11.x to 11.2 System Level Preferences

System Level Preferences:

System level preferences generally are not changed and it is at this point of your upgrade that you need to ask yourself if there are any changes needed based on the new v11.2 workflows. If there are no changes needed, then this line of the Build Workbook can be marked as non-applicable. If there are indeed changes that need to be made, you can go forth with the changes and note them as items that can be configured in SSMT during Go-Live Weekend.

System-level Admin preferences are accessed from the Admin workspace in Allscripts Enterprise EHR.

Best practice: Do not click Preferences on the vertical toolbar of the Admin workspace to access preferences. Instead, access through Systems.

1. From the workspace drop-down list, select Admin.

2. On the vertical toolbar, click Systems.

3. Click the Preferences tab. The Select System page displays.

4. Click the System ID to select a system. The System Preferences page displays.

5. Change the values for the preferences you want to set. If a selection is not made for a preference for this system, the application uses the framework-level setting for the preference.

6. Click Save.

FingerprintAuthMedAdmin

Sets the requirement for fingerprint authentication of the authorized user who is performing a medication administration or immunization to transition it from Hold for Admin status to Complete. Fingerprint authentication in conjunction with password entry provides re-authentication as another level of security for administering medications and immunizations. This type of authorization is done by scanning the user's fingerprint with a biometric reader.

FingerprintAuthNote

Sets the requirement for fingerprint authentication of the authorized user who is signing a note document. Fingerprint authentication in conjunction with password entry provides re-authentication as another level of security for signing documents. This type of re-authentication is done by scanning the user's fingerprint with a biometric reader.

FingerprintAuthOrder

Sets the requirement for fingerprint authentication of the authorized user who is ordering a non-medication. Fingerprint authentication in conjunction with password entry provides re-authentication as another level of security for ordering items. This type of authorization is done by scanning the user's fingerprint with a biometric reader.

FingerprintAuthRx

Sets the requirement for fingerprint authentication of the authorized user who is prescribing a medication (new or renewed). Fingerprint authentication in conjunction with password entry provides re-authentication as another level of security for prescribing medications. This type of authentication is done by scanning the user's fingerprint with a biometric reader.

WorksUser

Indicates that the user is an Allscripts Enterprise EHR, and not just a Physician Homebase user.

ChgWorksDefaultToPastDX

Determines whether the past diagnosis list for the patient displays as the default when the user accesses the Diagnosis Selector from the Charge workspace.

ChgWorksDisplayOnSubmit

Determines what area of the application displays when the Submit button is clicked from the Encounter Form.

ChgWorksDisplayOrderProcChg

Determines whether an order displays by Display Name or Entry Code on the Procedure Charge Selector. The user can change this setting by clicking Personalize on the Procedure Charge Selector and selecting a value from the Display Charge Codes in selector box drop-down list.

ChgWorksDisplayOrderVisitChg

Determines whether an order displays by Display Name or Entry Code on the Visit Charge Selector. The user can change this setting by clicking Personalize on the Visit Charge Selector and selecting a value from the Display Charge Codes in selector box drop-down list.

ChgWorksEnableFreeTextDx

Indicates that the Charge Free Text Diagnosis feature is enabled. This feature enables users to enter one free text diagnosis (that is, text not associated with a valid ICD-9 code) for each encounter. Encounters with free text diagnoses have a status of Review, and the system creates reconcile tasks when they are saved.

ChgWorksHoldForMoreDefault

Determines whether the Hold for More Charges option defaults to selected or cleared on the Encounter Form.

ChgWorksPDAReturnAfterSubmit

Determines whether the user is returned to the Patient List screen after tapping Submit from the Encounter Summary on a PDA.

ChgWorksPrefColsDx

Defines the number of columns (two or three) that are displayed on the Diagnosis Selector. A user can change this value by clicking Personalize on the Diagnosis Selector page.

ChgWorksPrefColsProc

Defines the number of columns (two or three) that are displayed on the Procedure Charge Selector. A user can change this value by clicking Personalize on the Procedure Charge Selector page.

ChgWorksPrefColsVisit

Defines the number of columns (two or three) that are displayed on the Visit Charge Selector. A user can change this value by clicking Personalize on the Visit Charge Selector page.

ChgWorksPrefDispStyleDx

Indicates the display style of the ICD-9 code and diagnosis name on the Diagnosis Selector. A user can change this value by clicking Personalize on the Diagnosis Selector page.

ChgWorksPrefDispStyleProc

Indicates the display style of the ICD-9 code and diagnosis name on the Procedure Code Selector. A user can change this value by clicking Personalize on the Procedure Code Selector page.

ChgWorksPrefDispStyleVisit

Indicates the display style of the ICD-9 code and diagnosis name on the Visit Code Selector. A user can change this value by clicking Personalize on the Visit Code Selector page.

ChgWorksPrefDxLink

Indicates how automatic diagnosis linking behaves for the user. A user can change this value by clicking Personalize on any MD Charges page.

ChgWorksPrefMenu

Indicates the page that Charge displays when the user opens an encounter form for a new encounter. A user can change this value by clicking Personalize on any MD Charges page and selecting the appropriate value from Default Menu item for MD Charges.

ChgWorksPrefPicklistDx

Determines the Diagnosis Selector picklist for groupings.

ChgWorksPrefPicklistProc

Determines the Procedure Charge Selector picklist for groupings.

ChgWorksPrefPicklistVisit

Determines the Visit Charge Selector picklist for groupings.

ChgWorksPrefSelectMethodDx

Indicates the default View option on the Diagnosis Selector for the user. A user can change this value by clicking Personalize on the Diagnosis Selector and selecting the appropriate value from the Default Selection Method box.

ChgWorksPrefSelectMethodProc

Indicates the default View option on the Procedure Charge Selector for the user. A user can change this value by clicking Personalize on the Procedure Charge Selector and selecting the appropriate value from the Default Selection Method box.

ChgWorksPrefSelectMethodVisit

Indicates the default View option on the Visit Charge Selector for the user. A user can change this value by clicking Personalize on the Visit Charge Selector and selecting the appropriate value from the Default Selection Method box.

ChgWorksShowAddtoFavorites

Determines whether the Add to Favorites button displays on the Charge Selector.

ChgWorksShowSubmitWarning

Indicates whether the Charge component displays a warning message each time the user submits charges by clicking Submit on the Encounter Form. The user can set this preference by clicking Personalize on any MD Charges page and selecting Warning message on submit.

ChgWorksSubmitFutureAppts

Indicates whether to enable the submission of charges on future appointments.

DefaultResultDetailToAnnotate

This preference indicates whether the Result Class Detail and Result Detail pages default with the Annotations tab selected.

DisableOnHold

This preference determines whether to disable on hold for desktop dictation on Citrix.

DisplayLocation

This preference indicates what to display on the Select Patient and Demographics pages.

DocumentAddReviewStamp

This preference determines whether a review stamp is added when a Review Document task is completed.

DownloadTabletDictionary

This preference indicates whether a medical terms dictionary should be downloaded to the tablet PC.

EnableOrgFilterFlag

This preference limits choices for users and providers throughout Allscripts Enterprise EHR to only those associated with the organization to which the user is connected.

LoginSessionDefault

This preference determines whether the user continues a previous session or begins a new session at login.

NoteAuditText

This preference determines whether the audit trail text is displayed for all entries in the note. Applies to V10 Note only.

NoteContentMarkerInsert

This preference determines whether manual insertion of content markers in a note is allowed. Applies to V10 Note only.

NoteCorrectLeadingZeros

This preference determines whether free text automatically corrects missing leading zeros in a note. Applies to V10 Note only.

NoteDefaultImageSize

This preference determines the default value for the Image Size box. Applies to V10 Note only.

NoteDisableEMCoder

This preference determines whether the E/M Coder is disabled in Note. Applies to V10 Note only.

NoteDisplayAnnotations

Indicates whether users can make annotations regarding allergies, problems, medications, orders, immunizations, and results in a clinical Note. Applies to V10 Note only.

NoteEMCoderCCorRFVReq

This preference determines whether a carbon copy (CC) or reason for visit (RFV) is required for E/M Coder in Note. Applies to V10 Note only.

NoteEMCoderDefaultMDM

This preference determines whether the E/M Coder defaults to the MDM (medical decision making) tab in Note. Applies to V10 Note only.

NoteMakeFinalCheckboxDefault

This preference enables 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. Applies to V10 Note only.

NoteMedcinListSize

This preference enables the system administrator to configure a default preference list size to small, medium, or large when the user performs any one of the following functions in the Note Findings workspace: Prompt, Intelligent Prompt, Related Findings. Applies to V10 Note only.

NoteNegPromotionWarning

This preference determines whether a warning message displays when negative findings are posted to the Active Problems list. Applies to V10 Note only.

NoteOwnerDefault

This preference determines the default note owner. Applies to V10 Note only.

NotePostToProblemActive

This preference determines if the Auto check box is selected for the Active Problems note section. Applies to V10 Note only.

NotePostToProblemAssessment

This preference determines if the Auto check box is selected for the Assessment, Discussed, Rule Out, and Referred here note sections. Applies to V10 Note only.

NotePostToProblemFamHx

This preference determines if the Auto check box is selected for the Family Hx note section. Applies to V10 Note only.

NotePostToProblemPersHx

This preference determines if the Auto check box is selected for the Personal Hx note section. Applies to V10 Note only.

NotePostToProblemPMH

This preference determines if the Auto check box is selected for the Past Medical History (PMH) note section. Applies to V10 Note only.

NotePostToProblemPSH

This preference determines if the Auto check box is selected for the Past Surgical History (PSH) note section. Applies to V10 Note only.

NoteSignatureType

This preference determines the default signature type on the Signature page. Applies to V10 Note only.

NoteTextAfterFindingsDefault

This preference enables the system administrator to configure default text (including text from a text template) to precede or follow Medcin findings when contained within the same note section. Applies to V10 Note only.

NoteTTTextFieldActivation

This preference determines the number of clicks needed to activate text fields in a text template. Applies to V10 Note only.

OrderEntryConfirmPage

This preference is no longer used.

OrderPrintLabel

This preference determines whether the Label check box on the Confirm Order page is selected by default. Applies to Allscripts Enterprise EHR version 10.x only.

OrderPrintRequisition

This preference determines whether the Requisition check box on the Confirm Order page is selected by default. Applies to Allscripts Enterprise EHR version 10.x only.

PatientListUpdatePtBanner

This preference determines whether the Patient Banner is updated with the patient currently selected in the Patient List.

PndApptFilter

This preference determines whether pending appointments display on the Encounter Selector.

PrescribeCareBriefDefault

This preference indicates the default behavior of the CareBrief option on the Confirm Rx page.

PrescribeConfirmPage

This preference is no longer used.

PtListsAltDisplay

This preference determines whether there is an alternate display for services list on Web patient lists.

PtListNumberofRows

This preference indicates the number of rows of information that is displayed on a patient list before the More link.

ResultShowAnnotations

This preference determines whether the result annotations are displayed when the result list is loaded. Applies to Allscripts Enterprise EHR version 10.x only.

ResultVerDefaultViewID

This preference indicates the default task view of the Result Verification page. Applies to Allscripts Enterprise EHR version 10.x only.

ResWorksNGCEnglish

This preference indicates that measurements on the Normative Growth Charts display in English units instead of metric units. Applies to Allscripts Enterprise EHR version 10.x only.

ScheduleUpdatePtBanner

This preference determines whether the patient banner is automatically updated when the user selects a patient on the schedule.

TaskListRefresh

This preference indicates how often the information on the Task List refreshes.

TaskListUpdatePtBanner

This preference determines whether the Patient Banner is updated with the patient currently selected in the Task List.

TasksShowNoteSelector

This preference determines whether the Note Selector displays when a user copies a task to a clinical note from the Task List.

TextTemplateCursor

This preference determines where the cursor is placed when the user applies a text template.

UAIDesktopAgentConnection

This preference indicates the UAI Desktop Agent remote connection.

WorkFlowCPSecurity

This preference indicates that the application displays all unfinished called when the user accesses the Call Processing page.

ClientSTDTZ

This preference determines the time zone to use whenever the user views date and time information.

InstalledModules

This preference indicates the Allscripts Enterprise EHR modules installed on the system. The InstalledModules preference should be set up to hide certain modules, screens, tabs or actions as they relate to Allscripts Enterprise EHR.

AlwaysPromptForEncounter

This preference indicates whether the user is always prompted to select an encounter if one is not in context when making changes to the chart.

AlwaysPromptForVisit

This preference indicates whether the user is always prompted to select a visit if one is not in context.

AuditHandheldActivity

This preference indicates that Charge should capture synching operations on handheld devices and add the activity to the Audit reports.

CCDialogRemoveProvider

This preference indicates that the Provider entry in the drop-down list on the CC dialog should be removed.

CCRefProvShowAddress1Line

This preference determines whether the Address Line 1 information should display in the Referring Provider Selector page.

ChgWorksBillingAreaReq

This preference indicates whether the Billing Area on the Encounter Form is required, and whether there are entries in the Billing Area dictionary mapped to providers.

ChgWorksBillingLocationMapped

This preference indicates whether there are entries in the Billing Area dictionary mapped to providers.

ChgWorksDiagnosisLimit

This preference sets a limit to the number of diagnoses that can be entered on the Diagnosis Selector in Charge. When the limit is reached, a warning message displays.

ChgWorksDivisionReq

This preference indicates whether the Division box on the Encounter Form is required, and whether there are entries in the Division dictionary mapped to providers.

ChgWorksEnableHoldForSubmit

This preference determines whether the Hold for More Charges option displays on the Encounter Form.

ChgWorksPerformingProvReq

This preference indicates whether a Performing Provider is required on the Encounter Form to submit charges.

ChgWorksPrefLoadEncHistory

This preference determines whether encounter history information is downloaded to the device in login mode. When this preference is set to N, no encounter history information is downloaded to the charge on a handheld device or PDA in Login mode. Therefore it is very important for users to understand they should not be using Login mode if they intend to go out of RF range to enter charges.

ChgWorksPrimaryDxAdjust

This preference determines whether to adjust Charge-linked diagnoses when the primary diagnosis is changed. ChgWorksShowDiscountInfo

This preference determines whether the discount type and percentage display on the Charge Details page.

ChgWrksAddLocalPatient

This preference indicates that users can add local patients (that is, patients without a valid ID) in Allscripts Enterprise EHR web modules.

CustomCodeFile

Allscripts use only.

DisplayPatientPicture

This preference is no longer used.

DocumentMaxSize

This preference is used to define the maximum size of an unstructured note in MB.

EncSelectorNumberofRows

This preference indicates the number of rows of encounters displayed on the Encounter Selector page before the More link.

eRXPharmacyEdits

This preference determines whether ePrescribe pharmacy edits are allowed.

FSheetColWidth

This preference is used to set the width of columns in flowsheets.

NewEncounterType

If the AlwaysPromptForEncounter preference is set to N, the application creates a new encounter using the type set in this preference if the user is entering patient data and there is no encounter in context.

OrderChgBPBLonResultActivity

This preference determines whether to display Billing Provider and Billing Location on the Result Activity page for chargeable orders.

PATAllowDisplayNameMod

This preference enables the modification of ICD9 and CPT4 display names within the Physician Admin Tool (PAT).

PatientLookupExactMRN

This preference determines whether looking up a patient by MRN returns only exact matches.

PDASSLAccess

This preference indicates that information passed between Allscripts Enterprise EHR Charge and Allscripts Enterprise EHR Charge PDA is exchanged using SSL (secure socket layer).

PrescribeRequireQty

This preference determines whether prescriptions must have a quantity greater than zero (0). This is required by Surescripts and Medco.

PrintQueueHideSSNColumn

This preference determines whether the social security number (SSN) column is hidden in the print queue.

ResultAllNormal

This preference determines whether the All Normal button is available on the Result Detail page to enter normal values for all results.

ResultCopyForward

This preference determines whether the Copy Forward button is available on the Result Detail page to copy forward the result item fields and values of the result selected. Applies to Allscripts Enterprise EHR version 10.x only.

ResultDefCollectDTNow

This preference determines whether the Collected date and time is defaulted with the current date and time. Applies to Allscripts Enterprise EHR version 10.x only.

ResultDefPerfLoc

This preference determines whether the performing site is auto-filled. Applies to Allscripts Enterprise EHR version 10.x only.

ResultShowVisionData

This preference determines whether the Vision View page displays when you click. Applies to Allscripts Enterprise EHR version 10.x only.

RXDisableControlledSub

This preference determines whether or not to disable the faxing of Class 3, 4, or 5 scheduled medications.

ScheduleShowAppNo

This preference determines whether appointment numbers display on the Schedule page.

ScheduleShowMRN

This preference determines whether the patient medical record number (MRN) displays on the Schedule page.

ShowLoginAgreement

This preference indicates whether the license agreement is displayed on login.

TaskListEnableCompleteConfirm This preference determines whether a confirmation message should be displayed when a user wants to complete the selected task.

TaskListNewTaskOnCurrPatient

This preference determines whether a task created by the user should automatically be applied to the patient in context. The user can change the patient in the New Task page if necessary.

TasksNumberofRows

This preference indicates the number of rows of encounters displayed on the Task List before the More link.

UseBoldColors

This preference determines whether required fields are accented in bold colors.

WorkflowCPShowHMPAlerts

This preference determines whether near-due and overdue Health Management Plan (HMP) alerts display on the Call Processing page.

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