The General tab of the preferences area allows you to select the prescription printer, select the default fax program, set up the signature that appears at the bottom of notes, set chart prefix numbers, set the default birth sex when adding new patients, and set the default practice for ChartMaker® Clinical. Use the following steps to perform these tasks.
Click Edit >
Preferences.
Click the General
tab.
In the Prescriptions field, select the Printer
you would like to use for printing prescriptions.
In the Fax field, select the Fax
Program you would like to use as a default.
In the Patient Prescription Savings Printer field,
select the Printer in which the
any patient saving (ScriptGuide and eCopay) materials will print in conjunction
with the Patient Savings functionality when prescribing and renewing medications
for patients.
NOTE: The Patient Prescription Savings Printer preference is configured
for the user that is currently logged into Clinical, and the particular
workstation that the user is logged into; the preference is per user/per
workstation. Therefore, for each workstation that a user logs into Clinical,
the preference will need to be configured for that workstation for that
user. In other words, if a user utilizes multiple workstations throughout
the office, they will need to log into each of those workstations and
configure this preference.
Click the Signature
Edit button to Configure
the Signature
you want to appear at the bottom of chart notes for the user that is currently
logged in.
Uncheck the Show
Dialog for Unsigned Notes if you want you
to turn off the initial pop-up that appears when logging into ChartMaker® Clinical
if you have any unrecorded notes older than 10 days.
Check the Apply
Last Diagnosis Comment option if you want the system to default
to Yes, the Apply Last Comment
option in the Note Diagnosis dialog, which will automatically populate
the Comments field with the last comment made from the preceding note.
Check the Display
unfilled Recalls when chart note is created option if you want
an Unfulfilled Recalls and Patient Reminders dialog to appear when a new
chart note is created for a patient if that patient has outstanding recalls,
allowing you to easily fulfill any applicable recalls that this new note
satisfies.
Check the Display
unfilled Physician Reminders when chart note is created option
if you want an Unfulfilled Recalls and Patient Reminders dialog to appear
when a new chart note is created for a patient if that patient has outstanding
physician reminders, allowing you to easily fulfill any applicable reminders
that this new note satisfies.
Check the Display
a warning when a SNOMED code is not selected option if you want
a warning to be generated whenever a SNOMED code is not selected throughout
the system for applicable chart items (diagnoses and procedures). Do note,
that this preference option is set for individual users, therefore, if
selected it will be activated for the user currently logged in.
In the Prefix field, enter any Prefix
that should be used for chart numbers.
In the Defaults for New Patients section, select
a default Birth Sex for when new
patients are created, and then select a default Practice,
if needed.
In the Defaults for Notes section, select the
Practice and/or the Provider
you want to default when creating a new note.
When a practice is selected, the system will only default the selected
practice if the patient is part of that practice. If the patient is part
of another active practice, but is not part of the selected default practice,
the system will default the patient’s active practice. If Practice field
is left bank in this section, then the patient’s first active practice
will default.
When a provider is selected in the Provider for Notes field for this
user, that provider will default in the Provider field in note header
and the Select Patient Provider pop-up dialog will not appear. If this
field is blank for a user who is not a provider, then the Select Patient
Provider pop-up dialog will appear. If this field is blank for a user
who is also a provider, that user/provider will default in the Provider
field in note header and the Select Patient Provider pop-up dialog will
not appear.
Check the Display
appointments in military time option if you want the appointment
times to appear in military format.
When finished, click the OK
button.