15.1 Updated Preferences

The following tables contain

General

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

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.
DivisionOnEncounterFormEditable	Y/N/Only If Not Pre-Populated	User can override	"The DivisionOnEncounterFormEditable (Division On Encounter Form Editable) preference determines if the user can edit Division on the Encounter Form. Y: Enables the user to edit Division for appointment encounter types. N: Locks Division for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Division for appointment encounter types unless Division is filled by the practice management system. Note:This preference only affects the delivered, enforced appointment encounter types created from the practice management system.
PerformingProviderOnEncounterFormEditable	Y/N/Only If Not Pre-Populated	User can override	"The PerformingProviderOnEncounterFormEditable (Performing Provider On Encounter Form Editable) preference determines if the user can edit Performing Provider on the Encounter Form. Y: Enables the user to edit Performing Provider for appointment encounter types. N: Locks Performing Provider for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Performing Provider for appointment encounter types unless Performing 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.
ReferringProviderOnEncounterFormEditable	Y/N/Only If Not Pre-Populated	User can override	"The ReferringProviderOnEncounterFormEditable (Referring Provider On Encounter Form Editable) preference determines if the user can edit Referring Provider on the Encounter Form. Y: Enables the user to edit Referring Provider for appointment encounter types. N: Locks Referring Provider for appointment encounter types so the user cannot edit it. Only If Not Pre-Populated: The user can edit Referring Provider for appointment encounter types unless Referring 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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Meds

Preference	Values	Personalize?	Description
AllowUsersToSelectSelfForVisualVerification	Y/N	User cannot override	Administrators can now determine if providers and users such as clinical staff must visually verify that they selected the correct medications and immunizations before these items are administered. This visual verification requirement is determined by 3 new preferences, including this one. When this is set to 'YES', the user can select his or her user name as the person who verified the medication or immunization.
EnableElectronicPriorAuth	Y/N	User cannot override	"Use the EnableElectronicPriorAuth preference to configure the electronic prior authorization (ePA) feature for your organization.The EnableElectronicPriorAuth preference is available from TW Admin > Preferences > Meds and can be defined at the enterprise and organization. Select Y for EnableElectronicPriorAuth to enable ePA, or select N to make this feature unavailable."
EnableEpcs	Y/N	User cannot override	This preferfence determines if Electronic Prescriptions for Controlled Substances (EPCS) ordering and signing workflows are enabled at the enterprise or organization level in the Allscripts TouchWorks® EHR application for users who are fully provisioned for EPCS functionality. You cannot enable EPCS at the user level.
EnablePMPRegistryDocumentation	Y/N	User cannot override	"This preference displays and enables Record Registry Consult and its associated controls on Clinical Desktop. The preference can be configured at the enterprise or organization level but not at the user level. When you select Y (yes) as the preference value, Record Registry Consult and its associated controls are displayed on Clinical Desktop. If you select N (no), Record Registry Consult and its associated controls are not displayed. By default, the preference value is set to N. Note: Click Record Registry Consult to validate that you consulted the state medication registry when prescribing a controlled substance. Each time you click this button or submit a reason why you could not consult the registry, the information is recorded and displayed in Prescription Monitoring Program (PMP) History
EPCS	Verizon/Imprivata	User cannot override	This preferences enables you to select a credential service provider (CSP) to use for identity proofing and 2-factor authentication methods with Electronic Prescriptions for Controlled Substances (EPCS).
MaxDailyDoseRequired	II | III | IV | V | All	User cannot override	This preference determines which controlled substance schedules require Maximum Daily Dose to be set in SIG on Medication Details.
OrderProhibitTransmissionOfNon-ScheduleRx	Y/N	User cannot override	"This preference determines whether Send to Retail and Send to Mail Order are valid prescribing actions for faxing non-scheduled medications when electronic transmission is not possible. The Y setting prevents faxing prescriptions to pharmacies. Send to Retail and Send to Mail Order are always available, but they are displayed as invalid (pink) on Medication Details if the pharmacy is fax only (the pharmacy type is Fax in the Pharmacy dictionary). When this condition occurs, the provider must use another prescribing action, such as Print Rx or select another pharmacy that is script enabled. The N setting enables prescription faxing to pharmacies when using Send to Retail and Send to Mail Order prescribing actions for non-scheduled medications. Faxing occurs if an electronic transmission workflow is not possible, such as when the pharmacy is not able to accept electronic transmissions, or when the provider is not enrolled with Surescripts®.
SCM SIG Import	Y/N	User cannot override	"This preference determines if discrete medication sig data imported from Sunrise Clinical Manager™ to Allscripts TouchWorks® EHR is matched and displayed in the SIG section of Medication Details. The This preference is set at the enterprise level only. Set the preference value to Y (yes) so that discrete medication sig data imported from Sunrise Clinical Manager™ is matched and automatically displayed in the SIG section of Medication Details. Set the preference value to N (no) so that discrete medication sig data imported from Sunrise Clinical Manager™ is not matched and automatically displayed in the SIG section of Medication Details. By default, the preference value is set to N.
VISProvidedWithThisAdministrationDefaultValue	Yes/No/None	User can override	Use this preference to indicate a default answer for the Vaccine Information Statement prompt seen when ordering Med Admin/Immunization.
VisualVerificationForImmunizationsRequired	Y/N	User cannot override	The VisualVerificationForImmunizationsRequired preference in TW Admin > Preferences > Meds determines whether Visually Verified By is required on Immunization Details.
VisualVerificationForMedAdminRequired	Y/N	User cannot override	The VisualVerificationForMedAdminRequired preference in TW Admin > Preferences > Meds determines whether Visually Verified By is required on Medication Details for medication administration orders.

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Note

Preference	Values	Personalize?	Description
Allscripts Prenatal Default Navigation After Closing	No Navigation, Schedule, Task View, MD Charges	User can override	This preference determines the workspace where TouchWorks navigates to by default after you save and close Allscripts Prenatal from the Prenatal Tab. Note: This preference is only used for versions of TouchWorks that are integrated with Allscripts Prenatal
DefaultFilterInFormSelector	Default Note Specialty, User Favorites, No Default	User can override	"The DefaultFilterInFormSelector preference enables you to set the default for the specialty filter on Form Selector to the specialty selected for the note. When you select Default Note Specialty for the DefaultFilterInFormSelector preference, for new notes created from Note Authoring Workspace, the forms on Form Selector are automatically filtered by specialty using the specialty that you selected when you created the note. For existing notes, the specialty filter is set by default to the provider's primary specialty. Selecting User Favorites for DefaultFilterInFormSelector filters the forms on Form Selector by your list of favorites, in alphabetical order.Selecting No Default for DefaultFilterInFormSelector causes the specialty filter on Form Selector to be displayed as blank by default.
Enable Note Charge Summary	Y/N	User cannot override	"Use the Enable Note Charge Summary preference to determine whether the Charge Summary button is displayed in the Note Authoring workspace for chargeable encounters. When you select Y for Enable Note Charge Summary, the Charge Summary button is enabled in the Note Authoring workspace for all chargeable encounters. If you select N for Enable Note Charge Summary, the Charge Summary button is not available.
NoteChargeSummarySubmitToInterface	Y/N	User can override	"Use the NoteChargeSummarySubmitToInterface preference to determine whether users can submit charges from Charge Summary. Select Y for NoteChargeSummarySubmitToInterface to enable users to submit charges from Charge Summary. If you select N, a message is displayed when users try to submit charges from Charge Summary, stating that these charges must be submitted from Encounter Form. N is the default value.
V11 Note Copy Forward/ Previous Hx/Exam behavior	Allow Copy Forward/Previous | Limited Copy Forward/Previous after note form edit	User cannot override	"Use this preference to configure the Copy Forward, Previous Exam, and Previous History functionality for V11 notes. There are 3 value options available, of particular importance is: Limited Copy Forward/Previous after note form edit. Copy Forward, Previous Exam, and Previous History can be used to copy note form data based on the note form and note form controls. For example, if you edited a control in the note form so that the clinical meaning of the rendered text changed, the data associated with that control is not copied forward into the new note. When the application cannot copy data into a new note, a message is displayed. This message contains the uncopied form data and lists the note section name and form name where that data is located. "

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Orders

Preference	Values	Personalize?	Description
BarcodeFontForRequisitionReports	Code128, Code39	User cannot override	Use the BarcodeFontForRequisitionReports preference to select the font used for bar codes on order requisitions.