Difference between revisions of "Default Performing Location"
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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: | ||
| − | Note: For items with only one requested performing location, the default | + | Note: For items with only one requested performing location, the default performing location can be set in the OID- Orderable Item Dictionary. For Items with more than performing location, follow the steps below to set the default performing location |
| − | |||
#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. | #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 | # Go to TWAdmin > Dictionaries > Requested Performing Dictionary | ||
| − | # | + | # Verify all the Requested Performing Locations are correct |
| − | # Create a picklist. This picklist will limit the options in the drop down when associated with Orderable Item. | + | # Create a picklist. This picklist will limit the options in the drop down when associated with an Orderable Item. |
# Go to SSMT, extract the OID-Order Defaults- Insurance/Patient Location/Site | # 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 picklists you created in step 3 to the appropriate Orderables in the '''ReqPerfLocationPickList''' column. | ||
Revision as of 19:45, 11 June 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:
Note: For items with only one requested performing location, the default performing location can be set in the OID- Orderable Item Dictionary. For Items with more than performing location, follow the steps below to set the default performing location
- 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
- Verify all the Requested Performing Locations are correct
- Create a picklist. This picklist will limit the options in the drop down when associated with an 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.