Settings for Patient List

The following sections of the administrative options detail which settings are used by Patient List:

If no settings for a category are available, the category header will not display.

Institution Settings for Patient List Setup

The setup for Patient List uses a combination of settings found in the Institution tab. Any Institution setting not listed is not related to Patient List setup and should not be changed. For the procedure on setting up Patient List, see Configuring Patient List for Your System. The following tables list the Institution settings are specific to Patient List usage. These settings need to be set so that both Patient Lists requirements are considered. The following settings are available in Admin > Institution > Site Administration > Web Functionality:

Site Administration Setting	Platform	Description
Web Functionality — Patient Photos	Web, Android, Apple	Determines whether the Patient Photos module is enabled system wide for patient list users. See Enabling Users to Associate Photos with Patients for more information.

The following settings are available in Admin > Institution > Patient List > Patient List Configuration:

Patient List Setting	Platform	Description
Patient List Configuration — Available System Relationships for Patient Lists and Missing Charge Reports	Web, Apple	Determines the relevant system relationships that are supported in your back-end database system that you wish to make available to your users when creating patient lists; specifically for the filter-based criteria. It also determines the system relationships that are available as search criteria on the Missing Charges and Charge-Note List options (both located on the Charges tab). The following relationships are selected by default for Filter Criteria when building a patient list. ADMITTING ATTENDING REFERRING SCHEDULED
Available Fields for Patient List Display Settings	Web, Apple	Determines the relevant fields that are supported in your back-end database system that you wish to make available to your users when creating patient lists: specifically for the display fields.
InFacility Calculation Window	Web, Apple	Specifies the number of days (1-999) to run the InFacility task, with a default of 30. When this setting is changed, click the Recalculate InFacility button in Commure Pro Visit Type settings to run the InFacility calculation for the number of days specified in the setting.

The following settings is available in Admin > Institution > Patient List > Link And Launch:

Patient List Setting	Platform	Description
No settings currently available		This section is reserved for future Link and Launch settings.

The following settings are available in Admin > Institution > Patient List > Manual Patient Registration:

Patient List Setting	Platform	Description
Allow Auto Verification		This setting has no function and should be set to No.
Non-Verified Patient Visibility	Web, Android, Apple	Determines where non-verified patients (manually registered patients whose demographic data is incomplete) are displayed.

The following settings are available in Admin > Institution > Patient List > Handheld:

Patient List Setting	Platform	Description
Patient List Field Labels	Android, Apple	Allows the customization of patient information field labels in the Patient Details module on handheld devices.
Patient Registration fields	Android, Apple	Determines what fields are displayed when manually registering a patient.
Patient Search Fields	Android, Apple	Determines the search criteria fields that are available to handheld users when they search for a patient to add to their patient list.
Patient Details Fields	Android, Apple	Determines what fields are displayed in the Patient Details module of handheld devices.
Patient Header (for Handheld)	Android, Apple	Enables administrators to choose an additional patient identifier to display in the patient banner area at the top of the screen on handheld devices.

The following settings are available in Admin > Institution > Patient List > Other:

Patient List Setting	Platform	Description
Other — Enable Sepsis Score	Web, Android, Apple	If enabled via this setting, a Sepsis Score field can be selected in the Institution settings for Available Fields for Patient List Display. The sepsis score is displayed as an integer in the patient list and is also available as a Patient List filter criteria and sort field.

System Management Settings for Patient List Setup

The following topics describe which System Managements settings are used by Patient List:

Patient List Upgrade Reports

There is a System Management report called Patient List V2 Upgrade Reports to help determine how to set up the system for patient list. This set of reports generates the following information:

You must be a Level 1 or higher user to access these reports.

ADT relationships and the number of visits associated with each ADT relationship over time.
Use of data in Display fields with the number of visits associated with the data over time. To print the upgrade reports from the Patient List V2 Upgrade Reports screen:

On the Admin tab, select System Management from the drop-down menu in the left pane.
Select the Patient List V2 Upgrade Reports option.
Click the Print Reports button to get the print screen.
Choose your printer and then click Print.

Commure Pro Visit Types Settings Usage for Patient List

Admin - System Management - Commure Pro Visit Types The following table lists the settings within Commure Pro Visit Types that are used by Patient List.

Commure Pro Visit Types Setting	Platform	Description
System Identifier	Web, Android, Apple	Internal system identifier for this visit type which cannot be reset for existing pk visit types.
(Charge Capture, NoteWriter): Activate Date	Web, Android, Apple	Select the type of date on which the starting point for a date of service when entering charges or creating a note for this visit type should be based.
(Charge Capture, NoteWriter): Activate Days	Web, Android, Apple	If Admit or Scheduled is selected in the (Charge Capture, NoteWriter): Activate Date field, enter the number of days before the selected date, that should be considered as the earliest acceptable date of service for this visit type.
(Charge Capture, NoteWriter): Deactivate Date	Web, Android, Apple	Sets an end point for a date of service when entering charges or creating a note for this visit type, select the type of date on which the end point should be based.
(Charge Capture, NoteWriter): Deactivate Days	Web, Android, Apple	If you selected either Discharge or Scheduled in the (Charge Capture, NoteWriter): Deactivate Date field, enter the number of days after the date, that should be considered as the latest acceptable date of service for this visit type.
Charge Capture: Allow Multi-Day Copy and Add	Web, Apple	Determines whether users are able to apply the charges they are entering on the Charge Transaction screen to multiple service dates, when entering charges against visits of this type.
Charge Capture: Check Per Day	Web, Android, Apple	Determines whether a charge status should be calculated for only the first day of the visit, or for multiple days.
Charge Capture: Date of Service Default	Web	Indicates whether a date of service should be defaulted when entering charges for this type of visit, and if so, what the default should be.
Charge Capture: IMO Primary Diagnosis Checking: Visit Mapping	Web, Android, Apple	Determines whether a warning message displays to the user when the visit type is flagged in the IMO database as not allowed to have the diagnosis be listed as the primary diagnosis for the charge transaction.
Charge Capture: Include Appointment in Missing Charge Filter (handheld only)	Apple	This setting is no longer supported.
Charge Capture: Include in Patient Charge Status	Web, Android, Apple	Enables visits of this type to be included in the Patient Charge Status tab (web) or Charge Capture Status column (handheld).
Charge Capture: Include Not Coded in Worklist/Search/Schedule	Web	Enables visits of this type to be included on the Worklist, Search, and Schedule tabs as “not coded” visits, if no charges have been posted against a given visit.
Charge Capture: Name for Note Coded Filter on Worklist/Search/Schedule	Web	This field appears only if the Charge Capture: Include Not Coded in Worklist/Search/Schedule field is checked, and is a required field in that instance. When not coded visits of this type appear on the Worklist, Search, and Schedule tabs, you can use a filter to selectively view those not coded visits. Enter the name that you would like to use for the filter that appears on the Worklist and Search tabs.
Charge Capture: Notify on Add Charge if Existing Transaction for Visit/Date	Web	Determines whether the user will see a warning message when they attempt to create a new charge transaction for a visit date that already has an existing charge transaction, when entering charges against visits of this type.
Charge Capture: Remove Visit from Schedule and Charge Reports With a Single Charge	Web	Use this setting to indicate at what point visits of this type should be removed from the Schedule tab and various charge reports, for those providers whose Charge Desktop View Access is set to “No other charges.”
CPOE Deactivate Days	Web, Android, Apple	This setting controls how long after the current visit end date that visits of a specified type remain available for order entry.
Current Visit: Auto-select visit (Add Charge, Add Note)	Web	Determines whether visits of this type can be auto-selected by the system, when a user selects either “Write Note” or “Add Charge” from the Actions drop-down menu.
Current Visit: End Date	Web, Android, Apple	Automatically set to Discharge and cannot be changed when InFacility Type Visit field is checked. If InFacility Type Visit is not checked, you can set the field appropriately for the scheduled visit type.
Current Visit: Start Date	Web, Android, Apple	Automatically set to Admit and cannot be changed when InFacility Type Visit field is checked. If InFacility Type Visit is not checked, you can set the field appropriately for the scheduled visit type.
Display Discharged in Location	Web	Check this box do display the word “Discharged” in addition to the last known location (facility/room/unit), once the patient has been discharged.
Enable CPOE	Web, Android, Apple	Determines if the visit type is one of the visit types available to the CPOE application.
Handheld Label	Android, Apple	Enter abbreviation used to display the Commure Pro visit type on a handheld device.
Include all visit dates in PLv2 Time-Based Criteria	Web	Enables all visit date options for Admit, Scheduled, and Discharge to display as time criteria when creating or editing a patient list. When this setting is disabled, the visit dates for the configured start date and end date display.
Include in Schedule	Web	Enables Schedule tab for visits with appointment dates.
InFacility Type Visit	Web, Android, Apple	Enables the InFacility visit calculation which ensures that all InFacility visits that transition from one InFacility visit type to another (for example, moving from ER to Inpatient to Observation) will not appear as individual visits.
InFacility: Auto Discharge Visits	Web, Android, Apple	This field appears only if the InFacility Type Visit field is checked. The default is Never where the visit type always get a discharge date from the source ADT/Registration system. If you wish the Commure Pro system to set the discharge date, you can set a specific timeframe to auto-discharge the visit type. See Understanding Patient List InFacility Visit Logic for more information.
NoteWriter: Date of Service Default	Web, Apple	Determines the method to be used to obtain the date to display on a provider’s progress notes
Override Default Location Display	Web, Android, Apple	Overrides the default location (facility/room/unit) and substitutes a different label.
PLv1:Short List: Add Date & PLv2: Add to Cache	Web, Android, Apple	Select the date that should be used as the basis for determining when to add this visit type to the patient list cache.
PLv1:Short List: Add Days & PLv2: Add to Cache	Web, Android, Apple	Enter the number of days to determine when a visit of this type should be added to the patient list cache. Uses PLv1:Short List: Add Date & PLv2: Add to Cache to calculate.
PLv1:Short List: Remove Date & PLv2: Remove from Cache	Web, Android, Apple	Select the date that should be used as the basis for determining when to remove this visit type from the patient list cache.
PLv1:Short List: Remove Days & PLv2: Remove from Cache	Web, Android, Apple	Enter the number of days when a visit of this type should be removed from the patient list cache. Uses PLv1:Short List: Remove Date & PLv2: Remove from Cache to calculate.
Visit Detail Display Type	Web	This setting determines how this visit type is displayed on the Visits display option, and also determines the manual registration screen that is used when this visit type is manually registered. Select the Visit Detail Display Type that best suits the needs for this visit type. Your choices are: Inpatient, Outpatient, Pre-Reg, and Recurring.

System Management Settings Usage for both Patient Lists

Admin - System Management The following system-level settings found in the System Management tab are used by Patient Lists and do not need to be changed for Patient List functionality:
ADT Visit Types
Audit Report (see Audit Report Patient List Specific Entries for Patient List specific information)
Billing Monitor Thread
Date Range Filters
External Systems
Handheld Devices
Import Provider Directory
Manage Provider Roles
Misc
Notification Certificate Import
PQRS Measure Import
PQRS Measures
Portal Broadcast Message
Providers
Purge Criteria
Reference Lists (see Reference Lists for Patient List specific information)
SQL Logging Config
Self Assign Report (see Self Assign Patient List Specific Entries for Patient List specific information)
Self Test
View Notices
Vitals Edit

Audit Report Patient List Specific Entries

Admin - System Management - Audit Report The Audit Report includes the tracking of why a user is viewing a patient, based on the reason they have favorited the patient list the patient is on or the reason they have added the patient to a patient list. It will also add an audit entry when a patient list is selected.

The entry documenting manually adding a patient to a patient list now displays a single entry for one patient visit and one patient list. For example, if a patient visit is added to two lists, there will be two entries - one for each patient list where the patient visit was added. If two patient visits are added to a patient list, there will be two entries - one for each patient visit added to the patient list. Each entry will also display the reason for adding the patient visit. The same approach for removing a patient visit from the patient list(s) will be taken except there will be no reason documented.

A reason will only appear if a reason for adding the patient visit is specified.

A new entry displays when a patient list is favorited. The entry will display information in the Date/Time, User, Module, Description, and Username fields. The table belows describes what information is contained in each field and an example.

Date/Time	User	Module	Description	Patient	MRN	Username
Date and time when lists were favorited.	Last name, first name of user who favorited the list.	Patient List	Name of favorited patient list(s), username of user(s) who had them marked as a favorite, and the specified reason for favoriting the list(s).	N/A	N/A	Username of user who favorited the list.
6/11/1414:24	JONES, JOHN	Patient List	Hospitalist Service(34), Trauma Floor 1 (54) marked as favorite patient list for users: bbrown, ssmith, tjones; Non-relationship based list			jjones

A reason will only appear if a reason for favoriting the patient list is specified.

Reference Lists

Admin - System Management - Reference Lists The following reference lists are specific to Patient List:

Reference List	Platforms	Description
Add Reason	Web, Android, Apple	Enter the reasons that a user can choose when Require Reason for Adding Patients Manually is enabled.
Favorite Reason	Web, Android, Apple	Enter the reasons that a user can choose when Require Reason for Favoriting a Patients List is enabled.

Self Assign Patient List Specific Entries

Admin - System Management - Self Assign The Self Assign report includes entries representing manual additions to a patient list with the specific reason for the addition. The Self Assign report uses the existing Self Assign Reason column and a new column called Patient List. The Self Assign Reason column is populated with the reason specified by the user for adding the patient. The Patient List column contain the name of the list(s) the patient was added to.

Department Settings

All Department settings except for Patient List settings will be used for users in those departments.

Admin - Department - Patient List There is only one specific preference for Patient List settings called Edit Department Patient List Template that can be used if a department would like to offer a department specific patient list template. This template would only be available to users of the department. Click the Edit link to launch the patient list wizard to create a department patient list template.

The following Department General settings are used for Patient List:

Admin - Department - General

General Setting	Platform	Description
Allscripts MDC Handheld Host URL	Apple	Determines the URL of the host server that enables user access to the Allscripts® OneContent™ Mobile Deficiency Completion (MDC) Apple application, directly from the Commure Pro Apple application.
Medical Services	Web	Determines what medical services are available for a user of that department. See below for more detailed information.

Medical Services is a new department setting that determines what medical services are available for a user of that department. This preference is a multi-select field and the values of the preference are all medical services defined in the Medical Service reference list, in the order specified there. No values are selected by default which means all medical services will display for a user unless specific services are selected.

Any services selected for departments where the department General - Exclude from department checks when sharing data between users = Yes will not be available for users restricted to medical services for their department.

This Medical Services preference works with the following user settings to determine what medical services are available in the Schedule tab, Patient Search tab, Charges - Search subtab, Charges - Worklist subtab, and Charges - Patient Charge Status subtab: Admin - User - Patient List - Restrict Patient Lookup to Restricts the list of available medical services in the Patient Search tab and the Create/Edit Visit screen for manual registration to what is set for the user’s department if this preference is set to one of the following:

Patients with Relationships to User
Patients with System Relationships to Providers in User’s Departments
Patients in Facilities Associated with User’s Departments Admin - User - Patient List - Scheduling Access Restricts the list of available medical services in the Scheduling tab in the Services search field on the main screen or from the Reassign pop-up window that opens after selecting a visit and clicking the Reassign Visit(s) button to what is set for the user’s department if this preference is set to one of the following:
User
Department Admin - User - Charge Capture- Set Patient List Charge View Access Restricts the list of available medical services in the Patient Charge Status subtab under the Charges tab to what is set for the user’s department if this preference is set to one of the following:
No Other Charges
Within the User’s Department Admin - User - Charge Capture- Set Charge Desktop View Access Restricts the list of available medical services in the Worklist and Search subtabs under the Charges tab to what is set for the user’s department if this preference is set to one of the following:
No Other Charges
Within the User’s Department

User Settings

In addition, the Clinical Rounding Report View Access setting under User Permissions is available for Patient List users.

Admin - User - User Permissions

User Permissions Setting	Platform	Description
Clinical Rounding Report View Access	Web	You can choose to enable the Clinical Rounding Report (Yes) for any patient list or you can choose to keep the default (No) which disables the Clinical Rounding Report and it does not appear in the Actions menu of the Patient List tab.

The following User Patient List settings are used for Patient List:

Admin - User - Patient List

Patient List Setting	Platform	Description
Patient List Management — Can Create for Others	Web	User has the ability to create lists for other users - must be a Level 2 or higher user; not available for Level 3 users.
Can Create/Edit/Delete Patient Lists	Web, Apple	When set to Yes, the user can copy, create, and edit patient lists. These options will appear on the Patient List Actions menu. When set to No, the ‘Create a Patient List,’ ‘Copy This Patient List,’ and the Edit options will be unavailable in the Patient List Actions menu, and the edit icon will not be available for any search result in the Find Patient List window.
Can Revert Lists to System and Department Default	Web	User had the ability to revert patient lists to the default settings of the default patient list template without having to edit each patient list individually - must be a Level 2 or higher user; not available for Level 3 users.
Override Patient List View and Manage Permissions	Web, Apple	Preference is only available for Level 0/1/2 users. If set to Yes, the user will be able to find and edit any patient list that they have permission to view based only on the Restrict Patient List and Relationship Lookup To preference. The View and Manage permissions settings of the individual patient lists will be overridden (default for Level 0/1). If set to No, user will be able to find and edit any patient list that they have permission to view based on the Restrict Patient List and Relationship Lookup To preference and the View and Manage permissions of the individual patient lists (default for Level 2).
Require Reason for Favoriting a Patient List	Web, Android, Apple	When set to Yes, the user will be prompted to provide a reason whenever a patient list is favorited, including when creating or editing a patient list. Reasons are pulled from the Favorite Reason reference list.
Default Reason for Favoriting a Patient List	Web, Android, Apple	This preference does not appear until the Require Reason for Favoriting a Patient List is enabled. Administrator can choose a default reason for each user or leave it blank. Setting a default reason can save the user time if the default reason is used on a regular basis.
iOS Swipe OptionsLeft Swipe: DefaultLeft Swipe: Custom	Apple	This preference configures the actions for the far right and center buttons when a user swipes right-to-left on a patient row on the Patient List on an Apple device. See Setting Default Swipe Actions for Apple Users.
Patient List Selected At Next Login	Web, Android, Apple	Administrators can use this option to choose a patient list to be selected by default the next time the user logs into the Commure Pro web application. For handheld devices, the patient list you specify here will be selected the next time the user’s device syncs, which may or may not coincide with the next time the user logs in (depending on the Sync Interval and how long it has been since the user last logged in). An administrator might configure this setting in the following scenarios:- You might configure this setting for a new user, so that the first time the user logs in, a patient list will be automatically selected for them, thereby helping them to acclimate to the application. - You might configure this setting after creating new patient list that you want one or more users to immediately start using. The next time the user(s) log in, that patient list will be selected for them. Please note that the patient list defined here is defaulted for the user at the next login and/or sync that occurs after you configure this setting, but after that, the user can always opt to switch to a different patient list. From that point forward, the last patient list that the user viewed will be the patient list that is displayed at their next login.
Patient List for Link and Launch Integration	Apple	Currently, this setting applies only to the integration from the Mobile Heartbeat™ application to the Commure Pro on Apple application, and only if mobile inter-app communication has been properly configured between the two applications. This setting determines the patient list that will be automatically selected every time the provider uses the Link and Launch feature from the Mobile Heartbeat application to launch the Commure Pro application, so that when Commure Pro opens, the patient that the user was viewing in Mobile Heartbeat is also automatically selected in Commure Pro. If the patient is not currently on the patient list that you specify here, then they are automatically added to that list. Please note the following:- If you do not specify a patient list here, then the user will receive an error message when they attempt to use the Link and Launch feature, indicating that their configuration is not complete. - The user must have add/remove permission for the patient list that you specify here, in order for this feature to work correctly. Click Select Patient List to display a drop-down menu of the user’s favorite patient lists, and then select a list. NOTE: After using the Link and Launch feature, if the user later logs into the Commure Pro application manually (using the Commure Pro application icon rather than the Link and Launch button), then the last patient list that the user manually selected is displayed. This may be different from the patient list that was automatically selected based on this Patient List for Link and Launch Integration setting.

Patient List Setting	Platform	Description
Patient and Data Access — Restrict Patient Access to Facilities for user’s departments	Web, Android, Apple	If this preference is set to Yes, only visits that are in facilities associated with the user’s departments (where Exclude from department checks when sharing data between users = No) will be shown. If the preference is set to No, all visits will be shown (that match any search/filter criteria, if applicable).
Restrict Patient Lookup to	Web, Android, Apple	Controls users’ access to patients on the web and all handheld platforms. It determines what patient visits are returned to users when searching for a patient to add to their patient list or when using the Patient Search tab on the web.Patients with Relationships to User: visits with a system relationship to the current userPatients with System Relationships to Providers in User’s Departments: visits with a system relationship to the current user and visits with a system relationship to a user in a common dept as the current user (where “Exclude from security checks” = No)Patients in Facilities Associated with User’s Departments: visits with a system relationship to the current user and visits in a facility that is selected for a department the current user belongs to (where “Exclude from security checks” = No)No Restriction: any visit in the system
Can View Clinical Results (web only)	Web	Determines if users can view clinical information for patients on the web.
Patient List is Accessible on Web	Web	Determines if a user has access to the Patient List tab and the Patient Charge Status tab and the functions that relate to the management of patient lists on the web.
Patient Summary is Accessible on Web	Web	Determines if the user has access to the Patient Summary tab and the New Results display option
Scheduling Access	Web	Determines the user’s access to visits displayed on the Schedule tab on the web.
Require Reason for Adding Patients Manually	Web, Android, Apple	When set to Yes, the user will be prompted to provide a reason whenever a patient visit is added to a patient list, including when manually registering a patient. Reasons are pulled from the Add Reason reference list.
Default Reason for Adding Patient Manually	Web, Android, Apple	This preference does not appear until the Require Reason for Adding Patients Manually is enabled. Administrator can choose a default reason for each user or leave it blank. Setting a default reason can save the user time if the default reason is used on a regular basis.

Patient List Setting	Platform	Description
Patient and Visit Management — Can Cancel Appointments	Web	Determines if user can cancel appointments on the Patient Search or Schedule tabs of the web application.
Allow Patient/Visit Search	Web	Determines if a user can perform a patient or visit search on the web using the Patient Search tab.
Allow Patient Merge	Web	Determines if user can do a patient merge on the Patient Search tab. If set to Yes, the Merge function is available below the list of search results on the Patient Search tab. If set to No, the Merge function is not available on the Patient Search tab.
Remove Manually Added Patients after	Web, Android, Apple	This preference determines when a manually added visit is removed from a patient list if it does not meet the time criteria for the visit type specified in patient list. It removes the patient visit using the number of days specified from the date that the visit was manually added (not number of days after discharge). This preference is not used if the visit meets the time criteria for the visit type or if the time criteria for the visit is set to remove immediately on discharge. The default value for this setting is 1.If the value is set to 0, the patient is never removed from the patient list.

Patient List Setting	Platform	Description
Data Entry — Access to Assignment Patient List Count Report	Web	Determines whether a user can access the Patient List Count Report in the Assignment tab.

Patient List Setting	Platform	Description
Manual Patient Registration — Can Edit Interfaced Visits	Web, Android, Apple	Determines if a user can edit visits that have been interfaced from a source system (visit not created in Commure Pro system). Changes reflected in only the Commure Pro system and not source system.
Can Add/Edit Commure Pro Patients	Web, Android, Apple	Determines if a user can manually create (manually register) patients in the Commure Pro system or edit patients who were manually created.
Can Add/Edit Commure Pro Visits	Web, Android, Apple	Determines if user can manually create visits in the Commure Pro system or edit manually created visits.
Available Visit Types for Manual Registration	Web, Apple	Determines what visit types are available to the user when manually registering a patient. The selections are all existing values under ADT Visit Types in System Management where Source = MANUALREG, listed in alphabetical order by Name. The default is All. Only available if Can Add/Edit Commure Pro Visits or Can Edit Interfaced Visits are set to Yes. NOTE: This setting is not supported on Android devices. Android users can manually register patients using all visit types that have a Source = MANUALREG.
Can Verify Patients	Web	Determines if a user can verify manually created patients using the Verify option on the Patient Search tab.
Can Create Patients on Handheld	Android, Apple	Determines if user can create (manually register) patients or edit patient or visit data on a handheld device.
Allow Bulk Edit of Patient Lists		When set to Yes, level 0, 1, and 2 administrator users will have access to the Bulk Edit Patient Lists wizard, where they can add or update patient list settings for more than one list at a time.

The following User Device settings are used for Patient List:

Admin - User - Device

Device Setting	Platform	Description
Allow Access to Allscripts MDC Handheld Deficiencies	Apple	Determines whether a user has the ability to access the Allscripts® OneContent™ Mobile Deficiency Completion (MDC) Apple application, directly from the Commure Pro Apple application.
Allow Access to AirStrip ONE Handheld	Apple	Determines whether a user has the ability to access a third party patient monitoring application, directly from the Commure Pro Apple application, using AirStrip ONE® technology.

The following User Patient Photos settings are used for Patient List (see also Enabling Users to Associate Photos with Patients for more information on this feature):

Admin - User - Patient Photos

Patient List Setting	Platform	Description
Create and Manage Photos — Patient Photo View Permission	Web, Android, Apple	Controls the user’s ability to view patient photos based on who took the photo.
Patient Photo Delete Permission	Web, Android, Apple	Controls the user’s ability to delete patient photos and set them as purgable or non-purgable.
Mobile Photo Reg — 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. It determines whether the Create Patient screen is shown to the user after taking a photo in the Photo Reg option.

Admin - User - System Defaults All user system defaults used when creating a new user will include all the Patient List user settings.

Tracking/Reporting

Admin - Tracking/Reporting - Global Tasks Patient List tasks will display in the details of the global tasks within the Tracking/Reporting tab. All tasks will begin with PLM2 to denote it is a task specific to Patient List usage. For example: PLM2.AutoDischargeEncounterTask. Root cause information is provided under Failure Reasons.

Bulk User Edit

Admin - Bulk User Edit - Preference Settings - Patient List The following Patient List settings are available to set in the Preference Settings of the Bulk User Edit tab under Patient List:
Can Favorite for others
Can Create for others
Can Create/Edit/Delete Patient Lists
Can Revert Lists to System and Department Default
Override Patient List View and Manage Permissions
Require Reason for Favoriting a Patient List
Default Reason for Favoriting a Patient List
Require Reason for Adding Patients Manually
Default Reason for Adding Patients Manually
Remove Manually Added Patients after [ ] days
Restrict Patient List and Relationship Lookup To
Restrict Patient Access to Facilities for User’s Departments
Patient List is Accessible on Web
Restrict Patient Lookup to:
Can View Clinical Results (Web Only)
Patient Summary is Accessible on Web
Allow User-level Patient List Manipulation
Default Relationship for Patients Added to Short List
Can Send Patients to
Can Receive Patients
Default Relationship for Patients Sent by Other Users
Can Get Patients From (web only)
Can Create Patients on Handheld
Can Edit Interfaced Patients
Can Add/Edit Commure Pro Patients
Can Edit Interfaced Visits
Can Add/Edit Commure Pro Visits
Available Visit Types for Manual Registration
Allow Patient Assignment
Can Cancel Appointments
Allow Patient/Visit Search
Scheduling Access
Can Verify Patients
Auto-Select Visit During “Add” Activities
Allow Patient Merge
Access to Assignment Patient List Count Report
iOS Swipe Options
Allow Bulk Edit of Patient Lists

CPOE Administrative Settings

Admin - Facility or Admin - CPOE
Admin - Location All CPOE administrative settings under the Facility Group (or CPOE) and Location tabs are used by both patient lists. See Configuring CPOE for Appropriate Use.

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Quick References

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Other Help

Institution Settings for Patient List Setup

System Management Settings for Patient List Setup

Patient List Upgrade Reports

Commure Pro Visit Types Settings Usage for Patient List

System Management Settings Usage for both Patient Lists

Audit Report Patient List Specific Entries

Reference Lists

Self Assign Patient List Specific Entries

Department Settings

User Settings

Tracking/Reporting

Bulk User Edit

CPOE Administrative Settings

​Institution Settings for Patient List Setup

​System Management Settings for Patient List Setup

​Patient List Upgrade Reports

​Commure Pro Visit Types Settings Usage for Patient List

​System Management Settings Usage for both Patient Lists

​Audit Report Patient List Specific Entries

​Reference Lists

​Self Assign Patient List Specific Entries

​Department Settings

​User Settings

​Tracking/Reporting

​Bulk User Edit

​CPOE Administrative Settings

Institution Settings for Patient List Setup

System Management Settings for Patient List Setup

Patient List Upgrade Reports

Commure Pro Visit Types Settings Usage for Patient List

System Management Settings Usage for both Patient Lists

Audit Report Patient List Specific Entries

Reference Lists

Self Assign Patient List Specific Entries

Department Settings

User Settings

Tracking/Reporting

Bulk User Edit

CPOE Administrative Settings