Difference between revisions of "Default Performing Location"
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| − | <!-- | + | <!-- Combine this article with Order Defaults by Insurance/PatientLocation/Site--> |
| − | + | <!-- Combine this article with Default Performing Location--> | |
| + | <!-- Combine this article with Order Interface, Req Perform Location, Communication Picklists--> | ||
When upgrading from v10 to v11, the default performing location for orders does not come over. Complete the following steps to set the defaults: | When upgrading from v10 to v11, the default performing location for orders does not come over. Complete the following steps to set the defaults: | ||
| − | + | #Log into SSMT for v10 production system and extract the category 'Order Insurance Performing Locations' this category will show any default performing locations set in v10 including defaults for site and/or insurance. | |
| − | + | # Go to TWAdmin > Dictionaries > Requested Performing Dictionary | |
| − | + | # Make sure all the Requested Performing Locations are the way the customer wants them set | |
| − | + | # Create a picklist. This picklist will limit the options in the drop down when associated with Orderable Item. | |
| − | + | # Go to SSMT, extract the OID-Order Defaults- Insurance/Patient Location/Site | |
| − | + | # Set the picklists you created in step 3 to the appropriate Orderables in the '''ReqPerfLocationPickList''' column. | |
| − | + | # 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) | |
| − | + | # Set the Sequence number to '''0''' to the appropriate Orderables in the '''Sequence''' column. | |
| − | + | # Load the updated OID-Order Defaults- Insurance/Patient Location/Site spreadsheet into the system via SSMT. | |
| − | + | # 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. | |
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Revision as of 16:32, 13 April 2009
When upgrading from v10 to v11, the default performing location for orders does not come over. Complete the following steps to set the defaults:
- Log into SSMT for v10 production system and extract the category 'Order Insurance Performing Locations' this category will show any default performing locations set in v10 including defaults for site and/or insurance.
- Go to TWAdmin > Dictionaries > Requested Performing Dictionary
- Make sure all the Requested Performing Locations are the way the customer wants them set
- Create a picklist. This picklist will limit the options in the drop down when associated with Orderable Item.
- Go to SSMT, extract the OID-Order Defaults- Insurance/Patient Location/Site
- Set the picklists you created in step 3 to the appropriate Orderables in the ReqPerfLocationPickList column.
- 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)
- Set the Sequence number to 0 to the appropriate Orderables in the Sequence column.
- Load the updated OID-Order Defaults- Insurance/Patient Location/Site spreadsheet into the system via SSMT.
- 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.