patient Portal Messages'''
+
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.
 
 
This preference is used to indicate whether a V10 or a V11 Note is created when a new inbound message is received from Allscripts Patient Portal™.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
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| 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>Integer
| 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"|5
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
'''V11 Portal Note Default Clinical Summary Message'''
+
*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 preference is used to define default text in the Message box for a V11 portal note that is also defined as a clinical summary.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
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| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>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
 
|}
 
|}
  
'''V11 Portal Note Default Clinical Summary Subject'''
+
'''PreventNoteMakeFinal (Subkey: Charge Summary)'''
  
This preference is used to define default text in the Subject box for a V11 portal note that is also defined as a clinical summary.
+
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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
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| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>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"|N/A
 
|}
 
|}
  
=='''Orders Preferences'''==
+
*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'''
  
'''Add Clinical Item Order Selection Method Default'''
+
'''This preference is no longer used.'''
  
This preference affects the '''New''' button on the Meds or Orders Component in the Clinical Desktop.
+
'''Use V10 Note for New Inbound Patient Portal Messages'''
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.
+
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 '''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"
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| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Problem Based<ul></li><li>Rx Orders
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes</li><li>No
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Depending on CareGuides and QuickSets
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
   
 
'''Allow Manual Settings of Specimen To Be Collected Field:'''
 
  
Enables organization's to allow Will be Collected in Office? for a speciman in Order Details to be manually set by end user.
+
'''Use V11 Note Copy Forward/Previous Hx/Exam behavior'''
 +
 
 +
Allows organization to configure Copy/Forward function.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,537: 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
 
|}
 
|}
  
'''Always Present Print Dialog When Printing Requisition'''
+
*If set to '''Disable Copy Forward/Previous''', Copy Forward, Previous Exam, and Previous History will not be available from the note authoring workspace.
 +
*If set to '''Disable Copy Forward/Previous''', Copy Forward, Previous Exam, and Previous History will be available from the note authoring workspace and will copy regardless of whether you edit the form from a previous note.
 +
*If set to '''Limited Copy forward/Previous after note form edit''', Copy Forward, Previous Exam, and Previous History can be used to copy form data based on the note form controls.
 +
 
 +
'''V11 Portal Note Default Clinical Summary Message'''
  
*  If set to '''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.
+
This preference is used to define default text in the Message box for a V11 portal note that is also defined as a clinical summary.
*  If set to '''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 6,554: 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>Yes<ul></li><li>No
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>User entered Text
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Blank
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org</li><li>User
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
 
|}
 
|}
  
'''Days before Scheduled Order Children To Be Done Date to Create Them'''
+
'''V11 Portal Note Default Clinical Summary Subject'''
  
This is a numeric value that represents the number of days before a scheduled order is created.  This is based on the "To Be Done Date" defined on the scheduled order.
+
This 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 6,570: 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>Number 0-99
+
| 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"|6 Days
+
| 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
 
|}
 
|}
  
'''Enable Orderable Item selection by RPL Filtering:'''  
+
=='''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'''
  
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI.
+
'''Allow free text for reminder reasons'''
NOTE: this is NOT available at the user level.
+
*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 6,587: 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>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
| 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
 
|}
 
|}
  
'''Enable Orderable Item selection by Site Filtering:'''  
+
'''Clinical Findings Cancel Reason'''
  
Allows the organization to enable site filtering based on the site restrictions configured in the OID.
+
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.  
NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.
+
::* '''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.
NOTE: This preference is NOT available at the user level
+
::*  '''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 6,606: 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>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
 
|}
 
|}
 +
   
 +
'''Clinical Findings DC Reason'''
  
'''Hold Orders for ABN'''
+
Use this preference to specify whether the application prompts user to enter a reason when discontinuing a Clinical Findings 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'''- Change Status is displayed when you change the status of a Clinical Findings order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
 +
::* '''Prompt'''- Change Status is displayed when you change the status of a Clinical Findings order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text in the Text box.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Clinical Findings order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued order status. You can also enter free text in the Text box, but this is not required.  
  
*  If set to '''Y''' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.
+
{| class="wikitable sortable collapsible" border="1"
*  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"
 
 
| 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 6,624: 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>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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 +
   
 +
'''Clinical Findings Defer Reason'''
  
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''
+
*  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.
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.
+
::* '''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.
* Value of '''0''' means that the users will be prompted every time to enter their password.
+
::* '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Clinical Findings order. OK remains enabled on Order Details.
* Value of '''blank''' means that the user will never be prompted to enter their password.
+
::* '''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 6,642: 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>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"|O Minutes
+
| 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
 
|}
 
|}
  
'''Non-Medication Order Authorization Required'''
+
'''Clinical Findings EIE Reason'''
 
+
Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Clinical Findings order to entered in error (EIE). The prompts are:
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.
+
::* '''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.
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.
+
::* '''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.
If set to '''Not Required''' no tasks will be created.
+
::*  '''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 6,660: 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>Prospective<ul></li><li>Retrospective<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"|Not 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
+
| 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 Medical Necessity Turned On'''
 
  
If set to '''Y''' Medical Necessity checking will be enabled.
+
'''Clinical Findings Permanent Defer Reason'''
If set to '''N''' Medical Necessity checking will be disabled.
+
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 6,677: 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>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"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Order Entry Authorization'''
+
'''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 '''Y''' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
+
::* '''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 '''N''' orders will not require authorization.
+
::* '''Prompt'''- Change Status is displayed when you void a Clinical Findings order, but you can close the page without selecting a reason for voiding the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason when voiding a Clinical Findings order (Change Status is not displayed). OK remains enabled on Order Details
 +
::::Note:  Select this setting for orders that are appropriate only for a short period of time. For example, an immunization order that is temporarily deferred because the patient refuses it, or a glucose test that is temporarily deferred because the patient did not fast prior to his or her appointment
 +
::*  '''Non Free Text Reason Required'''- You must select a predefined reason for voiding a Clinical Findings order, even if you enter a reason in the Text box. Predefined reasons are those defined in the Order Status Reason dictionary that are mapped to the Voided status. You can also enter free text in the Text box but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,694: 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>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"|No
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Order Entry Notify Level'''   
+
'''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:
This setting is no longer used, leave blank.
+
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
 
+
::* '''Prompt'''- Change Status is displayed when you cancel a Dx Imaging order. You can close this page without selecting a reason for canceling the order or entering free text.
'''Order Expiration Date Default'''
+
::*  '''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.
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 6,714: 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>To Be Done<ul></li><li>Date Order Entered
+
| 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"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Order Expiration Interval Default (Days)'''
 
  
Determines the numeric value used to calculate the expiration of an Order and works in conjuction with '''Order Expiration Date Default''' preference.
+
'''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:
Example: If the value is set to 30 (days), then the system calculates the expiration date of
+
::* '''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.
the order 30 days from either the To Be Done date or the Date Order Entered.
+
::* '''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 6,733: 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>Organizational Decision
+
| 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"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
 
'''Ordering Medications if Patient has Unverified Allergies'''
 
  
* If set to '''Prevent''' the system will require that the user verify unverified allergies before they can complete or save the order.
+
 
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.
+
'''Dx Imaging Defer Reason'''
If set to '''Do Not Warn''' the system will not notify the user if the patient has unverified allergies.
+
* Use the Dx Imaging Defer Reason preference to specify whether the application prompts you to provide a reason when temporarily deferring a Dx Imaging order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
 +
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Dx Imaging order. You can close Change Status without selecting a reason for deferring the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Dx Imaging order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,751: 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>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"|N/A
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Ordering Medications if Patient has Unverified Medications'''
 
  
* If set to '''Prevent''' the system will require that the user verify unverified medications before they can complete or save the order.
+
'''Dx Imaging EIE Reason'''
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.
+
* 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:
If set to '''Do Not Warn''' the system will not notify the user if the patient has unverified medications.
+
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You cannot close this page without both selecting a reason for changing the status of the order to EIE and entering free text in the Text box.
 +
::* '''Prompt'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You can close Change Status without selecting a reason for permanently deferring the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of the Dx Imaging order to EIE. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for marking the Dx Imaging order as entered in error. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,769: 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>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'''
 
  
* If set to '''Required to Save''' the user must select a problem on the order detail screen before they are allowed to save the order.  
+
 
* If set to '''Needs Info Reason''' the user will not be required to select a problem on the order detail screen, but the order will go to a 'Needs Info' status and must be completed before the order can be sent.  
+
'''Dx Imaging Permanent Defer Reason'''
If set to '''Not Required''' a user will not be required to select a problem when completing an order.  
+
* Use this preference to specify whether the application prompts you to provide a reason when permanently deferring a Dx Imaging order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text in the Text box.
 +
::* '''Prompt'''- Change Status is displayed when you permanently defer a Dx Imaging order. You can close Change Status without selecting a reason for permanently deferring the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Dx Imaging order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,787: 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>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
 
|}
 
|}
  
'''Editing Order Updates Supervised by Field'''
 
  
* If set to '''Y''' the supervised field will be updated to the current user when updating an order.
+
'''Dx Imaging Void Reason'''
If set to '''N''' the supervised field will remain unless manually changed by the user.  
+
* 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,804: 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>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.
+
 
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.
+
'''Follow Up Order Cancel Reason'''
If set to '''Never''' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.
+
* Use this preference to specify whether the application prompts you to provide a reason when when you cancel a Follow Up order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you cancel a Follow Up order. However, you can close this page without selecting a reason for canceling the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,822: 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>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.
+
'''Follow Up Order DC 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 provide a reason when discontinuing a Follow Up order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
 +
::* '''Prompt'''- Change Status is displayed when you discontinue a Follow Up order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Follow Up order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,840: 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>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'''
 
  
* 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.
+
'''Follow Up Order Defer Reason'''
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.
+
* Use this preference to specify whether the application prompts you to provide a reason when deferring a Follow Up order. The prompts are:
If set to '''Never''' and problem linking is not required for the performing location, the user will not be prompted.
+
::* '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,858: 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>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'''
 
  
* 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.
+
'''Follow Up Order EIE Reason'''
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.
+
* 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>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
+
'''Follow Up Order Permanent Defer Reason'''
 
+
* Use this preference to specify whether the application prompts you to provide a reason when you permanently defer a Follow Up order. The prompts are:
* If set to '''Order Only''' the system behaves as it is currently.
+
::* '''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.
* 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 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"
Line 6,894: Line 6,968:
 
| 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.
+
'''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:
*  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.
+
::* '''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.
::*If the indicated user/provider does not have sufficient authority, Order Details is displayed and Supervised by is blank and required (yellow background).
+
::* '''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.
*  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.
+
::* '''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.
::*If that Ordering Provider is not defined or does not have authority, the application looks at the defined Supervising Provider in the ACI, if one is present.  
 
::*If that provider has the authority to supervise the order, then they are entered in Supervised By.  
 
::*If a provider with sufficient authority cannot be determined based on the indicated Ordering Provider or the indicated supervising provider, Order Details is displayed and Supervised by is blank and required (yellow background).  
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,920: 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>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:'''  
+
'''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:
'''Note: Moved to Problems Preferences in 11.2.3'''
+
::* '''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.
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 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 6,940: 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>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'''
+
'''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:
Allows the user to filter the Family History search results by default.
+
::* '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 6,958: 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>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'''
+
'''Immunization Order Defer Reason'''
 +
* Use this preference to specify whether the application prompts you to provide a reason when you temporarily defer an Immunization order. The prompts are:
 +
::* '''Required'''- When you change the status of an Immunization order to Temporary Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for temporarily deferring the order and enter text.                                                   
 +
::*  '''Prompt'''-When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
 +
::*  '''Allowed'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
 +
::*  '''Non Free Text Reason Required'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily deferring the order. You can also enter free text in the Text box, but free text is not required.
  
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
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
Line 6,976: 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>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'''
+
'''Immunization Order EIE Reason'''
 
+
* Use this preference to specify whether the application prompts you to enter a reason when you change the status of an Immunization order to entered in error (EIE).  The prompts are:
'''NOTE: Moved from General Category in 11.2.3'''
+
::* '''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.
Allows the user to filter the Social History search results by default.
+
::*  '''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 6,995: 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>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. 
 
 
* If Set to '''None''' then both transitioned and Supressed problems will be displayed by default.
 
  
 +
'''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 7,013: 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>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
+
'''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:
Provides the ability to show or suppress the display of ICD-9 and ICD-10 codes in problem
+
::* '''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.                                                    
or diagnosis search results returned in Problem Search Dialog or Diagnosis Search
+
::*  '''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.
Dialog.
+
::*  '''Allowed'''- When you void an Immunization order by clicking Status on Immunization Details, you can click OK without selecting a reason for voiding the order or entering text. When you select Void from the context menu, you are neither required nor prompted to enter a reason for voiding the Immunization order.
 +
::*  '''Non Free Text Reason Required'''- When you void an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You cannot close Change Status until you select a reason for voiding the order. You can also enter text in the Text box, but it is not required. If you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for voiding the order.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,033: 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>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
+
 
 
+
'''Instruction Cancel Reason'''
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.
+
* 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 7,051: 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<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.
+
'''Instruction DC 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 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"
| 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
+
'''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:
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 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 7,086: 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>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
+
'''Instruction EIE Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason for changing the status of an Instruction order to entered in error (EIE).  The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering text in the Text box.                         
 +
::*  '''Prompt'''- Change Status is displayed when you change the status of an Instruction order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of an Instruction order to EIE. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Instruction order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.
  
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 7,104: Line 7,187:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><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
+
'''Instruction Permanent Defer Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason for permanently deferring an Instruction order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering text in the Text box.                         
 +
::*  '''Prompt'''- Change Status is displayed when you permanently defer an Instruction order. However, you can close this page without selecting a reason for permanently deferring the order or entering text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring an Instruction order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but it is not required.
  
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 7,126: Line 7,207:
 
| 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.
+
'''Instruction Void 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 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,143: Line 7,227:
 
| 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.
+
'''Laboratory Cancel 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 cancel a laboratory order. 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'''- Change Status is displayed when you change the status of a laboratory order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering text.                      
 +
::*  '''Prompt'''- Change Status is displayed when you cancel a laboratory order. You can close Change Status without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling a laboratory order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''-Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but text is not required.  
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,161: 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>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.
+
'''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:
'''Problem Post to Encounter'''
+
::* '''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.
If set to '''Y''' the problem will post to the encounter form when assessed.
+
::*  '''Allowed'''-You are neither prompted nor required to enter a reason for discontinuing the laboratory order. OK remains enabled on Order Details.
If set to '''N''' the problem will not post to the encounter form when assessed.
+
::*  '''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 7,182: 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>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
+
'''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:
Determines whether the billable indicators column is displayed for problems listed in search results.  
+
::* '''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.
* If set to '''Y''' then the billabe indicators columns displayed by defualt in search results.
+
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the laboratory order. OK remains enabled on Order Details.
* If set to '''N''' then the billable indicators columns is not displayed by default.
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the 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.
 
 
**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 7,205: 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>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
+
'''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:
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.    
+
::* '''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 7,223: 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>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'''
+
'''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:
If set to '''Y''' unverified problems will only appear in the All Problem view.
+
::* '''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.                   
If set to '''N''' unverified problems will appear in their respective categories.
+
::*  '''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 7,240: 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>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.  
+
'''Laboratory Void Reason'''
 +
* Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:
 +
::* '''Required'''-Change Status is displayed when you change the status of a laboratory order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text.                   
 +
::*  '''Prompt'''- Change Status is displayed when you void a laboratory order. However, you can close this page without selecting a reason for voiding the order or entering text.
 +
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the laboratory order. OK remains enabled on Order Details..
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined
 +
reason for voiding the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also
 +
enter text in the Text box, but text is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,258: 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>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'''==
+
'''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:
''' DaysBeforeItemCanBePurged'''
+
::* '''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.
Note: New to v11.3
+
::*  '''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.
Allows a purge process to set the number of days an item will remain on the Error Queue.  
 
  
 
{| 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
 
|}
 
|}
  
 
+
'''Med Admin Order DC Reason'''
''' Reconciler Fields to Include in Patient ID Search'''
+
* 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.                       
Note: New to v11.3
+
::*  '''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.
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.  
+
::*  '''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 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'''  
+
'''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:
Note: New to v11.3
+
::* '''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.
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.
+
::*  '''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"
| 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'''==
+
'''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:
'''Abnormal Result Flag OverrideAllowed'''
+
::* '''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.
If set to '''Y''' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen.
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Med Admin order. OK remains enable on Order Details.
If set to '''N''' users will not have the ability to override the abnormal flag sent from a vendor.
+
::*  '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,334: 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"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
  
'''Default Vitals - <10 years old'''
+
'''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:
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.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Med Admin order. OK remains enable on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,350: 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>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'''
+
'''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:
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.
+
::* '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,366: Line 7,461:
 
| 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'''
+
'''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:
This is a free text field that defined the default vitals panel used for female patients 10 years old and older.  This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.
+
::* '''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 7,382: 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>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'''
+
'''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:
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 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 7,398: 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>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
+
'''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 '''Y''' this will disable the use of Qverify All and Verify All
+
::* '''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 '''N''' this will enable the use of Qverify All and Verify All
+
::* '''Prompt'''- Change Status is displayed when a Medication order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medications Deferred status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,417: 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>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
 
|}
 
|}
 +
 +
'''Medication Order Entered in Error Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to EIE.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Medication order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication EIE status. Free text may be entered in the Text box, but it is not required.
  
'''Hide Grid Header from Result Display in Worklist'''
+
{| class="wikitable sortable collapsible" border="1"
 
+
| align="center" style="background:#f0f0f0;"|Available Options
Added in v11.1.7
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
+
| align="center" style="background:#f0f0f0;"|Available Levels
Determines if the grid header is hidden or not from the result display in the Worklist.
+
| 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
 +
|}
  
* If set to '''Y''' this will hide the grid header from the display in the Worklist.
+
'''Medication Order Permanent Defer Reason'''
* If set to '''N''' this will not hide the grid header from the display in the Worklist.
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Medication Permanent Deferral.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 +
::* '''Prompt'''- Change Status is displayed when a Medication order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,438: 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>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.
+
 
   
+
'''Medication Order Void Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Void.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Medication order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
 +
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Medication order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Void status. Free text may be entered in the Text box, but it is not required.
 +
 
 
{| 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 7,454: 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>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.  
+
'''Other Diagnostic Testing Order Cancel Reason'''
 +
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Other Diagnostic Testing order is cancelled. The prompts are:
 +
::* '''Required'''- Change Status is displayed when the status of a Other Diagnostic Testing order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when Other Diagnostic Testing order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Other Diagnostic Testing order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Other Diagnostic Testing order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Cancelled status. Free text can also be entered in the Text box, but is not required.
  
 
{| 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>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'''
 
  
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:
Determines the default value for Append Staff Message to Task Comment checkbox.
+
::* '''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.
* When set to '''Y''' the system checks the Copy Message to Staff to the Task Comment checkbox by default.  
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Other Diagnostic Testing order. OK remains enable on Order Details.
* When set to '''N''' the system does not checks the Copy Message to Staff to the Task Comment checkbox.
+
::* '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,491: 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>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'''
 
 
Added in v11.1.7
 
  
Determines if the To/CC button is disabled on the Results Verification Dialog box.  
+
'''Other Diagnostic Testing Order Defer Reason'''
* If set to '''Y''' this will disable the To/CC Button on the Results Verification Dialog box.
+
* 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 '''N''' this will enable the To/CC Button on the Results Verification Dialog box.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 +
::* '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::* '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testings Deferred status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,511: 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>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'''
+
'''Other Diagnostic Testing Order Entered in Error Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to EIE.  The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing EIE status. Free text may be entered in the Text box, but it is not required.
  
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
 +
| 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>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
 +
|}
  
If set to '''Prevent''' a provider will not be allowed to verify results that they did not order.
+
'''Other Diagnostic Testing Order Permanent Defer Reason'''
If set to '''Warn''' a provider will be notified that they are attempting to verify results that they did not order.
+
* 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:
If set to '''Do Not Warn''' a provider will not get notified if attempting to verify results that they did not order.
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 +
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,531: 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>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'''
 
  
Determines the system response when the user that is verifying the result is '''Not''' the ordering provider.
+
'''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 7,547: 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>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.
+
'''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:
* 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 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.                       
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 Precaution order is cancelled. The 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 canceling the Precaution order. OK remains enabled on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Precaution order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Cancelled status. Free text can also be entered in the Text box, but is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,567: 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>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'''  
+
'''Precaution Order DC Reason'''
 +
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Precaution order. The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                       
 +
::*  '''Prompt'''- Change Status is displayed when a Precaution order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Precaution order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Discontinued status. Free text may be entered in the Text box, but is not required.
  
Updated Values in 11.4.1
+
{| class="wikitable sortable collapsible" border="1"
 
 
This is a drop down of all available note types in the system that do not have the '''Allow eReply to Patient''' option selected. The selection will default as the note type to use when performing a results verification workflow that requires a note.  This also defines default the note type used for QVerify.  '''Results Verification Not Use-for QVerify''' must be set to '''Create New Note''' or Note-is V10 Note User Only must be set to '''Y''' for this preference to work.
 
 
 
 
 
{| 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 7,586: 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>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'''  
+
'''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:
Updated Values in 11.4.1
+
::* '''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 DeferredChange Status can be closed without selecting a reason for canceling 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 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,604: 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>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
+
'''Precaution Order Entered in Error 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 Precaution order is changed to EIE. The prompts are:
 
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
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 Precaution order is EIEChange Status can be closed without selecting a reason for Entering in Error 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 EIE of the Precaution 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 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,625: 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>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'''  
+
'''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:
Added in v11.1.7
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Precaution order is Permanently DeferredChange Status can be closed without selecting a reason for Permanently Deferring 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 Permanent Deferral of the Precaution order. OK remains enable 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 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.
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 7,646: 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>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'''  
+
'''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:
Added in v11.1.7
+
::* '''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 the default communication method for QVerify.
+
::*  '''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 '''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 7,671: 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>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'''  
+
'''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.
  
Added in v11.1.7
+
{| class="wikitable sortable collapsible" border="1"
 
+
| align="center" style="background:#f0f0f0;"|Available Options
Determines the default communication method for Verify.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
 
+
| align="center" style="background:#f0f0f0;"|Available Levels
*  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"
 
| 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
 
| 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'''
+
'''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:
'''NOTE: Added in 11.3'''
+
::* '''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 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™.
+
::*  '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,713: 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>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'''
+
'''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:
'''*NOTE: Added in 11.3'''
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
+
::*  '''Prompt'''- Change Status is displayed when a Referral order is Deferred. Change Status can be closed without selecting a reason for canceling the order.
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 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 7,731: 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>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'''
+
'''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:
'''*NOTE: Added in 11.3'''
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
+
::*  '''Prompt'''- Change Status is displayed when a Referral order is EIE. Change Status can be closed without selecting a reason for Entering in Error the order.
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'''.
+
::*  '''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 7,749: 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>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'''
+
'''Referral Order Permanent Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Referral order is changed to Referral Permanent Deferral. The prompts are:
Determines the default value for the assignment of delegated Results Verification tasks.  
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Referral order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
+
::*  '''Prompt'''- Change Status is displayed when a Referral order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
* 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 Permanent Deferral of the Referral order. OK remains enable 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 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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,768: Line 7,904:
 
| 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'''
+
'''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:
Determines if the results verification is required.  
+
::* '''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.
* 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 Void of the Referral 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 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 7,787: Line 7,923:
 
| 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'''  
+
'''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:
Modified in v11.1.7
+
::* '''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.
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 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.
* 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"
 
| align="center" style="background:#f0f0f0;"|Available Options
 
| align="center" style="background:#f0f0f0;"|Available Options
Line 7,809: Line 7,942:
 
| 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'''  
+
'''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:
Added in v11.1.7
+
::* '''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.
Determines if the verified results should display on the Results Document for a Verify action.  
+
::'''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.
* 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 7,831: Line 7,961:
 
| 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'''
 
  
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.  
+
'''Supplies Defer Reason'''
If set to '''N''' the user will not be required to specify the abnormal flag when manually entering results.  
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Deferral. The prompts are:
 +
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 +
::* '''Prompt'''- Change Status is displayed when a Supplies order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
 +
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Supplies order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Deferred status. Free text may be entered in the Text box, but it is not required.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,848: Line 7,981:
 
| 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>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'''
 
  
'''*NOTE: Added in 11.3'''
+
'''Supplies Entered in Error Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to EIE. The prompts are:
This preference determines whether V11 portal notes are set for automatic eReply when the user selects the Verify & Next Patient action.  
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::* '''Prompt'''- Change Status is displayed when a Supplies order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
* If set to '''Y''', the eReply action is completed automatically if the user has the appropriate finalization authority for the document type.  
+
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Supplies order. OK remains enable on Order Details.
* 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.
+
::*  '''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.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,869: Line 8,001:
 
| 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
 
|}
 
|}
  
'''Unverified Results Which Result Stages To Release'''   
+
'''Supplies Permanent Defer Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Supplies Permanent Deferral. The prompts are:
* New in v11.4.1
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Supplies order is Permanently Deferred. Change Status can be closed without selecting a reason for Permanently Deferring the order.
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.  
+
::* '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Supplies order. OK remains enable on Order Details.
 +
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for permanently deferring the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
  
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 7,893: Line 8,020:
 
| 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''
+
'''Supplies Void Reason'''
 
+
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Supply order is changed to Void. The prompts are:
* New in v11.4.1
+
::* '''Required'''- Change Status is displayed when a user changes the status of a Supplies order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
+
::*  '''Prompt'''- Change Status is displayed when a Supplies order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
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 Void of the Supplies order. OK remains enable on Order Details.
 
+
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until a predefined reason for voiding the Supplies order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Void Reason status. Free text may be entered in the Text box, but it is not required.
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 7,918: Line 8,039:
 
| 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>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'''
+
=='''Orders Preferences'''==
  
*  If set to '''Y''' the user will have the ability to capture vital signs using the UAI tool.  This requires extra setup and the UAI module.  This product allows you to capture and import vitals using a 3rd party device such as a Welch Allyn device.
+
'''Add Clinical Item Order Selection Method Default'''
*  If set to '''N''' the user will not have the option to capture vital signs using the UAI tool.
+
 
 +
This preference affects the '''New''' button on the Meds or Orders Component in the Clinical Desktop.
 +
This preference affects the MU Alert - Medication Status when a user selects "New Medication"
 +
 
 +
*  If set to '''Problem Based''' the ACI window will default to the problem based tab which is best for users that utilize CareGuide or QuickSets.
 +
*  If set to '''Rx-Orders''' the ACI window will default to the Rx/Orders tab which is best for users that don't use CareGuides or QuickSets.
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,935: Line 8,061:
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
| align="center" style="background:#f0f0f0;"|User Can Override
 
|-
 
|-
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
+
| 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"|
+
| 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
+
| 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
 
|}
 
|}
 +
   
 +
'''Allow Manual Settings of Specimen To Be Collected Field:'''
  
'''Vitals Picklist'''
+
Enables organization's to allow Will be Collected in Office? for a speciman in Order Details to be manually set by end user.
 
 
This is a drop down list that defines the default Vitals Picklist to be used.  This picklist defines the Vital Sign Views available to the end user.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 7,951: Line 8,077:
 
| 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>Yes<ul></li><li>No
| 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"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personlize
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
|}
 
|}
  
=Removed in 11.2=
+
'''Always Present Print Dialog When Printing Requisition'''
==From General==
 
*UAIInstallLocation
 
*Works 0 FingerPrintAuthEnc
 
  
==From Orders==
+
* 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.
*Always Present Fax Dialog When Faxing Requisition
+
If set to '''N''' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to checked and unless changed, the user will only be presented with the Print Dialog box when printing an Order Requisition if they do not have defaults defined.
*Always Present Print Dialog When Printing Requisition
 
*OrderEntryAuthLevel
 
*OrderEntryNotification
 
*OrderUpdateSupervisedByOnEdit
 
 
 
=New in 11.4.1=
 
 
 
*'''Free Text Reason for Status Change and Order Status Reason Preferences'''
 
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.
 
  
 
{| class="wikitable sortable collapsible" border="1"
 
{| class="wikitable sortable collapsible" border="1"
Line 8,001: Line 8,094:
 
| 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<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason 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"|Allowed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org<ul></li><li>User
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 
|}
 
|}
   
 
'''Clinical Findings DC Reason'''
 
  
Use this preference to specify whether the application prompts user to enter a reason when discontinuing a Clinical Findings order. The prompts are:
+
'''BarcodeFontForRequisitionReports'''
::* '''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.
+
*Select font to be used for barcodes on order requisitions'''
::* '''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 8,021: Line 8,109:
 
| 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<ul></li><li>Prompt<ul></li><li>Allowed<ul></li><li>Non Free Text Reason Required
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Code 128<ul></li><li>Code 139
| 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"|Blank
| 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
 
|}
 
|}
   
 
'''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:
+
'''Days before Scheduled Order Children To Be Done Date to Create Them'''
::* '''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.
+
This is a numeric value that represents the number of days before a scheduled order is createdThis is based on the "To Be Done Date" defined on the scheduled order.
::* '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Clinical Findings order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Clinical Findings order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but entering free text is not required.
 
  
    Available Options: 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</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
 +
|}
  
'''Clinical Findings EIE Reason'''
+
'''Enable Orderable Item selection by RPL Filtering:'''  
*  Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Clinical Findings order to entered in error (EIE). The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Clinical Findings order to EIE. You cannot close this page without both selecting a reason for changing the status of the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you change the status of a Clinical Findings order to EIE. You can close this page without selecting a reason for changing the status of the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason when changing a Clinical Findings order to EIE. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Clinical Findings order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but it is not required.
 
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI.
    Recommended Setting: Allowed
+
NOTE: this 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
 
  
'''Clinical Findings Permanent Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
*  Use this preference to specify whether the application prompts you to enter a reason when permanently deferring a Clinical Findings order. 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 Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Clinical Findings 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 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.
+
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
  
    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
 
  
'''Clinical Findings Void Reason'''
+
Allows the organization to enable site filtering based on the site restrictions configured in the OID.
*  Use this preference to indicate whether the application prompts you to enter a reason when voiding a Clinical Findings order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Clinical Findings order to Voided, either from Order Details or if you select Void from the context menu. You cannot close this page without both indicating a reason for voiding the order.
 
::* '''Prompt'''- Change Status is displayed when you void a Clinical Findings order, but you can close the page without selecting a reason for voiding the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason when voiding a Clinical Findings order (Change Status is not displayed). OK remains enabled on Order Details
 
::::Note:  Select this setting for orders that are appropriate only for a short period of time. For example, an immunization order that is temporarily deferred because the patient refuses it, or a glucose test that is temporarily deferred because the patient did not fast prior to his or her appointment
 
::*  '''Non Free Text Reason Required'''- You must select a predefined reason for voiding a Clinical Findings order, even if you enter a reason in the Text box. Predefined reasons are those defined in the Order Status Reason dictionary that are mapped to the Voided status. You can also enter free text in the Text box but this is not required.
 
  
    Available Options: 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
 
  
'''Dx Imaging Cancel Reason'''
+
{| class="wikitable sortable collapsible" border="1"
*  Use this preference to specify whether the application prompts you to enter a reason when canceling 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 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 Dx Imaging order. 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 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 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.
+
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Yes<ul></li><li>No
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Hold Orders for ABN'''
    Recommended Setting:  Allowed
+
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.
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
 
  
'''Dx Imaging DC 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 discontinuing a Dx Imaging order. The prompts are:
+
If set to '''N''' the order will not be put on an 'On Hold' status due to ABN requirements.
::* '''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
+
{| 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
 +
|}
  
'''Dx Imaging Defer Reason'''
+
'''Minutes Before Re-Authentication Is Required for Non-Medication Order'''
* Use the Dx Imaging Defer Reason preference to specify whether the application prompts you to provide a reason when temporarily deferring a Dx Imaging order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Temporary Deferral. You cannot close this page without both selecting a reason for temporarily deferring the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you temporarily defer a Dx Imaging order. You can close Change Status without selecting a reason for deferring the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Dx Imaging order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options:  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
 
 
 
'''Dx Imaging EIE Reason'''
 
* Use this preference to specify whether the application prompts you to enter a reason when changing the status of a Dx Imaging order to entered in error (EIE). The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You cannot close this page without both selecting a reason for changing the status of the order to EIE and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you change the status of a Dx Imaging order to EIE. You can close Change Status without selecting a reason for permanently deferring the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of the Dx Imaging order to EIE. OK remains enabled on Order Details.
 
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for marking the Dx Imaging order as entered in error. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: 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>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
 +
|}
  
'''Dx Imaging Permanent Defer Reason'''
+
'''Non-Medication Order Authorization Required'''
* Use this preference to specify whether the application prompts you to provide a reason when permanently deferring a Dx Imaging order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Dx Imaging order to Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text in the Text box.
 
::* '''Prompt'''- Change Status is displayed when you permanently defer a Dx Imaging order. You can close Change Status without selecting a reason for permanently deferring the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the Dx Imaging order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the Dx Imaging order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* If set to '''Prospective''' an Order Authorization task will be created for the Ordering Provider if the user entering the order does not have the required ordering authority to order the item.  This task must be completed before the order will be sent or fulfilled.
    Recommended Setting: Allowed
+
* 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.
    Can be set on these levels: Enterprise, Organization and User
+
* If set to '''Not Required''' no tasks will be created.
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
 
  
'''Dx Imaging Void Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to provide a reason when voiding 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 Voided. You cannot close this page without selecting both a reason for voiding 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 void a Dx Imaging order. You can close Change Status without selecting a reason for voiding the order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding 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 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.
+
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Prospective<ul></li><li>Retrospective<ul></li><li>Not Required
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Not Required
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
 +
 
 +
'''Order Medical Necessity Turned On'''
  
    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
 
  
'''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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Order Entry Authorization'''
    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 DC Reason'''
+
* If set to '''Y''' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
* 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 '''N''' orders will not require authorization.
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering free text.
 
::* '''Prompt'''- Change Status is displayed when you discontinue a Follow Up order. However, you can close this page without selecting a reason for discontinuing the order or entering free text.
 
::'''Allowed'''- You are neither prompted nor required to enter a reason for discontinuing the Follow Up order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter free text in the Text box, but entering free text is not required.
 
  
    Available Options: 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
 +
|}
  
'''Follow Up Order Defer Reason'''
+
'''Order Entry Notify Level'''   
* 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 setting is no longer used, leave blank.
    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'''
+
'''Order Expiration Date Default'''
* Use this preference to specify whether the application prompts you to provide a reason when changing the status of a Follow Up order to entered in error (EIE). The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.
 
::* '''Prompt'''- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
 
::*  '''Allowed'''- Change Status is displayed when you change the status of a Follow Up order to EIE. You can close this page without selecting a reason for changing the status of the order or entering free text.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the Follow Up order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but entering free text is not required.
 
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
Determines the default expiration date for an order and works in conjuction with '''Order Expiration Interval Days'''.
    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'''
+
{| class="wikitable sortable collapsible" border="1"
* 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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::* '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring 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 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.
+
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>To Be Done<ul></li><li>Date Order Entered
 +
| 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<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
+
'''Order Expiration Interval Default (Days)'''
    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 Void Reason'''
+
Determines the numeric value used to calculate the expiration of an Order and works in conjuction with '''Order Expiration Date Default''' preference.
* Use this preference to specify whether the application prompts you to provide a reason when you void a Follow Up order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a Follow Up order to Voided. You cannot close this page without both selecting a reason for permanently deferring the order and entering free text.
 
::* '''Prompt'''- Change Status is displayed when you void a Follow Up order. However, you can close this page without selecting a reason for voiding the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the Follow Up order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for voiding the Follow Up order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the voided status. You can also enter free text in the Text box, but this is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
Example: If the value is set to 30 (days), then the system calculates the expiration date of
    Recommended Setting:  Allowed
+
the order 30 days from either the To Be Done date or the Date Order Entered.
    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'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to provide a reason when you cancel an Immunization order. The prompts are:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''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="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 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.
+
|-
 
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Organizational Decision
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Organizational Decision
    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"|N/A
    User Can Override:  Yes, user can then personalize from the Clinical Toolbar
+
|}
 +
 +
'''Ordering Medications if Patient has Unverified Allergies'''
 +
 
 +
If set to '''Prevent''' the system will require that the user verify unverified allergies before they can complete or save the order.
 +
If set to '''Warn''' the system will notify the user that a patient has unverified allergies, but will not prevent them from ordering the medication.
 +
If set to '''Do Not Warn''' the system will not notify the user if the patient has unverified allergies.
  
'''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>Prevent<ul></li><li>Warn<ul></li><li>Do Not Warn
    Recommended Setting: Allowed
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Warn
    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'''
+
'''Ordering Medications if Patient has Unverified Medications'''
* Use this preference to specify whether the application prompts you to provide a reason when you temporarily defer an Immunization order. The prompts are:
 
::* '''Required'''- When you change the status of an Immunization order to Temporary Deferral by clicking Status on Immunization Details, the application highlights the order status reasons and the Text box on Change Status. OK is disabled until you select a reason for temporarily deferring the order and enter text.                                                   
 
::*  '''Prompt'''-When you temporarily defer an Immunization order by clicking Status on Immunization Details, the order status reasons and the Text box are displayed, but are not highlighted. You can click OK without selecting a reason for temporarily deferring the order or entering text.
 
::*  '''Allowed'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, you can click OK on Change Status without selecting a reason or entering text.
 
::*  '''Non Free Text Reason Required'''- When you temporarily defer an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You cannot close Change Status until you select a reason for temporarily deferring the order. You can also enter free text in the Text box, but free text is not required.
 
    Available Options:  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 '''Prevent''' the system will require that the user verify unverified medications before they can complete or save the order.
* 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 '''Warn''' the system will notify the user that a patient has unverified medications, but will not prevent them from ordering the medication.
::* '''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.                                                   
+
If set to '''Do Not Warn''' the system will not notify the user if the patient has unverified medications.
::*  '''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>Prevent<ul></li><li>Warn<ul></li><li>Do Not Warn
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Do Not Warn
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
 +
      
 +
'''Order Problem Linking Required'''
  
'''Immunization Order Permanent Defer 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 you to enter a reason when permanently deferring an Immunization 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'''- 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.                                                    
+
If set to '''Not Required''' a user will not be required to select a problem when completing an order.  
::*  '''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
+
{| 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
'''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:
+
| 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
::* '''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="border-style: solid; border-width: 0 1px 1px 0"|Required to Save
::*  '''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.
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
::*  '''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="border-style: solid; border-width: 0 1px 1px 0"|N/A
::*  '''Non Free Text Reason Required'''- When you void an Immunization order by clicking Status on Immunization Details, the application highlights the predefined order status reasons on Change Status. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You cannot close Change Status until you select a reason for voiding the order. You can also enter text in the Text box, but it is not required. If you select Void from the context menu for an Immunization order, Change Status is displayed. You cannot close this page without selecting a pre-defined reason for voiding the order.
+
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Editing Order Updates Supervised by Field'''
    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 '''Y''' the supervised field will be updated to the current user when updating an order.
* 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 '''N''' the supervised field will remain unless manually changed by the user.  
::* '''Required'''- Change Status is displayed when you change the status of an Instruction order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering free text.                         
 
::*  '''Prompt'''- Change Status is displayed when you cancel an Instruction order. You can close Change Status without selecting a reason for canceling the order.
 
::'''Allowed'''- You are neither prompted nor required to enter a reason for canceling an Instruction order. When you change the status of an order on Order Details, OK remains enabled.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed when you cancel an Instruction order. You cannot close this page until you select a predefined reason for canceling the order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but free text is not required.
 
  
    Available Options: 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"|Yes
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
 +
   
 +
'''Order Warning-Chargeable Problem Linkage to Billable ICD-9 Interrupt Timing'''
  
'''Instruction DC Reason'''
+
*  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.
* Use this preference to specify whether the application prompts you to enter a reason when you discontinue an Instruction order. The prompts are:
+
* 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.
::* '''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.                         
+
If set to '''Never''' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.
::*  '''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
+
{| 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 OverrideYes, 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>Immediate<ul></li><li>Deferred<ul></li><li>Never
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Deferred
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
 +
   
 +
'''Order Warning-Problem Linkage Interrupt Timing'''
  
'''Instruction Defer Reason'''
+
* If set to '''Immediate''' and problem linking is required, the system will prompt the user to select a problem upon entering the order.
* Use this preference to specify whether the application prompts you to enter a reason when you temporarily defer an Instruction order.  The prompts are:
+
If set to '''Deferred''' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.
::* '''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.                        
+
If set to '''Never''' and problem linking is not required, the user will not be prompted.
::*  '''Prompt'''- Change Status is displayed when you temporarily defer an Instruction order. However, you can close this page without selecting a reason for deferring the order or entering text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for temporarily deferring the Instruction order. OK remains enabled on Order Details.  
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for temporarily deferring the Instruction order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Temporary Deferral status. You can also enter free text in the Text box, but text is not required.
 
  
    Available Options: 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
'''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:
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Deferred<ul></li><li>Never
::* '''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="border-style: solid; border-width: 0 1px 1px 0"|Deferred
::*  '''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.
+
| 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 changing the status of an Instruction order to EIE. 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 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.
+
|}
 +
 
 +
'''Order Warning-Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing'''
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* 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.
    Recommended Setting: Allowed
+
* 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.
    Can be set on these levels:  Enterprise, Organization and User
+
* If set to '''Never''' and problem linking is not required for the performing location, the user will not be prompted. 
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
 
  
'''Instruction Permanent Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* Use this preference to specify whether the application prompts you to enter a reason for permanently deferring 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 Permanent Deferral. You cannot close this page without both selecting a reason for permanently deferring the order and entering text in the Text box.                         
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring an 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 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.
+
|-
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Immediate<ul></li><li>Deferred<ul></li><li>Never
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Never
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Require Re-Authentication For New or Renewed Orders'''
    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'''
+
*  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.
* Use this preference to specify whether the application prompts you to enter a reason when you void an Instruction order. The prompts are:
+
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.
::* '''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
+
{| 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"|N/A
 +
|}
  
'''Laboratory Cancel Reason'''
+
'''Unspecified Billing Provider Matching'''  
* Use this preference to specify whether the application prompts you to enter a reason when you cancel a laboratory order. The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to Canceled. You cannot close this page without both selecting a reason for canceling the order and entering text.                       
 
::*  '''Prompt'''- Change Status is displayed when you cancel a laboratory order. You can close Change Status without selecting a reason for canceling the order.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for canceling a laboratory order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''-Change Status is displayed. You cannot close this page until you select a predefined reason for canceling the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Canceled status. You can also enter free text in the Text box, but text is not required.   
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
Note: Added in v11.1.7
    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
 
  
'''Laboratory DC Reason'''
+
* If set to '''Order Only''' the system behaves as it is currently.
* Use this preference to specify whether the application prompts you to enter a reason when you discontinue a laboratory order. The prompts are:
+
* If set to '''Exact Match''' the billing provider derived from the order must match exactly to the encounter on which the charges are generatedIf the ordering provider and billing provider do not match the charges will not drop for that encounter.
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to Discontinued. You cannot close this page without both selecting a reason for discontinuing the order and entering text.                       
 
::* '''Prompt'''- Change Status is displayed when you discontinue a laboratory order. However, you can close this page without selecting a reason for discontinuing the order or entering text.
 
::*  '''Allowed'''-You are neither prompted nor required to enter a reason for discontinuing the laboratory order. OK remains enabled on Order Details.
 
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for discontinuing the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Discontinued status. You can also enter text in the Text box, but text is not required.
 
  
    Available Options: 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
'''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:
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>Order Only<ul></li><li>Exact Match
::* '''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.                     
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Order Only
::*  '''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.
+
| 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 temporarily deferring the laboratory 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 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.
+
|}
 +
   
 +
'''When to Use Default Supervising Provider'''  
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
Note: New in v11.2
    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
 
  
'''Laboratory EIE Reason'''
+
This preference determines when the default supervising provider (from the Default Supervising Provider ID user preference) is used for non-medication orders.  
* Use this preference to specify whether the application prompts you to enter a reason when you change the status of a laboratory order to entered in error (EIE). The prompts are:
 
::* '''Required'''- Change Status is displayed when you change the status of a laboratory order to EIE from Order Details. You cannot close Change Status without both selecting a reason for changing the status of the order and entering free text.                     
 
::*  '''Prompt'''- Change Status is displayed when you change the status of a laboratory order to EIE. You can close Order Details without selecting a reason for changing the status of the order or entering free text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for changing the status of a laboratory order to EIE. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for changing the status of the laboratory order to EIE. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the EIE status. You can also enter free text in the Text box, but text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
* 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.
    Recommended Setting:  Allowed
+
::*If the indicated user/provider does not have sufficient authority, Order Details is displayed and Supervised by is blank and required (yellow background).
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override: Yes, user can then personalize from the Clinical Toolbar
 
  
'''Laboratory Permanent Defer Reason'''
+
*  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.
* Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:
+
::*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.  
::* '''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.                   
+
::*If that provider has the authority to supervise the order, then they are entered in Supervised By.  
::*  '''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.
+
::*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).  
::* '''Allowed'''- You are neither prompted nor required to enter a reason for permanently deferring the laboratory order. OK remains enabled on Order Details.
 
::* '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined reason for permanently deferring the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Permanent Deferral status. You can also enter text in the Text box, but text is not required.
 
  
    Available Options: 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>Always<ul></li><li>As Needed
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|As Needed
 +
| 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
 +
|}
  
'''Laboratory Void Reason'''
+
=='''Problem Preferences'''==
* Use this preference to specify whether the application prompts you to enter a reason when you permanently defer a laboratory order. The prompts are:
 
::* '''Required'''-Change Status is displayed when you change the status of a laboratory order to Voided. You cannot close this page without both selecting a reason for voiding the order and entering text.                   
 
::*  '''Prompt'''- Change Status is displayed when you void a laboratory order. However, you can close this page without selecting a reason for voiding the order or entering text.
 
::*  '''Allowed'''- You are neither prompted nor required to enter a reason for voiding the laboratory order. OK remains enabled on Order Details..
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. You cannot close this page until you select a predefined
 
reason for voiding the laboratory order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Voided status. You can also
 
enter text in the Text box, but text is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
'''ACI Active Problem Search Filter Defaults:'''
    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
 
  
'''Med Admin Order Cancel Reason'''
+
'''Note: Moved to Problems Preferences in 11.2.3'''
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Med Admin order is cancelled. The prompts are:
 
::* '''Required'''- Change Status is displayed when the status of a Med Admin order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                        
 
::*  '''Prompt'''- Change Status is displayed when Med Admin order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Med Admin order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Med Admin order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Cancelled status. Free text can also be entered in the Text box, but is not required.
 
    Available Options:  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
 
  
'''Med Admin Order DC Reason'''
+
Allows users to filter the problem search results by default and multiple settings can be selected base on organizational preference.
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Med Admin order. The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Med Admin order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Discontinued status. Free text may be entered in the Text box, but is not required.
 
  
    Available Options: 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 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>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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 +
|}
  
'''Med Admin Order Defer Reason'''
+
'''ACI Family History Search Filter Defaults:'''  
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Deferral.  The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Med Admin order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for Deferring the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admins Deferred status. Free text may be entered in the Text box, but it is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Note: Moved to Problems Preferences in 11.2.3'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Med Admin Order Entered in Error Reason'''
+
Allows the user to filter the Family History search results by default.
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to EIE.  The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Med Admin order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin EIE status. Free text may be entered in the Text box, but it is not required.
 
  
    Available Options: 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 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>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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 +
|}
  
'''Med Admin Order Permanent Defer Reason'''
+
'''ACI Past Medical History Search Filter Defaults:'''  
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Med Admin Permanent Deferral.  The prompts are:
+
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
+
'''Note: Moved to Problems Preferences in 11.2.3'''
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Med Admin order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
Allows the user to filter the Past Medical History search results by default.
    Recommended Setting: Allowed
+
    Can be set on these levels: Enterprise, Organization and User
+
{| class="wikitable sortable collapsible" border="1"
    User Can Override: Yes, user can personalize from the Clinical Toolbar
+
| 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>Return results with ICD9 Codes Only</li><li>Return Symptoms & Diagnoses Only</li><li>Exclude Physical Exam Findings
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 +
|}
  
'''Med Admin Order Void Reason'''
 
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Med Admin order is changed to Void.  The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Med Admin order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Med Admin order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Med Admin order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Med Admin order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Med Admin Void status. Free text may be entered in the Text box, but it is not required.
 
    Available Options:  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 personalize from the Clinical Toolbar
 
  
'''Medication Order Cancel Reason'''
+
'''ACI Social History Search Filter Defaults'''
* Use this preference to specify whether and how the application alerts a user to enter a reason when a Medication order is cancelled. The prompts are:
 
::* '''Required'''- Change Status is displayed when the status of a Medication order is changed to Canceled. This window cannot be closed without both selecting a reason for canceling the order and entering text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when Medication order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Medication order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Medication order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Cancelled status. Free text can also be entered in the Text box, but is not required.
 
    Available Options:  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
 
  
'''Medication Order DC Reason'''
+
'''NOTE: Moved from General Category in 11.2.3'''
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Medication order. The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Medication order is discontinued. Change Status can be closed without selecting a reason for discontinuing the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Medication order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Discontinued status. Free text may be entered in the Text box, but is not required.
 
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
Allows the user to filter the Social History search results by default.
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Medication Order Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* 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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.                       
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- Change Status is displayed when a Medication order is Deferred.  Change Status can be closed without selecting a reason for canceling the order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Medication order. OK remains enable on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''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.
+
|-
 +
| 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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|N/A
 +
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise</li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Personalize
 +
|}
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
''' All View: Defaults for Hiding'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Medication Order Entered in Error Reason'''
+
Enables users to specify which problem sets to hide by default.   
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to EIE.  The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Medication order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 
::* '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Medication order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication EIE status. Free text may be entered in the Text box, but it is not required.
 
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
* If Set to '''None''' then both transitioned and Supressed problems will be displayed by default.
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Medication Order Permanent Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* 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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.                       
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- Change Status is displayed when a Medication order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Medication order. OK remains enable on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''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.
+
|-
 +
| 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
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Transitioned, Suppressed
 +
| 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
+
'''Display Diagnosis Codes in Problem Search'''
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Medication Order Void Reason'''
+
NOTE: Added in 11.4
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Medication order is changed to Void.  The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Medication order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Medication order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Medication order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Medication order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Medication Void status. Free text may be entered in the Text box, but it is not required.
 
    Available Options:  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 personalize from the Clinical Toolbar
 
  
'''Other Diagnostic Testing Order Cancel Reason'''
+
Provides the ability to show or suppress the display of ICD-9 and ICD-10 codes in problem
* 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:
+
or diagnosis search results returned in Problem Search Dialog or Diagnosis Search
::* '''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.                       
+
Dialog.
::*  '''Prompt'''- Change Status is displayed when Other Diagnostic Testing order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Other Diagnostic Testing order. OK remains enabled on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Other Diagnostic Testing order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Cancelled status. Free text can also be entered in the Text box, but is not required.
 
    Available Options:  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
 
  
'''Other Diagnostic Testing Order DC Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* 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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.                       
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Other Diagnostic Testing order. OK remains enable on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::'''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.
+
|-
 +
| 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
 +
| 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<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
|}
 +
     
 +
'''Display Diagnosis Codes in Problem List'''
 +
 
 +
NOTE: Added in 11.4
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
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.
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Other Diagnostic Testing Order Defer Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* 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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.                       
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''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.
+
|-
 +
| 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
 +
| 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<ul></li><li>Org
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Yes
 +
|}
  
    Available Options:  Required, Prompt, Allowed, Non Free Text Reason Required
+
'''Enable Problem Verification''' see [[Change to Enable -clinical item- Verification]]
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Other Diagnostic Testing Order Entered in Error Reason'''
+
*  If set to '''Y''' problems will be set to an unverified status when entered by a non-provider user.  This information would need to be verified by a provider prior to becoming part of the patient chart.
* 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:
+
If set to '''N''' problems will not get set to an unverified status.
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to EIE. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                      
 
::* '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is EIE.  Change Status can be closed without selecting a reason for Entering in Error the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for EIE of the Other Diagnostic Testing order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for EIE the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing EIE status. Free text may be entered in the Text box, but it is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
{| class="wikitable sortable collapsible" border="1"
    Recommended Setting: Allowed
+
| align="center" style="background:#f0f0f0;"|Available Values
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
    User Can Override: Yes, user can 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>Yes</li><li>No</li></ul>
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul><li>Enterprise</li><li>Org</li><li>User</li></ul>
 +
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|No
 +
|}
  
'''Other Diagnostic Testing Order Permanent Defer Reason'''
+
'''ExportProblemCreateDateInCED'''
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Other Diagnostic Testing Permanent Deferral.  The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Permanent Deferral. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Permanently Deferred.  Change Status can be closed without selecting a reason for Permanently Deferring the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Permanent Deferral of the Other Diagnostic Testing order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Permanent Deferral status. Free text may be entered in the Text box, but it is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
NOTE: Added in 11.4
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Other Diagnostic Testing Order Void Reason'''
+
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.
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Other Diagnostic Testing order is changed to Void. The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Other Diagnostic Testing order to Void. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Other Diagnostic Testing order is Voided.  Change Status can be closed without selecting a reason for canceling the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Void of the Other Diagnostic Testing order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for cancelling the Other Diagnostic Testing order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Other Diagnostic Testing Void status. Free text may be entered in the Text box, but it is not required.
 
    Available Options:  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 personalize from the Clinical Toolbar
 
  
'''Precaution Order Cancel Reason'''
+
{| class="wikitable sortable collapsible" border="1"
* 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:
+
| align="center" style="background:#f0f0f0;"|Available Options
::* '''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.                       
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''Prompt'''- Change Status is displayed when Precaution order is cancelled. The Change Status can be closed without selecting a reason for canceling the order.
+
| align="center" style="background:#f0f0f0;"|Available Levels
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for canceling the Precaution order. OK remains enabled on Order Details.
+
| align="center" style="background:#f0f0f0;"|User Can Override
::*  '''Non Free Text Reason Required'''- Change Status is displayed. This page cannot be closed until a selection is made from a predefined reason for cancelling the Precaution order. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Cancelled status. Free text can also be entered in the Text box, but is not required.
+
|-
    Available Options: 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
 +
|}
  
'''Precaution Order DC Reason'''
+
'''Family Member Picklist for Family History Problems'''
* Use this preference to specify whether and how the application prompts user to enter a reason when discontinuing a Precaution order. The prompts are:
 
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Discontinued. Change Status cannot be closed without both selecting a reason for discontinuing the order and entering text in the Text box.                       
 
::*  '''Prompt'''- Change Status is displayed when a Precaution order is discontinued.  Change Status can be closed without selecting a reason for discontinuing the order.
 
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for discontinuing the Precaution order. OK remains enable on Order Details.
 
::*  '''Non Free Text Reason Required'''- Change Status is displayed and page cannot be closed until  a predefined reason for discontinuing the Precaution order is selected. Predefined reasons are those entered in the Order Status Reason dictionary and mapped to the Precaution Discontinued status. Free text may be entered in the Text box, but is not required.
 
  
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
NOTE: Added in 11.4.1
    Recommended Setting:  Allowed
 
    Can be set on these levels:  Enterprise, Organization and User
 
    User Can Override:  Yes, user can personalize from the Clinical Toolbar
 
  
'''Precaution Order Defer Reason'''
+
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'''.
* Use this preference to specify whether and how the application prompts user to enter a reason when the status of a Precaution order is changed to Deferral.  The prompts are:
+
   
::* '''Required'''- Change Status is displayed when a user changes the status of a Precaution order to Deferred. Change Status cannot be closed without both selecting a reason for Entering in Error the order and entering free text in the Text box.                       
+
{| class="wikitable sortable collapsible" border="1"
::*  '''Prompt'''- Change Status is displayed when a Precaution order is DeferredChange Status can be closed without selecting a reason for canceling the order.
+
| align="center" style="background:#f0f0f0;"|Available Options
::*  '''Allowed'''- There is no prompt or requirement to enter a reason for Deferral of the Precaution order. OK remains enable on Order Details.
+
| align="center" style="background:#f0f0f0;"|Recommended/Default Value
::*  '''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.
+
| align="center" style="background:#f0f0f0;"|Available Levels
 
+
| align="center" style="background:#f0f0f0;"|User Can Override
    Available Options: Required, Prompt, Allowed, Non Free Text Reason Required
+
|-
    Recommended Setting: Allowed
+
| style="border-style: solid; border-width: 0 1px 1px 0"|<ul></li><li>All Clinical Relationship Dictionary Picklists
    Can be set on these levels: Enterprise, Organization and User
+
| align="center" style="border-style: solid; border-width: 0 1px 1px 0"|Family History
    User Can Override: Yes, user can personalize from the Clinical Toolbar
+
| style="border-style: solid; border-width: 0 1px 1px 0"| <ul></li><li>Enterprise<ul></li><li>Org
 +