User Settings

The setting is used in the Dialysis Visit Note documentation process. For practice's that utilize the integrated electronic fax feature, you may determine which letter is automatically sent out when a Dialysis Visit Note is signed off.  This setting allows each user in the practice to have a different default letter that is sent.

A zero value indicates that the automated letter is turned off and the Fax Letter link will not be displayed. Otherwise, set the desire letter ID found in the Letter Setup screen.

Default Value:  0

The setting is used to enable or disable the electronic faxing of a letter after a SOAP Note is signed off by a user.  This setting is dependent on the My Fax integration being setup for your practice and several other user settings must be configured correctly.

Default Value: Off

Options:  

• Off:  letters will not be auto-faxed after sign-off
• On: letter will be auto-faxed after sign-off

The setting is used to determine how far in the past our application searches when adding claims to a deposit in the Payment Posting Process.  If you commonly post older claims, update this setting accordingly.

Default Value: 365

Options:  

• Number (days)

This sets the default increments in iScheduler for each user. 

Changing the Default Time Increment

1. Select the Binoculars in the top right corner 
2. Filter by User Settings
3. Enter the setting name Default Time Increment
4. Update the setting and choose OK to save. 

The setting is used to determine if a user can see the dollar amount associated with charges on the Superbill.  This setting affects both OfficeEMR Mobile and the desktop.

Default Value: Yes

Options:  

• Yes - Charge amounts will be displayed
• No - Charge amounts will not be displayed

The setting is used to determine if the Medication section of the Summary chart tab displays a medications SIG information or if it only displays the drug name and dosage.

When the setting is off, the Summary window will display medication information like this:

When the setting is on, the Summary window will display medication information like this:

Default Value:  Off

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Allergies chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Assessments chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Chart Share chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Patient Extension chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Exams chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Goals chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the History of Present Illness (HPI) chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Letters chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Orders chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Patient Education chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Prescriptions chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Problem List chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Review of Systems (ROS) chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the SOAP Note chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Superbill chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Treatment Plan chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the 'Display Today's History' pop-up is shown when a chart tab is loaded.  This is a very useful setting to see if someone (including yourself) has already saved data on a chart tab on a given day.

When this setting is active, the pop-up will be displayed when accessing the Vitals chart tab if new information has been added for that day.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The 'EMR Primary Appointment Color (Background)' user setting allows a user to control how the list of appointments appear in the EMR schedule. This setting specifically affects the background color of the appointment block.  The color can reflect 

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 room status of the appointment.

Default Value: 0 - Appointment color background will always be light blue regardless of appointment type or room status.

Options:

• 0:  Appointment color background will always be light blue regardless of appointment type or room status.
  
  
• 1: This option causes the background of the appointment bubble to change based on the Appointment Status.  Users can control appointment status colors here: Appointment Statuses
  
  
• 2: This option causes the background of the appointment bubble to change based on the Appointment Type.  Users can control appointment types colors here: Appointment Types
  
  
• 3: This option causes background of the appointment bubble to changes based on the Room Status.  Users can control room status colors here:
  

The 'EMR Secondary Appointment Color (Right Side Bar)' user setting allows a user to control how the list of appointments appear in the EMR schedule. This setting specifically affects the right hand side bar 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 room status of the appointment.

EMR Primary Appointment Color - Background: 0 - (default) Would not show a color (all appointments same color, light blue), 1 - Appointment Status Color, 2 - Appointment Type Color, 3 - Room Status Color

Default Value: 0 - Appointment color background will always be light blue regardless of appointment type or room status.

Options:

• 0:  Appointment color side bar will always be light blue regardless of appointment type or room status.
  
• 1: This option causes the background of the appointment bubble to change based on the Appointment Status.  Users can control appointment status colors here: Appointment Statuses
  
  
  
• 2: This option causes the background of the appointment bubble to change based on the Appointment Type.  Users can control appointment types colors here: Appointment Types
  
  
• 3: This option causes background of the appointment bubble to changes based on the Room Status.  Users can control room status colors here:
  

The 'EMR Soap Secondary Sign Off Percentage' is the percentage in which completed SOAP Notes are sent (at random) from the Primary signer to the Secondary signer for additional approval. 

This feature is helpful for practices that require certain users to have custom signoff settings for certain note types. For example, if a mid-level provider requires only 5% of their notes to be sent for additional signoff, their Secondary Sign Off Percentage can be adjusted to pull only 5% of their notes to be sent for additional sign off. 

Values should be between 1 and 100.  If the secondary sign off percentage for the user is lower than this value then a secondary sign off will be required.  If the secondary sign off is greater than this value then randomly a secondary sign off will be required.

Default Value: 100 

The 'EMR Secondary Sign Off Percentage Start Date' works in coordination with the EMR Soap Secondary Sign off Percentage in order to calculate when completed Soap Notes will be sent to the Secondary signer. 

This feature determines the start date from which secondary sign off percentages will be calculated from. 

Default Value: NULL - This field is blank by default. 

Options: Date field

The setting is used to determine if the Narrative checkbox will be selected by default when using the Abnormal order result findings button on the Order Results Screen. Result findings with the Narrative checkbox selected are part of the Results section in CCDA files generated from the application.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used to determine if the Narrative checkbox will be selected by default when using the Normal order result findings button on the Order Results Screen. Result findings with the Narrative checkbox selected are part of the Results section in CCDA files generated from the application.

Default Value: Off

Options:  

• On (checked) and Off (unchecked)

The setting is used on the Deposit Management window in Billing.  A user can set the maximum number of claims displayed in the deposit management window before a new page is created.

Default Value: 10

This setting is used to modify the number of maximum rows returned when searching for a patient in the desktop or mobile applications.

Default Value: 50

Option: Number

Steps

1. Open User Settings (Accessing User Settings)
2. Search "Patient Search Maximum Rows"
3. Type a number into the field
4. Save

The 'Problem List Favorite Search Days' user setting allows a user to choose how far back in time to look when generating the 'Favorites List' in the Problem List chart tab.  This setting works in conjunction with the Problem List Favorite Search Type user setting.  

The reason this setting exists is so that the favorites list displayed shows relevant and timely data. For example, if no time frame existed, iSalus would build a list of favorites based on all of the data in the system.  This becomes problematic when a specific code that was used commonly is no longer an acceptable code.  Without this setting, you would have to use the "acceptable" code for several years to surpass the "unacceptable" code by usage.  However, when a time frame is added, the "unacceptable" code will be used less in this smaller time frame compared to the "acceptable" code.

Default Value: 365 days

Options:

• Search Days:  Set this to a number of days in the past to look

The 'Problem List Favorite Search Type' user setting allows a user to choose which data is returned in the 'Favorites List' in the Problem List chart tab.  Users may find it helpful to change this setting so that the list of favorite items returned are either more or less specific based on usage patterns.

Default Value: Company

Options:

• Company:  This option shows the top most used problem list items across the entire patient population. This setting works in conjunction with the 'Problem List Favorite Search Days' user setting.
• User:  This option shows the top most used problem list items for the logged in user. This setting works in conjunction with the 'Problem List Favorite Search Days' user setting.
• Original Search:   This option shows the top most used problem list items across the entire patient population. No time restrictions are applied when using this search.

The 'Problem List Favorite Search Max Rows' user setting allows a user to choose how many items are return in the 'Favorites List' in the Problem List chart tab.  

Change this setting in order to limit or expand the number of rows you see in the 'Favorites List'.

Default Value: 100

Options:

• Max Rows:  This is a numeric value that represent how many rows will be returned

The 'Problem List Summary View' user setting allows a user to decide how the list of problems display on the Problem List chart tab.  

Most users will use the more modern view, however, some users may choose to revert to the older layout of this window.

Default Value: Text

Options:

• Text:  This option display the data in a more modern, easy to understand format.

• Table:  This display the data in a grid view.  This is the 'older' way of looking at the data. 

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 Company Setting of the same name.  If the company setting is set and the user setting is not, the company setting will be applied.

Default Value: blank

Options: A comma separated list of procedure codes and/or a range of cpt codes. Also, 'NONE' can be added to force the procedures off for the user.

The setting is used to determine if a user would like to be prompted to indicate how a Dialysis Visit was delivered.  The options will be either in-person or via telemedicine.

This setting will affect both the EMR and Mobile devices.

Please note, some practice may have the Company Setting: Open Dialysis Visits Chart Tab when Adding Visits enabled.  If this is the case, the user will not receive the prompt.  Rather, the user will be expected to use the Dialysis Visits chart tab to indicate if the visit was conducted via Telemedicine.

Default Value: Off

Options:  

• Off - Users will not be prompted
• On - Users will be prompted

The 'Run Real Time Prescription Benefit Check (RxBC)' user setting allows a user to decide if the Benefit Check box is selected by default on the prescription pad for a user.  This option is only available for users that use the CoverMyMeds integration. 

Default Value: On

Options: On or Off

The 'Search List Type' user setting allows a user to decide which code set the system search against by default in the Problem List chart tab.  

Default Value: SNOMED Problem

Options:

• ICD:  This option causes the problem list to search against the diagnosis codes that have been added to the system via Setup > Diagnosis Codes.
• SNOMED Problem: This option causes the problem list to search against a SNOMED library that are linked to problems. The 'Problem' option means that the SNOMED value can cross-walk into an ICD code.
• SNOMED Full: This option causes the problem list to search against a SNOMED library.  This option search across all possible SNOMED terms, regardless if it can be linked to an ICD code.

The setting is used to determine how times in the system are displayed for the individual user that is logged in.  This is a very useful setting for practices that have offices in multiple time zones.  Users should enter the zip code of where they are physically located and our system will display time zones based on that.

Keep in mind that this setting over rides the default time zone for the practice.  The default time zone for the practice is derived from the Company Profile.

Default Value: Blank (this means the Company Profile controls this)

Options:  

• Blank - Company Profile zip code will be used
• Zip Code Supplied - Time zone will be based off of this

Changing the Company Profile Time Zone

1. Navigate to Setup > Company Profile
2. Select the Demographics tab
3. Update the Zip field

The Reported My Favorite Rx Search Settings are the default display options when displaying drug searches and favorites' lists in the patient reported screen. Follow these steps to access the User Rx Settings.

Default Value: Checkboxes not selected

Options: 

• Default to Patient Reported - when selected, the prescriptions chart tab will open by default to the patient reported search/favorites screen. This is useful for ancillary medical staff who primarily add patient reported medications.
• Display Route - when selected, this option displays prescriptions at the route level by default when performing a drug search. This is the highest level of a prescription and cannot be used when printing/sending prescriptions. It is useful when documenting patient reported drugs where the patient only knows the name of a medication he/she is currently taking.
  
• Display Dosage - when selected, this option displays prescriptions at the dosage level by default when performing a drug search. Similar to the Route level, the dosage level cannot be used when printing/sending prescriptions. It is useful when documenting patient reported medications.
  
• Display Strength - when selected, this option displays the prescriptive level of a medication by default when performing a drug search. This level is required for printed/sent prescriptions. 
  
• Auto Expand - when selected, this option displays all selected levels (route, dosage and/or strength) of drugs when performing a drug search.
• Max Rows - the maximum number of search results returned when performing a drug search.

This setting selects a user's default Reported Rx Favorites list. The selected Favorites list will display by default for a new patient reported medications instead of the Drug Search. Follow these steps to access the User Rx Settings. Then select the Favorites link.

Default Value: Blank

Options: 

• Blank - no Rx Favorites list is set for the user. The drug search will load by default for new prescriptions.
• Selected Favorites List - the default Reported Rx Favorites list that will load by default for new reported medications.
  

This setting selects a user's default Rx History statues. These are the statuses of drugs that will display by default in the Medication History screen. The normal statuses selected are Current and New. Follow these steps to access the User Rx Settings. Then select the Rx History tab.

Default Value: Blank

Options: 

• Blank - no drugs are set to display in the Rx History for the user by default.
• Selected Statuses - the default statuses for drugs that will display in the Rx History for the user by default.
  

This setting stores a user's default prescription alert text. The Alert is a note from the prescriber to the pharmacy. Example Alert Text "Please provide Spanish patient education". Follow these steps to access the User Rx Settings.

Default Value: Blank

Options: 

• Blank - Alert text is blank by default for new prescriptions. 
• Alert Text Supplied - Alert text is defaulted to the supplied value for new prescriptions. 

This setting stores the default new prescription Dispense as Written value. Most prescribers will turn this setting to not selected. Follow these steps to access the User Rx Settings.

Default Value: On

Options: 

• On - Dispense as Written is set to "Yes" by default for new prescriptions. 
• Off - Dispense as Written is set to "No" by default for new prescriptions. 

This setting selects a user's default Rx Favorites list. The selected Favorites list will display by default for a new prescription instead of the Drug Search. Follow these steps to access the User Rx Settings. Then select the Favorites link.

Default Value: Blank

Options: 

• Blank - no Rx Favorites list is set for the user. The drug search will load by default for new prescriptions.
• Selected Favorites List - the default Rx Favorites list that will load by default for new prescriptions.
  

The My Favorite Rx Search Settings are the default display options when displaying drug searches and favorites' lists. Follow these steps to access the User Rx Settings.

Default Value: Checkboxes not selected

Options: 

• Display Route - when selected, this option displays prescriptions at the route level by default when performing a drug search. This is the highest level of a prescription and cannot be used when printing/sending prescriptions. It is useful when documenting patient reported drugs where the patient only knows the name of a medication he/she is currently taking.
  
• Display Dosage - when selected, this option displays prescriptions at the dosage level by default when performing a drug search. Similar to the Route level, the dosage level cannot be used when printing/sending prescriptions. It is useful when documenting patient reported medications.
  
• Display Strength - when selected, this option displays the prescriptive level of a medication by default when performing a drug search. This level is required for printed/sent prescriptions. 
  
• Auto Expand - when selected, this option displays all selected levels (route, dosage and/or strength) of drugs when performing a drug search.
• Max Rows - the maximum number of search results returned when performing a drug search.

The My Therapeutic Classes Rx Search Settings are the default display options when displaying drug searches by therapeutic class. Follow these steps to access the User Rx Settings.

Default Value: Checkboxes not selected

Options: 

• Display Route - when selected, this option displays prescriptions at the route level by default when performing a drug search. This is the highest level of a prescription and cannot be used when printing/sending prescriptions. It is useful when documenting patient reported drugs where the patient only knows the name of a medication he/she is currently taking.
  
• Display Dosage - when selected, this option displays prescriptions at the dosage level by default when performing a drug search. Similar to the Route level, the dosage level cannot be used when printing/sending prescriptions. It is useful when documenting patient reported medications.
  
• Display Strength - when selected, this option displays the prescriptive level of a medication by default when performing a drug search. This level is required for printed/sent prescriptions. 
  
• Auto Expand - when selected, this option displays all selected levels (route, dosage and/or strength) of drugs when performing a drug search.
• Max Rows - the maximum number of search results returned when performing a drug search.

This setting is used to set the default status for a newly saved prescriptions/medications. Most users will set this value to either current for ancillary medical staff or new for prescribers. Follow these steps to access the User Rx Settings.

Default Value: Ineffective

Options:  

• Allergic Reaction
• Change
• Completed
• Current
• Discontinue
• Discontinue Financial
• Drug Interaction
• Error
• Expired
• Hold
• Ineffective
• Needs Dr. Approval
• New
• Other
• Overdosed
• Renew
• Side Effects
• Stopped

This setting stores a prescriber's oral code which is then used for printed/sent prescriptions. Oral codes are a state specific code used in the State of Hawaii. Follow these steps to access the User Rx Settings.

Default Value: Blank

Options: 

• Blank - Oral Code is not printed/sent on prescriptions
• Oral Code Supplied - Oral Code will be provided on printed/sent prescriptions

This setting stores a user's default prescription print layout. Most users will select the "Rx Custom" option and work with Support/Implementation to create a standard printed prescription layout. Follow these steps to access the User Rx Settings.

Default Value: 1/3 Sheet Prescription Pad

Options: 

• 1/3 Sheet Prescription Pad
• Indiana, 1/4 Page w/Sig
• Prescription Label
• Prescription Pad (Custom 1)
• Prescription Pad (Custom 2)
• Prescription Pad (Custom Hawaii)
• Rx Custom
• Thermal Prescription Pad
• Thermal Prescription Pad (Custom Indiana)

The setting is used to determine if the Table View or the Graph View is displayed when clicking on a Vitals Clinical Marker on the timeline. By default, all users see the Graph View.  If the setting is on for you user, you will see the Table View.

When the setting is off, the Graph View will be displayed by default:

When the setting is on, the Table View will be displayed by default:

Default Value:  Off (graph view)

To set this setting, a user may follow the below steps: 

1. Open the Search menu from the upper right corner.
   
    
2. Choose User Settings from the menu.
   
    
3. Search for the Table View setting. It will be the first option - click on the Vitals Summary Table View setting.
   
    
4. Turn on the setting by checking the box.
   
    
5. Click OK to save.