User Preferences Admin

athenaClinicals

This page allows authorized administrators to set up practice-wide defaults for user preferences.

 

On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Chart/Encounter, click User Preferences

 

 

 

You must have the Clinicals Admin user permission to access this page. The multispecialty defaults feature is available to multispecialty practices only.

 

 

 

  1. Display the User Preferences Admin page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Chart/Encounter, click User Preferences. By default, the current practice wide defaults appear.
  2. Update the settings as desired.
  3. Click Update to update the practice-wide default user preferences that a user receives by default.
    Updating these defaults does not change the current user preference settings for individual users, only the default user preferences that a user receives by default.

 

 

Note: Each specialty can have only one layout at a time. Users will be prompted to make a choice if they create conflicts.

  1. Display the User Preferences Admin page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Chart/Encounter, click User Preferences. By default, the current practice wide defaults appear.
  2. Specialty — Check the checkboxes for the specialty or specialties you want. For example, you can create a layout that is used for both internal medicine and family medicine.
  3. Edit the other user preference settings as desired.
  4. Click Add to create the specialty-specific default layout.

    The specialty-specific default layouts are listed at the bottom of the page, and in the Use default layout menu at the top of the User Preferences page.

 

 

You can set the following preferences for medication coupons at the practice and specialty level and at the individual provider level.

  • Print medication coupons automatically at checkout.
  • Send eligible medication coupons automatically to the pharmacy along with the prescription.
  • Disable the display and use of medication coupons.

Authorized administrators can use the User Preferences Admin page to set up practice-wide defaults for user preferences. If your practice is multispecialty, you can also create specialty-specific defaults to set up a number of users with similar configurations.

 

Individual providers can use the User Preferences page to set user preferences for themselves only. Individual preferences override practice and specialty defaults.

  1. Display the User Preferences Admin page or the User Preferences page.
    • User Preferences Admin page — On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Chart/Encounter, click User Preferences.
    • User Preferences page — On the Main Menu, click Settings > User Preferences.
  2. Scroll down to the Medication Coupons section.
  3. Print at checkout automatically — Select this option to enable the automatic printing of medication coupons when a patient is checked out.
    Note: If the Print at checkout automatically option is not selected, available coupons still appear during the exam and at checkout, but you need to manually print the coupons.
  4. Send to pharmacy automatically, if applicable — Select this option to enable the automatic sending of eligible coupons with the prescribed medication directly to the pharmacy. If a medication has a coupon available, athenaOne verifies that the coupon has enough data to be actionable by the pharmacy and electronically sends the coupon with the prescription to the pharmacy.
    Note: If a medication coupon cannot be sent to the pharmacy directly, the provider or other staff member must print the coupon for the patient during the visit.
  5. Never show coupons — If you do not want to see medication coupons in the patient encounter, you can select this option.
    Note: By default, this option is not selected. athenahealth recommends that you leave medication coupons enabled so that you can pass medication savings on to your patients.

 

 

 

Authorized administrators can use the User Preferences Admin page to set up practice-wide defaults for user preferences. If your practice is multispecialty, you can also create specialty-specific defaults to set up a number of users with similar configurations.

  • Non-provider users receive practice-wide default layouts by default, but they can also select a specialty layout.
  • Individual users can then select the default layout of their choice from the User Preferences page using the Use default layout menu at the top of the page. Changes made to a layout on an individual's User Preferences page are saved as "My User Preferences."

 

 
Specialty

Appears if your practice uses the multispecialty feature.

To configure user preferences for one or more specialties, click Selected and then select the specialties that should use this default layout.
 
Go to chart by default on find patient by ID Select this option to set the Find Patient result links to display the patient chart instead of the patient Quickview page.
Autocomplete fields activate manually Select this option to cause auto-populated fields to populate only when you click them.
Show weight-based dosing calculator by default Select this option to display the weight-based dosing calculator by default when you create medication orders (instead of clicking the show dose by weight link).
Show all users when assigning encounters

By default, when you assign an encounter task to a user, the menu displays your 10 most used recipients in alphabetical order. To disable this username filtering feature and display all usernames in the menu, select the Show all users when assigning encounters option.

Note: Your list of "most used recipients" is updated on a weekly basis.
Never print consult orders by default

Select this option to avoid printing consult documents by default.

If you select this option, consult orders are not selected automatically in the Print Signed Orders window when you print other orders.
Automatically refresh today's appointments

Select an interval to refresh the information in the Today's Appointments worklist automatically. The default setting is "Never."
Drug interaction warnings Select the level of drug interaction warning messages that you want to see when ordering medications via the Assessment / Plan section or when adding medications to the Medications section list.
No lab alarms by default

Select this option to make the Alarm menu in the orders form (in the Assessment / Plan section) default to none (blank) for ordered labs.

Regardless of user preference, the hierarchy for how an alarm is selected on lab orders is as follows:

  1. Historical
  2. Order set
  3. "No alarm" (if user preference is set)
  4. Order route
  5. Order type

Note: If you choose to set this preference, you can still select an alarm time from the menu.
Notifications for new flagged tasks

Select an option to enable or disable the Flagged Tasks pop-ups that appear in the lower right corner of the screen when a new task is assigned to the user.

You can configure this option to hide these pop-ups or to show them only when you hover the cursor over the number of tasks indicator.
PE template layout

Select the default view for the Physical Exam encounter section.

The Default by specialty option applies if your organization uses the multispecialty feature. With this option, the PE template view is based on the rendering provider's specialty.
Default specialty view To select specialty views as default views for encounters in specialties, click Selected and select one or more specialties from the list.
Display ROS summary as itemized list

Select this option to display the Review of Systems section summary as an itemized list. The itemized list reflects the structure of the ROS section, as it is configured on the Review of Systems Templates page.

 

If a provider selects this option, the list display format is reflected in all ROS summary sections in encounters and order groups for the provider.
Include notes for diagnoses in the patient care summary

Select this option to include diagnosis notes in the Patient Care Summary. This information is entered in the Notes field of the Diagnoses and Orders Detail section of the Assessment/Plan.
Include the assessment note in the patient care summary

Select this option to include assessment notes in the Patient Care Summary. This information is entered in the Assessment/Plan field of the Assessment/Plan.
Recommend patient info orders

Select this option to enable automatic ordering of relevant patient education handouts. These handouts are added to the orders section of the Assessment / Plan section automatically when providers add a diagnosis with an associated handout to the encounter.
Speech to text vendor If you use a speech-to-text device offered by an MDP partner, select that vendor from the menu. For more information about MDP partners, see athenahealth Marketplace.
Default view for Vitals tab pull-out in the patient chart You can set the default view of the Vitals flowsheet to Table view or Graph view.
Medication Coupons
The ordering provider's preferences are used for medication coupons.
Print at checkout automatically

Select this option to enable the automatic printing of medication coupons when a patient is checked out.

Note: If the Print at checkout automatically option is not selected, available coupons still appear during the exam and at checkout, but you need to manually print the coupons.
Send to pharmacy automatically, if applicable

Select this option to enable the automatic sending of eligible coupons with the prescribed medication directly to the pharmacy. If a medication has a coupon available, athenaOne verifies that the coupon has enough data to be actionable by the pharmacy and electronically sends the coupon with the prescription to the pharmacy.

Note: If a medication coupon cannot be sent to the pharmacy directly, the provider or other staff member must print the coupon for the patient at the time of the visit.
Never show coupons

If you do not want to see medication coupons in the patient encounter, you can select this option.

Note: By default, this option is not selected. athenahealth recommends that you leave medication coupons enabled so that you can pass medication savings on to your patients.

 

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