Default Performing Location

When upgrading from v10 to v11, the default performing location for orders does not come over. Complete the following steps to set the defaults:

1. Go to TWAdmin > Dictionaries > Requested Performing Dictionary

2. Make sure all the Requested Performing Locations are the way the customer wants them set

3. Create a picklist. This picklist will limit the options in the drop down when associated with Orderable Item.

4. Go to SSMT, extract the OID-Order Defaults- Insurance/Patient Location/Site

5. Set the picklists you created in step 3 to the appropriate Orderables in the ReqPerfLocationPickList column.

6. Set the Requested Performing Location Default to the appropriate Orderables in the useDef Request Performing Location column. (Leaving Insurance, Patient Loc and Site columns blank will set the general default performing location for the orderable item or this can be set in the OID in step 9 below)

7. Set the Sequence number to 0 to the appropriate Orderables in the Sequence column.

8. Load the updated OID-Order Defaults- Insurance/Patient Location/Site spreadsheet into the system via SSMT.

9. Extract the OID from SSMT (all of them) and then set the Default Performing Location in column CD, DefReqPerfLocation. The Default Performing Location has to be part of the picklist, and the Name (not Code or Mnemonic) is used.

For more detailed instructions please see SSMT: OID - Order Defaults - Insurance/PatientLocation/Site