Establish Your Preferences

The Preferences tab allows users to configure their preferences for general and module-specific behavior. These settings affect the behavior of the various modules on both their handheld device and the web application. These are the user’s personal settings and apply only to the user who is currently logged into the system. Both system administrators and healthcare providers can set personal preferences, although administrators with an Access Level of either Level 1 or Level 2 are able to configure a much broader range of settings. This section gives an overview of the preference settings that a typical healthcare provider with Level 3 access would see. For a full description of the preference settings available, please refer to Configuring Individual User Settings. To access the Preferences option, log into the system and click the Preferences tab at the top of the screen. The Preferences tab consists of the Edit Settings menu and a workspace. From the Edit Settings menu, you are able to access General settings, as well as the settings for the modules to which you have been given access. These may include Patient List, Provider Info, Problem List, Lab Results, and Charge Capture settings.

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Defining Your General Settings

When you select General from the Edit Settings menu, the General Settings screen appears. The General Settings screen shows you some general information on file for your user account such as your username, first name, last name, personnel ID and departments that you are a member of. These settings cannot be altered except by an admin user (Level 2 or higher). Depending on your system, you may have the ability to make the following changes:

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Entering an E-mail Address for Notification of Commure Pro Mail

If your organization has implemented the Commure Pro Mail module, you can use the Commure Pro Mail Notification E-mail Address setting to designate an external e-mail address to use to get a notification that you have a new e-mail in the Commure Pro system (you must log into the Commure Pro system to check e-mails).

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Changing Your Password

There are different types of authentication protocols that can be used to secure access to the data in the Commure Pro system. These include basic authentication and multiauthentication (MEDITECH Downtime, Cerner Downtime, LDAP, ActiveDirectory, or other). Passwords for all handheld and web users are stored in only one location: the server. You or an administrator may be able to change the server password here in this option. Your new password is now active; however, if you are logged in on your mobile device using your previous password, you must log out and log back in using your new password in order for the sync to happen.

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Clearing User Web Settings

To clear user web settings:

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Setting Location of Long Tooltips

To set the location of long tooltips:

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Defining Your Lab Results Settings

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Hiding Department Snapshots of Lab Results

To hide department snapshots:

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Creating and Editing Snapshots of Lab Results

You can also edit or delete a snapshot that you created as follows:

• To edit an existing snapshot, select the snapshot in the View Snapshots form, and then click the Edit button in the Quick Details box. Edit the snapshot title or tests that you want to include, or both, and then click the Save button in the Quick Details box.
• To delete an existing snapshot, select the desired snapshot in the View Snapshots form, click the Delete button in the Quick Details box, and then click OK.

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Setting the Amount of Lab Data to Download

You can set how many days of lab data that you wish to download to your Android or Apple device as follows:

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Defining Your Charge Capture Settings

If you are using the Charge Capture module to enter charges, then you can make changes to various preferences that affect the way the Charge Transaction screen behaves. Some of these changes affect only the web application, some affect only the handheld application, and some affect both. Among the preferences that you can modify are Charge Pickers and Charge Macros.

• Charge Pickers are categorized lists of charge codes and charge macros, that make it easier to find and select the code you want during charge entry. Administrators typically define charge Pickers at the department level, for all users in the department. However, if specific items or entire categories from the department-level Pickers are not useful to you, you can hide them. In addition, you can add new items to the charge Picker.

There are two methods available for making changes to charge Pickers at the user level, described below. Please note that there is a slight terminology difference between the two options, but both options do in fact make changes to the charge Pickers.

• The preferred method is directly on the Charge Transaction screen, via the Settings button __. This option allows you to make changes to your charge Picker list while you are in the process of entering a charge, as this is the most likely time that you would realize that a change is needed. (In this option the user-level items/subcategories are listed under the Favorites category, while department-level items/subcategories are listed under the Department category.)
• The second method is via the Add/Edit Charge Pickers setting, which is typically accessed via the Admin > User option by administrators, when modifying charge Pickers on behalf a specific user in order to tailor it to that provider’s needs.(In this option, we use the terminology “user-level” subcategories/items and “department-level” subcategories/items.) A provider can also use this same Add/Edit Charge Pickers setting via the Admin > Preferences option to modify their charge Picker list, but we recommend that they instead use the option described in the previous bullet.
• Charge Macros are groups of commonly used charge codes, modifiers, and diagnosis codes, that can be easily entered on a charge transaction with a single tap or mouse click. Similarly, there are two methods for creating charge macros:
• The preferred method is directly on the Charge Transaction screen, via the Create Macro option, located in the CHARGES heading in the Selected Codes section of the screen. This option allows you to create a new charge macro while you are in the process of entering a charge, as this is the most likely time that you would realize that a new macro is needed.
• The second method is via the Add/Edit User Macros setting, which is typically accessed via the Admin > User option by administrators, when creating custom charge macros on behalf a specific user. A provider can also use this same Add/Edit User Macros setting via the Admin > Preferences option to modify their charge Picker list, but we recommend that they instead use the option described in the previous bullet.

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Defining Your Problem List Settings

If the Problem List module is implemented at your organization, you may have access to the diagnosis Picker when entering charges or notes, or when entering a patient problem directly via the Patient List > Problems display option. Diagnosis Pickers are categorized lists of diagnosis codes, that make it easier to find and select the code you want when entering a diagnosis. Administrators typically define diagnosis Pickers at the department level, for all users in the department. However, if specific items or entire categories from the department-level Pickers are not useful to you, you can hide them. In addition, you can add new items to the diagnosis Picker. There are two methods available for making changes to diagnosis Pickers at the user level, described below. Please note that there is a slight terminology difference between the two options, but both options do in fact make changes to the diagnosis Pickers.

• The preferred method is directly on the diagnosis selection screen that is seen when entering a charge/note/problem, via the Settings button or More button . This option allows you to make changes to your diagnosis Picker list while you are in the process of selecting a diagnosis, as this is the most likely time that you would realize that a change is needed. (In this option the user-level items/subcategories are listed under the Favorites category, while department-level items/subcategories are listed under the Department category.)
• The second method is via the Diagnosis Pickers setting, which is typically accessed via the Admin > User option by administrators, when modifying diagnosis Pickers on behalf a specific user in order to tailor it to that provider’s needs. (In this option, we use the terminology “user-level” subcategories/items and “department-level” subcategories/items.) A provider can also use this same Diagnosis Pickers setting via the Admin > Preferences option to modify their diagnosis Picker list, but we recommend that they instead use the option described in the previous bullet.

In addition to diagnosis codes and categories, a Diagnosis Picker can also contain these special items:

• Diagnosis Search Terms: A diagnosis search term is a term that a user can click to execute a search for a diagnosis, without the user having to manually type the term. You can use a partial diagnosis code as a search term, or a text phrase. For example, if you use “401” as a search term, when the user selects it, all diagnoses starting with the numbers “401” in the code are displayed (such as 401.1, 401.2, etc). And if you use the phrase “elevated” as a search term, when the user selects it, all diagnoses containing the phrase “elevated” in the description are displayed. Diagnosis search terms can be created when entering a charge/note/problem or via the Diagnosis Pickers setting.
• Diagnosis Macro Groups: A diagnosis macro group is special type of Picker category that contains a set of related diagnosis codes that are typically always used together. For example, a diagnosis macro group might consist of a primary diagnosis that is always associated with one or more secondary diagnoses. When a user selects a diagnosis macro group, all of the diagnosis codes in that picker category are automatically added to the charge transaction with a single tap or mouse click. These can be created administrators or providers only via the Diagnosis Pickers setting.