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.

To set preferences at the Enterprise level, select Enterprise from the Ent/Org/User Settings dropdown.
The preferences for populating favorites are located under the preferences category General so select General from the Preferences: dropdown.
Highlight the “Add Favorites Automatically” line
Click on the cell under the header “Value”
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.
To allow the user to change this preference, keep the Can Override box checked.
Click save in the lower right hand corner of the screen
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.

Select User from the Ent/Org/User Settings dropdown
The preferences for displaying vitals are located under the preferences category Results so select Results from the Preferences: dropdown.
Select the row “HMP Vitals Units”
Click on the cell under the header “Value”
Select Metric units or Standard units
Note: the Can Override box is not available when setting preferences at the user level.
Click save in the lower right hand corner of the screen
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

V11 Preferences

V11 Preferences can be set in the TWAdmin workplace, by entering the value that corresponds to the 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 - Recommended settings are based on certified workflows and the most common setting. Each of them must be reviewed with your organizations workflows in mind.

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 set 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 your 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 issue 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 are 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 Administration 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 Administration 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 Administration 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.

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

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 number of hours. This tells the system how many hours in the past it should look for a duplicate order. If a duplicate is found within the specified timeframe, the user will receive a message with that information, which allows them to determine if another test is needed or not.

    Available Options:  0-99
    Recommended Setting: 48
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Enable Rx-Orders Verification

If set to 'Y' this will require verificaiton when non-provider users enter med or order history. This means that a provider will be tasked with verifying the clinical items before it becomes a true addition to the patient's chart. A Task would be created for the Ordering physician to verify.
If set to 'N', the med or order entires would not require verification prior to being added to the patient's chart when added by a non-provider user.

    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

Med/Orders List Review - Leave blank, this is currently unused.

Monitor Order Selection

If set to 'Y' the system will track how users are selecting orders. This will determine if the user used their favorites, QuickSets or CareGuides. This can be used to review workflows. This information is stored in the database, but would require a special script to retrieve the data.
If set to 'N', they will not track how orders are selected.

    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

Cancel Reason

If set to 'Required' the user or provider will be required to provide an Order Cancel reason if they choose to cancel an order.
If set to 'Prompt' the user or provider will be prompted to provide an Order Cancel reason, but it is not required to continue.
If set to 'Allowed' the user or provider will not be prompted to provide an Order Cancel reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Chargeable Requires Billable ICD-9

If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item is defined as chargeable. This will need to be selected before the user can save the Order.
If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order.
If set to 'Not Required' the system will not require a chargeable order be tied to an approapriate billable problem.

    Available Options:  'Required to Save', 'Needs Info Reason', 'Not Required'
    Recommended Setting:  'Required to Save'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

CPT Requires Billable ICD9

If set to 'Required to Save' the system will require that the problem is tied to a billable Problem with an appropriate ICD9 code when the Orderable item has an associated CPT code. This will need to be selected before the user can save the Order.
If set to 'Needs Info Reason' the system will allow a user to save an Order with a CPT code, but it would go to a needs info status until someone associates an appropriate billable problem to the Order.
If set to 'Not Required' the system will not require a chargeable order be tied to an approapriate billable problem.

    Available Options:  'Required to Save', 'Needs Info Reason', 'Not Required'
    Recommended Setting:  'Required to Save'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Discontinue Reason

If set to 'Required' the user or provider will be required to provide an Order Discontinue reason if they choose to discontinue an order.
If set to 'Prompt' the user or provider will be prompted to provide an Order Discontinue reason, but it is not required to discontinue.
If set to 'Allowed' the user or provider will not be prompted to provide an Order Discontinue reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

OderDeferReason

If set to 'Required' the user or provider will be required to provide an Order Defer reason if they choose to defer an order.
If set to 'Prompt' the user or provider will be prompted to provide an Order Defer reason, but it is not required to defer.
If set to 'Allowed' the user or provider will not be prompted to provide an Order Defer reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Entered in Error Reason

If set to 'Required' the user or provider will be required to provide an Entered in Error reason if they choose to mark an order as entered in error.
If set to 'Prompt' the user or provider will be prompted to provide an Entered in Error reason, but it is not required to mark an order as entered in error.
If set to 'Allowed' the user or provider will not be prompted to provide an Entered in Error reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

OrderPermanentDeferReason

If set to 'Required' the user or provider will be required to provide an Order Permanent Defer reason if they choose to permanently defer an order.
If set to 'Prompt' the user or provider will be prompted to provide an Order Permanent Defer reason, but it is not required to permanently defer.
If set to 'Allowed' the user or provider will not be prompted to provide an Order Permanent Defer reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Void Reason

If set to 'Required' the user or provider will be required to provide an Order Void reason if they choose to void an order.
If set to 'Prompt' the user or provider will be prompted to provide an Order Void reason, but it is not required to void an order.
If set to 'Allowed' the user or provider will not be prompted to provide an Order Void reason.

    Available Options:  'Required', 'Prompt', 'Allowed'
    Recommended Setting:  'Allowed'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes this is available

Create Overdue Tasks for

If set to 'All Overdue' the system will create Overdue order tasks assigned to the ordering provider for all orders that are considered overdue.
If set to 'Overdue Important' the system will create overdue order tasks assigned to the ordering provider if the ordering provider selected the "Overdue Important" setting on the Order Details screen.

    Available Options:  'All Overdue', 'Overdue Important'
    Recommended Setting:  'Overdue Important'
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Note Preferences

Note Auto Unlock Notes After Time

This is a numric value that represents hours. This will tell the system how many hours should occur before the system automatically unlocks v11 note. A note remains locked when a user is editing a note and at times this can be left open accidently or an issue may have occured that didn't properly close the note. This preference only applies to v11 note.

    Available Options:  Numeric value
    Recommended Setting:  24
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Default Make Final

If set to 'Y' the 'Make Final' checkbox will default to being selected when a user or provider that has the appropriate signature levels.
If set to 'N' the 'Make Final' checkbox will default to not being selected.

    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 Navigation After Signing

If set to 'No Navigation' the user or provider will not be taken off of the note upon signing.
If set to 'Schedule' the user or provider will be brought to the Daily Schedule screen upon signing the note.
If set to 'Task View' the user or provider will be brought to the Task List screen upon signing the note.
If set to 'MD Charges' the user or provider will be brought to the Charge screen upon signing the note.

    Available Options:  'No Navigation', 'Schedule', 'Task View', 'MD Charges'
    Recommended Setting:  'No Navigation' - this really should be set on a user level based on their desired workflow
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Note Default Owner

If set to 'Use Appointment Encounter Provider if available, else use Most Recently Used' the system will default the note owner as the Appointment Provider. If there is no encounter provider available it will default to the most recently used provider.
If set to 'Always use Most recently used note owner' the system will default the note owner to the last provider used for that user. This is a preferred method when the user primarily works from an ancillary schedule such as a Lab Schedule and the encounter provider is not an actual human.
If set to 'None' the note owner will not default and will need to be selected each time a new note is created.

    Available Options:  'Use Appointment Encounter Provider if available, else use MRU', 'Always use MRU note owner', 'None'
    Recommended Setting:  'Use Appointment Encounter Provider if available, else use MRU'
    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 Signature Display

This setting defines the format of the signature when signing a note. The available formats are:

Firstname Lastname, Credentials; Date/Time (Signature Type)
Firstname Lastname, Credentials; User/Profession Date/Time (Signature Type)
Firstname Lastname, Date/Time (Signature Type)
Firstname Lastname, User/Profession Date/Time (Signature Type)

    Recommended Setting:  'Firstname Lastname, Date/Time (Signature Type)'
    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 Signature Type

This is a drop down menu that lists all available options from the Signature Type dictionary. The option selected will be defaulted into the Sign Note dialog box.

    Available Options:  All active entries from the Signature Type dictionary
    Recommended Setting:  Leave Blank and traing the user to set the appropriate default.
    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 Visit Type

If set to 'None' the visit type will not have a default value on the v11 note selector screen.
If set to 'Last' the visit type will default to the last visit type selected in the v11 note selector screen.

    Available Options:  'None', 'Last'
    Recommended Setting:  'Last'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Don't Generate Document Appt Encounter Tasks

If set to 'Y' the system will not generate Document Appointment Encounter Tasks.
If set to 'N' the system will generate Document Appointment Encounter Tasks. This task would serve as a reminder for the appointment encounter provider to create a note for the patient's visit. The task will automatically be removed once a note is created. Most organizations use the note icon display on the schedule as the reminder or confirmation that all notes were created and choose not to use this option.

    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

Don't Generate Review Covered Note Tasks

If set to 'Y' the system will not generate Review Covered Note Tasks.
If set to 'N' the system will generate Review Covered Note Tasks. This task would apply when a physician is covering for another doctor and signs off on a note for them. This setting also depends on the 'Create Review Covered Note Task on Finalization' setting in the Document Type dictionary. Both settings must be set properly to activate the task workflow.

    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

Note Lock Lists After Number Days

This is a numeric value that defines how many days until all lists within a note are locked. This includes lists such as Problems, Vitals, Immunizations, and Medications. This only applies to notes that have not been finalized. Once a note is finalized or this time limit has been reached, the lists will not update automatically.

    Available Options:  Numeric value
    Recommended Setting:  7
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced

Is V10 Note User Only

If set to 'Y' the user or provider will only be able to create v10 notes. The v10 note selector will be presented to the user.
If set to 'N' the user or provider will be presented with the v11 note selector and have the ability to select either version of notes available to them.

    Available Options:  'Y' or 'N'
    Recommended Setting:  This should be set based on the organizations preference to use v11 note
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced

CC or RFV Required for E&M Code - need further details to explain.

If set to 'Y' the E&M coder will require the CC or RFV be set.
If set to 'N' the E&M coder will not require these values.

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

E/M Coder default to MDM tab

If set to 'Y' the E/M coder will default to the Medical Decision Making tab instead of the Summary tab.
If set to 'N' the E/M coder will default to the Summary tab.

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

Post Text to Current Note

If set to 'Y' the default will be for the "post text to current note" option to be on. This will tell the system that the users actions should be posted to a note. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows.
If set to 'N' the default will be for the "post text to current note" option to be off. There is a toggle button on the Clinical toolbar that can change this behavior easily during certain workflows.

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

Setting this to true will override the user-print-defaults default document template with the autoprint setting

If set to 'Y' the document will print using the document type specific document template and override the users preferred setting. This can be useful if certain types of document require specific document templates.
If set to 'N' the users auto-print defaults will be used.

    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.

Orders Preferences

Add Clinical Item Order Selection Method Default

If set to 'Problem Based' the ACI window will default to the problem based tab which is best for users that utilize CareGuide or QuickSets.
If set to 'Rx-Orders' the ACI window will default to the Rx/Orders tab which is best for users that don't use CareGuides or QuickSets.

    Available Options:  'Problem Based', 'Rx-Orders'
    Recommended Setting:  This depends on the use of CareGuides and QuickSets
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is an option

Always Present Fax Dialog When Requesting Faxing Requisition

If set to 'Y' the Fax Dialog screen will always present to a user when faxing a requisition.
If set to 'N' the Fax Dialog screen will only present to a user if they don't have a default defined.

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

Always Present Print Dialog When Printing Requisition

If set to 'Y' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to unchecked and unless changed, the user will always be presented with the Print Dialog box when printing an Order Requisition.
If set to 'N' the 'Use Default Order Requisition Printer' option on the Encounter summary will default to checked and unless changed, the user will only be presented with the Print Dialog box when printing an Order Requisition if they do not have defaults defined.

    Available Options:  'Y' or 'N'
    Recommended Setting:  'N'
    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 Scheduled Order Children To Be Done Date to Create Them

This is a numeric value that represents the number of days before a scheduled order is created. This is based on the "To Be Done Date" defined on the scheduled order.

    Available Options:  Numeric Value
    Recommended Setting:  6
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off and enforced.

Hold Orders for ABN

If set to 'Y' and order will be put in an 'On Hold' status until the ABN requirements are fulfilled.
If set to 'N' the order will not be put on an 'On Hold' status due to ABN requirements.

    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.

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

This is a numeric value that represents the number of minutes before a user must enter their password to authenticate when ordering a non-medication order.

    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-Medication Order Authorization Required

If set to 'Prospective' an Order Authorization task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task must be completed before the order will be sent or fulfilled.
If set to 'Retrospective' and Order Notification task will be created for the Ordering Physician if the user entering the order does not have the required ordering authority to order the item. This task is informational only and does not prevent the order from being sent or fulfilled.
If set to 'Not Required' no tasks will be created.

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

Order Medical Necessity Turned On

If set to 'Y' Medical Necessity checking will be enabled.
If set to 'N' Medical Necessity checking will be disabled.

    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.

Order Authorization level - this setting is not used, leave blank.

Enable Order Authorization

If set to 'Y' Order Authorization tasks will be created if an orderable item is defined to require prospective authorization.
If set to 'N' orders will not require authorization.

    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 Order notification

If set to 'Y' order notification tasks will be created if an orderable item is defined to require retrospective authorization.
If set to 'N' orders notification tasks will not be created.

    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.

Order Notification Level

This is a numeric value that defines the Order level that a notification task should be created for. This number must be 1-10 and the system will create Order Notification tasks for any order that has a higher level than the value defined here if an Order is defined as requiring retrospective authorization.

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

Ordering Medications if Patient has Unverified Allergies

If set to 'Prevent' the system will require that the user verify unverified allergies before they can complete or save the order.
If set to 'Warn' the system will notify the user that a patient has unverified allergies, but will not prevent them from ordering the medication.
If set to 'Do Not Warn' the system will not notify the user if the patient has unverified allergies.

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

Ordering Medications if Patient has Unverified Medications

If set to 'Prevent' the system will require that the user verify unverified medications before they can complete or save the order.
If set to 'Warn' the system will notify the user that a patient has unverified medications, but will not prevent them from ordering the medication.
If set to 'Do Not Warn' the system will not notify the user if the patient has unverified medications.

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

Order Problem Linking Required

If set to 'Required to Save' the user must select a problem on the order detail screen before they are allowed to save the order.
If set to 'Needs Info Reason' the user will not be required to select a problem on the order detail screen, but the order will go to a 'Neds Info' status and must be completed before the order can be sent.
If set to 'Not Required' a user will not be required to select a problem when completing an order.

    Available Options:  'Required to Save', 'Needs Info Reason', 'Not Required'
    Recommended Setting:  'Required to Save'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  No, this is off and enforced.

Editing Order Updates Supervised by Field

If set to 'Y' the supervised field will be updated to the current user when updating an order.
If set to 'N' the supervised field will remain unless manually changed by the user.

    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.

Chargeable Order Problem Linkage to Billable ICD-9 Interrupt timing

If set to 'Immediate' the system will immediatly warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on.
If set to 'Deferred' the system will warn and require the user to select an appropriate billable ICD9 code if the 'Chargeable Requires Billable ICD9' setting is on when they attempt to commit the patient data.
If set to 'Never' and the 'Chargeable Requires Billable ICD9' setting is off, the user will not be prompted.

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

Problem Linkage Interrupt Timing

If set to 'Immediate' and problem linking is required, the system will prompt the user to select a problem upon entering the order.
If set to 'Deferred' and problem linking is required, the system will prompt the user to select a problem upon selecting the commit button.
If set to 'Never' and problem linking is not required, the user will not be prompted.

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

Performing Location Problem Linkage to Billable ICD9 Required Interrupt Timing

If set to 'Immediate' and problem linking is required for the performing location, the system will prompt the user to select a problem upon entering the order.
If set to 'Deferred' and problem linking is required for the performing location, the system will prompt the user to select a problem upon selecting the commit button.
If set to 'Never' and problem linking is not required for the performing location, the user will not be prompted.

    Available Options:  'Immediate', 'Deferred', 'Never' 
    Recommended Setting:  'Never'
    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 Orders.

If set to 'Y' the user will be prompted to enter their password if they have not authenticated within the timeframe specified for the 'Minutes Before Re-Authentication Is Required for Non-Medication Order' setting.
If set to 'N' the user will not be required to enter their passowrd for new or renewed orders. This setting does not apply to medications.

    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.

Problem Preferences

Enable Problem Verification

If set to 'Y' problems will be set to an unverified status when entered by a non-provider user. This information would need to be verified by a provider prior to becoming part of the patient chart.
If set to 'N' problems will not get set to an unverified status.

    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.

Problem resolved date equals today

If set to 'Y' the resolved date will default to today when resolving a problem.
If set to 'N' the resolved date will not default and must be manually entered if desired.

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

Problem Include in PMH

If set to 'Unchecked' the 'Include in PMHx' option will not be selected by default on the problem detail screen.
If set to 'Checked for All' the 'Include in PMHx' option will always be selected by default on the problem detail screen.
If set to 'Checked for Chronic Only' the 'Include in PMHx' option will only be selected by default on the problem detail screen if the problem is classified as a chronic problem.

    Available Options:  'Unchecked', 'Checked for All', 'Checked for Chronic Only'
    Recommended Setting:  'Unchecked'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be explained during training.

Problem List Review - this is currently unused, leave blank.

Problem Post to Encounter

If set to 'Y' the problem will post to the encounter form when assessed.
If set to 'N' the problem will not post to the encounter form when assessed.

    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 explained during training.

Show unverified problems in the ALL view only

If set to 'Y' unverified problems will only appear in the All Problem view.
If set to 'N' unverified problems will appear in their respective categories.

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

Results Preferences

Abnormal Result Flag OverrideAllowed

If set to 'Y' users will have the ability to override the abnormal flag sent from a vendor on the results detail screen.
If set to 'N' users will not have the ability to override the abnormal flag sent from a vendor.

    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

Default Vitals - <10 years old

This is a free text field that defined the default vitals panel used for children under 10 years old. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by deault and should be explained during training.

Default Vitals - 3 year old and younger

This is a free text field that defined the default vitals panel used for children 3 years old and younger. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by deault and should be explained during training.

Default Vitals - Female 10 years old or older

This is a free text field that defined the default vitals panel used for female patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group and gender.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by deault and should be explained during training.

Default Vitals - Male 10 years old or older
This is a free text field that defined the default vitals panel used for male patients 10 years old and older. This value must be equal to the exact name of the vital sign picklist and is Case Sensitive.

    Available Options:  Free text field that must be the exact name of a vitals picklist.  This is case sensitive.
    Recommended Setting:  set to a vitals picklist designed for this age group and gender.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by deault and should be explained during training.

HMP Vitals Units

If set to 'US' the vitals flowsheet on the Health Management Screen will display in US units.
If set to 'Metric' the vitals flowsheet on the Health Management Screen will display in Metric units.
If set to 'As Entered' the vitals flowsheet on the Health Management Screen will display in the units that the vitals were entered as.

    Available Options:  'US', 'Metric', 'As Entered'
    Recommended Setting:  'US'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by deault and should be explained during training.

Number of Days of Results to include in Clinical Exchange Document

This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain results when created.

    Available Options:  Numeric Value
    Recommended Setting:  3
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off by default.

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

This is a numeric value that determines the number of days in the past that the Clinical Exchange Document will obtain vitals data when created.

    Available Options:  Numeric Value
    Recommended Setting:  3
    Can be set on these levels:  Enterprise, Organization
    User Can Override:  No, this is off by default.

Result Verification If Did Not Order

If set to 'Prevent' a provider will not be allowed to verify results that they did not order.
If set to 'Warn' a provider will be notified that they are attepting to verify results that they did not order.
If set to 'Do Not Warn' a provider will not get notified if attempting to verify results that they did not order.

    Available Options: 'Prevent', 'Warn', 'Do Not Warn'
    Recommended Setting:  'Warn'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Navigation After QVerify

If set to 'Go To Note' the provider will be brought to the Note when selecting QVerify during the results verification process.
If set to 'Go To Next Patient' the provider will remain in the patient worklist screen and the next patient with worklist items defined in their current view will be brought into context.
If set to 'Stay on Worklist' the provider will remain in the worklist on the current patient.

    Available Options: 'Go To Note', 'Go To Next Patient', 'Stay on Worklist'
    Recommended Setting:  Depends on desired workflow, set the best default and train users to select their preference.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Results Verification Note Type

This is a drop down of all available note types in the system. The selection will default as the note type to use when performing a results verification workflow that requires a note. This also defines the note type used for QVerify.

    Available Options: Any note type in the document type dictionary that is valid (v10 or v11 note)
    Recommended Setting:  Results Verification note type designed for this workflow
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Note Use

If set to 'Create New Note' the user will default to creating a new note on the results verification screen. This will also define the default behavior when using QVerify.
If set to 'No Note' the results verification screen will not be set to use a note by default. This would also set the behavior of QVerify.
If set to 'Select Note' the results verification screen will be setup to use a note, but the user will need to select the note type they want to use.

    Available Options: 'Create New Note', 'No Note', 'Select Note'
    Recommended Setting:  Determined by workflow.  Set to the best default and alert users of this preference during training.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Patient Communication Methods

If set to 'Call Patient with Results' the 'Call Pt with Results' option will be selected by default on the Results Verification Screen. This option creates a 'Call Patient with Results' task and requires a note.
If set to 'Discussed Results With Patient' the 'Discussed results with patient' option is selected by default on the Results Verification Screen. This option does not require a note and it is noted in the Results communication details that this option was selected.
If set to 'Mail Results to Patient' the 'Mail Results to Patient' option is selected by default on the Results Verification Screen. This requires a note.
If set to 'No Patient Communication Needed at this Time' the 'No Patient communication needed at this time' option is selected by default. If used, this option is noted in the results communication details within the results details.
If set to 'Schedule Appointment to Discuss Results' the 'Schedule Results F/U' option is selected by default. This action creates a 'Schedule Results F/Up task and does not require a note.

    Available Options: 'Call Patient with Results', 'Discussed Results With Patient', 'Mail Results to Patient', 'No Patient Communication Needed at this Time', 
                       'Schedule Appointment to Discuss Results'
    Recommended Setting:  Determined by workflow.  Set to the best default and alert users of this preference during training.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Result Verification Task Assignment

If set to 'Current User' the user entering the result will be assigned the Results Verification task.
If set to 'Ordering Provider' the provider defined as the Ordering Provider will receive the Results Verification Task.

    Available Options: 'Current User'. 'Ordering Provider' 
    Recommended Setting:  'Ordering Provider'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

Results Verification Required

If set to 'Y' the 'Verification Required' field on the Order Details screen will be selected by default. This specifically pertains to manually entered results. Interfaced results will be set based on the interface definition and is in no way altered with this setting. If a manual result is entered and this option is selected, a Results Verification task will be created and assigned to the user based on the 'Result Verification Task Assignment' setting.
If set to 'N' the 'Verification Required' field will not be selected by default.

    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

Results Verification Shows Verified Results in Results Document

If set to 'Y' the 'Show verified results in Result Document' option will be selected by default on the Result Verification screen. Having this option selected automatically posts the verified results to the note created in the verification process.
If set to 'N' the 'Show verified results in Result Document' option will not be selected by default on the Result Verification screen.
If set to 'As Per Post to Note Icon' the 'Show verified results in Result Document' option will be selected by default if the users post to note option is on at the time.

    Available Options:  'Y', 'N', 'As Per Post to Note Icon'
    Recommended Setting:  'As Per Post to Note Icon'
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described in training.

Require Abnornal Flag for Results Entry

If set to 'Y' the Abnormal flag will be required for all resultable items with an order. If you have an Order with many resultable items, the user will be required to select an abnormal flag for all values even if those values are not being reported. This applies to manually entered results only.
If set to 'N' the user will not be required to specify the abnormal flag when manually entering results.

    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.

Use UAI Vital Signs Integration

If set to 'Y' the user will have the ability to capture vital signs using the UAI tool. This requires extra setup and the UAI module. This product allows you to capture and import vitals using a 3rd party devie such as a Welch Alyn device.
If set to 'N' the user will not have the option to capture vital signs using the UAI tool.

    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.

Vitals Picklist

This is a drop down list that defines the default Vitals Picklist to be used. This picklist defines the Vital Sign Views available to the end user.

    Available Options:  Drop down list of valid Vital Sign Picklists defined in your OID dictionary.
    Recommended Setting:  Use the preferred vital signs picklist defined by your organization.
    Can be set on these levels:  Enterprise, Organization, User
    User Can Override:  Yes, this is on by default and should be described during training.

.NET Preferences

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