.NET Preferences

How to set System Preferences

In the TWAdmin workspace, navigate to Preferences on the VTB. From this location you are able to edit preferences at the Enterprise, Organizational or User level and determine if users will be able to override certain preferences on the front end.

Setting Preferences at an Enterprise Level

To set preferences for all users in a system, and to establish which preferences users have the ability to personalize (set themselves), the administrator will set these preferences at an Enterprise level. The ability of users to personalize can only be set at the enterprise level i.e. all users can personalize or no users can personalize. The ability of users to personalize cannot be set at the user level i.e. it is not possible for one user to personalize and another not.

For this Example we are going to set how a user’s favorites are populated.

1. To set preferences at the Enterprise level, select Enterprise from the Ent/Org/User Settings dropdown.

   

2. The preferences for populating favorites are located under the preferences category General so select General from the Preferences: dropdown.

   

3. Highlight the “Add Favorites Automatically” line
4. Click on the cell under the header “Value”
5. Setting the value to Y or N. Y = when providers make selections those selections will automatically be added to their favorites list, N = when providers make selections those selections will not automatically be added to their favorites list.
6. To allow the user to change this preference, keep the Can Override box checked.

   

7. Click save in the lower right hand corner of the screen
8. Login as a user and test to see if the interface acts as expected

Setting Preferences at the User Level

For this Example we will set the type of units of measure to use when displaying vitals in the HMP.

1. Select User from the Ent/Org/User Settings dropdown
2. The preferences for displaying vitals are located under the preferences category Results so select Results from the Preferences: dropdown.
3. Select the row “HMP Vitals Units”
4. Click on the cell under the header “Value”
5. Select Metric units or Standard units
6. Note: the Can Override box is not available when setting preferences at the user level.
7. Click save in the lower right hand corner of the screen
8. Login as a user and test to see if the interface acts as expected

How a User can set their own Personal Preferences

A provider can personalize their preferences from the clinical toolbar. For this example we are going to say that this user wants to include active problems in past medical history and automatically post those problems to the encounter summary.

• Login as a provider
• Navigate to Chart on the vertical toolbar
• Select the arrow on the far right hand side of the Clinical Toolbar

• From the dropdown menu, select personalize.

This opens the Personalize dialog box. From here a provider has the ability to change many individualized settings to suit their personal preferences.

• Navigate to the Problem Tab
• Select “Problem include in PMH” and change the value to “checked for all”

• select “post problem to encounter” and change the value to Y
• click on Save

V.11 Preferences

list V. 11 Preferences can be set in the TWAdmin workplace, by entering the value that corresponds to the Preference.

Values: A value of Y or N is used for Preferences that can be simply be turned on or off. A number value is used when it relates to a variable (for ex. Show X number of rows, show a task as overdue after X number of days) Some values are a word or term that have a special meaning within that preference.

Categories Preferences are grouped into categories. The categories are General, Meds, Meds/Orders, Note, Orders, Problems and Results. Specific information about each preference is listed below.

Reccomended Setting The recommended settings listed for preferences are taken from the preconfiguration settings of the V11.1.1 database and are intended to support the certified work flows. If you have variations from the certified work flows you will need to set your preferences accordingly to support your work flows.

General Preferences

Add Favorites Lists Automatically

• When set to 'Y', this preference causes items to get automatically assigned to a users favorites list as they use them. This includes meds, allergies, orders, and problems.
• When set to 'N', items will not be added to a users favorite list unless they manually add it.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is on by default

Allergy list Review Per Allscripts July, 2008 this preference is currently not used. It does not matter how it is set, but it is best to leave blank and revisited when the preference becomes active.

    Recommended Setting:  Leave Blank

Allow Advanced Personal Editing of Careguide templates

• When set to 'Y' providers have the ability to edit many aspects of CareGuide templates at a personal level, including adding new orderable items, deleting items, editing headers and rearranging items or headers.
• When set to 'N', the provider has only the ability to save some preferences within the CareGuide template. They may select their preferred medications, SIGs or labs, but the structure of the CareGuide is based on Enterprise settings.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Always Present Dialog When Printing Rx

• When set to 'Y' the "Use Default Rx Printer" option on the commit screen will not be selected and the default behavior will be to show the Print Dialogue box when a medication is committed and activated. This forces the user to review the print dialogue before sending the print request.
• When set to 'N' the "Use Default Rx Printer" option on the commit screen will be selected and the default behavior will be to suppress the Print Dialogue box when a medication is committed and activated.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is on by default

Always Present Site Selector for User

• When set to 'Y' the Site Selector will appear every time a user logs into TouchWorks. This is a great option for floating staff, but can become a nuisance.
• When set to 'N' the Site Selector would only appear if a user hasn't previously set a default. In this case it will default to their default site. The user can change their site in TouchWorks if the menu item has been given to them.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is off by default, but can be allowed.

Audit level - Allows administrators to capture and track the following information about users’ activity in the TouchWorks application including: User name, Patient name,Patient MRN, Access date, Access time, Device used (Web, PDA), Action time, Action taken (viewed, printed,created, and/or faxed), WebFramework Page accessed This setting determines the amount of information contained in the Audit Log Report. Please be aware that increasing the level of auditing increases the amount of data that is tracked and stored. Due to the nature of this, it can cause performance issues, so please be sure to test this before implementing in production. This is not seen often, but should be considered. These settings do not change the level of auditing on particular items such as notes. This simply changes what is written to the Audit log report.

• When set to 'High' the audit trail will capture viewing, editing, creating, printing, and faxing of clinical items.
• When set to 'Medium' the audit trail will capture editing, creating, and viewing of clinical items.
• When ser to 'Low' the audit trail will capture editing and creating of clinical items.

    Available Options:  'High', 'Medium', 'Low'
    Recommended Setting:  'Low' unless your enterprise requires higher levels of auditing
    Can be set on these levels:  Enterprise
    User Can Override:  No, this is off and enforced

Clinical Exchange Documents Verification

• When set to 'Y' this will require verification when CED documents are imported. This means that a provider will be tasked with verifying the document before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.
• When set to 'N', the CED document would be imported and would not require verification prior to being added to the patient's chart.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Clinical Exchange Documents Verification Routing - If you have turned on "Clinical Exchange Document Verification" or "Clinical Exchange Documents Item Verification" this specifies the tasking behavior.

• If set to 'Recipient then PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient first, if the system can't make a match or if the recipient isn't defined as a user, it will attempt to assign the task the the PCP defined for the patient. If the PCP isn't defined or is not setup as a TouchWorks user, the task would then be assigned to the Clinical Exchange Document Team.
• If set to 'Recipient then Clinical Exchange Document Team' the system will attempt to assign the task to the defined recipient. IF the system can't make a match or the recipient isn't setup as a user, the task will get assigned to the Clinical Exchange Document Team.
• If set to 'PCP then Clinical Exchange Document Team' the system will attempt to assign the task to the PCP first. If the patient does not have a PCP defined or the PCP is not setup as a user, the system will assign the task to the Clinical Exchange Document Team.
• If set to 'Clinical Exchange Document Team' the task will be assigned to the Clinical Exchange Document Team.

    Available Options:  'Recipient then PCP then Clinical Exchange Document Team', 'Recipient then Clinical Exchange Document Team', 
    'PCP then Clinical Exchange Document Team', 'Clinical Exchange Document Team'    
    Recommended Setting:  'Clinical Exchange Document Team'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

ClinEGuide Credentials (User|Pwd)

• This is a free text field which would hold you username and password for integration with the Wolters Kluwer Clin-eguide. This is new and you would work with your implementation team to turn on this functionality and integration.

    Available Options:  Free Text 
    Recommended Setting:  Blank
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Clinical Exchange Documents Item Verification

• When set to 'Y' this will require verificaiton when CED items (meds, allergies, problems, etc.) are imported. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. The task routing is based on the 'Clinical Exchange Documents Verification Routing' preference setting.
• When set to 'N', the CED items would be imported and would not require verification prior to being added to the patient's chart.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Days Before Instruction Expiration Date To Consider Near Due

• This Value is a number representing number of days. This tells the system when incomplete instructions should show as near due on the patient's chart.

    Available Options:  0-99
    Recommended Setting: 14
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Days Before Scheduled Order Expiration Date to Consider Near Due

• This Value is a number representing number of days. This tells the system when incomplete or scheduled Orders should show as near due on the patient's chart.

    Available Options:  0-99
    Recommended Setting: 14
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Default Entering For Provider ID

• This value specifies the default provider ID that should default into fields such as the Ordering Provider on medications or Orders within the system. This is primarily used for non-provider users that support a specific physician. For example, if an MA always works for Dr. Smith, they would want to set this within their personalize options so it would pre-populate and default properly. This is typically a setting that should be shown to users during training.

    Available Options:  Any entry in the Provider Dictionary
    Recommended Setting: Blank
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default.  

Default Specialty ID

• This value specifies a non-providers default specialty. This is best used as a personal setting from within the UI and should be shown to end users during training. This setting will default the specialty for a user in certain areas of the product that are driven by specialty such as the note selector, ACI specialty favorites, and flowsheets. Providers usually have their specialty specified in the provider dictionary and do not need to utilize this preference.

    Available Options:  Any entry in the Specialty Dictionary
    Recommended Setting: Blank
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default.  

Default Supervising Provider ID

• This value specifies the default supervising physician for users that require supervision with Orders. This should be shown during training and is best when set on a personal level.

    Available Options:  Any entry in the Provider Dictionary
    Recommended Setting: Blank
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default.  

Default to QuickList Favorites

• When set to 'Y', this preference causes items to get automatically assigned to a users QuickList as they use them. This includes meds, allergies, orders, and problems.
• When set to 'N', items will not be added to a users QuickList unless they manually add it.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  This is on by default

Dictionary Cache

• This setting is looking for a numeric value, but should be left alone. This is a development setting and is not intended to be used unless instructed otherwise.

    Available Options:  Numeric Value
    Recommended Setting:  Do not change
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Dictionary Edit Max Count

• This setting should be a value between 100 and 1000. This determines how many rows will be visible in a dictionary grid before the dictionary automatically goes into search mode.

    Available Options:  Numeric Value between 100 and 1000
    Recommended Setting:  1000
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

DirectivesEditable

• If set to 'Y' the Patient Directives on the Patient Profile Dialog or "i" screen will be editable. This would be set to 'Y' if you want users to document patient directives in the UI.
• If set to 'N' the Patient Directives on the Patient Profile Dialog or "i" screen will be viewable only. This would be set to 'N' if you do not want users to document or edit this or if this value is populated through the registration interface.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Display Future Encounters in selector X days in the future

• This is a numeric value which specifies how far in the future pending appointments are shown in the encounter selector. In most workflows, users will be working on an arrived appointment for the current day. If there are workflows that require people to prepare for a future appointment and begin documenting on encounters before the arrival occurs, this setting would allow those encounters to display and be selectable. It is advised that this be set to 1 to avoid any issues if the scheduling interface was to go down. If appointments can't be arrived in the system due to interface issue, this would allow end users the ability to complete their work on pending appointments until the issues are resolved.

    Available Options:  Numeric Value between 0-99
    Recommended Setting:  1
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

DisplayPatientPicture

• If set to 'Y', this would display the patient picture on the Patient Profile Page or "i" screen. This also allows the ability to upload pictures.
• If set to 'N', this would hide the patient picture on the Patient Profile Page or "i" screen and would disable the ability to upload pictures.

    Available Options:  'Y' or 'N'
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Double Click Action

• If set to "View" this would specify that double-clicking an item from the clinical desktop would open it in view mode.
• If set to "Edit" this would specify that double-clicking an item from the clinical desktop would open it in edit mode.

    Available Options:  'View' or 'Edit'
    Recommended Setting:  'View'
    Can be set on these levels:  Enterprise, Organization, Uesr
    User Can Override:  Yes, this is on by default and should be shown during training.

Due Date or Start Date for Newly Added Bulk Enrollment

• Bulk Enrollment is currently not available. Leave this as is for now.

Enable Allergy Verification

• If set to 'Y' the system would generate verification tasks for providers when allergies are entered by non-provider users. In this setting a newly entered allergy will remain in a unverified mode until verified by a provider. This is important for JCAHO accreditation.
• If set to 'N' the system will add allergies to the patient's allergy list in a completed status without verification from a provider.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Encounter Summary Default View

• When set to 'Type' the encounter summary or commit screen will default to display items grouped by type (orders, problems, etc.)
• When set to 'Problem' the encounter summary or commit screen will default to display items grouped by their associated probelm.

    Available Options:  'Type' or 'Problem'
    Recommended Setting:  'Problem'
    Can be set on these levels:  Enterprise, Organization, Uesr
    User Can Override:  Yes, this is on by default and should be shown during training.

Encounter Summary Password Required on Save

• If set to 'Y' the user must enter their password when saving the encounter summary
• If set to 'N' the user does not need to enter their passowrd when saving the encounter summary.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Encounter Summary Review Before Save

• If set to 'Y', the encounter summary will appear when a user hits the commit button or leaves the patient's chart. This acts as a review process prior to committing the data.
• If set to 'N', the encounter summary will not appear when a user hits the commit button or leaves the patient's chart. This will commit the data without the chance to review it.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is selected by default and should be shown in training

Enterprise Emergency Telephone Number

• This is a free text value designed to house the emergency telephone number for an enterprise. This is displayed when printing patient instructions.

    Available Options:  Free Text
    Recommended Setting: '911'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

LanguageEditable

• When set to 'Y', this allows users to edit the patient language on the Patient Profile Dialog or "i" screen. This allows users to specify the patient's primary language within TouchWorks.
• When set to 'N', this will only allow users to view the patient's primary language on the Patient Profile Dialog or "i" screen. This is usually the preferred setting when this value is populated by the registration interface or if an organization prefers not to capture this information.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Mask SSN in Reports, Patient Search, & Patient Profile

• When set to 'Y', this will hide the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.
• When set to 'N', this will allow users to see the Social Security Number in the standard delivered reports, the patient search screen and the patient profile or "i" screen.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Max # of Providers for All Provider View

• This is a numeric value between 0-99. This specifies the maximum number of providers a user can add to the All Provider view. This is defined on the Daily Schedule within the personalize options. The recommendation is 20 and any more than that should be tested prior to implementing. This could introduce a performance issues or become unusable if too many schedules are merged together.

    Available Options:  Numeric Value between 0-99
    Recommended Setting:  20
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Maximum Number of Seconds to allow for Worklist Load

• This is a numeric value that represents the maximum number of seconds that the WorkList is allowed to consume before timing out. This setting is put into place to prevent any long term lock ups for a WorkList view that is inproperly defined and potentially hindering system performance. In most cases, if the view is defined properly, this setting should have no merit.

    Available Options:  Numeric Value 
    Recommended Setting:  30
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Minimum # of Hours to Keep Patient Site Location and Encounter Status

• This is a numeric value that establishes the length of time that the patient location and encounter status will be stored. This timeframe is based on the last update of either of the fields. For example, if this is set to 1 hour, this information would be cleared 1 hour after the last update to the patient location or encounter status. This is cleared out to ensure it is reset for the patients next visit.

    Available Options:  Numeric value between 1-99
    Recommended Value:  2
    Available on these levels:  Enterprise, Organization
    User Can Override?  No, This is off and enforced

Normative Growth Chart in Units

• If set to ‘Us Units’ the Normative Growth chart will be displayed using US Units.
• If set to ‘Metric Units’ the Normative Growth Chart will be displayed using Metric Units.

    Available Options:  ‘Us Units’, ‘Metric Units’
    Recommended Value:  ‘Us Units’
    Available on these levels:  Enterprise, Organization, User
    User Can Override?  Yes, This is on by default and should be shown during training. 

Authentication Time-Out

• This is a numeric value that determines the number of minutes before the system requires authentication since the last time they authenticated. The system can be configured to ask for passwords when signing notes, prescribing medications, or committing the encounter summary. If a user has entered their password within the allowed timeframe defined by the setting, the user will not be required to enter their password. Once the time period has passed, the user will need to enter their password to verify their access. Setting this to 0 means that a user will need to enter their password once and their authentication session will not expire again during the session.

    Available Options:  Numeric value from 0 – 99
    Recommended Setting:  5
    Available on these levels:  Enterprise, Organization
    User can override?  No, this is off an enforced

Patient Tracking-Use Patient Encounter Status

• If set to 'Y', this will enable this drop down and the values available for the assigned site will apear in the drop down for an arrived patient.
• If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Patient Tracking-Use Patient Site Location

• If set to 'Y', this will enable this drop down and the values available for the assigned site will apear in the drop down for an arrived patient.
• If set to 'N', the drop down box on the patient toolbar will be disabled, but still visible.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Previously Discontinued Patient

• If set to 'Immediate' the user will be prompted with a warning if an order being added has been discontinued for that patient in the past.
• If set to 'Never' the user will not be warned of this condition.

    Available Options:  'Immediate' or 'Never' 
    Recommended Setting:  'Never' 
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced
  

Print Patient Education

• If set to 'Always' the indicator on the encounter summary screen will be selected and printed anytime patient eduation is available whehter it is part of a CareGuide or custom education materials added by the client. This setting can be overriden on the encounter summary if the user doesn't want them for a specific encounter.
• If set to 'CareGuide Only', the indicator on the encounter summary screen will be selected and printed anytime patient eduation is available if included with the CareGuide. This setting can be overriden on the encounter summary if the user doesn't want them for a specific encounter.

    Available Options:  'Always' or 'CareGuide Only'
    Recommended Setting:  'Always' 
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is an option, but not selected by default

Provider Selection limited to Favorites

• If set to 'Y' the user or provider is limited to selecting a provider from their favorites list in the drop down. The search field will be hidden and they are prevented from selecting other providers. This is typically only used in a multi-org situation when it is not viable for users to see the entire list of providers.
• If set to 'N' the user or provider has the ability to do a lookup against the entire provider dictionary.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

URL to find the UAI DesktopAgent install (optional)

• This setting is to be used by clients using the UAI application only. If this is to be used, the technical resource installing the UAI tool would provide the appropriate setting for this field.

    Available Options:  Free Text - provided by technical representitve
    Recommended Setting: Blank unless using UAI
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Works 0 FingerPrintAuthEnc

• This is disabled and not used at this time. Do not modify.

Workspace view for tasks that navigate to worklist

• This setting determines the default clinical desktop view to use when working an worklist related item from the task list. When a worklist task is double-clicked from the task list, it will navigate the user to the clincal desktop and use the defined view. This should be set to a Clinical Desktop View that is designed to efficiently complete worklist items.

    Available Options:  Drop down list of available clinical desktop views
    Recommended Setting: Worklist view designed to efficiently complete worklist items
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this should be explained in training.  

Meds Preferences

Apply to All checkbox on the Print Dialog presented for Prescriptions

• If set to 'Y' the 'apply to all' checkbox will be selected by default on the Prescription Print Dialog.
• If set to 'N' the 'apply to all' check box will not be selected by default on the Prescription Print Dialog.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Days Before RxAction Date To Consider Near Due

• This is a numeric value between 0-99. This represents the number of days prior to a Prescription Action being due to consider it near due and a reminder is created.

    Available Options:  Numeric value between 0-99
    Recommended Setting: 14
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Default Rx Action for a renewal from

• If set to 'previous action' the renewed prescription will default to the Rx action used during for the original version of the prescription.
• If set to 'User Default' the renewed prescription will default to the users default Rx action.

    Available Options:  'previous action', 'user default'
    Recommended Setting: 'previous action'
    Can be set on these levels:  Enterprise, Organization, user
    User Can Override:  Yes, this is on by default and should be shown during training.

Default Rx Action

• If set to 'Call Rx' the Rx action will default to Call Rx.
• If set to 'Dispense Sample', the Rx action will default to Dispense sample.
• If set to 'Print Rx' the Rx action will default to Print Rx.
• If set to 'Record' the Rx action will default to Record.
• If set to 'Send To Mail Order' the Rx action will default to Send To Mail Order.
• If set to 'Send to Retail' the Rx action will default to Send to Retail.

    Available Options:  'CallRx', 'Dispense Sample', 'Print Rx', 'Record', 'Send To Mail Order', 'Send to Retail'
    Recommended Setting: 'Send to Retail'
    Can be set on these levels:  Enterprise, Organization, user
    User Can Override:  Yes, this is on by default and should be shown during training.

Default Admin By

• If set to 'Y' the Default Admin By for a Medication Admistration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin By for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Date

• If set to 'Y' the Default Admin Date for a Medication Admistration and Immunizations will default based on the previously used value. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Date for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Dose

• If set to 'Y' the Default Admin Dose for a Medication Admistration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Dose for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Lot

• If set to 'Y' the Default Admin Lot for a Medication Admistration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Lot for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Manufacturer

• If set to 'Y' the Default Admin Manufacturer for a Medication Admistration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Manufacturer for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Route

• If set to 'Y' the Default Admin Route for a Medication Admistration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Route for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Admin Site

• If set to 'Y' the Default Admin Site for a Medication Admistration and Immunizations will default based on the previously used value for the particular medication. This value is based on the site and will be stored differently for each site the user may work at.
• If set to 'N' the Default Admin Site for a Medication Administration and Immunizations will not default for the user. This forces them to manually select the value each time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

Default Disp Save Default

• If set to 'Y', this defaults the 'save as default for selected SIG' option to be selected on the medication screen. If this infromation is saved, the next time a provider selects that SIG, the Days, Quantity, Units, Refill, and DAW option will fill in based on the previously saved values.
• If set to 'N', the 'save as default for selected SIG' will not be selected by default, but the provider can select this option if they prefer to save a default from time to time.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training

DUR Acknowledge Reason

• If set to 'Y' the user must provide a reason when ignoring a DUR Warning.
• If set to 'N' the user will not be required to provide a reason for ignoring the warning.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Dose Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a dose check DUR warning immedietly after selecting the medicaiton. For this setting to work, the Enterprise DUR settings for dosage must also be on.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Drug to Alcohol Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a alcohol check DUR warning immedietly after selecting the medicaiton. For this to work the Enterprise settings for Alcohol screening must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Drug to Drug Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a drug-drug check DUR warning immedietly after selecting the medicaiton. For this to work the Enterprise settings for Drug-Drug interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Drug to Food Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a food check DUR warning immedietly after selecting the medicaiton. For this to work the Enterprise settings for food screening interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Drug to Healthstate Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a Drug-Health State check DUR warning immedietly after selecting the medicaiton. For this to work the Enterprise settings for Drug-Health State interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Duplicate Therapy Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a Duplicate Therapy DUR warning immedietly after selecting the medicaiton. For this to work the Enterprise settings for Duplicate Therapy interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

PAR Check Interrupt Timing

• If set to 'Immediate' the user will be prompted with a Prior Adverse Reaction (PAR) warning immedietly after selecting the medicaiton. For this to work the Enterprise settings for PAR interactions must also be enabled.
• If set to 'Never' the user will not be prompted with this type of warning.

    Available Options:  'Immediate', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Enable Rx Hub Medication History

• If set to 'Y' the application will allow patient history to be loaded from Rx Hub. This requires that the patient's medication benefits information is added to the application and a match can be made with the Rx Hub warehouse. If these items are both true, a patients historical medications will be loaded into the system.
• If set to 'N' the system will not attempt to load the patient's historical medications.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Enable SCRIPT Messaging

• If set to 'Y' then Script messaging is enabled between the physician and the pharmicies using the SureScripts network. This requires other setup as well, but must be enabled for physicians or systems that have been setup and want to use this type of messaging. When turned on, the system will determine if the pharmacy is a script enabled pharmacy and determine if a script should be sent electronically or as a fax. This is occurs when the Rx Action is Send to Retail. Inbound Script messages will appear as New Prescription Request (NEWRX), Renewal Request (REFREQ), and Renewal Response (REFRES) messages.
• If set to 'N' Script messaging will be disabled.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N', unless setup for SureScripts usage
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Enable Touchscript Messaging

• If 'Y' is selected then organizations can send in-office medication requests from TouchWorks to TouchScripts. This would be used if you are using the FirstFill product which is a part of TouchScripts. If you are interested in this product you would contact your account manager.
• If set to 'N' this feature will be disabled.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N', unless setup for FirstFill usage
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Formulary Alternatives Reason Required

• If set to 'off formulary with preferred' the user would be required to enter a reason for prescribing a specific medication when the medication is off formulary and there are preferred medications available.
• If set to 'preferred' the user would be required to enter a reason for prescribing a specific medication when the medication has preferred alternatives available.
• If set to 'never' the user would not be forced to provide a reason for ignoring formulary alternatives.

    Available Options:  'off formulary with preferred', 'preferred', 'never'
    Recommended Setting: 'never'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Formulary Checking Interrupt Timing

• If set to 'Immediate' the user would be prompted with formulary checking alternatives as they are prescribing the medication.
• If set to 'Deferred' the user would be prompted with formulary checking alternatives as they are committing the encounter summary information.
• If set to 'Never' the user would not receive the warning.

    Available Options:  'Immediate', 'Deferred', 'Never'
    Recommended Setting: 'Immediate'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Immunization Order Authorization Required

• If set to 'Prospective' a task will be created for a user/provider that does not have the appropraite medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.
• If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The immunization can still be fulfilled at the time of entry, but the audit task will be created for review.
• If set to 'Not Required' no tasks will be created and the immunization will be completed at the time of entry and completion.

    Available Options:  'Prospective', 'Retrospective', 'Not Required'
    Recommended Setting: 'Not Required'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

• Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Immunization Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would recieve an audit task.

MAR Prescription BarCode

• If set to 'AHS RX Number' the bar code printed on the MAR prescription will use the Allscripts Rx Number.
• If set to 'NDC' the bar code printed will have the National Drug Code.
• If set tp 'GPI' the bar code printed will use the Gingival-Periodontal Index code.

    Available Options:  'AHS Rx Number', 'NDC', 'GPI'
    Recommended Setting: Leave this setting alone.  This is only used with the MAR product which most clinics do not use.  
    For the few clients that do use this module, this setting would be based on their needs.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Minutes Before Re-Authentication Is Required For Medication Order

• This value is the number of minutes before a user is required to reauthenticate within the system. This preference applies to all areas of the appliation that require a password or are set to require a password such as signing a note, authorizing a medicaiton, or committing encounter summary data. If this setting is set to 0, the system will only ask for a password once during a session. If set to 5, the user will need to reauthenticate if they have not completed an action that required authentication within the past 5 minutes. This setting does not apply to the login screen.

    Available Options:  Numeric Value
    Recommended Setting: '0'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Non-Scheduled Meds Order Authorization Required

• If set to 'Prospective' a task will be created for a user/provider that does not have the appropriate medication prescribing levels. The task must be authorized by the ordering provider before the request can be fulfilled.
• If set to 'Retrospective' a task will be created for the ordering provider for auditing purposes only. The medication request can still be fulfilled at the time of entry, but the audit task will be created for review.
• If set to 'Not Required' no tasks will be created and the medication request will be completed at the time of entry and completion.

    Available Options:  'Prospective', 'Retrospective', 'Not Required'
    Recommended Setting: 'Prospective'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

• Special Note - If a user has the 'Med Order Protocol' Security code assigned to them, they do have the ability to override the Prospective authorization setting. This allows for users to choose "Per Protocol" or "Per Verbal Order" on the Medication Detail screen and allows for clinics to continue these workflows. This would change the setting to Retrospective in this case and the provider would recieve an audit task.

Present Formulary Alternatives

• If set to 'off formulary with preferred' the user would be presented with formulary alternatives when the medication is off formulary and there are preferred medications available.
• If set to 'preferred' the user would be presented with formulary alternatives when the medication has preferred alternatives available.
• If set to 'never' the user would not be be presented with formulary alternatives.

    Available Options:  'off formulary with preferred', 'preferred', 'never'
    Recommended Setting: 'off formulary with preferred'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on and should be described during training

Prohibit Transmission of Schedule III Rx

• If set to 'Y' the transmission of Schedule III drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule III drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prohibit Transmission of Schedule II Rx

• If set to 'Y' the transmission of Schedule II drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule II drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prohibit Transmission of Schedule IV Rx

• If set to 'Y' the transmission of Schedule IV drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule IV drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prohibit Transmission of Schedule V Rx

• If set to 'Y' the transmission of Schedule V drugs electronically will be prohibited. This would not allow users the ability to use 'Send to Retail' for this class of drugs.
• If set to 'N' the transmission of Schedule V drugs electronically will be allowed.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Override Sign Rx Task for Schedule II Meds

• This setting is not used and should be left blank.

Override Sign RX Task for Schedule III-V Meds (Override Sign Rx CIII-V)

• This setting is not used and should be left blank.

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Enable Medication Administration Schedule - Need to verify this

• If set to 'Y' the ability to schedule a medication administration is available.
• If set to 'N' the ability to schedule a medication administration is not available.

    Available Options:  'Y' or 'N'
    Recommended Setting: 
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

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Non-Formulary Authorization Required

• If set to 'Y' the medication will require authorization prior to fulfillment if prescribing off formulary
• If set to 'N' the system will not require authorization if prescribed medications are off formulary

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribe Print Problem

• If set to 'Y' the problem tied to the medicaiton will be printed on the presciption.
• If set to 'N' the problem tied to the medication will not display on prescriptions.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Hide or Show the Sites

• If set to 'Y' the Site will display on the prescription
• If set to 'N' the Site will not display on the prescription

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Hide or Show the Sites name/address on the printed scheduled prescription

• If set to 'Y' the Site name and address will display on the controlled prescription
• If set to 'N' the Site name and address will not display on the controlled prescription

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribe Problem Linking Required

• If set to 'Required to Save", the prescription details screen will require a user to select a linked problem prior to saving the prescription.
• If set to 'Needs Info Reason', the user does not have to select a problem on the medication detail screen, but the medication will go to a needs info status and create a "Rx Info - Problem" task. This task will need to be worked and completed before the medication can be fulfilled.
• If set to 'Not Required' the system will not force the user to select a problem when prescribing or renewing a medication.

    Available Options:  'Required to save', 'needs info reason', 'not required'
    Recommended Setting: 'Required to save' - this helps build quicksets
    Can be set on these levels:  Enterprise, Organization, user
    User Can Override:  Yes this is an option

Editing Rx updates Ordered By Field

• If set to 'Y' the Ordered by field will update to the current user renewing a medication if they are a valid ordering provider. This can be a good feature when physicians are covering for others and the desired behavior is to have the actual prescribing doctor documented as the Ordering Physician.
• If set to 'N' the original Ordering Provider will remain unless manually overridden.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Warn if a medication is not participating in checking

• If set to 'Y' the user will be prompted when prescribig a medication that does not participate in DUR checking. This is usually the case with user defined medications.
• If set to 'N' the user will not be prompted when prescribig a medication that does not participate in DUR checking.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Hide or Show Allscripts watermark on Faxed Prescriptions

• If set to 'Hide' the Allscripts watermark will not appear on faxed prescriptions.
• If set to 'Show' the Allscripts watermark will appear on faxed prescriptions.

    Available Options:  'Show' or 'Hide'
    Recommended Setting: 'Show'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Hide or Show the Allscripts watermark on Printed prescriptions

• If set to 'Hide' the Allscripts watermark will not appear on printed prescriptions.
• If set to 'Show' the Allscripts watermark will appear on printed prescriptions.

    Available Options:  'Show' or 'Hide'
    Recommended Setting: 'Show'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribing without Allergy Status

• If set to 'Prevent' the user will be prompted when a patient's allergy status is not set. This will require them to define a patient's allergy status prior to completing a medication request.
• If set to 'Warn' the user will receive a warning message stating the patient has an unknown allergy status when they are not defined for a patient. This occurs when selecting a medication from the ACI.
• If set to 'Do Not Warn' the user will not receive a warning when prescribing medications.

    Available Options:  'Prevent', 'Warn', 'Do not Warn'
    Recommended Setting: 'Warn'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Rx Supervisor Signature Required

• If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a non-controlled medication.
• If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician.
• If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a non-controlled medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.

    Available Options:  'Not Required', 'Notification Only', 'Authorization before fulfillment'
    Recommended Setting: this should be based on your organizational policy
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Rx Supervisor Signature Required for Schedule II Meds

• If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule II medication.
• If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician.
• If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule II medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.

    Available Options:  'Not Required', 'Notification Only', 'Authorization before fulfillment'
    Recommended Setting: this should be based on your organizational policy
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

• Rx Supervisor Signature Required for Schedule III-V Meds
• If set to 'Not Required' the supervising physician will not be tasked when a ordering doctor that requires supervision prescribes a schedule III-V medication.
• If set to 'Notification Only' the supervising physician will receive a Order Notification task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician.
• If set to 'Authorization before fulfillment' the supervising physician will receive an Authorize Order task when a ordering doctor that requires supervision prescribes a schedule III-V medication. The task will be assigned to the doctor that is defined as the supervising physician. The task must be completed before the medication will be fulfilled.

    Available Options:  'Not Required', 'Notification Only', 'Authorization before fulfillment'
    Recommended Setting: this should be based on your organizational policy
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Prescribing without Pharmacy Specified

• If set to 'Prevent' the user will be prompted when a patient's pharmacy is not set. This will require them to define a pharmacy prior to completing a medication request.
• If set to 'Warn' the user will receive a warning message stating the patient has no pharmacy when they are not defined for a patient. This occurs when selecting a medication from the ACI.
• If set to 'Do Not Warn' the user will not receive a warning when prescribing medications and a pharmacy is not defined.

    Available Options:  'Prevent', 'Warn', 'Do not Warn'
    Recommended Setting: 'Warn'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Require Re-Authentication For New or Renewed Prescriptions

• If set to 'Y' the physician or user will be prompted to enter their password when prescribing or renewing a medication. This behavior is also dependant on the 'Authentication Time-Out' in the general preferences.
• If set to 'N' the physician or user will not be prompted to enter their password.

    Available Options:  'Y' or 'N'
    Recommended Setting: 'N'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Disable faxing of Class 2,3,4,5 Scheduled Meds

• If set to '2' the system will not allow faxing of schedule II medications
• If set to '2,3' the system will not allow faxing of schedule II or III medications
• If set to '2,3,4' the system will not allow faxing of schedule II, III or IV medications
• If set to '2,3,4,5' the system will not allow faxing of controlled medications
• If set to 'Always' the system will not allow faxing of medications
• If set to all medication levels will fax

    Available Options:  '2', '2,3', '2,3,4', '2,3,4,5', 'Always', 
    Recommended Setting: '2' - this is the typical state requirement.  
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

• Disable Printing of Class 2,3,4,5 Scheduled Meds
• If set to '2' the system will not allow printing of schedule II medications
• If set to '2,3' the system will not allow printing of schedule II or III medications
• If set to '2,3,4' the system will not allow printing of schedule II, III or IV medications
• If set to '2,3,4,5' the system will not allow printing of controlled medications
• If set to 'Always' the system will not allow printing of medications
• If set to all medication levels will print

    Available Options:  '2', '2,3', '2,3,4', '2,3,4,5', 'Always', 
    Recommended Setting:  
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

RxWeb List Limit

• This is a numeric value that limits the number of medications returned in a search. This can be limited if searching is causing slow responses, but typically this is left blank.

    Available Options:  Numeric value between 0-99
    Recommended Setting: leave blank (unlimited)
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is an option

Samples - Expiration Date Required

• If set to 'Y' the Expiration Date would be a required field when dispensing samples.
• If set to 'N' the Expiration Date would not be a required field when dispensing samples

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Lot Required

• If set to 'Y' the Lot Number would be a required field when dispensing samples.
• If set to 'N' the Lot Number would not be a required field when dispensing samples

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Manufacturer required

• If set to 'Y' the Manufacturer would be a required field when dispensing samples.
• If set to 'N' the Manufacturer would not be a required field when dispensing samples

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Quantity Required

• If set to 'Y' the Quantity would be a required field when dispensing samples.
• If set to 'N' the Quantity would not be a required field when dispensing samples

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Samples - Quantity Units Required

• If set to 'Y' the Quantity Units would be a required field when dispensing samples.
• If set to 'N' the Quantity Units would not be a required field when dispensing samples

    Available Options:  'Y' or 'N'
    Recommended Setting: 'Y'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

• Schedule III to V Meds Order Authorization Required
• If set to 'Prospective' an Order Authorization task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.
• If set to 'Retrospective' a Order Notification task would be created if a level III to V medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immedietly and does not require this task to be worked first.
• If set to 'Not Required' no tasks will be created if a level III to V medication is prescribed by a user without proper license information. That medication would be fulfilled immedietly.

    Available Options:  'Prospective', 'Retrospective', 'Not Required' 
    Recommended Setting: 'Prospective' - this should be based on your organizations policy
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

• Schedule II Meds Order Authorization Required
• If set to 'Prospective' an Order Authorization task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and the medication would not be fulfilled until the provider authorizes the task.
• If set to 'Retrospective' a Order Notification task would be created if a level II medication is prescribed by a user without proper license information. The task would be assigned to the defined Ordering Provider and serves as an audit trail. The medication would be fulfilled immedietly and does not require this task to be worked first.
• If set to 'Not Required' no tasks will be created if a level II medication is prescribed by a user without proper license information. That medication would be fulfilled immedietly.

    Available Options:  'Prospective', 'Retrospective', 'Not Required' 
    Recommended Setting: 'Prospective' - this should be based on your organizations policy
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

Meds/Orders Preferences

• Duplicate Checking Order Interval (Hrs)

This Value is a number representing hours This is set at the Enterprise level This can be personalized by the user This determines the time window in which Touchworks will check for duplicate orders Reccomended Setting: 48

• Enable Rx-Orders Verification

This is a Y/N Value This is set at the Enterprise or Organization level When turned on it enables R-Orders verification Reccomended Setting: Y

• Monitor Order Selection

This is a Y/N Value This is set at the Enterprise or Organization level When the Preference is Y the organization can monitor how users select orders Reccomended Setting: Y

• Med/Orders List Review

Values are “Explicit Review Action” and “automatically upon list update” This is set at the Enterprise or Organization level Reccomended Setting: Explicit Review Action

• Cancel Reason

Values are “Required” “Prompt” and “Allowed” This is set at the Enterprise level. The user can personalize this setting. This determines if the system will mandate a reason for cancelling an order Reccomended Setting: Allowed

• Chargeable Requires Billable ICD-9

Values are “required to save” ‘needs info reason” and “not required” This is set at the Enterprise level This determines if a system required CPT-9 codes for chargeable orders

• CPT Requires Billable ICD9

Values are “required to save” ‘needs info reason” and “not required” This is set at the Enterprise level This determines if a system required CPT-9 codes for CPT

• Discontinue Reason

Values are “Required” “Prompt” and “Allowed” This is set at the Enterprise level. The user can personalize this setting. This determines if the system will mandate a reason for discontinuing order

• OderDeferReason

Values are “Required” “Prompt” and “Allowed” This is set at the Enterprise level. The user can personalize this setting. This determines if the system will mandate a reason for deferring an order Reccomended Setting: Prompt

• Entered in Error Reason

Values are “Required” “Prompt” and “Allowed” This is set at the Enterprise level. The user can personalize this setting. This determines if the system will mandate a reason for stating something was EIE or Entered in Error Reccomended Setting: Allowed

• OrderPermanentDeferReason

Values are “Required” “Prompt” and “Allowed” This is set at the Enterprise level. The user can personalize this setting. This determines if the system will mandate a reason for permanently deferring an order Reccomended Setting: Prompt

• Void Reason

Values are “Required” “Prompt” and “Allowed” This is set at the Enterprise level. The user can personalize this setting. This determines if the system will mandate a reason for Voiding an order Reccomended Setting: Prompt

• Create Overdue Tasks for

The values are “All Overdue” or “Overdue Important” This is set at the Enterprise level This allows the creation of overdue order tasks. Reccomended Setting: Overdue Important

Note Preferences

• Note Auto Unlock Notes After Time

The Value is a number representing a unit of time This is set at the Enterprise level Users can personalize this feature This sets a note to automatically unlock after a set period of time Reccomended Setting: 24

• Default Make Final

This is a Y/N Value This is set at the Enterprise level Users can personalize this feature Reccomended Setting: Y

• Default Navigation After Signing

The value for this setting is “Navigation” “Schedule” “Task view” or “MD Charges” This is set at the Enterprise level Users can personalize this feature This allows a user to set which page they will automatically navigate to after they sign a note. Reccomended Setting: No Navigation

• Note Default Owner

The value for this setting “use appointment encounter” “Provider if available, else use Most Recently Used” “Always use Most recently used note owner” “none” This is set at the Enterprise level Users can personalize this feature Reccomended Setting: Provider if available, else use Most Recently Used

• Default Signature Display

Values for this setting include 1.Firstname Lastname, Credentials; Date/Time (Signature Type) 2.Firstname Lastname, Credentials; User/Profession Date/Time (Signature Type) 3.Firstname Lastname, Date/Time (Signature Type) 4.Firstname Lastname, User/Profession Date/Time (Signature Type) This is set at the Enterprise or Organizational level Users can personalize this feature Reccomended Setting: 3.Firstname Lastname, Date/Time (Signature Type)

• Default Signature Type

The value for this setting is from the signature type dictionary This is set at the Enterprise or Organizational level Users can personalize this feature Determines the default signature type to use in Note

• Default Visit Type

The values in this setting are None or Last This is set at the Enterprise or Organizational level Users can personalize this feature Allows users to default to the most recently used visit type. Reccomended Setting: Last

• Don't Generate Document Appt Encounter Tasks

This is a Y/N Value This is set at the Enterprise or Organizational level If this is set to Y the system does not generate Document Appointment Encounter Tasks for Arrived appointments. This is available in v10 as well. If you aren’t using it today, you probably won’t want to use in 11. It is essentially a reminder that creates a task as an appointment is arrived. M ost people just use the indicator on the schedule. When this preference is set to Y, the system does not generate Document Appt Encounter Tasks for Arrived appointments.

Reccomended Setting: Y

• Don't Generate Review Covered Note Tasks

This is a Y/N Value This is set at the Enterprise or Organizational level If this is set to Y the system does not generate review covered note tasks Determines if the system automatically generates Review Covered Note tasks when Notes are finalized by a provider that is not the appointment provider. If Y is selected, TouchWorks will not generate tasks. If N is selected, TouchWorks will generate tasks. If a covering doc signs a note for another provider, it would send the real owner a task so they can review it when they return to work. Recommended Setting: Y

• Note Lock Lists After Number Days

This value is a number representing days This is set at the Enterprise or Organizational level Reccomended Setting: 7

• Is V10 Note User Only

This value is a Y/N Value This is set at the Enterprise or Organizational level When value is set to Y the user is able to create v.10 notes within TouchWorks v.11. Reccomended Setting: N

• Post Text to Current Note

This value is a Y/N Value This is set at the Enterprise or Organizational level The user is able to personalize this setting This is a V10 setting to enable a post to note button in v10 notes Reccomended Setting: N

Orders Preferences

• Add Clinical Item Order Selection Method Default

The values for this setting are “Problem Based” or “Rx-Orders” This can be set at the Enterprise or Organizational level This setting can be personalized by users This feature allowed the user to choose to automatically navigate to either the problem-based or Rx-based orders when selecting an order. Reccomended Setting: Problem Based

• Always Present Fax Dialog When Requesting Faxing Requisition

This is a Y/N value. This can be set at the Enterprise level. This setting can be personalized by users Reccomended Setting: N

• Always Present Print Dialog When Printing Requisition

This is a Y/N value. This can be set at the Enterprise level. This setting can be personalized by users Reccomended Setting: N

• Days before Scheduled Order Children To Be Done Date to Create Them

The value is a number representing days This can be set at the Enterprise or Organizational level Reccomended Setting: 6

• Hold Orders for ABN

This is a Y/N value. This can be set at the Enterprise or Organization level. When the preference is set to Y a task to obtain advance beneficiary notification is sent to the provider making the order. Reccomended Setting: N

• Minutes Before Re-Authentication Is Required for Non-Medication Order

The value is a number representing minutes. This can be set at the Enterprise or Organization level. Sets the number of minutes that can lapse before users must re-enter their passwords when entering a non-medication order. Reccomended Setting: 0

• Non-Medication Order Authorization Required

The values are “prospective” “retrospective” and “not required” This can be set at the Enterprise or Organization level. This determines if authorization is needed for non-medication orders and if so if that authorization is needed before or after placing the order. Reccomended Setting: prospective

• Order Medical Necessity Turned On

This is a Y/N value. This can be set at the Enterprise or Organization level. When the preference is set to Y Medical Necessity checking is turned on Reccomended Setting: N

• Order Authorization level

This is a Y/N value. This can be set at the Enterprise level.

• Enable Order Authorization

This is a Y/N value. This can be set at the Enterprise level.

• Enable Order notification

This is a Y/N value. This can be set at the Enterprise level.

• Order Notification Level

This is a Y/N value. This can be set at the Enterprise level

• Ordering Medications if Patient has Unverified Allergies

The Values are “Prevent” “Warn” and “Do not Warn” This can be set at the Enterprise or Organizational level This determines if providers will be allowed to prescribe without an allergy status, and if they are allowed, how that will appear in the front end. Reccomended Setting: Warn

• Ordering Medications if Patient has Unverified Medications

The Values are “Prevent” “Warn” and “Do not Warn” This can be set at the Enterprise or Organizational level This determines if providers will be allowed to prescribe without verified medications, and if they are allowed, how that will appear in the front end. Reccomended Setting: Warn

• Order Problem Linking Required

The Values are “Required to save” “needs info reason” and “not required” This is set at the Enterprise or organizational level This determines if a problem linkage is required when prescribing meds, and if it is linked how it will be linked. Reccomended setting: Required to Save

• Editing Order Updates Supervised by Field

This is a Y/N value. This can be set at the Enterprise level.

• Chargeable Order Problem Linkage to Billable ICD-9 Interrupt timing

Values are “immediate” ‘deferred” and “never” This is set at the Enterprise level This determines if and when a warning is displayed for problems/charges linkages to CPT-9 codes Reccomended Setting: Deferred

• Problem Linkage Interrupt Timing

Values are “immediate” ‘deferred” and “never” This is set at the Enterprise or organizational level This determines if a problem linkage is required when initiating an order, and if it is linked how it will be linked. Recommended Setting: Deferred

• Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing

Values are “immediate” “deferred” and “never” This is set at the Enterprise level Recommended Setting: Deferred

• Require Re-authentication For New or Renewed Orders.

This is a Y/N Value This is set at the Enterprise or Organization level If set to Y, authentication will be required when entering a new or renewed order.

Problem Preferences

• Enable Problem Verification

This a Y/N Value. This is set at the Enterprise or Organizational level When this is set to Y, problems entered by users that are not providers are automatically entered into the “Unverified Problems Group”

• Problem resolved date equals today

This a Y/N Value. This is set at the Enterprise level This is a Preference that can be set by users. If set to Y, then the default date for “Problem resolved” will be the current date If this preference is set to N the date for “Problem resolved” will be left blank

• Problem Include in PMH

The values for this preference are “unchecked”, “checked for all” and “checked for Chronic only” This is set at the Enterprise or Organizational level This is a Preference that can be set by users.. This determines how new active problems are included in the past medical history view. If “unchecked” is selected, then an active problem that is left unchecked is NOT included in past medical history. (the user can manually check the problem in order to include it) If “checked for all” is selected, then every newly added active problem will be listed in the past medical history. If “Checked for Chronic Only” is selected, every newly added active chronic problem will be included in the past medical history view. Reccomended Setting: Unchecked

• Problem List Review

• Problem Post to Encounter

This a Y/N Value. This is set at the Enterprise or Organizational level This is a Preference that can be set by users. If Y is selected, then problems will be posted to Encounters.

Results Preferences

• Abnormal Result Flag OverrideAllowed

This is a Y/N Value This can be set at the Enterprise or Organizational level This feature can be personalized by the user. If set to Y this allows the provider to override the abnormal flag value in the result detail page.

• Default Vitals - <10 years old

The Value for this setting is the EXACT name of a vitals panel as it exists in the Orderable Item Dictionary. The value is CASE SENSITIVE. This can be set at the Enterprise or organizational level. This can be personalized. This sets the default vitals panel for children under the age of 10.

• Default Vitals - 3 year old and younger

The Value for this setting is the EXACT name of a vitals panel as it exists in the Orderable Item Dictionary. The value is CASE SENSITIVE. This can be set at the Enterprise or organizational level. This can be personalized. This sets the default vitals panel for children under the age of 3.

• Default Vitals - Female 10 years old or older

The Value for this setting is the EXACT name of a vitals panel as it exists in the Orderable Item Dictionary. The value is CASE SENSITIVE. This can be set at the Enterprise or organizational level. This can be personalized. This sets the default vitals panel for Female patients over the age of 10.

• Default Vitals - Male 10 years old or older

The Value for this setting is the EXACT name of a vitals panel as it exists in the Orderable Item Dictionary. The value is CASE SENSITIVE. This can be set at the Enterprise or organizational level. This can be personalized. This sets the default vitals panel for male patients over the age of 10.

• HMP Vitals list

The value for this setting is “US” “Metric” or “as entered” This can be set at the Enterprise level. This can be personalized by the user. This determines the type of units used in the Health Management Plan Vitals.

• Number of Days of Results to include in Clinical Exchange Document

This Value is a number representing the number of days. This can be set at the Enterprise or Organizational level.. This value is the number of days worth of results that will be included in a Clinical Document Exchange document.

• Number of Days of Vital Signs to include in Clinical Exchange Document

This Value is a number representing the number of days. This can be set at the Enterprise or Organizational level.. This value is the number of days worth of vitals that will be included in a Clinical Document Exchange document.

• Results Verification Required

This is a Y/N Value. This can be set at the Enterprise or Organizational level. When set to Y, then results verification is required.

• For Results Verification in no current Encounter

• For Results Verification if Current Note is not for Today

The Value for this setting is “Encounter selector” or “create new encounter” This is set at the Enterprise or organizational level This setting determines if when entering a result that is not for today, whether the encounter selector will be displayed or if a new encounter will be created.\ Current TW documentation stated this preference is not used.

• Auto Advance to next Results Verification

This is a Y/N Value. This can be set at the Enterprise or Organizational level. When set to Y, when a user verifies a result, they will automatically navigate to the next Result that is pending verification.

• Default Encounter type for Result Verification

This value is an Encounter type. Ex. Appointment, lab, telephone call This can be set at the Enterprise or Organizational level. This Encounter type selected becomes the default encounter type for results verification.

• Result Verification Default Patient Communication Methods

This value is chosen from the Results Communication dictionary. More than one value can be selected for this preference. This can be set at the enterprise or organizational level. This can be personalized by the user. This setting determines the default method for patient communication when results are verified.

• Default Visit Type for Result Verification Note

• Display Note When Last Result is Verified

This is a Y/N Value This can be se at the Enterprise/Organizational level. This can be personalized by the user. When set to Y, the provider will automatically navigate to the note when the last result is verified.

• Result Verification Note Use

The Value for this setting is “Create New” “use existing” or “no note” This can be set at the Enterprise or Organizational level. This setting determine if Note is used when verifying results, and if so if a new note is created of if an existing note is updated.

• Use UAI Vital Signs Integration

This is a Y/N Value This can be set at the Enterprise or Organizational level When set to Y, UAI Vital signs integration is used

• Verify Result if Did Not Order

The Values for this setting are “Prevent,” “Warn” “Do Not Warn” This can be set at the Enterprise or organizational level. This setting can be personalized by the user. This setting determines if and how a warning will be displayed if a provider is verifying a result that they did not order.

• Vitals Picklist

The Value for this setting is the EXACT name of a vitals picklist as it exists in the Orderable Item Dictionary. The value is CASE SENSITIVE. This can be set at the Enterprise or organizational level. This can be personalized.