- Institution Settings for Patient List Setup
- System Management Settings for Patient List Setup
- Department Settings
- User Settings
- Tracking/Reporting
- Bulk User Edit
- CPOE Administrative Settings
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. |
| 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. |
| Patient List Setting | Platform | Description |
|---|---|---|
| No settings currently available | This section is reserved for future Link and Launch settings. |
| 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. |
| 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. |
| 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
- Commure Pro Visit Types Settings Usage for Patient List
- System Management Settings Usage for both Patient Lists
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.
A reason will only appear if a reason for adding the patient visit is specified.
| 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.
- 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. |
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.
- 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. |
- 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. |
- 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. |
- 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.