Additional Configurations and Procedures for Patient List

Once you have configured the system for all the required Patient List settings, you can also perform the following optional configurations and procedures with your Commure Pro representative:

• Set the Maximum Number of Patients Synced to Handheld. See Changing the Limit on the Number of Patients for Handheld Devices.
• Require a reason for adding patient visits to a patient list manually. See Requiring a Reason to Add a Patient Visit to a Patient List.
• Require a reason for favoriting a patient list. See Requiring a Reason to Favorite a Patient List.
• Set the default patient list actions that are available to users via swiping on Apple devices. See Setting Default Swipe Actions for Apple Users.
• Set up any Department Patient List templates if desired. See Setting up a Department Patient List Template.
• Revert a patient list to the default system or department template. See Reverting Patient Lists to a Default Patient List Settings.
• Change the search criteria fields that are available to users when they search for a patient on their Android or Apple device. See Changing the Search Criteria Fields Available to Handheld Users.
• Configure the Patient Photos module for users, enabling them to take photos on an Android or Apple device and associate them with patients for a variety of reasons, including the manual registration of a new visit. See Enabling Users to Associate Photos with Patients.
• Configure Apple users so that they can access other Apple applications directly from the Commure Pro Apple application, or vice versa. See Configuring Apple Users to Launch Other Applications from the Commure Pro Application, or Vice Versa. Once the system and users are configured for Patient List, you or your users can begin creating patient lists, views, and assignment lists.

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Changing the Limit on the Number of Patients for Handheld Devices

An institution preference setting exists called Maximum Number of Patients Synced to Handheld that allows you to set how many patients can be sent to handheld devices upon sync. Currently the default is 200 patients. To change the number of patients for handheld devices:

1. Click the Admin tab and then click the Institution tab.
2. Select Patient List from the Edit Settings drop-down menu.
3. Enter the desired number in the text box next to the setting Maximum Number of Patients Synced to Handheld.
4. Click the Save button and then the OK button in the confirming pop-up.

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Requiring a Reason to Add a Patient Visit to a Patient List

If for security reasons your organization wants to know why a provider is adding a visit to their patient list manually, you can require the provider to specify a reason for adding the visit. Once you have set this up for your providers, they will be required to select a reason any time they manually add a patient visit to their patient list which includes manually registering a patient visit. Each time a provider adds a patient visit to a patient list, it will be recorded in the Audit Report with detail about which patients are being added to which patient list and the reason why. Additionally, an entry for each manual addition will display in the Self Assignment Report with a column displaying the reason and a column displaying what patient list had the addition. To enable this feature, you need to:

• Set up the Add Reason reference list.
• Enable the user preference for any user for whom a reason for adding will be required.

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Setting up the Add Reason Reference List

Before you can require a provider to specify a reason for adding a patient visit to a patient list, you must set up the Add Reason reference list with the reasons that a provider can select for this action:

1. Select the Admin tab, and then the System Management tab.
2. Select the Reference Lists link to display the list of available reference lists.
3. Select the Add Reason reference list.
4. Click the New Entry button.
5. Enter the reason under Name and the appropriate System Identifier. The Name is what the provider sees.
6. Repeat Step 4 through Step 5 until all the reasons are entered.
7. Click the Save button.

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Enabling the User Preference for Adding a Reason when Adding a Patient Visit to a Patient List

After the Add Reason reference list is set up, you can enable the user preference to require adding a reason when adding a patient visit to a patient list.

1. Select the Admin tab and then the User tab.
2. Select the username, and then click the Edit button.
3. Select Patient List from the Edit Settings drop-down.
4. Select Yes next to Require Reason for Adding Patients Manually. A new preference call Default Reason for Adding Patients Manually displays.
5. Select a default reason from the drop-down next to Default Reason for Adding Patients Manually preference. You can choose to leave this blank and have no default reason.
   For users who can launch Commure Pro from another app, being configured in their user profile to provide a reason when manually adding a patient, but not having a default reason configured can present a unique problem. See Enabling Users to Launch the Commure Pro Application from a Different Application (Link and Launch) for more information.
6. Click the Save button.

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Requiring a Reason to Favorite a Patient List

If for security reasons your organization wants to know why a provider is favoriting another patient list, you can require the provider to specify a reason for favoriting the patient list. Once you have set this up for your providers, they will be required to select a reason any time they create or edit a favorited list for themselves or favorite another user’s patient list. Each time a provider favorites a patient list, it will be recorded in the Audit Report with details about the user, the date/time the patient lists were favorited, which patient lists are being favorited, and the reason for favoriting the patient lists. To enable this feature, you need to:

• Set up the Favorite Reason reference list.
• Enable the user preference for any user for whom a reason for adding will be required.

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Setting up the Favorite Reason Reference List

Before you can require a provider to specify a reason for favoriting a patient list, you must set up the Favorite Reason reference list with the reasons that a provider can select:

1. Select the Admin tab, and then the System Management tab.
2. Select the Reference Lists link to display the list of available reference lists.
3. Select the Favorite Reason reference list.
4. Click the New Entry button.
5. Enter the reason under Name and the appropriate System Identifier. The Name is what the provider sees.
6. Repeat Step 4 through Step 5 until all the reasons are entered.
7. Click the Save button.

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Enabling the User Preference to a Require Reason when Favoriting a Patient List

After the Favorite Reason reference list is set up, you need to enable the user preference to require adding a reason when favoriting a patient list. New users added to a department will automatically have as a favorite any lists favorited for the department.

1. Select the Admin tab and then the User tab.
2. Select the username, and then click the Edit button.
3. Select Patient List from the Edit Settings drop-down.
4. Select Yes next to Require Reason for Favoriting a Patient List, and then click the Save button. A new preference call Default Reason for Favoriting a Patient List displays.
5. Select a default reason from the drop-down next to Default Reason for Favoriting a Patient List preference. You can choose to leave this blank and have no default reason.

It is recommended that administrators who will be favoriting lists for users who have the Require Reason for Favoriting a Patient List enabled to also enable this function for themselves. This will allow the administrator to choose the appropriate reason for the user. If the administrator does not have this functionality enabled, the reason “Favorited by Other User” will be used for any lists that the administrator favorites for another user.

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Setting Default Swipe Actions for Apple Users

On Apple devices, a user can swipe right-to-left on a patient row on the Patient List screen. This exposes up to three buttons that the user can select to take an action for that specific patient. An administrator can configure the actions for two of the buttons, on a per user basis, via the iOS Swipe Options setting. There are three possible buttons that can appear when a left swipe is performed:

• A far right button — the label and action for this button are configured via the Left Swipe: Default setting.
• A center button (if any) — the label and action for this button are configured via the Left Swipe: Custom setting.
• A far left button that is always labeled More. The More button shows a menu of all remaining actions available to the user, that are not already configured for the center and far right buttons. Please note that the user can also configure these same settings (Left Swipe: Default and Left Swipe: Custom) directly on their device via Settings. If the user changes the values for these settings on their device, the values on the portal will be updated, and vice versa.

1. Select the Admin tab and then the User tab.
2. Select the username, and then click the Edit button.
3. Select Patient List from the Edit Settings drop-down.
4. Locate the iOS Swipe Options setting, under the Patient List Management category, and then configure the following two sub-settings:
   • Left Swipe: Default: This is the action that will be used for the far right button when a right-to-left swipe is performed. The default value for this setting is Remove Patient.
   • Left Swipe: Custom: This is the action that will be used for the center button when a right-to-left swipe is performed. If this setting is not configured, then only two buttons are visible: the far right button that is configured by the Left Swipe: Default setting, and the More button. This setting does not have a default value. The actions that are available for either of the above settings are based on your system configuration and other settings in the user’s profile:

5. Click the Save button.

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Setting up a Department Patient List Template

It is possible to set up a department patient list template if the department wishes to create a specialized department template that the user can choose to use when creating a patient list. This template will display as a choice along with the system default patient list for users of the department when creating a new patient list. To create a department patient list template:

1. Click the Admin and then click the Department tabs, select your department, and then click Edit.
2. Select Patient List from the Edit Settings drop-down menu.
3. Click the Edit link next to Edit Department Patient List Template. The Default Patient List wizard opens to the Overview tab.
4. Complete the fields on the Overview tab.
   • Enter a descriptive name (50 character limit) for the list in the Name field.
   • Optionally, provide a description in the Description field.
   • Enable Account Based Infacility Calculation Type controls whether the patient list uses the “account-based InFacility” logic or the “most recent InFacility visit” logic when determining which patient visits to include in the list. Select Yes to use the “account-based InFacility” logic or No to use the “most recent InFacility visit” logic. Whatever you choose here will be the default value that users will see when creating new patient lists using this template. For more information about the InFacility logic, see Understanding Patient List InFacility Visit Logic.

• The Type List is selected and not editable.

5. Click the Next> button to proceed to the Time Criteria tab. Visit types that are checked will included as part of the visit type criteria for any patient list based on the System Default. Review the list of Commure Pro visit types and determine which you want to have included as part of the visit type criteria. If you wish to include or not include a Commure Pro visit type from the list, you can check (include) or uncheck (not include) the visit type.
6. Click Edit next to each InFacility visit type (for example, Inpatient or ER) to set the time criteria that the system will use to add a patient visit from a user’s patient list, and then click Save to retain the settings:

• Select one of the following for the Add Patients criteria for an InFacility visit type:
  • On Admit Date
  • On Discharge Date
  • Never (I will add manually)
  • # days before Admit Date - need to enter the desired number of days
  • # days after Discharge Date - need to enter the desired number of days
• Select one of the following for the Remove Patients criteria for an InFacility visit type:

• On Admit Date
• On Discharge Date
• Immediately, upon discharge
• Never (I will remove manually)
• # days after Admit Date - need to enter the desired number of days
• # days after Discharge Date - need to enter the desired number of days This time criteria for InFacility visit types will be the default for users creating a list from the department template.

7. Click Edit next to any scheduled visit type such as Outpatient to set the time criteria that the system will use to add a patient visit from a user’s patient list, and then click Save to retain the settings:

• Select one of the following for the Add Patients criteria for a scheduled visit type:
  • On Scheduled Date
  • Never (I will add manually)
  • # days before Scheduled Date - need to enter the desired number of days
• Select one of the following for the Remove Patients criteria for a scheduled visit type:
  • On Scheduled Date
  • Never (I will remove manually)
  • # days after Scheduled Date - need to enter the desired number of days This time criteria for scheduled visit types will be the default for users creating a list from the department template.

8. Click the Next> button to proceed to the Filter tab. If you wish to set a filter, select the Add A Filter button, and then select one of the following filters from the Filter on drop-down:

• Financial Class - pulled from the Financial Class reference list Admin - System Management - Reference Lists - – Insurance Company - pulled from data interfaced from a source system (not created in Commure Pro system)
• Location - pulled from data interfaced from a source system (not created in Commure Pro system)
• Medical Service - pulled from the Medical Service reference list Admin - System Management - Reference Lists - – Relationship to Department(s) - pulled from Institution setting Available System Relationships for Patient Lists and Missing Charge Reports Admin - Institution - Patient List - Available System Relationships for Patient Lists and Missing Charge Reports - – Relationship to Me (the list owner) - pulled from Institution setting Available System Relationships for Patient Lists and Missing Charge Reports Admin - Institution- Patient List - Available System Relationships for Patient Lists and Missing Charge Reports - – Relationship to Other Provider(s) - pulled from Institution setting Available System Relationships for Patient Lists and Missing Charge Reports Admin - Institution - Patient List - Available System Relationships for Patient Lists and Missing Charge Reports

• ADMITTING
• ATTENDING
• REFERRING
• SCHEDULED
• Sepsis Score - pulled from data interfaced from a source system, if that system calculates a sepsis score.
• Visit Status - pulled from the Medical Service reference list Admin - System Management - Reference Lists - – Visit Type - pulled from Commure Pro Visit Types Admin - System Management - Commure Pro Visit Types When selected, each filter may display another drop-down list of possible choices to select, a search box to find and select criteria, and/or additional filters. Select the desired filter options, and then click the Add button to retain your choice.

You can add and save several separate filters if you wish. However, each filter that you add will use the AND logic to the previously added filter. After you add a second filter, you will see the Filter Logic displayed above the selected filters. For example, if you added and saved a Location filter for all units in Easton (filter number 1) and then added a Relationship to Department(s) filter for the Anesthesia department for all relationships (filter number 2), you will see Filter Logic 1 AND 2 displayed. The results for your patient list will only include patients who have a relationship to a provider in the Anesthesia department and are in an Easton unit. If you wish to edit the filter logic to use the OR logic instead of the AND logic, click the Edit Logic button, enter your changes (for example, Filter Logic 1 OR 2), and then click Save

9. Click the Next> button to proceed to the Display tab, and then set up a template for the visual layout of the patient list. The template defines the specific demographic fields that are included in the patient list, and how those fields are organized (in rows and columns). You can preview your set up for the Web and iOS (Apple) devices in the Preview tab in the right side of the screen by selecting either Web or iOS from the drop-down. You can use any of the following functionality to create the desired display of information in the patient list:

• (Optional) Click the Display Grid button in the upper-right corner of any cell to use any of the tools below to modify the field layout:
  • Delete Row: Removes the selected row and any cells that are contained within it. Note that cells in a row are removed whether or not they contain fields (they do not need to be empty).
  • Delete Col: Removes the selected column and any cells that are contained within it. Note that cells in a column are removed whether or not they contain fields.
  • Merge Right: Combines the selected cell with the cell to the right of it.
  • Unmerge Left: Divides a single cell into two distinct, horizontally-aligned cells.
  • To add or move a field in the layout of the Patient List, you can drag and drop any field to the desired cell.
  • It is recommended that you do not use the bottom right display field if your users plan to use Mobile Charge Capture on an Apple device with the charge status indicators turned on. If the patient list being displayed has fields in the lower right cell of the list display AND the user has the charge status indicators turned on, the list text will be truncated with ellipses (Android devices will wrap the text appropriately).
• To remove a field from a cell, click the delete field icon in the field you wish to remove. The removed field returns to the list of unused fields below the Patient List table layout.
  • To set sort criteria for the patient list, choose the field for sorting and then the sort order. You can also add a secondary sort. For example, primary sort is Patient Name with an A-Z sort and then on Admit/Scheduled date ordered by Most Recent First. For best results when viewing your patient list, put each field into a separate row for each column to prevent issues with text wrapping. For example, if you place three fields into one row such as Patient Name, LOS/Scheduled/Discharge Date, and MRN, the browser may display all three fields on one line which causes text wrapping issues.

If you insert rows for each field within a column, the fields display correctly on separate lines.

10. Click Next> to proceed to the Permissions tab when the desired layout of the patient list is completed. The Permissions tab contains the settings that allow users the following rights:
    • Who can see this patient list? - Grants users the rights to see content of Patient List and associated patient data. The default is No other users. You would add users to this permission if you do not want them to have rights to edit the Patient List properties or add or remove patients to/from the Patient List.
    • Who can manage this patient list? - Grants users full access to the Patient List which included the rights to see content of Patient List and associated patient data, edit the Patient List properties, and the ability to add or remove patients to/from the Patient List. You should add users only if you want them to have full access and control of your Patient List.
    • Who can add and remove patients from this patient list? - Grants users the rights to see content of Patient List and associated patient data and the ability to add or remove patients from the Patient List. You would add users to this permission if you do not want them to have rights to edit the Patient List properties but still want them to view the Patient List and add or remove patients to/from the Patient List.

Allow manual add/remove of patients is checked by default to allow users to add or remove patients from the list. By default, permissions are set to No other users which means only you can view, manage, and add/remove patients for your patient list. You cannot change these settings for the System Default even though there is a drop-down menu with the following choices:

• No other users (default) - restricts access to the list owner.
• All users - unrestricted access for all users of the system.
• Specific users/departments/facilities… - if selected, search field appears and you can search and select any user, department, or facility to have access.

11. Click Next> to proceed to the Summary tab, and then review all of the settings for the Department Patient List Template. Click Save to save your edits to the list. You are returned to the Patient List settings screen.

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Reverting Patient Lists to a Default Patient List Settings

When a new patient list is created, it uses the default settings from the default patient list template selected upon creation. This is most often the institution-level system default, but could also be a department level template default. Any changes made to a default patient list template are not propagated to any existing patient lists automatically. Administrators who have the Can Revert Lists to System and Department Default user setting enabled to Yes can now revert one or more patient lists to either the System Default Patient List or a Department Patient List Template settings without having to edit each patient list individually and manually change the settings. Administrators can choose which sections of a default patient list template to revert the selected patients lists to, such as settings in the Time Criteria tab and/or the Filters tab or they can revert all settings to default. Administrators can revert patient lists to the settings of either a System Default Patient List or a Department Patient List Template as follows:

1. Select the Patient List tab and then select the Actions menu, located at the top of the Patient List area, to display the drop-down list of available functions.
2. Select Revert to Default List Settings from the Actions drop-down list. The Search for patient list(s) window display. From this window, you can find and select one or more patients lists that you wish to revert to a specific default patient list settings.
3. Search for the patient list(s) that you wish to revert. You can choose following methods to search for the patient list(s):
   • All patient lists, select All from the Department drop-down, and then click the Search icon.
   • Patient lists associated with a department (all patient lists whose owner is member of the department), select the department name from the Department drop-down, and then click the Search icon.
   • A specific patient list, enter the name of the list owner or the name of the patient list in the Search field.
4. Select the patient list(s) that you wish to revert by either clicking on each patient list or clicking the Select All button if you want to revert all the patient lists in the search results.
5. Click the Revert Lists(s) to Default button to begin the revert to default patient list process. The Revert to System Default patient list settings window displays.
6. Click radio button next to the name of the default template in the Template section to select it, and then select any or all of the following sections that you wish to have the patient list(s) revert to:
   • Time Criteria
   • Filters
   • Display
   • Permissions

7. Click the OK button to revert all the selected patient list(s) to the selected sections of the select default template. The Reverting patient lists… window displays to indicate successful completion of the revert action.
8. Click OK to exit the Reverting patient lists… window and return to the Patient List tab. Settings that control this feature: Admin - User - Patient List - Can Revert Lists to System and Department Default

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Changing the Search Criteria Fields Available to Handheld Users

Administrators can determine the search criteria fields that are available to handheld users when they search for patients to add to their patient list.

• On Android devices when a user searches for a patient to add to their current patient list, a search screen containing a series of criteria fields is displayed, which they can use to search for the patient they want. The search screen is broken into two sections: the main Patient Search section, which contains the most commonly used criteria fields, and the Advanced Search section, which contains additional criteria fields that might be used only occasionally. By default, the Search by Name or MRN and Include Past Visit s criteria fields are always shown on the main Patient Search section, so those fields are not configurable. In addition, the following fields are selected by default for the Advanced Search section:
  • Account Number
  • Days Since Admit
  • Attending
  • Admitting
  • Scheduled
  • Consulting
  • Commure Pro Visit Type
  • Location
  • Medical Service
  • Include Past Visits
• On Apple devices, the main search screen displays only the Search by Name or MRN field. Any additional search fields are displayed in the Filters screen. An administrator can add more criteria fields to/from the search screens described above, as follows:

1. Click the Admin tab and then click the Institution tab.
2. Select Patient List from the Edit Settings drop-down menu.
3. In the Handheld section, click the [Edit] link next to Patient Search Fields.
   • For Android devices:
     • Check the box in the Main Search Screen column for each search criteria field that you want to display in the main Patient Search section for Android device. When you check this box for a field, the box in the Advanced Search Screen column is also automatically checked.
     • Check the box in the Advanced Search Screen column for each search criteria field that you want to display in the Advanced Search section for Android devices running.
   • For Apple devices: Check the box in either the Main Search Screen column or the Advanced Search column for any criteria field; any criteria field with a check in either column will display in the Filters screen.
4. (Optional) You can also use the [Sort] option to determine the order in which these fields are displayed on the search screen:
   1. On the Handheld Patient Search Fields screen, click the [Sort] option, located to the right of the Field Name heading. A dialog opens allowing you to re-order the fields.- b. Click a field name to highlight it.
   2. Use the Top, Up, Down, Bottom buttons to move the field to the desired location.
   3. (Optional) You can also click the Alphabetize button to list the fields in alphabetic order.
   4. Click Save when you are done sorting.
5. Click Save to save your selections, or click Cancel to exit without saving any changes.

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Enabling Users to Associate Photos with Patients

The Patient Photos module allows users on Android or Apple devices to take photos and associate them with patients for a variety of reasons:

• A photo of the patient can be used for identification purposes.
• A photo of a face sheet or patient information sheet can be used by a provider when manually registering a new patient, so that the provider can quickly register the patient with minimal data entry required. A registration clerk can later use the information from the photo to complete the registration process.
• A photo of a handwritten notes can be used by a provider as a memory aid when that provider later enters charges, orders, or clinical notes.
• A photo of a wound or other medical issue can be associated with a charge transaction, as further documentation for that charge (only on the Apple and web platforms). Once a photo has been taken on an Android or Apple device and associated with a patient, users on all platforms (Android, Apple, and web) can view it and use it for any of the reasons listed above. There are several institution and user-level settings that control which features of the Patient Photos module are used within the organization, as well as who can use them.

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Configuring Institution Settings for Patient Photos

In order to use the Patient Photos module system-wide, the following setting must be enabled: Admin - Institution - Site Administration - Patient Photos The setting below determines how long the photos are available before they are purged from the system. This setting is available in the Admin > Institution > Patient Photos settings option (in the Other category): Purge Patient Photos after N Days (Web, Android, Apple) When the Patient Photos setting is enabled for the institution, this setting defines the number of days to keep patient photos before they are purged from the database. Acceptable values are between 1-999 days, and the default value is 30 days. The number of days is relative to the date the photo was taken, and after the specified number of days has passed, the photo is permanently deleted from the database. For example, if the default value is used, photos taken 30 days in the past from the current date are deleted at the end of that day (11:59 P.M.). After a photo is purged, it is not recoverable in any way. A photo can be set as non-purgeable by users when viewing the photo on the Physician Portal. When a photo is set as non-purgeable, it is not deleted after the specified number of days passes. The photo remains available until it is set as purgeable by a user.

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Configuring User Settings for Patient Photos

There are a variety of user settings that control the Patient Photos module on the desktop, Android, and Apple platforms. First, in order for an individual user to have access to the Patient Photos module on their mobile device, their user profile must have the Patient Photos module selected in following option: Admin - User - Device - Active Handheld Modules (Patient Photos must be selected) Next, the following settings must be configured for individual users to enable or disable various aspects of the Patient Photos module on the desktop and mobile platforms. These settings are available in the Admin > User > Patient Photos settings option, under the Create and Manage Photos category. Allow Taking Photos for an Existing Patient (Android, Apple) This setting gives a user the ability to take photos and attach them to existing patients using their mobile device. When set to Yes, options for taking photos become available to the user within the Android and Apple applications. This functionality is described in the Commure Pro on Android and Commure Pro on Apple help. Patient Photo View Permission (Web, Android, Apple) This setting controls a user’s ability to view patient photos based on who took the photo. The following options are available:

• None: The user cannot view photos for any patients. The Photos link is unavailable in the Physician Portal. Please note that this setting does not control the Photos module on mobile devices. On mobile devices, the availability of the Photos module is based on whether that module is chosen in the Active Handheld Modules setting.
• User: The user can only view patient photos for patients they have taken. Patient photos that other users have taken are not available. This is the default setting.
• Department: The user can only view patient photos taken by users who belong to the same department(s) as that user.

• Facility: The user can only view patient photos taken by users in the same facility as that user, based on facilities selected for the user’s department(s).

• All: The user can view patient photos taken by any user. Patient Photo Edit/Delete Permissions (Web, Android, Apple) This setting controls a user’s ability to delete patient photos and set them as purgeable or non-purgeable; when a photo is set as non-purgeable, the photo is not deleted automatically based on the Purge Patient Photos after N Days setting. The following options are available:
• None: The user cannot delete or set as purgeable/non-purgeable any patient photos. This applies to photos they have taken themselves and photos taken by other users that they are able to view. When this option is selected, the Delete and Lock options are not available to users in the Photos module.
• My Photos Only: The user can delete or set as purgeable/non-purgeable only those patient photos they have taken themselves. When this option is selected, the Delete and Lock options are not available to users when they are viewing a photo taken by another user. This is the default setting.
• All: The user can delete or set as purgeable/non-purgeable patient photos taken by any user. And last, the following settings must be configured for individual users to enable or disable the manual registration via Patient Photos feature on the Android and Apple platforms. These settings are available in the Admin > User > Patient Photos settings option, under the Mobile Photo Reg category.

Allow Creating New Patient from Photo (Photo Reg) (Android, Apple) This setting allows the user to take a photo and use it as the basis for the manual registration of a new patient. For example, a provider might take a photo of a face sheet, fill in minimal or no information on the Create Patient manual registration screen, and then use that information to create a new manually registered patient. Later, registration staff can use the information from the photo (a face sheet, in our example) to complete the registration process.

• Yes: When the user taps the Add button from the Patient Search screen, a menu with options to Create new Patient From Photo (the photo registration method) or Create New Patient (the standard non-photo registration method) is displayed. The user can select either method for registering the patient.
• No: When the user taps the Add button from the Patient Search screen, the standard non-photo registration method is used by default.

Admin - Institution - Site Administration - Patient Registration Admin - User - Patient List - Can Create Patients on Handheld Admin - User - Patient List - Can Add/Edit Commure Pro Patients Admin - User - Patient List - Can Add/Edit Commure Pro Visits Only(Android, Apple) Determines whether the user is required to take a photo in order to complete a manual registration. If this setting set is enabled, then when the user taps the Add button on the Patient Search screen, the photo registration method is used by default (the camera opens automatically to take a photo). This setting is available only when the prior setting, Allow Creating New Patient from Photo (Photo Reg) is set to Yes. When this setting is enabled, the prior setting cannot be changed to No. Open New Patient Screen after Photo Reg (Android, Apple) This setting is visible only when the Allow Creating New Patient from Photo (Photo Reg) setting is set to Yes. This setting determines whether the Create Patient screen is shown to the provider after taking a photo in the Photo Reg option.

• Yes: The Create Patient screen is always shown, allowing the provider to enter new information or modify defaulted information.
• No: The Create Patient screen is not shown (unless the required fields on that screen do not have values defaulted into them via the Patient Registration Fields or Default Values for Manual Registration settings). The manually registered patient is created based on the photo and information is defaulted into the basic manual registration fields via the referenced settings. If you absolutely do not want the manual registration screen to be displayed to any of your users, then do the following:
• Set this preference to No for all users.
• In the Patient Registration Fields or Default Values for Manual Registration setting, configure default values for all of the basic fields that are required during manual registration (Last Name, First Name, ADT Visit Type, Relationship, Appt/Admit Date with Time, and Location).
• Do not make any other fields (other than the basic fields above) required during manual registration. Since you cannot set default values for these additional fields, if you make them required, that will force the manual registration screen to appear so that the providers can complete the fields. See Patient Registration Fields for more information.

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Configuring Apple Users to Launch Other Applications from the Commure Pro Application, or Vice Versa

Your organization can use inter-app communication to create a direct link from the Commure Pro Apple® application to a third party Apple application, or vice versa, so that providers or nurses can easily navigate between the two. These integrations can be configured in a variety of manners depending on their context and usage. For example, when moving from the Commure Pro application to another application, the integration might use a new left-swipe or menu option from the Patient List module, or a new menu item under the Notifications button. Or when moving in the other direction, the integration might consist of a “Commure Pro” button in the other application. When a user selects the integration option, the target application is a launched and the user is automatically logged into that application so that they do not have to enter their username and password. In addition, the patient they were accessing in the starting application can be passed to the target application, so that when it opens, that patient is already selected for them. Below are the configuration instructions for several common integrations with other applications:

• Enabling Users to Launch the Commure Pro Application from a Different Application (Link and Launch)
• Enabling Users to a Launch a Patient Monitoring Application from the Commure Pro Application (via AirStrip ONE)
• Enabling Users to Launch a Deficiency Application from the Commure Pro Application

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Enabling Users to Launch the Commure Pro Application from a Different Application (Link and Launch)

Your organization can use interapp communication to create a direct link from a different Apple® application to the Commure Pro on Apple application, so that providers or nurses can easily navigate between the two. This is commonly referred to as the Link and Launch feature. The link is typically configured as a button in the other application. When the user taps the button, the Commure Pro application is launched and the user is automatically logged in without having to enter their Commure Pro password. In addition, the patient that the user was accessing in the other application can be passed to the Commure Pro application, so that when it opens, that patient is already selected, and a specific screen, such as the Views screen (the module list) is displayed. Please note that additional work is required by the Commure Pro development team, in conjunction with cooperation from the other application vendor, in order fully implement this feature. For more information on how inter-app communication actually works from the end-user’s perspective, please see the Commure Pro on Apple Help.

1. Work with your Commure Pro representative and the other application vendor to determine the logistics of the link to Commure Pro, such as where the button will be located in the other application, how the user’s login information will be passed to Commure Pro, and whether patient context information will also be passed.
2. Create an entry in the Admin > System Management > Mobile InterApp option. See Configuring InterApp Communication for Apple Devices.
3. Determine whether the users who will be utilizing the Link and Launch feature will be sharing a set of mobile devices owned by the organization.
   • If the user will be using a shared device, configure the setting below to Yes for each user who will be sharing a device with other users. This will ensure that the user is automatically logged out of the Commure Pro application when they connect the device to a power source (i.e., when they return it to the docking station). Admin - User - Device - Shared Device User Please note that when you configure the above setting to Yes, the user will not be able to use the device’s biometric feature or a numeric PIN (configured via the settings below) if they log into the Commure Pro application independently.Admin - Institution - Device - Allow HH users to login using Biometrics

Admin - User - Device - Mobile Device Authentication Type - – If the user will be using a personal device and the Commure Pro application was not installed via your organization’s Mobile Device Management (MDM) system, then the user must establish a value for the Host field by logging into the Commure Pro application at least one time. 4. If the other application has a “select patient” function, and you wish to pass the selected patient to the Commure Pro application, then the settings below must be configured. (This functionality currently only applies to the integration from Mobile Heartbeat™.)

• In Commure Pro, make sure that the users who will be utilizing this feature have at least one active patient list to which they have add/remove permissions, and that it generally contains the same patients that the user would be accessing from the other mobile application. Each time that the user accesses the Commure Pro application from the Link and Launch button, the patient list defined in the setting below is selected, and the specific patient is selected as well. If the patient (with the same MRN and Facility ID) is not already on the selected patient list, then the patient is automatically added to the list at that time. Admin - User - Patient List - Patient List for Link and Launch Integration

• Configure the setting below to ensure that the patient selected in Mobile Heartbeat can be added to the patient list defined in the bullet above, in cases where you have required users to specify a reason when adding patients to a patient list (via the Require Reason for Adding Patients Manually setting), but you have not set a default reason for adding a patient to a list in the user’s profile (via the Default Reason for Adding Patient Manually setting). Admin - Institution - Patient List - For Link and Launch Integration Default Reason for Adding Patients

5. The other application must be installed and configured appropriately on the user’s device.

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Enabling Users to a Launch a Patient Monitoring Application from the Commure Pro Application (via AirStrip ONE)

On Apple devices, an optional integration can be implemented to grant user access a third party patient monitoring application (such as a cardiac or fetal monitoring application), directly from the Commure Pro Apple application, using AirStrip ONE® technology. The actual third-party patient monitoring system that is accessed varies by organization. The integration is configured as a new AirStrip One option available when the user does a left-swipe on a patient in the Patient List module. When the user selects the new option, the third party monitoring application is launched and the user is automatically logged into the other application without having to enter their password. Additionally, patient context information is passed to the other application so that when it opens, the patient that was selected in the Commure Pro application is automatically selected in the other application. In order for the AirStrip ONE integration to work, the configuration steps below are required. However, please note that additional work is required by the Commure Pro development team, in conjunction with cooperation from the other application vendor, in order fully implement this feature.

1. In order to use this integration feature system-wide, the following setting must be enabled: Admin - Institution - Site Administration - AirStrip ONE Handheld Integration
2. The following setting must also be configured to enable or disable this feature for individual users. This setting is available in the Admin > User > Device settings option: Allow Access to AirStrip ONE Handheld(Apple) This setting determines whether the user has the ability to access a third party patient monitoring application, directly from the Commure Pro Apple application, using AirStrip ONE technology.
3. The AirStrip ONE Apple application must be installed and configured appropriately on the user’s device.
4. An entry must be created in the Admin > System Management > Mobile InterApp option. See Configuring InterApp Communication for Apple Devices.

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Enabling Users to Launch a Deficiency Application from the Commure Pro Application

On Apple devices, an optional integration can be implemented to grant user access to the Allscripts® OneContent™ Mobile Deficiency Completion (MDC) Apple application, directly from a menu option within the Commure Pro Apple application. This integration allows physicians to access all of their alerts in one place within the Commure Pro Apple application, and to easily launch the Allscripts MDC Apple application so that they can review and sign their deficiencies using that application. If necessary, Commure Pro can create an integration to other mobile deficiency applications, using a similar configuration and workflow to the one described here for Allscripts MDC. However, please note that additional work would be required by the Commure Pro development team, in conjunction with cooperation from the other application vendor, in order to do so. The integration to Allscripts MDC displays as a new menu item when the user selects Pending button. Often, the button has a red badge with a number, as in this example: . Please note that the number is an aggregate count of the total number of unread Inbox e-mails, unfinished orders, draft NoteWriter notes, and unsigned eSignature documents. The count does not include the number of outstanding deficiencies from the Allscripts MDC application. When a user selects the Pending button, a pop-up menu is displayed. If the Deficiencies item on the pop-up menu has a number after it, such as Deficiencies (3), this number indicates the number of outstanding deficiencies requiring attention. If the user selects the Deficiencies option, the MDC Apple application is launched and the user is automatically logged into the other application without having to enter their password. In order for the integration to Allscripts MDC to work, the configuration steps below are required. However, please note that additional work is required by the Commure Pro development team, in conjunction with cooperation from the other application vendor, in order fully implement this feature.

1. In order to use the Allscripts MDC integration feature system-wide, the following setting must be enabled: Admin - Institution - Site administration - Allscripts MDC Handheld Integration
2. The following department setting must be configured for any department where this feature will be used. This setting is available in the Admin > Department > General settings option: Allscripts MDC Handheld Host URL(Apple) This setting determines the URL of the Allscripts MDC host server from which the user’s deficiency count is retrieved. The Commure Pro application server then sends the count to the Commure Pro Apple application for each user who is authorized to use the integration feature and displays it as the number in the Deficiencies (n) menu option. The setting is available at the department level so that different departments can use different servers, if necessary based on your organization’s structure. Please note that if a user belongs to more than one department, and each has a different URL defined, only one is used to retrieve the user’s deficiency count. When you enter the URL here, make sure to include the preceding “https://”.
3. The following user setting must be configured to enable or disable this feature for individual users. This setting is available in the Admin > User > Device settings option: Allow Access to Allscripts MDC Handheld Deficiencies(Apple) This setting determines whether the user has the ability to access the Allscripts OneContent Mobile Deficiency Completion (MDC) Apple application, directly from the Commure Pro Apple application.
4. Each user must configure a PIN within the Commure Pro Apple application. The user’s PIN must be the same as their PIN in the Allscripts MDC application. The PIN is set up via Settings > Integrations > OneContent™ Mobile Deficiency (see the topic entitled “Configuring Settings for Integrations to Other Applications,” in the Commure Pro on Apple help.)
5. The Allscripts MDC Apple application must be installed and configured appropriately on the user’s device.
6. An entry must be created in the Admin > System Management > Mobile InterApp option. See Configuring InterApp Communication for Apple Devices.