TWUser Admin

Main Workspace

User Type - Indicates if the user is classified as a User or a User/Provider. In TouchWorks, a User is anyone with access to the EMR, but isn't necessarily clinical, such as a front desk user. A User/Provider is a TouchWorks user who has the privileges associated with a user and can additionally prescribe and order, such as a resident or MD.

Last Name - the user’s last name

First Name - the user’s first name

eMail - Indicates the user’s eMail address; this information is required

Organization - Indicates the user’s primary organization within TouchWorks

Inactive - To deactivate the user, check this option; the user will not be able to log into the system

User Details

User Name – usually an abbreviated form of the user’s name, such as Last name and first initial of the first name. In many cases it is a good idea to mirror the user’s user name from other accounts such as Windows.

Password – a code unique to that user and known only to them to log into the system.

Default site – a physical location that is using the EMR such as a Pediatrics office. Printing defaults are typically assigned by site.

Profession – users profession such as Nurse, MD, medical student

Employee # - Indicates the employee’s identification at the organization.

Finalization Authority – the level at which the user can finalize a document. A user can still create, sign, and save a document even though they do not have a high enough finalization authority.

Credentials – the users credentials such as: RN, MD, MA

Ownership Authority – the level at which the user can be the Owner of a document. A user can still create and sign a document if they don’t have a high enough Ownership authority. This only grants the level at which a user can be the Owner.

Password Never Expires – by checking this box the password for the user does not expire.

Force Password Change – by checking this box, the next time the user logs in the system will force the user to change their password.

Physician Homebase User - applies to User/Providers only. Indicates whether the user is a Physician Homebase user (and thus, Homebase appears on the horizontal toolbar).

Electronic Workflow – by checking this box, the user will participate in the electronic workflow such as electronic signature.

• In order to resolve the issue of Providers not receiving Sign Note tasks in TW, access TWAdmin->TWUser Admin then open the provider in question and make sure the Electronic Workflow box is checked. They'll have to make sure all the Document Types are setup for Electronic Signature as well (vs Electronic Verification or Non Electronic).

Prohibit Task Assignment (feature available in 11.2.3) - by checking this box, this will prohibit the users name from appearing in the available list of names when someone is manually creating a task.

• This can prove useful in situations where providers leave an organization and this will prohibit them from receiving manually created tasks. This will not prevent them from receiving system-generated tasks (controlled by Electronic Workflow checkbox).

Provider Details I

Code - Unique number that identifies the provider within the TW enterprise. If the EHR system is interfaced with a PM product it is necessary for the provider codes in both systems to match in order for the providers daily schedule to flow from one system into the other.

Mnemonic - the unique mnemonic used to identify this user.

Prim. Specialty - the provider’s primary specialty. The provider’s specialty drives the favorites lists the system displays throughout the application.

Sec. Specialty - the provider’s secondary specialty.

CME Pilot # - The provider’s id used with the PIER program. This field is no longer used as the program is no longer active.

Ordering Authority - the provider’s ordering authority. A provider’s ordering authority must be at least as high as the ordering authority associated with the item in the Orderable Item dictionary.

Credentials - the provider’s medical credentials.

DEA # - the provider's DEA number (that is, the number that the Drug Enforcement Authority assigns for prescribing controlled substances, and is unique to each provider).

DEA Exp Date - this is the expiration date for the DEA number.

Billing Provider - by checking this field the provider will show as a billing provider on the Encounter Form in the charge module.

PCP - this is for a primary care physician. This value is not used in the current version of TouchWorks.

Schedulable - When checked, the provider’s schedule can be displayed on the Schedule page.

Secure Schedule - When checked, the system creates a code for this provider. TouchWorks users who want to view this provider’s schedule must have that code.

Don’t Generate “Send Charge” Tasks - When checked, this indicates that Submit Encounter Form tasks will not be generated for this provider when patients are arrived.

Show Optional Clinical Message - When checked, this indicates clinical messages are displayed to the provider on login.

Provider Detail II

Prescribing Authority Levels – DEA Schedule - Check the schedules for which the provider is qualified to prescribe drugs.

License - select this to add a state license number for this provider. You must specify the state, the ID number, and the expiration date.

Rx Supervision Required - select this option if prescriptions for this provider must be approved, such as a resident.

Alt License - the license number that prints on the script for Nurse Practitioners.

UPIN - the provider's unique personal identification number (UPIN). This is a number assigned by Medicare and is unique to each provider.

Signature Image - the path to the image of the provider’s signature as it should appear on prescriptions when they are faxed to pharmacies.

Def CC Method - the provider’s default method for carbon copies. Select Envelope, Fax, Print, or Review Task. This can be overridden this value in the application.

NPI - National Provider Identifier

Outbound ID - Specifies the identifier used in the Dictate product for providers that will be generating dictations. This identifier is recognized by the TouchWorks Dictate module and the transcription service.

License - Click this button to adjust the number of Dictate licenses available across the set of providers that are using the Dictate product.

Recording Format - the recording format for transcription files.

Transcribe Difficulty - the dictating provider’s dictation’s degree of transcribing difficulty (due to accent, etc.). It must be set to a value from 1.0 to 9.9; the default value is 1.0.

Address

Address - the user’s mailing address. Two lines are provided.

City - the user’s city.

State - the user’s state.

Zip Code - the user’s zip code.

Home Phone - the user’s home phone number.

Fax # - the user’s fax number.

Security

Add/Remove Organization - Click this button grant or remove access to an organization within the enterprise.

Add/Remove Security Classifications - Click this button to grant or security classifications.

Grant Enterprise Access - Click this button to grant access to all organizations in the enterprise.

Workplaces

Edit Workspaces - Click this button to make changes to the workspace configuration for this user.

iHealth

Activate option —When checked, indicates that the provider uses Medem to correspond with patients.

iHealth Practice ID —Indicates the practice ID assigned by Medem.

iHealth Provider ID —Indicates the provider’s ID assigned by Medem.

iHealth Administration ID —Indicates the administration ID assigned by Medem.

iHealth Target —Leave this set to Medem.

this information is referenced in the Allscripts Knowledge Base

Physician Homebase

Linked to PMS option —When checked, indicates whether the user corresponds to a user in a practice management system.

Practice/Department —If you have checked the Linked to PMS option, then indicate the user’s specified practice or department in that outside system.

Provider Name — If you have checked the Linked to PMS option, then indicate the user’s name in that outside system.

this information is referenced in the Allscripts Knowledge Base