Preferences

 

  • Require Completion of Impairment Questions Before Printing
  • Require Completion of Acuity Questions Before Printing
  • Do Not Display Impairment Tab
  • Do Not Display Acuity Tab
  • Include Impairment Question Responses on Output: Uncheck this to hide the Impairment Questions responses when exporting or printing documentation.
  • Require Treatment Plan Progress Indicators Before Printing
  • Require Reason for Discharge on Discharge Summary (MH)
  • Allow Supervisors Full Access to Message Board
  • Show DOB on Client Listing
  • Require All Fields on CD Assessment
  • Default to Show Discharged on Patient Find Form: Should the Discharged checkbox be checked by default on the Patient Find forms.
  • Display Patient Find Form When Opening Demographics: Check this to display the Patient Find form when opening the Demographics form from Patients -> Demographics or My Patients Widget Link.
  • Display Staff Find Form When Opening Staff Info: Check this to display the Staff Find form when opening the Staff Info form from Staff -> Staff Info.
  • Display All Staff for Staff Assignments: Check this box to show all staff in the Staff Assignments screen instead of just Clinicians and Supervisors.
  • Require Program for Staff Assignments: Check this to require the Program field on the Staff Assignment form
  • Require Anticipated Hours for Staff Assignments: Check this to require the Anticipated Hours field on the Staff Assignment form
  • My Assigned Patients Widget: Limit to Current Phase: By default, the My Assigned Patient's widget will only show assignments for a patient's most recent phase. Check this option to show them for all phases.
  • Prompt to Auto-Lock: When selected, you will receive a prompt after entering the last required signature asking if you want to lock the record.
  • Patient Name Format: Change how the patient's name is displayed (prioritizing preferred name vs legal name).
  • Patient Name Format for Form Header/Footer: Specifies the format which will be used when displaying the patient's name in the custom form header or footer.
  • Require Discharge Reason on Discharged Program Assignments
  • Default Completed Paperwork Form Phase ID Dropdown to ALL: The Completed Paperwork form contains a Phase ID dropdown which defaults to the maximum Phase ID # for the patient upon entering the form. Check this box to default to 'ALL' Phase IDs instead.
  • Require at least one diagnosis to lock a diagnosis assignment: When this setting is enabled, you will not be allowed to lock a Diagnosis Assignment without at least one included diagnosis.
  • On Staff Info Form, Activate the "Prevent Deletion" Settings by Default: When this setting is enabled, the "Prevent Scheduler Deletion" and "Prevent Global Deletions" checkboxes on the Staff Info form will be checked when adding new staff members. This may help with unintentional record deletions.
  • Default Number of Days in the Past to set Custom Form Bulk Search to Start: Enter the number of days in the past to default the Start Date to when entering the Custom Form Bulk Search form. Leave this setting blank to default the Start Date to current date. Note: Users have the ability to adjust the Custom Form Bulk Search Dates when performing searches.
  • Allow Related Documents to be added to Locked Custom Forms: Allow users to add new Related Documents to Patient and Staff Custom Forms after the form has been locked. When a document is added after the form is locked, users can add extra notes to the comments section of the form, but not replace or remove the document itself. Additional audit log entries will be created to track post-lock Related Document activities.
  • Form Builder Default Font: Label: Set the Default Label Font when designing forms.
  • Form Builder Default Font: Description: Set the Default Description Font when designing forms.
  • Form Builder Default Font: Data: Set the default Data font when designing forms.
  • Form Builder Default Font: Section Header: Set the Default Section Header Font when designing forms.
  • Report Builder Default Font: Data: Set the Default Data Font when designing reports.
  • Report Builder Default Font: Page Header: Set the Default Page Header font when designing reports.
  • Report Builder Default Font: Column Header: Set the Default Column Header Font when designing reports.
  • Default Payment Type to Display on Patient Dashboard: Set the default Payment Type filter in the Financial tab of the Patient Dashboard
  • Patient Dashboard: Default Start Date (Months Prior to Today)
  • Patient Dashboard: Default End Date (Months After Today)

 

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