Company Settings are switches/triggers/ID's etc... that apply to the entire application. These settings allow our application to work differently from one practice to the next. This article will explain how to set these values.
The 'Abnormal Results Processor' company setting is used to set the User Group that is set when an electronic result is received and at least one abnormal value is included in the result. This is used in the My Tasks Results screen.
By default, this value is blank, which means this setting is not used. When this setting is not in use, the system will deliver normal results to the user that was originally selected in the 'Ordered By' field on the Order Entry screen.
Default Value: blank
Options:
The company setting is used to set a patient's default reminder preference for the Automated Appointment Reminders integration. This setting will be used to set Email consent value within Patient Setup > Miscellaneous > Appointment Reminders.
When a new patient is created, this setting will be applied.
Default Value: 0
Options:
The company setting is used to set a patient's default reminder preference for the Automated Appointment Reminders integration. This setting will be used to set the Phone Calls consent value within Patient Setup > Miscellaneous > Appointment Reminders screen.
When a new patient is created, this setting will be applied.
Default Value: 0
Options:
The company setting is used to set a patient's default reminder preference for the Automated Appointment Reminders integration. This setting will be used to set the Text Messages consent value within Patient Setup > Miscellaneous > Appointment Reminders screen.
When a new patient is created, this setting will be applied.
Default Value: 0
Options:
The 'Autocodify Problem List Codes to SNOMED' company setting allows a practice to decide if new problems that are added are auto-codified to the SNOMED term it is associated with. This occurs in the Problem List chart tab.
Recommendation: SNOMED is an industry standard codification language. Keeping items linked to SNOMED when possible is the best practice.
Default Value: Yes
Options:
The 'Auto Post ERA Delay' company setting allows a practice to decide if ERA files that are received or imported are automatically sent to the posting process after a set period of time. This setting is used in the Payment Posting process. With this setting enabled, all claims on an ERA that do not have an error will be posted automatically and any claims that have an error can be managed in the posting window.
Default Value: -1
Options:
This settings represents which version of the CCDA will be used to when generating clinical, ambulatory and referral summaries within the application. The most up-to-date and preferred version is 2015 which is R2 of the CCDA. It is required when using the application as an ONC 2015 Edition Certified Health IT Product.
Default Value: 2014
Options:
The setting is used to in conjunction with the auto-receipt posting process. By default, when a receipt posting causes the entire balance of the claim to be $0.00, the claim status is set to Done. In the event that this causes a workflow issue for the practice, this can be turned off. When off, the claim status will remain as it was.
Default Value: Off
This setting is used in the Automated Receipt Posting Process. When set to On, this setting will ensure that a Co Pay receipt balance is only applied to procedure codes that are marked as Co-Pay Procedures. If the receipt amount is greater than the balance on the procedure code, the receipt status will be set to Error. The remaining balance will need to be applied or removed manually.
When set to Off, the co-pay may or may not be applied to Co-Pay Procedures. It will try to find a copay procedure, but if it can not, it will apply it to the highest balance procedure code on the claim that the receipt is tied to.
Default Value: Off
Options: On (Checked) or Off (not checked)
The 'Credit Deposit Claim Status' company setting allows a practice to decide what happens when the posting of a deposit results in a claim on the credit. The status of the claim can be set to meet the workflow needs of the practice. This setting is used in the Payment Posting process.
Default Value: 34 ("Refund")
Options:
Function: This setting is used to determine how the system handles credit balances when they're created through the deposit posting process. Each value has its own setting for:
Possible Settings:
Value | Credit Auto-Created on Claim | Error Created on Claim | Claim Status Changed |
1 | Insurance | Yes | Yes |
2 | Insurance | No | Yes |
3 | None | No | No |
4 | Patient | Yes | Yes |
5 | Patient | No | Yes |
6 | None | No | Yes |
The company setting changes the default units on the Vitals chart tab when a new vitals record is created. By default, the Vitals chart tab will select the 'English' option for units. This company setting allows a practice to have this screen default to 'Metric'.
Vitals Chart Tab when the setting is on.
Vitals Chart Tab when the setting is off.
Default Value: On (English)
Options:
The 'Display Co-Pay on Printed Schedule' company setting allows a practice to print out a paper schedule for the day that includes each patient's expected co-pay amount.
Please note, this setting will only work if the practice is using the 'Resource View' schedule. Learn more about truing this on here: Company Setting: Resource View
Default Value: Off (not checked)
Options:
The setting is used to configure whether drug-drug, drug-allergy and drug-disease interaction alerts display on the Prescription History screen.
Default Value: On
The setting is used to configure whether drug-drug, drug-allergy and drug-disease interaction alerts display when performing a drug search or viewing prescription favorites lists.
Default Value: On
The setting is used to configure whether drug-drug, drug-allergy and drug-disease interaction alerts display on the Prescription Pad when creating a new prescription.
Default Value: On
The setting is used to configure whether level 1 (allergy interaction) drug-allergy interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 1 (absolute contraindication) drug-disease interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 1 (contraindicated drug combination) drug-drug interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 2 (inactive ingredient statistics) drug-allergy interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 2 (relative contraindications requiring evaluation for risk/benefit) drug-disease interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 1 (severe interaction) drug-drug interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 3 (contraindication warning that may require less risk/greater benefit considerations) drug-disease interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 3 (moderate interaction) drug-drug interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The setting is used to configure whether level 9 (undetermined severity - alternative therapy interaction) drug-drug interaction alerts display in the configured sections of the prescriptions module.
Default Value: On
The 'Display Outstanding Balance on Printed Schedule' company setting allows a practice to print out a paper schedule for the day that includes each patient's outstanding balance. This balance represents the amount that they owe the practice based on statement that have been sent out.
Please note, this setting will only work if the practice is using the 'Resource View' schedule. Learn more about truing this on here: Company Setting: Resource View
Default Value: Off (not checked)
Options:
The 'EMR Codified Allergy Required' company setting is used to determine if non-codified allergies can or can not be added to a patient's chart within the Allergies chart tab.
Default Value: Off
Options:
Special Considerations:
In the event that your practice allows patients to enter allergies via the Intelligent Intake, it is important to be aware that patient's may still add non-codified allergies on the intake. If the company setting is On, an error will be produced when a user attempts to merge these allergies into the chart. Users will need to manually add the correct allergies as desired to the Allergies chart tab: Add a new Allergy
It’s possible for payers to adjudicate a procedure line by writing off the full billed amount as a contractual adjustment. This is effectively a denial, but in many systems it won’t trigger the typical process for handling denials.
We have added two company settings to help deal with instances of full contractual adjustments, with the following default values:
If your practice receives a procedure line on an ERA that is fully adjusted with a CO-45 (the line charge amount on the ERA is equal to the adjusted amount on the CO-45), the CO-45 CARC code will use these settings for its payment type and claim status instead of the CO-45's usual CARC settings. For instance, with the default settings, this CO-45 will be posted with an ERA No Payment payment type, and it will change the Claim Status to "Denied."
If either of the settings is set to '0', the normal settings for a CO-45 will be used if a full contractual adjustment is received.
This setting specifies whether the Assessment, Care Plan Goal, Care Plan Instructions, Health Status and Health Concern sections will pull data from appointment exam templates. See Template Setup: CCD Type for more information on setting up template values to display in the CCDA Assessment/Treatment Plan sections.
Default Value: Off
Options:
The 'iScheduler Primary Appointment Color (Background)' company setting allows a practice to control how the list of appointments appear in the iScheduler. This setting specifically affects the background color of the appointment block.
This feature is helpful for practices that want a visual indication of either the type of appointment that the patient is scheduled for or the status of the appointment.
PRO TIP:
Check out the Company Setting: iScheduler Secondary Appointment Color (Right Side Bar) for even more control.
Default Value: 1 - Appointment color background will reflect the status of the appointment.
Options:
The 'iScheduler Secondary Appointment Color (Right Side Bar)' company setting allows a practice to control how the list of appointments appear in the iScheduler. This setting specifically affects the bar found on the right hand side of the appointment block.
This feature is helpful for practices that want a visual indication of either the type of appointment that the patient is scheduled for or the status of the appointment.
PRO TIP:
Check out the Company Setting: iScheduler Primary Appointment Color (Background) for even more control.
Default Value: 0 - No secondary color will be shown
Options:
The 'Lab Result via Collection Date' company setting allows a practice to decide how a lab result displays in the application. If the value is set to be on, then lab results displayed in the following locations will use this date. If this date happens to be blank, the Reporting Date will be used.
Locations where this setting will be used:
EMR > Timeline > Lab Result icons
EMR > Timeline > Vitals Icon > Graph View
EMR > Timeline > Vitals Icon > Table View
EMR > SOAP Notes > Data Trends
Value Options
This company setting allows a practice to setup a more strict password policy for all users. This setting will only allow a password to be valid for a set number of days. After the timeframe has passed, users will be required to change their password before logging in.
Pro Tip: Check out more security features here: How can I keep OfficeEMR more secure?
Default Value: 0
Options:
This company setting allows a practice to setup a more strict password policy for all users. This setting will require that a password be longer than a specific number of characters. The greater the number, the more complex the password and the harder it will be to exploit.
Pro Tip: Check out more security features here: How can I keep OfficeEMR more secure?
Default Value: 8
Options:
This company setting allows a practice to setup a more strict password policy for all users. This setting will require that users do not re-use an old password when resetting their password.
Pro Tip: Check out more security features here: How can I keep OfficeEMR more secure?
Default Value: 5
Options:
The 'Normal Results Processor' company setting is used to set the User Group that is set when an electronic result is received and no abnormal values are included in the result. This is used in the My Tasks Results screen.
By default, this value is blank, which means this setting is not used. When this setting is not in use, the system will deliver normal results to the user that was originally selected in the 'Ordered By' field on the Order Entry screen.
Default Value: blank
Options:
The setting is used in the Dialysis Visit Note documentation process. For practice's that document the dialysis note in our application, rather than in the Dialysis Center application, will want to enable this setting.
If this setting is selected and the user left-clicks over a dialysis round and adds a comprehensive or regular visit, the visit will no longer will automatically be saved and the Dialysis Visit chart tab will be opened instead where the visit can be added.
Default Value: Off
When a patient is added to the Hospital Rounds List, the Company Setting: Patient Roster Admission Date Defaulted will automatically set the Admission Date to the current data. Otherwise, it will be blank
Default Value: Off
Options:
When a patient is added to the Hospital Rounds List, the Company Setting: Patient Roster Recurrence Pattern Defaulted will automatically create a daily reoccurrence pattern for the newly added round. Otherwise, no recurrence pattern will be created.
Default Value: Off
Options:
When a patient is added to the Hospital Rounds List, the Company Setting: Patient Roster Resource Required will determine if a resource must be set for a round. Otherwise, this field can be left blank.
Workflow Note:
When a patient is added to the Hospital Rounding schedule, different practices may dictate how that patient round is managed. For example, some practices may specifically assign a Resource to the round - this is commonly done when a specific provider needs to see a specific patient when rounding. Other practices may just simply assign the patient to the location. Then, they will assign their providers to go to specific locations on a given day and round on any patient at that location. Use this setting to enforce your business rules related to managing hospital rounds.
Default Value: On
Options:
The setting is used to identify a list of procedure codes should be added to the Vitals Timeline graph when a user selects the Procedures icon. This can be a specific list of codes separated by a comma (i.e. 99213, 99205) or a range of codes (99203-99205).
This setting works in unison with the User Setting of the same name. If the user setting is set, this will trump the Company Setting.
Default Value: blank
Options: A comma separated list of procedure codes and/or a range of cpt codes.
This settings represents which Clinical Notes type the (Base) SOAP/Progress Notes are coded as in the CCDA when generating clinical, ambulatory and referral summaries within the application. The default value is 0 which is off. This means that any SOAP/Progress Notes with the type set to (Base) will NOT appear in CCDA summaries. If a value other than 0 is set, then all signed SOAP/Progress Notes with the type set to (Base) will appear in CCDA summaries with the selected Clinical Notes type (e.g. Progress Note).
Default Value: 0
Options:
This settings represents which Clinical Notes type the (Group Note) SOAP/Progress Notes are coded as in the CCDA when generating clinical, ambulatory and referral summaries within the application. The default value is 0 which is off. This means that any SOAP/Progress Notes with the type set to (Group Note) will NOT appear in CCDA summaries. If a value other than 0 is set, then all signed SOAP/Progress Notes with the type set to (Base) will appear in CCDA summaries with the selected Clinical Notes type (e.g. Progress Note).
Default Value: 0
Options:
This company setting effects how Receipts are posted via the Auto-Receipt Posting process. This setting will determine if a receipt with the type of 'Co-Pay' will be applied to more than one procedure code on the claim. Typically, Co-Pays are applied to one and only one procedure code. However, some use cases have emerged that the co-pay amount should be applied to multiple procedures on the same claim. This setting will be off by default, which means co-pays will only be applied to one procedure code. If on, a Co-Pay receipt may be applied to multiple procedures.
Default Value: Off
The 'Resource View' company setting changes how a schedule looks when it is printed out of the application. There are two views, the Resource View and the Legacy View.
Resource View
Legacy View
Pro Tip: The Resource View is the more modern layout and is what most practices use. This view allows the practice to customize it quite a bit by turning items on and off so that it only prints what you want it to.
Default Value: On
Options:
The 'Run Real Time Prescription Benefit Check (RxBC)' company setting allows a practice to decide if the Benefit Check box is displayed or not on the prescription pad for all users in the practice. This option is only available for users that use the CoverMyMeds integration.
Default Value: On (if Product is activated)
Options:
The setting is used to in conjunction with the auto-receipt posting process. Groups with unique workflows may choose to disable the auto-posting of receipts that are designated as Co-Pays.
Default Value: Off
The setting is used to in conjunction with the auto-receipt posting process. Groups with unique workflows may choose to disable the auto-posting of receipts that are designated as Coinsurance receipts.
Default Value: Off
The setting is used to in conjunction with the auto-receipt posting process. Groups with unique workflows may choose to disable the auto-posting of receipts that are designated as Deductible receipts.
Default Value: Off
The 'Unsolicited Results Processor' company setting is used to set the User Group that is set when an Unsolicited Result is returned in the My Tasks Results screen.
The company setting requires that you supply a valid User Group ID. This can be found in the User Group setup window (Setup > User Groups).
By default, an "Unsolicited Results" user group has been created for every practice and this setting defaults to that.
Default Value: Unsolicited Results User Group
Options:
The setting is used to identify a list of wireframes (logical grouping of lab result values) that should be added to the Vitals Timeline graph. This can be a specific list of values, separated by a comma.
This setting works in unison with the Company Setting of the same name. If the user setting is set, this will trump the Company Setting.
Default Value: cbc, chem-7
Options: Add a list of comma separated values (the underlined word is the value).
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