Difference between revisions of "15.1 Updated Preferences"

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|Enable Note/Order Transfer for Generic Provider Encounter||Select All Sites, Individual sites associated with the organization||User cannot override|||This preference determines if clinical items are also transferred when you transfer an encounter from a generic provider to a billable provider, and if you can transfer an encounter when you edit a V11 note.  Note: This preference only links (or separates) the transfer of notes and clinical items with encounter transfers in general. Many additional criteria determine whether the transfer of individual charges, notes, and clinical items can occur.  Enable Note/Order Transfer for Generic Provider Encounter settings only apply when a site is enabled for generic provider functionality using the Add the Generic Provider columns and filters to the sites preference.||
 
|Enable Note/Order Transfer for Generic Provider Encounter||Select All Sites, Individual sites associated with the organization||User cannot override|||This preference determines if clinical items are also transferred when you transfer an encounter from a generic provider to a billable provider, and if you can transfer an encounter when you edit a V11 note.  Note: This preference only links (or separates) the transfer of notes and clinical items with encounter transfers in general. Many additional criteria determine whether the transfer of individual charges, notes, and clinical items can occur.  Enable Note/Order Transfer for Generic Provider Encounter settings only apply when a site is enabled for generic provider functionality using the Add the Generic Provider columns and filters to the sites preference.||
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== Charge Preferences ==
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! scope="col" style=" background: #ddd; border:1px solid gray;”|Preference
 
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|AutomaticallyRemoveChargesWhenCancellingOrders||Y/N||User can override||TouchWorks now enables you to automatically remove charges that have not yet been submitted from an Encounter Form when an order of any time is cancelled or marked as EIE. Setting this preference to YES will automatically remove associated charges to an order that has been marked as cancelled or entered in error. If the charges have already been submitted, and you mark order as cancelled or EIE, an alert will display so that you can manually update Encounter Form and PM. This alert is displayed before you commit your changes.
 
|AutomaticallyRemoveChargesWhenCancellingOrders||Y/N||User can override||TouchWorks now enables you to automatically remove charges that have not yet been submitted from an Encounter Form when an order of any time is cancelled or marked as EIE. Setting this preference to YES will automatically remove associated charges to an order that has been marked as cancelled or entered in error. If the charges have already been submitted, and you mark order as cancelled or EIE, an alert will display so that you can manually update Encounter Form and PM. This alert is displayed before you commit your changes.
 
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| BillingAreaOnEncounterFormEditable||Y/N/Only If Not Pre-Populated||User can override||"The BillingAreaOnEncounterFormEditable (Billing Area On Encounter Form Editable) preference determines if the user can edit Billing Area on the Encounter Form. Y: Enables the user to edit Billing Area for appointment encounter types. N: Locks Billing Area for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Billing Area for appointment encounter types unless Billing Area is filled by the practice management system. Note: This preference only affects the delivered, enforced appointment encounter types created from the practice management system.
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| BillingLocationOnEncounterFormEditable||Y/N/Only If Not Pre-Populated||User can override||"The BillingLocationOnEncounterFormEditable (Billing Location On Encounter Form Editable) preference determines if the user can edit Billing Location on the Encounter Form. Y: Enables the user to edit Billing Location for appointment encounter types. N: Locks Billing Location for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Billing Location for appointment encounter types unless Billing Location is filled by the practice management system. Note:This preference only affects the delivered, enforced appointment encounter types created from the practice management system.
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| BillingProviderOnEncounterFormEditable||Y/N/Only If Not Pre-Populated||User can override||"The BillingProviderOnEncounterFormEditable (Billing Provider On Encounter Form Editable) preference determines if the user can edit Billing Provider on the Encounter Form.                                          Y: Enables the user to edit Billing Provider for appointment encounter types. N: Locks Billing Provider for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Billing Provider for appointment encounter types unless Billing Provider is filled by the practice management system. Note:This preference only affects the delivered, enforced appointment encounter types created from the practice management system.
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Revision as of 16:07, 4 January 2016

The following tables contain

General Preferences

Preference Values Personalize? Description
Add the Generic Provider columns and filters to the sites Select All Sites, (any sites configured in TW listed here) User cannot override The Add the Generic Provider columns and filters to the sites preference in the General category activates the Assigned Provider and Scheduled columns in Daily Schedule for organization sites who use a generic provider schedule. Note: This preference is not generally available, and is currently used for a single client.
AllowAssociationOfCaseInformationToEncounters Y/N User cannot override When TouchWorks and the practice management system are integrated to support occupational medicine, which includes employer services or worker's compensation-- this preference becomes pertinent. Selecting 'YES' for this preference will display the Case Link icon on the Encounter Summary header for non-appointment encounters. If set to 'NO' the icon will not display (See Encounter Summary Enhancements Feature Guide). Clicking the case link icon will display Case Selector page from which you can add, update, or remove a case linked to encounter in-context.
ClinicalDataRefreshInterval Numeric User can override The ClinicalDataRefreshInterval preference enables you to decide the rate at which the Allscripts TouchWorksÆ EHR application refreshes imported clinical items in Chart Viewer. The refresh interval value is displayed in seconds and the default is set to 60. The default can remain, or you can enter any value you prefer. Note: If you set the preference to a value less than 3, the application will default to 3 seconds.
Enable Note/Order Transfer for Generic Provider Encounter Select All Sites, Individual sites associated with the organization User cannot override This preference determines if clinical items are also transferred when you transfer an encounter from a generic provider to a billable provider, and if you can transfer an encounter when you edit a V11 note. Note: This preference only links (or separates) the transfer of notes and clinical items with encounter transfers in general. Many additional criteria determine whether the transfer of individual charges, notes, and clinical items can occur. Enable Note/Order Transfer for Generic Provider Encounter settings only apply when a site is enabled for generic provider functionality using the Add the Generic Provider columns and filters to the sites preference.

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Charge Preferences

Preference Values Personalize? Description
AutomaticallyRemoveChargesWhenCancellingOrders Y/N User can override TouchWorks now enables you to automatically remove charges that have not yet been submitted from an Encounter Form when an order of any time is cancelled or marked as EIE. Setting this preference to YES will automatically remove associated charges to an order that has been marked as cancelled or entered in error. If the charges have already been submitted, and you mark order as cancelled or EIE, an alert will display so that you can manually update Encounter Form and PM. This alert is displayed before you commit your changes.
BillingAreaOnEncounterFormEditable Y/N/Only If Not Pre-Populated User can override "The BillingAreaOnEncounterFormEditable (Billing Area On Encounter Form Editable) preference determines if the user can edit Billing Area on the Encounter Form. Y: Enables the user to edit Billing Area for appointment encounter types. N: Locks Billing Area for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Billing Area for appointment encounter types unless Billing Area is filled by the practice management system. Note: This preference only affects the delivered, enforced appointment encounter types created from the practice management system.
BillingLocationOnEncounterFormEditable Y/N/Only If Not Pre-Populated User can override "The BillingLocationOnEncounterFormEditable (Billing Location On Encounter Form Editable) preference determines if the user can edit Billing Location on the Encounter Form. Y: Enables the user to edit Billing Location for appointment encounter types. N: Locks Billing Location for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Billing Location for appointment encounter types unless Billing Location is filled by the practice management system. Note:This preference only affects the delivered, enforced appointment encounter types created from the practice management system.
BillingProviderOnEncounterFormEditable Y/N/Only If Not Pre-Populated User can override "The BillingProviderOnEncounterFormEditable (Billing Provider On Encounter Form Editable) preference determines if the user can edit Billing Provider on the Encounter Form. Y: Enables the user to edit Billing Provider for appointment encounter types. N: Locks Billing Provider for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Billing Provider for appointment encounter types unless Billing Provider is filled by the practice management system. Note:This preference only affects the delivered, enforced appointment encounter types created from the practice management system.