.NET Preferences

How to set .NET Preferences

In the TWAdmin workspace, navigate to Preferences on the VTB. From this location you are able to edit preferences at the Enterprise, Organizational or User level and determine if users will be able to override certain preferences on the front end.

Choosing Preferences Before Test Upgrade

This Excel Workbook is available to record preference decisions before the system is available. Preferences drive much of the system behavior so it is easier to complete the other build tasks if preferences are set first. Preference decisions often require input from multiple representatives of the clinical staff and can therefore be time consuming. For these two reasons it is sometimes helpful to start this decision process before the test upgrade. The preferences can always be altered after the clinical team sees the test system. The workbook also provides a record of your settings in the event a Hotfix or staff member changes them. We recommend only one person be allowed to change preferences and that same person maintain the workbook for change control.

First review the following articles to understand how each level is set, then review each preference description and record the organization's decisions in the workbook available via download below.

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

Setting Preferences at an Enterprise or Org Level

To set preferences for all users in a system and to establish which preferences users have the ability to personalize (set themselves), the administrator will set these preferences at an Enterprise level. The ability of users to personalize can only be set at the enterprise level, i.e. all users can personalize or no users can personalize. The ability of users to personalize cannot be set at the user level, i.e. it is not possible for one user to personalize and another not.

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

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

   

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

   

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

   

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

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

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

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

   

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

   

   
   The user level preferences will be displayed. Note that the User Can Override column is not available at this level. Only preferences with a value of user can override = Y will be visible.

8. Preferences are grouped into categories. Select the preference category from the Preference dropdown. For this example choose the preference category General
9. Select the preference row “Always Present Site Selector for User”
10. Click on the cell under the header “Value” and select a value from the dropdown. For a description of each preference and what the values will do, refer to TW .NET Preferences
11. Click save in the lower right hand corner of the screen

    

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

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

In some cases, an organization may want to set a preference differently among users within the same organization. In this situation the best practice is to set the preference of the smaller group of users at the user level and leave the larger group of users at the org or enterprise level preference. These instructions demonstrate setting the site selector to appear at login for floating nurses who move from site to site, but not for anyone else.

1. Determine which group of users is smaller and create a list of their usernames. In this case, the floating nurses are the only users in the organization who prefer to have the site selector appear at login so they are the smaller group.
2. Set the Enterprise or Org level preference based on what the majority of users prefers. Most users prefer the site selector not to appear at login, so set the Enterprise or Org level preference to N
3. Choose a member of the smaller group and set their preference at the user level in TW Admin. Test User is a floating nurse and wants the site selector to appear at login so set her user level preference to Y
4. Log out and extract the category TW .NET Preferences using SSMT
5. Use Excel to delete all rows except the one with 'Test User' under *HDRUserName

   

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

   

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

   

8. Reload the table

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

How a User can set their own Personal Preferences

A provider can personalize their preferences from the clinical toolbar. For this example we are going to say that this user wants to include active problems in past medical history and automatically post those problems to the encounter summary.

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

  

• From the dropdown menu, select personalize.

  

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

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

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

  

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

.NET Preferences

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

This list includes the net new preferences with v11.2.

Categories Preferences are grouped into categories. The categories are General, Meds, Meds/Orders, Note, Orders, Problems and Results. Specific information about each preference is listed below.

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

Alert Preferences

1) AllergyListNotReconciled: Indicates if Allergy List is Not Reconciled Places an alert in the patient encounter summary that the allergy list was not reconciled. This will appear under the My Alerts category or the All Other Alerts category.
Note: Clicking the chart alert icon from the patient banner will populate the list of those not documented.

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

2) Allow Don't Show Me Again Option: Allow users to be able to select "Don't Show Me Again" for Alerts

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

3) BPNotDocumented: Indicates if Blood Pressure for Patients 2 and Older is Not Documented Places an Alert in the patient encounter summary that Blood Pressure was not documented. This alert will appear in the My Alerts category or the All Other Alerts.

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

4) Compliance Medication: Indicates whether or not to show Compliance Medication Recommendations Alerts In Encounter Summary (This alert works in conjunction with the CQS module.)

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

5) Compliance Misc: Indicates whether or not to show Compliance: Misc Recommendations in "My Alerts"(This alert works in conjunction with the CQS module.)

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

6) Compliance Problem: Indicates whether or not to show Compliance: Problem Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)

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

7) Compliance Results: Ability to show Compliance: Results Recommendations in "My Alerts" (This alert works in conjunction with the CQS module.)

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

8) Display Provider Alerts: Allows the users to be able to select the providers that they would like to view alerts for, when there is not an Appointment in context Places an Alert in the patient encounter summary for the selected providers viewing patient charts without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Check the box Select All Providers to choose all providers at once Check each box individually to select the providers that apply	No default	Enterprise Org User	Yes

9) Display Specialty Alerts: Allows the users to be able to select the specialties that they would like to view alerts for, when there is not an Appointment in context Places an Alert in the patient encounter summary for the selected specialties when providers are viewing a patient chart without an appointment in context. This alert will appear in the My Alerts category or the All Other Alerts.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Check the box Select All Specialties to choose all specialties at once Check each box individually to select the Specialties that apply	No default	Enterprise Org User	Yes

10) HeightNotDocumented: Indicates that Height is Not Documented Places an alert in the encounter summary that Height has not been documented. This NEEDS to be recorded for MU. Options are to show in the My Alerts Category or the All Other Alerts Category.

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

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

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

12) MedAllergiesNotDocumented: Indicates that Med Allergy Status is Not Documented Places an alert in the encounter summary that Medication Allergies have not been documented. Options are to show in the My Alerts Category of the All Other Alerts Category.

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

13) MedListNotReconciled: Indicates that Med List is Not Reconciled Places an alert in the encounter summary that the medication list has not been reconciled. Options are to show in the My Alerts Category or the All Other Alerts Category.

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

14) MedsNotDocumented: Indications that Medication Status is Not Documented Places an Alert in the patient encounter summary that medications were not documented. This alert will appear in the My Alerts category or the All Other Alerts. Note that prescribing electronic medication needs to demonstrated for MU reporting.

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

15) Missing Data - Order/Results: Indicates that there is Missing Order/Result Data: Order/Results Recommendations in "My Alerts" Places an Alert in the patient encounter summary that there is missing order or result data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts.

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

16) Missing Data Immunizations: Indications that there is Missing Immunization Data: Immunizations Recommendations in "My Alerts" Places an Alert in the patient encounter summary that there is missing immunization data for the patient chart. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS.

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

17) Missing Data Medications: Indicates that there is Missing Medication Data: Medications Recommendations in "My Alerts" Places an Alert in the patient encounter summary that there is missing medication data in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS.

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

18) Missing Data Misc: Indicates that there is Missing Misc. Data: Medication Recommendations in "My Alerts" Places an Alert in the patient encounter summary that there is missing miscellaneous recommendations. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS.

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

19) Missing Data Problems: Indicates that there is Missing Data: Problems Recommendations in "My Alerts" Places an Alert in the patient encounter summary that there is missing data recommendations in the patient chart. This alert will appear in the My Alerts category or the All Other Alerts. This alert refers to future functionality with integration to applications such as CQS.

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

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

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

21) OverdueRemindersAlerts: Gives the user Overdue Reminders Alerts Places an alert in the encounter summary that there are overdue issues within the patient chart.

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

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

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

23) Show MU Alerts: Indicates whether or not to show Alerts Pertaining to MU. Places an alert in the encounter summary displaying all MU Alerts.

Available Options	Recommended/Default Value	Available Levels	User Can Override
Y - The Encounter Summary will show Meaningful Use alerts The Encounter Summary will not show Meaningful Use alerts	Y	Enterprise Org	No

24) SmokingStatus: Indicates whether or not Smoking Status for Patients 13 and Older is Not Documented Places an alert in the encounter summary that smoking is NOT documented in the patient chart. This NEEDS to be documented for MU.

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

25) WeightNotDocumented: Indicates that Weight is Not Documented Places an alert in the encounter summary that weight has not been documented in the patient chart. This is a MU criteria.

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

Clinical Trial Preferences

1) Works CT Batch Start Time: Indicates the time that the night job runs. The "night job" reviews the next day's appointments list and compares the patients to the available clinical trials.*Note: No longer supported as of 11.4

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

2) Works CT Distance: Indicates the maximum miles the client would have a patient drive to participate in a clinical trial.*Note: No longer supported as of 11.4

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

Education Preferences

1) EducationCounselorEditable: Allows users to edit the Counselor field on the Education Session Dialog. * Note: Added in v11.4

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  'N'

2) EducationProviderEditable: Allows users to edit the Provider field on the Educaton Session Dialog. * Note: Added in v11.4

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  'N'

General Preferences

Question: What does the EXCLUDE PHYSICAL EXAM FINDINGS mean?

ACI Active Problem Search Filter Defaults: ACI Active Problem Search Filter Defaults

Allows users to filter the problem search results by default

  Options:
  1. Return results with ICD9 Codes Only
  2. Return symptoms & Diagnoses Only
  3. Exclude Physical Exam Findings

ACI Family History Search Filter Defaults: ACI Family History Search Filter Defaults

Allows the user to filter the Family History search results by default

  Options:
  1.Return results with ICD9 Codes Only
  2.Return symptoms & Diagnoses Only
  3.Exclude Physical Exam Findings

ACI Past Medical History Search Filter Defaults: ACI Past Medical History Search Filter Default

Allows the user to filter the Past Medical History search results by default

  Options:
  1.Return results with ICD9 Codes Only
  2.Return symptoms & Diagnoses Only
  3.Exclude Physical Exam Findings

ACI Past Surgical History Search Filter Defaults: ACI Past Surgical History Search Filter Defaults

Allows the user to filter the Past Surgical History search results by default

  Options:
  1.Return results with ICD9 Codes Only
  2.Return symptoms & Diagnoses Only
  3.Exclude Physical Exam Findings

Add Favorites Lists Automatically

• When set to 'Y', this preference causes items to get automatically assigned to a users favorites list as they use them. This includes meds, allergies, orders, and problems.
• When set to 'N', items will not be added to a users favorite list unless they manually add it.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is on by default

Allergy list Review Per Allscripts July, 2008 this preference is currently not used. It does not matter how it is set, but it is best to leave blank and revisited when the preference becomes active.

    Recommended Setting:  Leave Blank

AllergyWarnIfNotParticipating: Warn if an allergy is not participating in checking.

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

  Options: 
  1. Y (Allow)
  2. N (Do Not Allow)

Allow Advanced Personal Editing of CareGuide Templates: Determines the ability a user can edit CareGuides

Allows the organization to determine the extent of editing granted to providers to make at the personal template level within the ACI.

• Default Value: N

  Options: 
  1. N (Do Not Allow): If set to N providers have the following 
     CareGuide editing abilities:
     * Save selections as defaults (i.e. labs a provider 
       prefers, medications, problems, 
       etc.)
     * Edit the SIGs for the medications and variables 
       (i.e. provider prefers for patient to check temp twice
       daily instead of once).  Providers would be able to 
       save this default
     * Add customized guidelines and save to a personal 
       template.
     * Set a default opening section and save to a personal 
       template.
     * Add ad hoc items for the current patient (from the 
       ACI only).  These ad hoc are not saved to a personal
       template. 
  2. Y (Allow): If set to Y the providers will have the 
     following in ADDITION to the N abilities:
     * Add new orderable items and save them to the template
     * Delete items or headers
     * Edit headers
     * Rearrange items or headers 

AllowClinicalSummaryWhenNoteUnFinal: Allows provider to get credit for supplying a Clinical Summary in an unfinalized state

Allows users to indicate whether or not to generate a note before it is final Default Value: N

  Options:
  1. Y (Allow users to generate a note before it is final)
  2. N (Do Not allow users to generate a note before it is final)
     

Always Present Dialog When Printing Rx

• When set to 'Y' the "Use Default Rx Printer" option on the commit screen will not be selected and the default behavior will be to show the Print Dialogue box when a medication is committed and activated. This forces the user to review the print dialogue before sending the print request.
• When set to 'N' the "Use Default Rx Printer" option on the commit screen will be selected and the default behavior will be to suppress the Print Dialogue box when a medication is committed and activated.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is on by default

Always Present Site Selector for User

• When set to 'Y' the Site Selector will appear every time a user logs into AE-EHR. This is a great option for floating staff, but can become a nuisance.
• When set to 'N' the Site Selector would only appear if a user hasn't previously set a default. In this case it will default to their default site. The user can change their site in AE-EHR if the menu item has been given to them.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is off by default, but can be allowed.

Audit level - Allows administrators to capture and track the following information about users’ activity in the AE-EHR application including: User name, Patient name,Patient MRN, Access date, Access time, Device used (Web, PDA), Action time, Action taken (viewed, printed,created, and/or faxed), WebFramework Page accessed This setting determines the amount of information contained in the Audit Log Report. Please be aware that increasing the level of auditing increases the amount of data that is tracked and stored. Due to the nature of this, it can cause performance issues, so please be sure to test this before implementing in production. This is not seen often, but should be considered. These settings do not change the level of auditing on particular items such as notes. This simply changes what is written to the Audit log report.

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

    Available Options:  'High', 'Medium', 'Low'
    Recommended Setting:  'Low' unless your Enterprise requires higher levels of auditing
    Can be set on these levels:  Enterprise
    User Can Override:  No, this is off and enforced

CareGuide Default Opening Section Added in v11.1.7

Allows users to choose the default opening section of CareGuides.

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

    Available Options: All, Follow-Ups and Referrals, Instructions, Medications, Orders
    Default Setting: All
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Yes

Clinical Exchange Documents (CED) Verification

• When set to 'Y' this will require verification when CED documents are imported. This means that a provider will be tasked with verifying the document before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.
• When set to 'N', the CED document would be imported and would not require verification prior to being added to the patient's chart.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Clinical Exchange Documents (CED) Verification Routing - If you have turned on "Clinical Exchange Document Verification" or "Clinical Exchange Documents Item Verification" this specifies the tasking behavior.

• If set to 'Recipient then PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient first, if the system can't make a match or if the recipient isn't defined as a user, it will attempt to assign the task the the PCP defined for the patient. If the PCP isn't defined or is not setup as a AE-EHR user, the task would then be assigned to the Clinical Exchange Document Team.
• If set to 'Recipient then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient. IF the system can't make a match or the recipient isn't setup as a user, the task will get assigned to the Clinical Exchange Document Team.
• If set to 'PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the PCP first. If the patient does not have a PCP defined or the PCP is not setup as a user, the system will assign the task to the Clinical Exchange Document Team.
• If set to 'Clinical Exchange Document Team' the task will be assigned to the Clinical Exchange Document Team.

    Available Options:  'Recipient then PCP then Clinical Exchange Document Team', 'Recipient then Clinical Exchange Document Team', 
    'PCP then Clinical Exchange Document Team', 'Clinical Exchange Document Team'    
    Recommended Setting:  'Clinical Exchange Document Team'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

ClinEGuide Credentials (User|Pwd)

• This is a free text field which would hold your username and password for integration with the Wolters Kluwer Clin-Eguide. If a value is provided, an icon will appear on the v11 toolbar that looks like an open book. if a user selects the book, it will launch an Internet Explorer session which brings the user to the Clin-eguide home page. The credentials are passed with the action and will log them into the site if valid.

    Available Options:  Free Text 
    Recommended Setting:  Blank
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Clinical Exchange Documents Item Verification

• When set to 'Y' this will require verification when CED items (meds, allergies, problems, etc.) are imported. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.
• When set to 'N', the CED items would be imported and would not require verification prior to being added to the patient's chart.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Community/Automatic CED Submittal: Automatically submit CEDs to communities when patient chart is updated

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

• Default Value: N

  Options: 
  1. Y (Allow) 
  2. N (Do Not Allow)

Community/Patient Data Sharing Security: Default sharing with Communities (Opt-in) or not share (Opt-out)

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

• Default Value: Opt-In

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

  Options: 
  1.Opt-in: Yes you want to share
  2.Opt-out: No you do not want to share

Create Future Encounter Added in v11.1.7 Allows the creation of future encounters

• When set to 'Y' this will allow users to create documentation on a future encounter
• When set to 'N' this will not allow users to create documentation on a future encounter

    Available Options: 'Y' or 'N'
    Defaulted Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

• Create Overdue Reminder Task: Create Overdue Reminder Task

Allows users the option to enable or disable OverDue Reminder Tasks

  Options: Y (Allow) or N (Do Not Allow)

Days Before Instruction Expiration Date To Consider Near Due

• This Value is a number representing number of days. This tells the system when incomplete instructions should show as near due on the patient's chart.

    Available Options:  0-99
    Recommended Setting: 14
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Days Before Scheduled Order Expiration Date to Consider Near Due

• This Value is a number representing number of days. This tells the system when incomplete or scheduled Orders should show as near due on the patient's chart.

    Available Options:  0-99
    Recommended Setting: 14
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Default Entering For Provider ID

• This value specifies the default provider ID that should default into fields such as the Ordering Provider on medications or Orders within the system. This is primarily used for non-provider users that support a specific physician. For example, if an MA always works for Dr. Smith, they would want to set this within their personalize options so it would pre-populate and default properly. This is typically a setting that should be shown to users during training.

    Available Options:  Any entry in the Provider Dictionary
    Recommended Setting: Blank   
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default.  

Default Specialty ID

• This value specifies a non-provider's default specialty. This is best used as a personal setting from within the UI and should be shown to end users during training. This setting will default the specialty for a user in certain areas of the product that are driven by specialty such as the note selector, ACI specialty favorites, and flowsheets. Providers usually have their specialty specified in the provider dictionary and do not need to utilize this preference.

    Available Options:  Any entry in the Specialty Dictionary
    Recommended Setting: Caution -Blank for user/providers (adverse affect of their favorites if not left blank),
    Users can populate as needed, but the recommended setting is still "Blank"
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default.  

Default Supervising Provider ID

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

    Available Options:  Any entry in the Provider Dictionary
    Recommended Setting: Blank
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default.  

Default to QuickList Favorites

• When set to 'Y', this preference causes items to get automatically assigned to a users QuickList as they use them. This includes meds, allergies, orders, and problems.
• When set to 'N', items will not be added to a users QuickList unless they manually add it.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is on by default

Dictionary Cache

• This setting is looking for a numeric value, but should be left alone. This is a development setting and is not intended to be used unless instructed otherwise.

    Available Options:  Numeric Value
    Recommended Setting:  Do not change
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Dictionary Edit Max Count

• This setting should be a value between 100 and 1000. This determines how many rows will be visible in a dictionary grid before the dictionary automatically goes into search mode.

    Available Options:  Numeric Value between 100 and 1000
    Recommended Setting:  1000
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Directives Editable

• If set to 'Y' the Patient Directives on the Patient Profile Dialog or "i" screen will be editable. This would be set to 'Y' if you want users to document patient directives in the UI.
• If set to 'N' the Patient Directives on the Patient Profile Dialog or "i" screen will be viewable only. This would be set to 'N' if you do not want users to document or edit this or if this value is populated through the registration interface.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Display <R> in Patient Banner for Restricted Documents Added in v11.1.7

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

    Available Options: 'Y' or 'N'
    Recommended Setting:
    Can be set on these levels: Enterprise,Organization
    User Can Override: N/A 

Display Future Encounters in selector X days in the future

• This is a numeric value which specifies how far in the future pending appointments are shown in the encounter selector. In most workflows, users will be working on an arrived appointment for the current day. If there are workflows that require people to prepare for a future appointment and begin documenting on encounters before the arrival occurs, this setting would allow those encounters to display and be selectable. It is advised that this be set to 1 to avoid any issues if the scheduling interface was to go down. If appointments can't be arrived in the system due to interface issue, this would allow end users the ability to complete their work on pending appointments until the issues are resolved.

    Available Options:  Numeric Value between 0-99
    Recommended Setting:  1
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DisplayPatientPicture - Refer to the Patient Photo in Patient Profile Workflow

• If set to 'Y', this would display the patient picture on the Patient Profile Page or "i" screen. This also allows the ability to upload pictures.
• If set to 'N', this would hide the patient picture on the Patient Profile Page or "i" screen and would disable the ability to upload pictures.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Double Click Action

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

    Available Options:  'View' or 'Edit'
    Recommended Setting:  'View'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be shown during training.

Due Date or Start Date for Newly Added Bulk Enrollment

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

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

    Available Options:  'Due Date' or 'Start Date'
    Recommended Setting: 
    Can be set on these levels:  Enterprise only
    User Can Override:  No, this is off and enforced

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

• If set to 'Y' the system would generate verification tasks for providers when allergies are entered by non-provider users. In this setting a newly entered allergy will remain in a unverified mode until verified by a provider. This is important for JCAHO accreditation.
• If set to 'N' the system will add allergies to the patient's allergy list in a completed status without verification from a provider.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

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

For 2009, to be a "successful e-prescriber", a provider must report the e-prescribing quality measure through their Medicare Part B claims on at least 50% of applicable cases during the reporting year.

• If set to 'Y' a reminder will be added to the Encounter Summary for all Medicare patients that an e-Prescribing G-Code may be appropriate for this encounter. This is a reminder to the facility that they need to manually add the G-Code to their Encounter Form. This ensures all prescriptions should count towards the qualifications necessary to be seen as a "successful e-prescriber."
• If set to 'N' no reminder will appear.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Optional

Enable MSHV Added in v11.1.7

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

• If set to 'Y' the Health specific settings shodul display on the patient profile dialog and allow for a patient to be linked to their HealthVault account.
• If set to 'N' then patient accounts cannot be linked to HealthVault.

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

     Available Options: 'Y' or 'N'
     Default Setting: 'N'
     Can be set on these levels: Enterprise, Organization
     User Can Override: N/A
     

Enable TOC on Schedule Daily

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

     Available Options: 'Y' or 'N'
     Default Setting: 'N'
     Can be set on these levels: Enterprise, Organization, User
     User Can Override: Allowed

Enable TOC on Schedule Provider

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

     Available Options: 'Y' or 'N'
     Default Setting: 'N'
     Can be set on these levels: Enterprise, Organization, User
     User Can Override: Allowed

Encounter Selection from Worklist

• When set to 'Encounter Selector'
• When set to 'Create New Encounter'

    Available Options:  'Encounter Selector' or 'Create New Encounter'
    Recommended Setting: 
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Optional

Encounter Type for Worklist

This preference previously only applied to results. Effective in v11.1.7, this preference is applied to all work done on Worklist. The intent is to reduce the instances when a use is presented with an encounter selector without increasing the number of times work done during an appointment is documented against a non-appointment encounter.

    Available Options: Active entries in the Encounter Type dictionary
    Recommended Setting: Chart Update
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Optional

Encounter Summary Always Print Medication Profile Added in v11.1.7

Encounter Summary: Always print medication profile

    Available Options: 'Y' or 'N'
    Default Setting: 'N'
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

EncounterSummaryAlwaysProvideClinicalSummary: Encounter Summary: Always Provide Clinical Summary

• Default Value: Y

  Options: 
  1. Y (Allow) 
  2. N (Do Not Allow)

Encounter Summary Default View

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

    Available Options:  'Type' or 'Problem'
    Recommended Setting:  'Problem'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be shown during training.

Encounter Summary Password Required on Save

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Encounter Summary Review Before Save

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is selected by default and should be shown in training

Enterprise Emergency Telephone Number

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

    Available Options:  Free Text
    Recommended Setting: '911'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

EthnicityEditable: Ethnicity Editable

Enables organizations to allow users to edit the Ethnicity from within the Patient Profile. NOTE: The PMS is NOT updated with this is done

• Default Value: N

  Options: 
  1. Y (Allow)
  2. N (Do Not Allow)

ExceptionDetailsPassword: Exception Details Password

• Default Value: Blank

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

Fax Maximum Pages Added in v11.1.7

Maximum number of pages (estimated) allowed in a chart fax

• This is a numeric field

    Available Options: Free Text Numeric Field
    Recommended Setting:
    Can be set on these levels: Enterprise, Organization
    User Can Override:  No, this is off and enforced

Fax Warning Type Added in v11.1.7

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

    Available Options: Block Fax, Disabled, Warn User
    Recommended Setting: 
    Can be set on these levels: Enterprise, Organization
    User Can Override:  No, this is off and enforced

HideClinicalToolbarUponLogin - Added in v11.2.2

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

    Available Options: Y or N
    Default Setting: N
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Yes

Language Editable

• When set to 'Y', this allows users to edit the patient language on the Patient Profile Dialog or "i" screen. This allows users to specify the patient's primary language within AE-EHR.
• When set to 'N', this will only allow users to view the patient's primary language on the Patient Profile Dialog or "i" screen. This is usually the preferred setting when this value is populated by the registration interface or if an organization prefers not to capture this information.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Mask SSN in Reports, Patient Search, & Patient Profile

• When set to 'Y', this will hide the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.
• When set to 'N', this will allow users to see the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Max # of Providers for All Provider View

• This is a numeric value between 0-99. This specifies the maximum number of providers a user can add to the All Provider view. This is defined on the Daily Schedule within the personalize options. The recommendation is 20 and any more than that should be tested prior to implementing. This could introduce a performance issue or become unusable if too many schedules are merged together.

    Available Options:  Numeric Value between 0-99
    Recommended Setting:  20
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Maximum Number of Seconds to allow for Worklist Load

• This is a numeric value that represents the maximum number of seconds that the WorkList is allowed to consume before timing out. This setting is put into place to prevent any long term lock ups for a WorkList view that are improperly defined and potentially hindering system performance. In most cases, if the view is defined properly, this setting should have no merit.

    Available Options:  Numeric Value 
    Recommended Setting:  30
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

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

• This is a numeric value that establishes the length of time that the patient location and encounter status will be stored. This time frame is based on the last update of either of the fields. For example, if this is set to 1 hour, this information would be cleared 1 hour after the last update to the patient location or encounter status. This is cleared out to ensure it is reset for the patients next visit.

    Available Options:  Numeric value between 1-99
    Recommended Value:  2
    Available on these levels:  Enterprise, Organization
    User Can Override?  No, This is off and enforced

Normative Growth Chart in Units

• If set to ‘Us Units’ the Normative Growth chart will be displayed using US Units.
• If set to ‘Metric Units’ the Normative Growth Chart will be displayed using Metric Units.

    Available Options:  ‘Us Units’, ‘Metric Units’
    Recommended Value:  ‘Us Units’
    Available on these levels:  Enterprise, Organization, User
    User Can Override?  Yes, This is on by default and should be shown during training. 

Order Authentication Time-Out

• This is a numeric value that determines the number of minutes before the system requires authentication since the last time they authenticated. The system can be configured to ask for passwords when signing notes, prescribing medications, or committing the encounter summary. If a user has entered their password within the allowed time frame defined by the setting, the user will not be required to enter their password. Once the time period has passed, the user will need to enter their password to verify their access. Setting this to 0 means that a user will need to enter their password once and their authentication session will not expire again during the session.

    Available Options:  Numeric value from 0 – 99
    Recommended Setting:  5
    Available on these levels:  Enterprise, Organization
    User can override?  No, this is off an enforced

Patient Portal Registration Level: Patient Portal Registration Level

  Options:
  1. Organization
  2. Provider

Patient Tracking-Use Patient Encounter Status

• If set to 'Y', this will enable this drop down and the values available for the assigned site will appear in the drop down for an arrived patient.
• If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Patient Tracking-Use Patient Site Location

• If set to 'Y', this will enable this drop down and the values available for the assigned site will appear in the drop down for an arrived patient.
• If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

PCPEditable - Added in 11.2.3 HF4

• Determines if a user can edit the PCP field in the Patient Profile dialog.
• http://blog.galenhealthcare.com/2012/07/25/tips-from-the-ehr-new-pcp-field-preferences/ - Galen Blog article with more details.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

PCPDefaultSearch - Added in 11.2.3 HF4

• Determines the search selection option when a user clicks the binoculars for the PCP field.
• http://blog.galenhealthcare.com/2012/07/25/tips-from-the-ehr-new-pcp-field-preferences/ - Galen Blog article with more details.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes

Previously Discontinued (DC)For Patient

• If set to 'Immediate' the user will be prompted with a warning if an order being added has been discontinued for that patient in the past.
• If set to 'Never' the user will not be warned of this condition.

    Available Options:  'Immediate' or 'Never' 
    Recommended Setting:  'Never' 
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced
  

Print Patient Education Always

• If set to 'Always' the indicator on the encounter summary screen will be selected and printed anytime patient education is available whether it is part of a CareGuide or custom education materials added by the client. This setting can be overridden on the encounter summary if the user doesn't want them for a specific encounter.
• If set to 'CareGuide Only', the indicator on the encounter summary screen will be selected and printed anytime patient education is available if included with the CareGuide. This setting can be overridden on the Encounter Summary if the user doesn't want them for a specific encounter.

    Available Options:  'Always' or 'CareGuide Only'
    Recommended Setting:  'Always' 
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is an option, but not selected by default

Provider Selection limited to Favorites

• If set to 'Y' the user or provider is limited to selecting a provider from their favorites list in the drop down. The search field will be hidden and they are prevented from selecting other providers. This is typically only used in a multi-org situation when it is not viable for users to see the entire list of providers.
• If set to 'N' the user or provider has the ability to do a look-up against the entire provider dictionary.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

PtCommunicationClinSummariesEditable: Patient Communication Clinical Summaries Editable Determines if users are allowed to edit or update a patient's preferred method for receiving Clinical Summaries

• Default Value: Y

  Options: 
  1. Y (Allow) 
  2. N (Do Not Allow)

PtCommunicationReminderEditable: Patient Communication Reminder Editable

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

• Defauly Value: Y

  Options: 
  1. Y (Allow) 
  2. N (Do Not Allow)

RaceEditable: Race Editable

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

  Options: 
  1. Y (Allow) 
  2. N (Do Not Allow)

Toolbar Default for Clinician Choice Button Added in v11.1.7

Default for Clinical Choice Button to direct user to a specific tab in ACI

    Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'
                       'Allergies', 'Medication History', 'Immunization History', 'Chief Complaint', 'Rx'
                       'Medication Administration', 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'
                       'Immunizations', 'Supplies', 'CareGuides', or 'QSets'
    Default Setting: 'Chief Complaint'
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Toolbar Default for History Builder Button Added in v11.1.7

Default for History Builder Button to direct user to a specific History Builder tab in ACI

    Available Options: 'Active', 'Past Medical History', 'Past Surgical History', 'Family History', 'Social History'
                       'Allergies', 'Medication History', 'Immunization History', or 'Chief Complaint'
    Default Setting: 'Active'
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Toolbar Default for Problem-Based Order Button Added in v11.1.7

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

    Available Options: 'CareGuide' or 'QSets'
    Default Setting: 'QSets'
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Toolbar Default for Rx/Orders Button - Lab Icon Added in v11.1.7

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

    Available Options: 'Lab/Procedures', 'Imaging', 'Follow Up/Referral', 'Instructions'
                       'Immunizations', or 'Supplies'
    Default Setting: 'Lab/Procedures'
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Toolbar Default for Rx/Orders Button - Rx Icon Added in v11.1.7

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

    Available Options: 'Rx' or 'Medication Administration'
    Default Setting: 'Rx'
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

UA Install Location This preference is no longer used.

Use Clinical Desktop Default View When Switching Patients Added in v11.1.7

    Available Options: 'Y' or 'N'
    Recommended Setting: 
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Use Organization or Site Address for Patient Ed Print Out Added in v11.1.7

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

    Available Options: 'Site' or 'Organization'
    Default Setting: 'Organization'
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

URL to find the UAI DesktopAgent install (optional)

• This setting is to be used by clients using the UAI application only. If this is to be used, the technical resource installing the UAI tool would provide the appropriate setting for this field.

    Available Options:  Free Text - provided by technical representative
    Recommended Setting: Blank unless using UAI
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Works 0 FingerPrintAuthEnc

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

Workspace view for tasks that navigate to worklist

• This setting determines the default clinical desktop view to use when working an worklist related item from the task list. When a worklist task is double-clicked from the task list, it will navigate the user to the clinical desktop and use the defined view. This should be set to a Clinical Desktop View that is designed to efficiently complete worklist items.

    Available Options:  Drop down list of available clinical desktop views
    Recommended Setting: Worklist view designed to efficiently complete worklist items
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this should be explained in training.

HMP Preferences

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

• Default Value: Show in my alerts

  Options: 
  1.Alert 
  2.Never
  3.Always
  User Can Override: Yes

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

• Default Value: US Metric system

  Options:
  1.US
  2.Metric
  3.As Entered  
  User Can Override: Yes
  Note: If 'As Entered' is selected, then the value is displayed
  exactly how the value was entered.

ImmunizationAdminViewShowPermDeferred: Immunization Admin View Show Permanent Deferred Immunizations. Indicates if permanently deferred immunizations appear by default in the Immunization Series/Administered Recorded View. *Note: New V11.4

• Default Value: Y

  Options: Yes or No
  User Can Override: Yes
  Yes: shows the permanently deferred immunizations by default.  
  No: hides the permanently deferred immunizations by default

ImmunizationAdminViewShowTempDeferred: Immunization Admin View Show Temporarily Deferred Immunizations. Indicates if temporarily deferred immunizations appear by default in the Immunization Series/Administered Recorded View. If temporarily deferred items are displayed in the Administered/Record view then those items are also cited when that view is cited into *Note: New V11.4

• Default Value: Y

  Options: Yes or No
  User Can Override: Yes
  Yes: shows the temporarily deferred immunizations by default.  
  No: hides the temporarily deferred immunizations by default

My Priority View-Default Other Problems to Expanded: Indicates whether or not problems default to an expanded state in the My Priority View. *Note: New V11.4

• Default Value: Always

  Options:
  1.Always
  2.Never
  3.Alert  
  User Can Override: Yes
  Note: The alert setting expands other problems in the My Priority View if there is an overdue item, a near or past due item that causes an alert icon to appear.

My Priority View-Default My Priority Problems to Expanded: Indicates whether or not My Priority problems default to an expanded state in the My Priority View. *Note: New V11.4

• Default Value: Always

  Options:
  1.Always
  2.Never
  3.Alert  
  User Can Override: Yes
  Note: The alert setting expands My Priority Problems in the My Priority View if there is an overdue item, a near or past due item that causes an alert icon to appear.

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

• Default Value: US units

  Options:
  1.Us Units
  2.Metric Units
  User Can Override: Yes

NormativeGrowthChartGraphLabels: Normative Growth Chart Graph Labels Indicates the which labels should display on the Normative Growth Charts by Default.

• Default Value: Blank

  Options:
  1.Show Age
  2.Show Data
  3.Show Percentiles
  User Can Override: Yes

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

• Default Value: Height / Weight / BMI

  Options:
  1.Heigh-Weight-BMI
  2.Weight-Height-BMI
  User Can Override: Yes

Other Medications and Other Orders - Default to Expanded: Other Medications and Other Orders - Default to Expanded: Indicates whether or not other medications and orders default to an expanded state when the HMP page is opened.

• Default Value: Always

  Options: 
  1.Alert 
  2.Never
  3.Always
  User Can Override: Yes

Problem/Problem Type View - Default Acute Problems to Expanded: Problem/Problem Type View - Default Acute Problems to Expanded: Indicates whether or not acute problems default to an expanded state when in the Problem View.

• Default View: Always

  Options: 
  1.Alert 
  2.Never
  3.Always
  User Can Override: Yes

Problem/Problem Type View - Default Chronic Problems to Expanded: Problem/Problem Type View - Default Chronic Problems to Expanded: Indicates whether or not chronic problems default to an expanded state when in the Problem View.

• Default View: Always

  Options: 
  1.Alert 
  2.Never
  3.Always
  User Can Override: Yes

Resulted Panels - Default to Expanded: Resulted Panels - Default to Expanded: Indicates whether or not the Result panels default to an expanded state when the HMP page is opened.

• Default Value: Always

  Options: 
  1.Alert 
  2.Never
  3.Always
  User Can Override: Yes

Show Blank Rows: Show Blank Rows: Indicates whether or not to show blank rows on the HMP page.

• Default Value: Y

  Options: Yes or No
  User Can Override: Yes

Show Clinical Findings if: Show Clinical Findings if: Indicates that Clinical Findings should display if the selected criteria is met.

• Default Value: N/A

  Options: 
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.
  User Can Override: Yes

Show Diagnostic Imaging if: Show Diagnostic Findings if: Indicates that Clinical Findings should display if the selected criteria is met.

• Default Value: N/A

  Options: 
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Follow - up if: Show Follow-up if: Indicates that Follow-up should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Immunizations if: Show Immunizations if: Indicates that immunizations should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Instructions if: Show Instructions if: Indicates that instructions should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Incomplete Show on Order List Order
  3.Reminder
  4.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Laboratory if: Show Laboratory if: Indicates that Laboratory should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Medication Admin if: Show Medication Admin if: Indicates that Medication Admin should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Other Diagnostic Testing if: Show Other Diagnostic Testing if: Indicates that Other Diagnostic Testing should display if the selected if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Precautions if: Show Precautions if: Indicates that Precautions should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Incomplete Show on Order List Order
  3.Reminder
  4.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Referrals if: Show Referrals if: Indicates that Referrals should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

Show Supplies if: Show Supplies if: Indicates that Supplies should display if the selected criteria is met.

• Default Value: N/A

  Options: (Can select 0-ALL of the options)
  1.Incomplete Order
  2.Reminder
  3.Most Recent
  User Can Override: Yes
  Note: Organizations have the ability to select one, two, or all
  three of the valid values for this preference.

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

Setting Y would suppress Other Medication and not show in the HMP, whereas setting to N would not suppress these and show Other Medication in the HMP.

• Default Value: N

  Options: Y or N
  User Can Override: Yes

Suppress Other Orders - Determines whether or not to display "Other Orders" in the HMP.

Setting Y would suppress Other Orders and not show in the HMP, whereas setting to N would not suppress these and show Other Medication in the HMP.

• Default Value: N

  Options: Y or N
  User Can Override: Yes

Meds Preferences

Apply to All Print Dialog Default Value: This preference sets the checkbox on the Print Dialog presented for Prescriptions

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Auto Dispense Inventory Medications * Note: Added in v11.1.7

Set prescribe action to dispense for in-inventory medications

    Available Options: 'Y' or 'N'
    Default Setting: 'N'
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

Automatically Reactivate NRM * Note: Added in v11.4

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

    Default Setting: 'N'
    Available Options: 'N' 'NotActiveOnly' 'NoActiveorTempDefer'
    'N' - You must manually active NRM via Add Clinical Item when
          there are not active medications on the patient record 
          (when all meds are in completed, Perm Deferral, EIE, or
          Discontinued Status and the Current Medications List is
          empty
    'NotActiveOnly' -System Automatically reactivates NRM in the
                     Meds/Orders component if there are not 
                     active medications on the patient record.
     'NoActiveorTempDefer'-System automatically actives NRM in 
                           the Meds/Orders component if there are  
                           no active medications or if the only
                           medications displayed in the Current    
                           Medications are in a Temporary 
                           Deferral Status.
    
    Can be set on these levels: Enterprise
    User Can Override: N/A

Days Before RxAction Date To Consider Near Due

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

    Available Options:  Numeric value between 0-99
    Recommended Setting: 14
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Days Include Completed Meds

• This is a numeric value between 0-30. This represents the number of days before the Rx Action Date to consider the renewal as Near Due. Near Due Prescriptions will display on Encounter Summary. *Note Added in V11.4

    Available Options:  Numeric value between 0-30
    Recommended Setting: 30
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  N/A

Default Rx Action for Renewal

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

    Available Options:  'previous action', 'user default'
    Recommended Setting: 'previous action'
    Can be set on these levels:  Enterprise, Organization, user
    User Can Override:  Yes, this is on by default and should be shown during training.

Destination: Default Rx Action

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

    Available Options:  'CallRx', 'Dispense Sample', 'Print Rx', 'Record', 'Send To Mail Order', 'Send to Retail'
    Recommended Setting: 'Send to Retail'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be shown during training.

DestinationOTC: Default Rx Action for OTC This preference is to ensure OTC medication orders are recorded, printed or sent to the patient's pharmacy. *Note: Added in V11.4

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

    Available Options:  'CallRx', 'Dispense Sample', 'Print Rx', 'Record', 'Send To Mail Order', 'Send to Retail'
    Default Value: 'Blank' automatically defaults to Default
                    Action RX value.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be shown during training.

Default Admin By

• If set to 'Y' the Default Admin By for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin By for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Date

• If set to 'Y' the Default Admin Date for a Medication Administration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Date for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Dose

• If set to 'Y' the Default Admin Dose for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Dose for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Lot

• If set to 'Y' the Default Admin Lot for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Lot for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Manufacturer

• If set to 'Y' the Default Admin Manufacturer for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Manufacturer for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Route

• If set to 'Y' the Default Admin Route for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Route for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Site

• If set to 'Y' the Default Admin Site for a Medication Administration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Site for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Disp Save Default

• If set to 'Y', this defaults the 'save as default for selected SIG' option to be selected on the medication screen. If this information is saved, the next time a provider selects that SIG, the Days, Quantity, Units, Refill, and DAW option will fill in based on the previously saved values.
• If set to 'N', the 'save as default for selected SIG' will not be selected by default, but the provider can select this option if they prefer to save a default from time to time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Display Dose Range Missing *Note: Added in V11.4.

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

    Available Options:  'All' 'Pediatric' 'Geriatric' 'None'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes

Display RX Coverage Detail

• Default set to 'Y'

   Available Options: 'Y' or 'N'
   Can be set on these levels:  Enterprise, Organization, User
   User Can Override:  Yes, this is on by default and should be described during training

DUR Acknowledge Reason

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR Warning: Dose Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a dose check DUR warning immediately after selecting the medication. For this setting to work, the Enterprise DUR settings for dosage must also be on.
• If set to 'Never' the user will not be prompted with this type of warning.

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

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR WARNING: Drug to Alcohol Check Interrupt Timing - [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate" or "Never".]

• If set to 'Immediate' the user will be prompted with an alcohol check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Alcohol screening must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

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

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR WARNING: Drug to Drug Check Interrupt Timing - [DUR Preferences are no longer set per severity levels. They can only be set to "Immediate'or Never".]

• If set to 'Immediate' the user will be prompted with a drug-drug check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Drug interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

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

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR WARNING: Drug to Food Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a food check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for food screening interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

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

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR WARNING: Drug to Healthstate Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a Drug-Health State check DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Drug-Health State interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

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

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR WARNING: Duplicate Therapy Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a Duplicate Therapy DUR warning immediately after selecting the medication. For this to work the Enterprise settings for Duplicate Therapy interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

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

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DUR WARNING: PAR Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a Prior Adverse Reaction (PAR) warning immediately after selecting the medication. For this to work the Enterprise settings for PAR interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

• Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Immunization Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task.

EnableMAI: Enable Medication Adherence Indicators

Allows organizations to enable the Medication Adherence indicator for applicable patients.

• Default Value: Y

  Options: Y or N

Enable Rx Hub Medication History

• If set to 'Y' the application will allow patient history to be loaded from Rx Hub. This requires that the patient's medication benefits information is added to the application and a match can be made with the Rx Hub Warehouse. If these items are both true, a patients historical medications will be loaded into the system.
• If set to 'N' the system will not attempt to load the patient's historical medications.
• New in v11.1.6 and newer this can be disabled for individual patients to meet HIPAA -see Med History Patient Disable

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Enable SCRIPT Messaging

• If set to 'Y' then Script messaging is enabled between the physician and the pharmacies using the SureScripts network. This requires other setup as well, but must be enabled for physicians or systems that have been setup and want to use this type of messaging. When turned on, the system will determine if the pharmacy is a script enabled pharmacy and determine if a script should be sent electronically or as a fax. This occurs when the Rx Action is Send to Retail. Inbound Script messages will appear as New Prescription Request (NEWRX), Renewal Request (REFREQ), and Renewal Response (REFRES) messages.
• If set to 'N' Script messaging will be disabled.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N', unless setup for SureScripts usage
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Enable Touchscript Messaging

• If 'Y' is selected then organizations can send in-office medication requests from AE-EHR to TouchScripts. This would be used if you are using the FirstFill product which is a part of TouchScripts. If you are interested in this product you would contact your account manager.
• If set to 'N' this feature will be disabled.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N', unless setup for FirstFill usage
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Formulary Alternatives Reason Required

• If set to 'off formulary with preferred' the user would be required to enter a reason for prescribing a specific medication when the medication is off formulary and there are preferred medications available.
• If set to 'preferred' the user would be required to enter a reason for prescribing a specific medication when the medication has preferred alternatives available.
• If set to 'never' the user would not be forced to provide a reason for ignoring formulary alternatives.

    Available Options:  'off formulary with preferred', 'preferred', 'never'
    Recommended Setting: 'never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Formulary Checking Interrupt Timing

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

    Available Options:  'Immediate', 'Deferred', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Immunization - Expiration Date Added in v11.1.7

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

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

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override:  N/A

Immunization - Lot Required Added in v11.1.7

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

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

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override:  N/A

Immunization - Manufacturer Added in v11.1.7

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

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

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override:  N/A

Immunization - NDC Added in v11.1.7

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

• If set to 'Y'
• If set to 'N'
• If set to 'Chargeable'

    Available Options: 'Y', 'N' or 'Chargeable'
    Recommended Setting:
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

Immunization - Requiredness Added in v11.1.7

Required field behavior.

• If set to Required to Complete
• If set to Required to Save

    Available Options: 'Required to Complete' or 'Required to Save'
    Recommended Setting:
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

Immunization Order Authorization Required

• If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.
• If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The immunization can still be fulfilled at the time of entry, but the audit task will be created for review.
• If set to 'Not Required' no tasks will be created and the immunization will be completed at the time of entry and completion.

    Available Options:  'Prospective', 'Retrospective', 'Not Required'
    Recommended Setting: 'Not Required'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

MAR Prescription BarCode

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

    Available Options:  'AHS Rx Number', 'NDC', 'GPI'
    Recommended Setting: Leave this setting alone.  This is only used with the MAR product which most clinics do not use.  
    For the few clients that do use this module, this setting would be based on their needs.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Med Admin - Expiration Date Added in v11.1.7 Determines whether or not an expiration date is required to complete a medication administration.

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

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override:  N/A

Med Admin - Lot Required Added in v11.1.7 Determines whether or not a lot is required to complete a medication administration.

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

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override:  N/A

Med Admin - Manufacturer Added in v11.1.7 Determines whether or not a manufacturer is required to complete a medication administration.

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

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override:  N/A  

Med Admin - NDC Added in v11.1.7

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

• If set to 'Y'
• If set to 'N'
• If set to 'Chargeable'

    Available Options: 'Y', 'N' or 'Chargeable'
    Recommended Setting:
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

Med Admin - NDC Added in v11.1.7

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

• If set to 'Y'
• If set to 'N'
• If set to 'Chargeable'

    Available Options: 'Y', 'N' or 'Chargeable'
    Recommended Setting:
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

Prescribe Enable Admin - Schedule Added in v11.4

Determines whether or not a scheduled medication administration can be enabled

    Available Options: 'Y', 'N'
    Recommended Setting:
    Can be set on these levels: Enterprise
    User Can Override: N/A

Med Admin - Requiredness Added in v11.4

Determines whether the other Medication Administration preferences are required when completing or saving the Medication Admin detail.

    Available Options: 'Required to Complete' or 'Required to Save'
    Recommended Setting: Required to Complete
    Can be set on these levels: Enterprise
    User Can Override: N/A

Med History Query Duration

• Available in 11.1.6 and newer only!
• Allows for a specific amount of time (in months) for retrieval of patients medication history from Rx Hub
• Configurable from one month to 24 months.

     Available Options:  Numeric from 1 to 24
     Default Setting: is 6 (months)
     Can be set on these levels:  Enterprise, Organization, User
     User Can Override:  No, this is off and enforced 

Medication History: Default value for Med Hx consent

Determines the default value for the medication history consent.

• Default Value: Unknown

  Options:
  1.Granted
  2.Declined
  3.Unknown

Minutes Before Re-Authentication Is Required For Medication Order

• This preference is enacted when the setting for Order Authentication Required is set to yes. If order authentication is required, this value is the number of minutes before a user is required to re-authenticate within the system. If this setting is set to 0, the system will only ask for a password once during a session when ordering a med. If set to 5, the user will need to re-authenticate if they have not completed an action that required authentication within the past 5 minutes. This setting does not apply to the login screen.

    Available Options:  Numeric Value
    Recommended Setting: '0'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Non-Scheduled Meds Order Authorization Required

• If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.
• If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The medication request can still be fulfilled at the time of entry, but the audit task will be created for review.
• If set to 'Not Required' no tasks will be created and the medication request will be completed at the time of entry and completion.

    Available Options:  'Prospective', 'Retrospective', 'Not Required'
    Recommended Setting: 'Prospective'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

• Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Medication Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would receive an audit task.

Order Present Formulary Alternatives

• If set to 'off formulary with preferred' the user would be presented with formulary alternatives when the medication is off formulary and there are preferred medications available.
• If set to 'preferred' the user would be presented with formulary alternatives when the medication has preferred alternatives available.
• If set to 'never' the user would not be presented with formulary alternatives.

    Available Options:  'off formulary with preferred', 'preferred', 'never'
    Recommended Setting: 'off formulary with preferred'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on and should be described during training

Order Prohibit Transmission of Schedule III Rx

• If set to 'Y' the transmission of Schedule III drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule III drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Order Prohibit Transmission of Schedule II Rx

• If set to 'Y' the transmission of Schedule II drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule II drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Order Prohibit Transmission of Schedule IV Rx

• If set to 'Y' the transmission of Schedule IV drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule IV drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Order Prohibit Transmission of Schedule V Rx

• If set to 'Y' the transmission of Schedule V drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule V drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Override Sign Rx Task for Schedule II Meds

• This setting is not used and should be left blank.

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

• This setting is not used and should be left blank.

Prescribe Enable Medication Administration Schedule - Need to verify this. This preference goes along with the MAR system.

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Prescribe Non-Formulary Authorization Required

• If set to 'Y' the medication will require authorization prior to fulfillment if prescribing off formulary and will not print without authorization.
• If set to 'N' the system will not require authorization if prescribed medications are off formulary

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribe Print Problem

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribe Print Script: Hide or Show the Sites

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

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

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribe Problem Linking Required

• If set to 'Required to Save", the prescription details screen will require a user to select a linked problem prior to saving the prescription.
• If set to 'Needs Info Reason', the user does not have to select a problem on the medication detail screen, but the medication will go to a needs info status and create a "Rx Info - Problem" task. This task will need to be worked and completed before the medication can be fulfilled.
• If set to 'Not Required' the system will not force the user to select a problem when prescribing or renewing a medication.

    Available Options:  'Required to save', 'needs info reason', 'not required'
    Recommended Setting: 'Required to save' - this helps build quicksets
    Can be set on these levels:  Enterprise, Organization, user
    User Can Override:  Yes this is an option

Prescribe Rx by Editing Rx updates Ordered By Field

• If set to 'Y' the Ordered by field will update to the current user renewing a medication if they are a valid ordering provider. This can be a good feature when physicians are covering for others and the desired behavior is to have the actual prescribing doctor documented as the Ordering Physician.
• If set to 'N' the original Ordering Provider will remain unless manually overridden.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Prescribe Updates Supervised By On Edit *Added V11.4

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  N/A

Prevent Ord Abs Contraind *Added V11.4

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

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

    Available Options:  'Y' or 'N'
    Default Value: 'N'
    Can be set on these levels:  Enterprise, 
    User Can Override:  N/A

Prescribing: Hide or Show Allscripts watermark on Faxed Prescriptions

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

    Available Options:  'Show' or 'Hide'
    Recommended Setting: 'Show'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribing: Hide or Show the Allscripts watermark on Printed prescriptions

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

    Available Options:  'Show' or 'Hide'
    Recommended Setting: 'Show'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribing without Allergy Status

• If set to 'Prevent' the user will be prompted when a patient's allergy status is not set. This will require them to define a patient's allergy status prior to completing a medication request.
• If set to 'Warn' the user will receive a warning message stating the patient has an unknown allergy status when they are not defined for a patient. This occurs when selecting a medication from the ACI.
• If set to 'Do Not Warn' the user will not receive a warning when prescribing medications.

    Available Options:  'Prevent', 'Warn', 'Do not Warn'
    Recommended Setting: 'Warn'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribing without Pharmacy Specified

• If set to 'Prevent' the user will be prompted when a patient's pharmacy is not set. This will require them to define a pharmacy prior to completing a medication request.
• If set to 'Warn' the user will receive a warning message stating the patient has no pharmacy when they are not defined for a patient. This occurs when selecting a medication from the ACI.
• If set to 'Do Not Warn' the user will not receive a warning when prescribing medications and a pharmacy is not defined.

    Available Options:  'Prevent', 'Warn', 'Do not Warn'
    Recommended Setting: 'Warn'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Rx Supervisor Signature Required

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

    Available Options:  'Not Required', 'Notification Only', 'Authorization before fulfillment'
    Recommended Setting: this should be based on your organizational policy
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Rx Supervisor Signature Required for Schedule II Meds

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

    Available Options:  'Not Required', 'Notification Only', 'Authorization before fulfillment'
    Recommended Setting: this should be based on your organizational policy
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Rx Supervisor Signature Required for Schedule III-V Meds

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

    Available Options:  'Not Required', 'Notification Only', 'Authorization before fulfillment'
    Recommended Setting: this should be based on your organizational policy
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Require Re-Authentication For New or Renewed Prescriptions

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Disable faxing of Class 2,3,4,5 Scheduled Meds

• If set to '2' the system will not allow faxing of schedule II medications
• If set to '2,3' the system will not allow faxing of schedule II or III medications
• If set to '2,3,4' the system will not allow faxing of schedule II, III or IV medications
• If set to '2,3,4,5' the system will not allow faxing of controlled medications
• If set to 'Always' the system will not allow faxing of medications

    Available Options:  '2', '2,3', '2,3,4', '2,3,4,5', 'Always', 
    Recommended Setting: '2' - this is the typical state requirement.  
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Disable Printing of Class 2,3,4,5 Scheduled Meds

• If set to '2' the system will not allow printing of schedule II medications
• If set to '2,3' the system will not allow printing of schedule II or III medications
• If set to '2,3,4' the system will not allow printing of schedule II, III or IV medications
• If set to '2,3,4,5' the system will not allow printing of controlled medications
• If set to 'Always' the system will not allow printing of medications

    Available Options:  '2', '2,3', '2,3,4', '2,3,4,5', 'Always', 
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

RxWeb Outbound Problem Code *Added V11.4

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

    Available Options:  ICD-9 or ICD-10
    Default Value: ICD-9
    Can be set on these levels:  Enterprise
    User Can Override: N/A

RxWeb List Limit

• This is a numeric value that limits the number of medications returned in a search. This can be limited if searching is causing slow responses, but typically this is left blank.

    Available Options:  Numeric value between 0-99
    Recommended Setting: leave blank (unlimited)
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is an option

Samples - Use current date for dispense date

Determines the Expiration Date value is required when documenting samples.

• Default Value: Y

  Options: Y or N

Samples - Expiration Date Required

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Lot Required

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Manufacturer required

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Quantity Required

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Quantity Units Required

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

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Schedule III to V Meds Order Authorization Required

• If set to 'Prospective' an Order Authorization task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.
• If set to 'Retrospective' a Order Notification task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first.
• If set to 'Not Required' no tasks will be created if a level III to V medication is prescribed by a user without proper license information. That medication would be fulfilled immediately.

    Available Options:  'Prospective', 'Retrospective', 'Not Required' 
    Recommended Setting: 'Prospective' - this should be based on your organizations policy
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Schedule II Meds Order Authorization Required

• If set to 'Prospective' an Order Authorization task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.
• If set to 'Retrospective' a Order Notification task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immediately and does not require this task to be worked first.
• If set to 'Not Required' no tasks will be created if a level II medication is prescribed by a user without proper license information. That medication would be fulfilled immediately.

    Available Options:  'Prospective', 'Retrospective', 'Not Required' 
    Recommended Setting: 'Prospective' - this should be based on your organizations policy
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Meds/Orders Preferences

Duplicate Checking Order Interval (Hrs)

• This Value is a number representing number of hours. This tells the system how many hours in the past it should look for a duplicate order. If a duplicate is found within the specified time frame, the user will receive a message with that information, which allows them to determine if another test is needed or not.

    Available Options:  0-99
    Recommended Setting: 48
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Enable Rx-Orders Verification see Change to Enable -clinical item- Verification

• If set to 'Y' this will require verification when non-provider users enter med or order history. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. A Task would be created for the Ordering physician to verify.
• If set to 'N', the med or order entries would not require verification prior to being added to the patient's chart when added by a non-provider user.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Med/Orders List Review - Leave blank, this is currently unused.

Monitor Order Selection

• If set to 'Y' the system will track how users are selecting orders. This will determine if the user used their favorites, QuickSets or CareGuides. This can be used to review workflows. This information is stored in the database, but would require a special script to retrieve the data.
• If set to 'N', they will not track how orders are selected.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Order Cancel Reason

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

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Order Chargeable Requires Billable ICD-9

• If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item is defined as chargeable. This will need to be selected before the user can save the Order.
• If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order.
• If set to 'Not Required' the system will not require a chargeable order be tied to an appropriate billable problem.

    Available Options:  'Required to Save', 'Needs Info Reason', 'Not Required'
    Recommended Setting:  'Required to Save'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Order CPT Requires Billable ICD9

• If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item has an associated CPT code. This will need to be selected before the user can save the Order.
• If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order.
• If set to 'Not Required' the system will not require a chargeable order be tied to an appropriate billable problem.

    Available Options:  'Required to Save', 'Needs Info Reason', 'Not Required'
    Recommended Setting:  'Required to Save'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Order Discontinue Reason

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

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Order Defer Reason

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

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Order Entered in Error Reason

• If set to 'Required' the user or provider will be required to provide an Entered in Error reason if they choose to mark an order as entered in error.
• If set to 'Prompt' the user or provider will be prompted to provide an Entered in Error reason, but it is not required to mark an order as entered in error.
• If set to 'Allowed' the user or provider will not be prompted to provide an Entered in Error reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Order Permanent Defer Reason

• If set to 'Required' the user or provider will be required to provide an Order Permanent Defer reason if they choose to permanently defer an order.
• If set to 'Prompt' the user or provider will be prompted to provide an Order Permanent Defer reason, but it is not required to permanently defer.
• If set to 'Allowed' the user or provider will not be prompted to provide an Order Permanent Defer reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Order Void Reason

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

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Overdue Order Task Creation

• If set to 'All Overdue' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue.
• If set to 'Overdue Important' the system will create overdue order tasks assigned to the ordering provider if the ordering provider selected the "Overdue Important" setting on the Order Details screen.

    Available Options:  'All Overdue', 'Overdue Important'
    Recommended Setting:  'Overdue Important'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Worklist Navigation After Authorize or Void: Worklist Navigation After Authorize or Void Determines where a user will be navigated to after authorizing or voiding a medication or order. The system will only navigate to the next patient when there are no outstanding items that require verification, review, authorization, or voiding.

• Default: Stay on worklist

NOTE: After voiding or authorizing an order, the user will either stay on the current patient worklist or be taken to the next patient,

  Options: 
  1. Stay on Worklist
  2. Go to next patient

Note Preferences

Document Add Review Stamp Added in v11.1.7

Add review stamp when a document review task is completed.

• When set to 'Y' a review stamp displaying the reviewing provider's name, date & time will display on the document reviewed.
• When set to 'N' no review stamp will display

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Yes

Note Auto Unlock Notes After Time

• This is a numeric value that represents hours. This will tell the system how many hours should occur before the system automatically unlocks v11 note. A note remains locked when a user is editing a note and at times this can be left open accidentally or an issue may have occurred that didn't properly close the note. This preference only applies to v11 note. This preference prevents notes from being locked when there is no AE-EHR session open.

    Available Options:  Numeric value
    Recommended Setting:  24
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Default Make Final

• Allows the System Administrator to configure a default state for the Make Final option on the Note Signature page to accommodate the provider’s most common workflow for signing documents and the need to finalize.
• If set to 'Y' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels.
• If set to 'N' the 'Make Final' checkbox will default to not being selected.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.  

Default Navigation After Signing

• Determines to which page the system navigates after the user signs a note.
• If set to 'No Navigation' the user or provider will not be taken off of the note upon signing.
• If set to 'Schedule' the user or provider will be brought to the Daily Schedule screen upon signing the note.
• If set to 'Task View' the user or provider will be brought to the Task List screen upon signing the note.
• If set to 'MD Charges' the user or provider will be brought to the Charge screen upon signing the note.

    Available Options:  'No Navigation', 'Schedule', 'Task View', 'MD Charges'
    Recommended Setting:  'No Navigation' - this really should be set on a user level based on their desired workflow
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training. 

DefaultSpecialtyInFormSelector: Default the Specialty Filter in the Form Selector to the specialty selected for the note Allows users to select a default specialty filter in the Form selector for note

• Default Value: N

  Options: 
  (Y): Default for the specialty filter for the assigned 
  specialty note
  (N): Don't default for the assigned specialty note

Note Default Owner

• Determines the default owner for Notes.
• If set to 'Use Appointment Encounter Provider if available, else use Most Recently Used' the system will default the note owner as the Appointment Provider. If there is no encounter provider available it will default to the most recently used provider.
• If set to 'Always use Most recently used note owner' the system will default the note owner to the last provider used for that user. This is a preferred method when the user primarily works from an ancillary schedule such as a Lab Schedule and the encounter provider is not an actual human.
• If set to 'None' the note owner will not default and will need to be selected each time a new note is created.

    Available Options:  'Use Appointment Encounter Provider if available, else use MRU', 'Always use MRU note owner', 'None'
    Recommended Setting:  'Use Appointment Encounter Provider if available, else use MRU'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training. 

Default Signature Display

• This setting defines the format of the signature when signing a note. The available formats are:

1. Firstname Lastname, Credentials; Date/Time (Signature Type)
2. Firstname Lastname, Credentials; User/Profession Date/Time (Signature Type)
3. Firstname Lastname, Date/Time (Signature Type)
4. Firstname Lastname, User/Profession Date/Time (Signature Type)

    Recommended Setting:  'Firstname Lastname, Date/Time (Signature Type)'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training. 

Default Signature Type

• This is a drop down menu that lists all available options from the Signature Type dictionary. The option selected will be defaulted into the Sign Note dialog box.

    Available Options:  All active entries from the Signature Type dictionary
    Recommended Setting:  Leave Blank and train the user to set the appropriate default.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training. 

Default Visit Type

• Allows users to default to the previously used Visit Type.
• If set to 'None' the visit type will not have a default value on the v11 note selector screen.
• If set to 'Last' the visit type will default to the last visit type selected in the v11 note selector screen.

    Available Options:  'None', 'Last'
    Recommended Setting:  'Last'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training. 

Don't Generate Document Appt Encounter Tasks

• 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. This task would serve as a reminder for the appointment encounter provider to create a note for the patients visit. The task will automatically be removed once a note is created. Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced  

Don't Generate Review Covered Note Tasks

• If set to 'Y' the system will not generate Review Covered Note Tasks.
• If set to 'N' the system will generate Review Covered Note Tasks. This task would apply when a physician is covering for another doctor and signs off on a note for them. This setting also depends on the 'Create Review Covered Note Task on Finalization' setting in the Document Type dictionary. Both settings must be set properly to activate the task workflow.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced  

Note Lock Lists After Number Days

• This is a numeric value that defines how many days until all lists within a note are locked. This includes lists such as Problems, Vitals, Immunizations, and Medications. This only applies to notes that have not been finalized. Once a note is finalized or this time limit has been reached, the lists will not update automatically.

    Available Options:  Numeric value
    Recommended Setting:  7
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Is V10 Note User Only

• If set to 'Y' the user or provider will only be able to create v10 notes. The v10 note selector will be presented to the user.
• If set to 'N' the user or provider will be presented with the v11 note selector and have the ability to select either version of notes available to them.

    Available Options:  'Y' or 'N'
    Recommended Setting:  This should be set based on the organizations preference to use v11 note
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced  

CC or RFV Required for E&M Code - need further details to explain.

• If set to 'Y' the E&M coder will require the CC or RFV be set.
• If set to 'N' the E&M coder will not require these values.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described in training

E/M Coder default to MDM tab

• If set to 'Y' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
• If set to 'N' the E/M coder will default to the Summary tab.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described in training

Post Text to Current Note

• If set to 'Y' the default will be for the "post text to current note" option to be on. This will tell the system that the users actions should be posted to a note. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows.
• If set to 'N' the default will be for the "post text to current note" option to be off. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described in training

UseAutoPrintForDefaultTemplate

• If set to 'Y' the document will print using the document type specific document template and override the users preferred setting. This can be useful if certain types of document require specific document templates.
• If set to 'N' the users auto-print defaults will be used.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced.

Orders Preferences

Add Clinical Item Order Selection Method Default

• This preference affects the "New" button on the Meds or Orders Component in the Clinical Desktop
• This preference affects the MU Alert - Medication Status when a user selects "New Medication"
• If set to 'Problem Based' the ACI window will default to the problem based tab which is best for users that utilize CareGuide or QuickSets.
• If set to 'Rx-Orders' the ACI window will default to the Rx/Orders tab which is best for users that don't use CareGuides or QuickSets.

    Available Options:  'Problem Based', 'Rx-Orders'
    Recommended Setting:  This depends on the use of CareGuides and QuickSets
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is an option

AllowManualSettingsofSpecimenToBeCollectedField: Allow Manual Setting of Specimen To Be Collected Field Allows the organization to determine if Specimen To Be Collected to be manually entered by the user

• Default Value: N

  Options: Y or N

Always Present Fax Dialog When Requesting Faxing Requisition

• If set to 'Y' the Fax Dialog screen will always present to a user when faxing a requisition.
• If set to 'N' the Fax Dialog screen will only present to a user if they don't have a default defined.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.  

Always Present Print Dialog When Printing Requisition

• If set to 'Y' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to unchecked and unless changed, the user will always be presented with the Print Dialog box when printing an Order Requisition.
• If set to 'N' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to checked and unless changed, the user will only be presented with the Print Dialog box when printing an Order Requisition if they do not have defaults defined.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training. 

Days before Scheduled Order Children To Be Done Date to Create Them

• This is a numeric value that represents the number of days before a scheduled order is created. This is based on the "To Be Done Date" defined on the scheduled order.

    Available Options:  Numeric Value
    Recommended Setting:  6
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced. 

Enable Orderable Item selection by RPL Filtering: Enable Orderable Item selection by RPL filtering Allows the organization to enable RPL filtering by the To Be Performed box from within the ACI NOTE: this is NOT available at the user level

• Default Value: Y

  Options: 
  1. Y (when set to Y the To Be Performed box on the ACI will filter 
  by the RPL values per Order Type) 
  2. N (when set to N the To Be Performed box does not display in the ACI) 

Enable Orderable Item selection by Site Filtering: Enable Orderable Item selection by Site filtering Allows the organization to enable site filtering based on the site restrictions configured in the OID

NOTE: If there are NO site restrictions configured, then the system displays the orderable items for all sites.

NOTE: This preference is NOT available at the user level

• Default Value: N

  Options: 
  1. Y (when set to Y the orderable items are filtered based on site 
  restrictions configured within the OID)
  2. N (when set to N then all orderable items are displayed)

Hold Orders for ABN

• If set to 'Y' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.
• If set to 'N' the order will not be put on an 'On Hold' status due to ABN requirements.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced.

Minutes Before Re-Authentication Is Required for Non-Medication Order

• This is a numeric value that represents the number of minutes before a user must enter their password to authenticate when ordering a non-medication order.

    Available Options:  Numeric or Blank Values
    Value of "0" means that the users will be prompted every time to enter their password
    Value of "blank" means that the user will never be prompted to enter their password
    Recommended Setting:  0
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced. 

Non-Medication Order Authorization Required

• If set to 'Prospective' an Order Authorization task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task must be completed before the order will be sent or fulfilled.
• If set to 'Retrospective' and Order Notification task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task is informational only and does not prevent the order from being sent or fulfilled.
• If set to 'Not Required' no tasks will be created.

    Available Options:  'Prospective', 'Retrospective', 'Not Required'
    Recommended Setting:  'Not Required' - this should be based on your organizational policies
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Order Medical Necessity Turned On

• If set to 'Y' Medical Necessity checking will be enabled.
• If set to 'N' Medical Necessity checking will be disabled.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced.

Order Authorization level - this setting is not used, leave blank.

Enable Order Authorization

• If set to 'Y' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
• If set to 'N' orders will not require authorization.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced.

Enable Order notification

• If set to 'Y' order notification tasks will be created if an orderable item is defined to require retrospective authorization.
• If set to 'N' orders notification tasks will not be created.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced.

Order Notification Level

• This is a numeric value that defines the Order level that a notification task should be created for. This number must be 1-10 and the system will create Order Notification tasks for any order that has a higher level than the value defined here if an Order is defined as requiring retrospective authorization.

    Available Options:  Numeric Value
    Recommended Setting:  Leave blank
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced. 

Ordering Medications if Patient has Unverified Allergies

• If set to 'Prevent' the system will require that the user verify unverified allergies before they can complete or save the order.
• If set to 'Warn' the system will notify the user that a patient has unverified allergies, but will not prevent them from ordering the medication.
• If set to 'Do Not Warn' the system will not notify the user if the patient has unverified allergies.

    Available Options:  'Prevent', 'Warn', 'Do Not Warn'
    Recommended Setting:  'Do Not Warn'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Ordering Medications if Patient has Unverified Medications

• If set to 'Prevent' the system will require that the user verify unverified medications before they can complete or save the order.
• If set to 'Warn' the system will notify the user that a patient has unverified medications, but will not prevent them from ordering the medication.
• If set to 'Do Not Warn' the system will not notify the user if the patient has unverified medications.

    Available Options:  'Prevent', 'Warn', 'Do Not Warn'
    Recommended Setting:  'Do Not Warn'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Order Problem Linking Required

• If set to 'Required to Save' the user must select a problem on the order detail screen before they are allowed to save the order.
• If set to 'Needs Info Reason' the user will not be required to select a problem on the order detail screen, but the order will go to a 'Needs Info' status and must be completed before the order can be sent.
• If set to 'Not Required' a user will not be required to select a problem when completing an order.

    Available Options:  'Required to Save', 'Needs Info Reason', 'Not Required'
    Recommended Setting:  'Required to Save'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Editing Order Updates Supervised by Field

• If set to 'Y' the supervised field will be updated to the current user when updating an order.
• If set to 'N' the supervised field will remain unless manually changed by the user.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced.

Chargeable Order Problem Linkage to Billable ICD-9 Interrupt timing

• If set to 'Immediate' the system will immediately warn and require the user to select an appropriate billable ICD9 code if the 'Orders Chargeable Requires Billable ICD9' setting is on.
• If set to 'Deferred' the system will warn and require the user to select an appropriate billable ICD9 code if the 'Orders Chargeable Requires Billable ICD9' setting is on when they attempt to commit the patient data.
• If set to 'Never' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.

    Available Options:  'Immediate', 'Deferred', 'Never' 
    Recommended Setting:  'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Problem Linkage Interrupt Timing

• If set to 'Immediate' and problem linking is required, the system will prompt the user to select a problem upon entering the order.
• If set to 'Deferred' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.
• If set to 'Never' and problem linking is not required, the user will not be prompted.

    Available Options:  'Immediate', 'Deferred', 'Never' 
    Recommended Setting:  'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing

• If set to 'Immediate' and problem linking is required for the performing location, the system will prompt the user to select a problem upon entering the order.
• If set to 'Deferred' and problem linking is required for the performing location, the system will prompt the user to select a problem upon selecting the commit button.
• If set to 'Never' and problem linking is not required for the performing location, the user will not be prompted.

    Available Options:  'Immediate', 'Deferred', 'Never' 
    Recommended Setting:  'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced. 

Require Re-Authentication For New or Renewed Orders

• If set to 'Y' the user will be prompted to enter their password if they have not authenticated within the timeframe specified for the 'Minutes Before Re-Authentication Is Required for Non-Medication Order' setting.
• If set to 'N' the user will not be required to enter their password for new or renewed orders. This setting does not apply to medications.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced.

Unspecified Billing Provider Matching Added in v11.1.7

• It can be set to Order Only or Exact Match. If set to order Only, the system behaves as it is currently. If set to exact match, the billing provider derived from the order must match exactly to the encounter on which the charges are generated. So if set to Exact match – if the ordering provider and billing provider don’t match it won’t drop the charges to that encounter.

    Available Options: 'Order Only' or 'Exact Match'
    Recommended Setting: 
    Can be set on these levels: Enterprise, Organization
    User Can Override: No, this is off and enforced.

Problem Preferences

Enable Problem Verification see Change to Enable -clinical item- Verification

• If set to 'Y' problems will be set to an unverified status when entered by a non-provider user. This information would need to be verified by a provider prior to becoming part of the patient chart.
• If set to 'N' problems will not get set to an unverified status.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced.

Problem resolved date equals today

• If set to 'Y' the resolved date will default to today when resolving a problem.
• If set to 'N' the resolved date will not default and must be manually entered if desired.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Problem Include in PMH

• If set to 'Unchecked' the 'Include in PMHx' option will not be selected by default on the problem detail screen.
• If set to 'Checked for All' the 'Include in PMHx' option will always be selected by default on the problem detail screen.
• If set to 'Checked for Chronic Only' the 'Include in PMHx' option will only be selected by default on the problem detail screen if the problem is classified as a chronic problem.

    Available Options:  'Unchecked', 'Checked for All', 'Checked for Chronic Only'
    Recommended Setting:  'Unchecked'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Problem List Review - this is currently unused, leave blank.

Problem Post to Encounter

• If set to 'Y' the problem will post to the encounter form when assessed.
• If set to 'N' the problem will not post to the encounter form when assessed.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Show unverified problems in the ALL view only

• If set to 'Y' unverified problems will only appear in the All Problem view.
• If set to 'N' unverified problems will appear in their respective categories.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

When No Linked V code for PMH Added in v11.1.7

    Available Options: 'Show ICD-9 for active problem' or 'Show no ICD-9'
    Recommended Setting: 
    Can be set on these levels: Enterprise, Organization
    User Can Override: No

Reconciler Preferences

1) DaysBeforeItemCanBePurged

Allows a purge process to set the number of days an item will remain on the Error Queue. *Note: New to v11.4

Available Values	Recommended/Default Value	Available Levels	User Can Override
Number	90 days	Enterprise	N/A

2) Reconciler Fields to Include in Patient ID Search

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. *Note: New to v11.4

Available Values	Recommended/Default Value	Available Levels	User Can Override
Blank Other Other2	Blank	Enterprise Org	N/A

3)Reconciler Fields to Include in Patient Phone Search 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.*Note: New to v11.4

Available Values	Recommended/Default Value	Available Levels	User Can Override
Blank Work Cell	Blank	Enterprise Org	N/A

Results Preferences

Abnormal Result Flag OverrideAllowed

• If set to 'Y' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen.
• If set to 'N' users will not have the ability to override the abnormal flag sent from a vendor.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Default Vitals - <10 years old

• This is a free text field that defined the default vitals panel used for children under 10 years old. This value must be equal to the exact name of the vital sign picklist and is case sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by deault and should be explained during training.

Default Vitals - 3 year old and younger

• This is a free text field that defined the default vitals panel used for children 3 years old and younger. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Default Vitals - Female 10 years old or older

• This is a free text field that defined the default vitals panel used for female patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group and gender.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Default Vitals - Male 10 years old or older

• This is a free text field that defined the default vitals panel used for male patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group and gender.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Disable QVerify All and Verify All Added in v11.1.7

• If set to 'Y' this will disable the use of Qverify All and Verify All
• If set to 'N' this will enable the use of Qverify All and Verify All

    Available Options: 'Y' or 'N'
    Recommended Setting: Y
    Can be set on these levels: Enterprise, Organization
    User Can Override: N/A

Hide Grid Header from Result Display in Worklist Added in v11.1.7

Determines if the grid header is hidden or not from the result display in the Worklist.

• If set to 'Y' this will hide the grid header from the display in the Worklist
• If set to 'N' this will not hide the grid header from the display in the Worklist

    Available Options: 'Y' or 'N'
    Recommended Setting: 
    Can be set on these levels: Enterprise, Organization
    User can Override: Optional

Number of Days of Results to include in Clinical Exchange Document

• This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created.

    Available Options:  Numeric Value
    Recommended Setting:  3
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off by default.

Number of Days of Vital Signs to include in Clinical Exchange Document

• This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain vitals data when created.

    Available Options:  Numeric Value
    Recommended Setting:  3
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off by default.

Result Verification Append Staff Message to Staff Comment Added in v11.1.7

Determines the default value for Append Staff Message to Task Comment checkbox.

• When set to 'Y' the system checks the Copy Message to Staff to the Task Comment checkbox by default.

    Available Options: 'Y' or 'N'
    Recommended Setting:
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Result Verification Disable To/CC Button Added in v11.1.7

Determines if the To/CC button is disabled on the Results Verification Dialog box.

• If set to 'Y' this will disable the To/CC Button on the Results Verification Dialog box
• If set to 'N' this will enable the To/CC Button on the Results Verification Dialog box

    Available Options: 'Y' or 'N'
    Recommended Setting: 
    Can be set on these levels: Enterprise, Organization, User
    User Can Override: Optional

Result Verification If Did Not Order

Determines system response when the user that is verifying the result is not the ordering provider.

• If set to 'Prevent' a provider will not be allowed to verify results that they did not order.
• If set to 'Warn' a provider will be notified that they are attempting to verify results that they did not order.
• If set to 'Do Not Warn' a provider will not get notified if attempting to verify results that they did not order.

    Available Options: 'Prevent', 'Warn', 'Do Not Warn'
    Recommended Setting:  'Warn'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Navigation After QVerify

Determines the navigation path after the user clicks QVerify or QVerify All

• If set to 'Go To Note' the provider will be brought to the Note when selecting QVerify during the results verification process.
• If set to 'Go To Next Patient' the provider will remain in the patient worklist screen and the next patient with worklist items defined in their current view will be brought into context.
• If set to 'Stay on Worklist' the provider will remain in the worklist on the current patient.

    Available Options: 'Go To Note', 'Go To Next Patient', 'Stay on Worklist'
    Recommended Setting:  Depends on desired workflow, set the best default and train users to select their preference.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Results Verification Note Type for QVerify Modified in v11.1.7

• This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for QVerify.

    Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)
    Recommended Setting:  Results Verification note type designed for this workflow
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Results Verification Note Type for Verify Added in v11.1.7

• This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for Verify.

    Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)
    Recommended Setting:  Results Verification note type designed for this workflow
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Note Use - For QVerify Modified in v11.1.7

This preference determines the default note use value for the QVerify action.

• If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using QVerify.
• If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of QVerify.
• If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.

    Available Options: 'Create New Note', 'No Note', 'Select Note'
    Recommended Setting:  Determined by workflow.  Set to the best default and alert users of this preference during training.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Note Use - For Verify Added in v11.1.7

This preference determines the default note use value for the QVerify action.

• If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using Verify.
• If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of Verify.
• If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.

    Available Options: 'Create New Note', 'No Note', 'Select Note'
    Recommended Setting:  Determined by workflow.  Set to the best default and alert users of this preference during training.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Patient Communication Methods for QVerify Added in v11.1.7

This preference determines the default communication method for QVerify.

• If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.
• If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.
• If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.
• If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details.
• If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note.

    Available Options:       
     -'Call Patient with Results'
     -'Discussed Results With Patient'
     -'Mail Results to Patient'
     -'No Patient Communication Needed at this Time'
     -'Schedule Appointment to Discuss Results'
    Recommended Setting:  Determined by workflow.  Set to the best default and alert users of this preference during training.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Patient Communication Methods for Verify Added in v11.1.7

This preference determines the default communication method for Verify.

• If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.
• If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.
• If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.
• If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details.
• If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results follow up task and does not require a note.

    Available Options: 
     -'Call Patient with Results'
     -'Discussed Results With Patient'
     -'Mail Results to Patient'
     -'No Patient Communication Needed at this Time'
     -'Schedule Appointment to Discuss Results'
    Recommended Setting:  Determined by workflow.  Set to the best default and alert users of this preference during training.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Task Assignment

Determines the default value for the assignment of delegated ResultsVerification tasks.

• If set to 'Current User' the user entering the result will be assigned the Results Verification task.
• If set to 'Ordering Provider' the provider defined as the Ordering Provider will receive the Results Verification Task.

    Available Options: 'Current User'. 'Ordering Provider' 
    Recommended Setting:  'Ordering Provider'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Results Verification Required

Determines if the results verification is required.

• If set to 'Y' the 'Verification Required' field on the Order Details screen will be selected by default. This specifically pertains to manually entered results. Interfaced results will be set based on the interface definition and is in no way altered with this setting. If a manual result is entered and this option is selected, a Results Verification task will be created and assigned to the user based on the 'Result Verification Task Assignment' setting.
• If set to 'N' the 'Verification Required' field will not be selected by default.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Results Verification Shows Verified Results in Results Document - For QVerify Modified in v11.1.7 Determines if the verified results should display on the Results Document for QVerify action.

• If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.
• If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.
• If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time.

    Available Options:  'Y', 'N', 'As Per Post to Note Icon'
    Recommended Setting:  'As Per Post to Note Icon'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described in training.

Results Verification Shows Verified Results in Results Document - For Verify... Addedin v11.1.7

Determines if the verified results should display on the Results Document for a Verify action.

• If set to 'Y' the 'Show Verified Results in Result Document' option will be selected by default on the Result Verification Screen. Having this option selected automatically posts the verified results to the note created in the verification process.
• If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.
• If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time.

    Available Options:  'Y', 'N', 'As Per Post to Note Icon'
    Recommended Setting:  'As Per Post to Note Icon'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described in training.

Require Abnormal Flag for Results Entry

• If set to 'Y' the Abnormal flag will be required for all resultable items with an order. If you have an Order with many resultable items, the user will be required to select an abnormal flag for all values even if those values are not being reported. This applies to manually entered results only.
• If set to 'N' the user will not be required to specify the abnormal flag when manually entering results.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No this is off and enforced.

Use UAI Vital Signs Integration

• If set to 'Y' the user will have the ability to capture vital signs using the UAI tool. This requires extra setup and the UAI module. This product allows you to capture and import vitals using a 3rd party device such as a Welch Alyn device.
• If set to 'N' the user will not have the option to capture vital signs using the UAI tool.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No this is off and enforced.

Vitals Picklist

• This is a drop down list that defines the default Vitals Picklist to be used. This picklist defines the Vital Sign Views available to the end user.

    Available Options:  Drop down list of valid Vital Sign Picklists defined in your OID dictionary.
    Recommended Setting:  Use the preferred vital signs picklist defined by your organization.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Removed in 11.2

From General

• UAIInstallLocation
• Works 0 FingerPrintAuthEnc

From Orders

• Always Present Fax Dialog When Faxing Requisition
• Always Present Print Dialog When Printing Requisition
• OrderEntryAuthLevel
• OrderEntryNotification
• OrderUpdateSupervisedByOnEdit

Links

Return to: V10 to V11.2 Build Workbook (BW)