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1.1.2 User Preferences

Edit the preferences for this users interface.

Click on 'Pref' tab in the main appointment screen

preferences

This opens a window where you can update a given users preferences.

 

Update Preferences

11x Preferences

SCHEDULE SETTINGS

You can edit the start hour end hour and period of the displayed schedule here.

TIP if different providers in the same group book different time slots eg 10min and 15min slots, then set the period to a common denominator eg 5min

VIEW/EDIT GROUP

Customize your appointment screen view by creating a group of people that you will be working with.

  1. Click on the Preference Tab
  2. Click on the button “(view/edit) Group No”

To add a person to an existing group

  1. Note the name of the group to which you want to add a name
  2. Go to the bottom of the window
  3. Click on the New Group/Add a Member button
  4. Type in the name of the group in the box at the top of the screen
  5. Click the check box beside the person’s name that you want to add to the group
  6. At the bottom of the window, click SAVE

To create a new group

  1. Go to the bottom of the window
  2. Click on New Group/Add a Member button
  3. Type in the name you want the group to be called in the box at the top of the screen
  4. Click the check box beside each name that you want to add to the group
  5. At the bottom of the window, click SAVE

 

PRINT Qr CODES

Qr Codes are essentially two-dimensional bar codes. They allow scanners to read in information by scanning a square bar code that looks like a square picture of dots.
Before you use this feature you should probably talk to your system administrator so they can help configure the QR Codes parameters appropriately for your printer / scanners etc. For QR Codes to be useful a third party will need to scan then in. Your system administrator should also be able to help communicate the format of the data in the QR Code to that third party.

The enable QR Codes, open your provider preferences screen, you should see an option for "Enable Qr Code On Prescriptions", check that box. When you print or reprint a prescription, you should now see one or more QR code images near the bottom of the prescription.

LENGTH OF FORM NAME

This gives the length (including the period) of the characters that show as the link for the form or eForm on the appointment screen

FORM AND eFORM DISPLAY

This provides a direct link to the specified forms and eForms from the appointment screen

QUICK LINK

This allows you to enter a custom URL that can be linked directly from the appointment screen.  The example is of a Message link that is already attached to the patients demographic/chart

Rx INTERACTION LEVEL

This allows you to set the minimum level of Drug-Drug interaction warning that you want. 

TIP:  Set it too high and you may miss some important interactions.  Set it too low and you will train yourself to ignore the warnings.

11x Preferences B

DEFAULT BILLING DIAGNOSIS

This sets a default diagnosis for the billing screen.  If you are an Obstetrician then setting a diagnosis of 650 or pregnancy will be useful here.  The diagnosis is only a default.  You will be able to override it when billing.

CHANGE  YOUR PASSWORD

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Change Your Password’ link
  3. Type your old password in the top box
  4. Type your new password in the 2nd box
  5. Re-type your new password in the 3rd box
  6. Click on the UPDATE button

SET DEFAULT SEX

This sets the default gender for new demographics.  If your practice is predominantly of one gender (eg OB/GYN) then you may want to predefine the gender here.  It is only a default.  You will be able to override it .

EDIT SIGNATURE

Use this feature to edit the signature on the Prescription writing forms and how you sign your notes and prescriptions

  1.    In the appointment screen, click the ‘Preference’ tab
  2.    Click on the ‘Edit Signature’ link at the bottom of the window
  3.    The top line tells you what you are signed in now
  4.    Click on the “here” link to display a text box
  5.    Type in your desired signature into the text box and click on the ‘submit’ button
  6.    Click on the X to close the next 2 windows

NOTE: If you haven’t yet created a signature, you should see the text, “You do not have a Signature set”

EDIT BILLING PREFERENCES

  1.  In the appointment screen, click the ‘Preference’ tab
  2.  Click on the ‘Edit Billing Preferences’ link at the bottom of the window
  3.  Select the default billing form that best meets your needs
  4. The other forms will remain accessible

SET PHONE NUMBER

This sets the phone number displayed on printed prescriptions

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Phone Number’ link at the bottom of the window
  3. Enter your number in the following format 123-456-7890 and press submit

SET FAX NUMBER

This sets the fax number displayed on printed prescriptions

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Fax Number’ link at the bottom of the window
  3. Enter your  number in the following format 123-456-7890 and press submit

SET PROVIDER COLOUR

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Provider Colour’ link at the bottom of the window
  3. Click on palette.
  4. Choose your colour - its the colour of the top bar of the encounter/chart for your patients
  5. Click Accept

Select Colour

SET RX SCRIPT SIZE

Rx3 has to be set for this preference to be relevant

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Rx Script Size’ link at the bottom of the window
  3. Select your preferred paper size from the drop down menus. A4 is a standard metric letter size.  A6 is a quarter of that size, approximately postcard in dimensions.
  4. Click Save

SET TO USE RX3

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set to Use Rx3’ link at the bottom of the window
  3. Click the check-box labelled 'use Rx3'
  4. Click Submit

SET TO SHOW PATIENTS DOB

Set this option to Show Patient's Date of Birth on prescriptions. 

TIP This is a potential safety feature to allow the Pharmacist to check for age appropriate dosing, but it does have privacy concerns and so is optional

SET DEFAULT QUANTITY IN RX3

Rx3 has to be set for this preference to be relevant
  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set to Default Quantity in Rx3’ link at the bottom of the window
  3. Enter a number
  4. Click Save

SET STALE DATE FOR CASE MANAGEMENT NOTES

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Stale Date’ link at the bottom of the window
  3. Set how many months in the past before a Case Management Note is fully visible
    e.g. Set to 6 will display fully all notes within the last 6 months
  4. Notes older than the setting will still be visible if you click on them to reveal the content
  5. Click Save

SET MYDRUGREF ID

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set MyDrugref ID’ link at the bottom of the window
  3. Enter your Login ID
  4. Click Save

SET CONSULTATION REQUEST CUTOFF TIME PERIOD

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Consultation Request Cutoff’ link at the bottom of the window
  3. Enter your desired Consultation Cutoff Time Warning
  4. Click Save

SET CONSULTATION REQUEST WARNING TEAM

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Consultation Request Warning Team" link at the bottom of the window
  3. Select the team from the drop down menu
  4. Click Save

SET WORKLOAD MANAGEMENT

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set Workload Management" link at the bottom of the window
  3. Select the billing type workload management list from the drop down menu
  4. Click Save

SET PASTE FORMAT IN CONSULTATION REQUEST

  1. In the appointment screen, click the ‘Preference’ tab
  2. Click on the ‘Set CPP Paste Format" link at the bottom of the window
  3. Select either single or multi-line formats from the drop down menu
  4. Click Save

SET FAVOURITE eFORM

Self evident, pick your favourite eForm group

SET DEFAULT HC TYPE

Are most of your patients from Ontario? Set that as the default for new Patients here.

CONFIGURE eCHART CPP

This allows you to determine which portions of the Cumulative Patient Profile display and how.  Example settings and how the result looks for a two box CPP as below

11x Customized CPP

OLIS PREFERENCES

The Ontario Laboratory Information System is a central database from which you can obtain laboratory reports for your patients.  You can set some defaults for accessing this database here.

11x OLIS Preferences

MANAGE COMMENT BOX WHEN ACKNOWLEDGING LABS

A prompt for the comment box will be skipped when the checkmark is filled.  (You can still comment by using the comment button)

12 Comment Management

SET DEFAULT ENCOUNTER WINDOW SIZE

The default encounter window can be set to a given size or to maximize on opening

SET DEFAULT QUICK CHART SIZE

The encounter page has been optimized to open quicker by only loading the last twenty notes. 

  • It will open even quicker if you reduce the number
  • if you often need to review more notes then increase the number
  • you can always load the full chart by clicking on the "view full chart" link

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