Description
Use the Application page to view, create, or edit your password and start page information, as well as select default and filter settings used on pages throughout the program. Some of the information in this page is set up by the Orchard Administrator when your account is established. You may only modify the information as described below.
Access
You must have the necessary security right to access the Application page.
- Select the My Preferences menu button and then select the Application submenu link.
- Select the Application submenu link on the User, Contact, Order Choice Lists, Profile List, Result Delivery, or Associates setup pages.
Technical Manual
Entering General Settings
| User Name | The name you use to access the program. You may not edit this field. |
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| Change Password | Select to access the Change Password page, where you may change the password you use to sign into the program. See the Change Password or New Password topic. You must have the necessary security right to change your password. |
| Password Reset Questions | Select to define, view, or modify questions and answer pairs that the program can use to have you verify your identity and allow you to reset your password in the event that you forget or lose your password. The button text appears in green, italic font if you have defined password reset questions. Once you select the button, the program will authenticate and guide you through defining or updating questions and answers. |
| Authenticate | Displays your user name and prompts you to enter your password and select Next to continue. |
| Change Authentication Questions | Allows you to select a predefined question (e.g., father's middle name, favorite teacher, etc.) or create a custom question. Select or enter a Question, and then enter the correct Answer to the question. Select Next to continue. Repeat this process for each question, and then select Save after setting up the third question and answer pair. The program will now use these values if you select the Forgot Password link on the Sign In page. See the Sign In topic. Note If your facility is using LDAP or Active Directory authentication for sign ins, this feature will not be available on the Sign In page. |
| Sign-in Location | Select an option from the field to set the location from which you are signing into the program. Set this field to blank if you do not wish to have a default signed- in location. Your selected signed-in location affects many options and features throughout the program, so it is important that you select the correct location for this field. Administrators may also set this value on the Users administration page. |
| Ask when signing in | Receive a prompt at each sign in. |
| Last location I used | Use the last location you selected as your signed-in location. |
| Last location used on workstation | Use the last location anyone on the workstation used to sign in. Important Your selected signed-in location affects many options and features throughout the program, so it is important that you select the correct value/location for this field. You may also set this value on the Set Location page. |
| Application Start Page | Select an entry from the drop-down list. The program will open the selected page when you sign in. By default, the Manage Orders > Order Patient Samples page is selected.
If you have the necessary security settings, then you will also be able to select one of the following start pages. The program only displays in the list the pages you have access to.
Note While the program generally reloads pages when you move from one page to another, it may reload the page automatically (as on the Interface Activity administration page) or when you perform certain functions on the page (such as performing a search). |
| Military Time | Select the option to enter time values using military format. |
| AM/PM | Select the option to use AM/PM format. |
| Date/Time Input Type | Displays the date/time input on the Order Patient Samples page. If this feature is enabled, the program displays hours in military time when you enter the time field, and it sets the time and AM/PM values accordingly when you exit the field. Be aware that the program displays the standard time format on-page and on all reports. |
| Allow time entry using military time | Select the checkbox to allow the user to enter time values in military time format. |
| Clear previously loaded patient when navigating to Order Patient Samples and Collect Samples | Select the checkbox to clear the selected user from the Order Patient Samples page and the Collect Samples page when the loaded patient changed since the last time you were on the ordering page or collection page. If you do not select this option, the program assumes you want to place an order or collect samples for the patient already loaded in the ordering page or collection page, and it will retain the currently selected patient. |
| Show complete order choice names on the label print page | Select the checkbox to show complete order choice names instead of abbreviations on the Label Printing page. |
| Use Enter to move to the next field on the Order Patient Samples, Patient Demographics, Patient Insurance, and Encounters pages | Select the checkbox to have the program use the Enter key like the Tab key on pages that use a tabbing order. When this setting is turned on, pressing Enter when focus is in a field that is a part of your tabbing order will move the focus to the next field in the tabbing order. Date/time Input calendars will ignore this setting. Pressing Enter will display the calendar instead. Text Area fields will ignore this setting. Pressing Enter will add a new line to the field instead. Search-as-you-type fields will move to the next field in the tabbing order upon selecting a value, whether you do so by pressing Enter, or by selecting on a value. The Search button will ignore this setting. |
| Label Printer Type | Select an option from the drop-down list to define what label printer type you will have, regardless of what computer you are currently using. It defaults to Use Cookie Setting, but you may also select EPL2, Labeler, or ZPLII from the drop-down list. |
| Label Printer | Select an option from the drop-down list for automatic HL7 label printing and signed-in automatic label printing. |
| Search | If the desired printer is not in the list, select Search to find the label printer in the Label Printer Search page. |
| Test | Select to attempt to connect to the label printer. If it does not work, contact your system administrator, or select a different label printer. |
| Visibility of navigation menu on page load | Select an option from the drop-down list to control how the program displays the navigation portion of the application when you are signed-into the application. While this setting controls the default visibility of the menu. |
| Hide Menu | Select to hide the menu. |
| Show Menu | Select to show the menu. |
| Visible | Select this option to display the navigation menu every time the program reloads a page. |
| Hidden | Select this option to hide the navigation menu every time the program reloads a page. |
| Same as on Previous Page | Select this option to display the navigation menu each time you sign in, and then have the program show or hide the navigation menu on the page you are opening based on the state of the navigation menu on the page you are leaving. |
| Inbox report notification display type | Select an option from the drop-down list to display the number of unacknowledged inbox reports for the current user and location. Select either Not Used or Show all unacknowledged reports from the list. The default value is Not Used. |
| Show all unacknowledged reports | When the checkbox is selected, the number of unacknowledged reports will be displayed in the navigation menu sidebar. These displayed values are updated approximately once every minute. The user information section will include a line displaying New Results followed by the total number of unacknowledged results in parentheses. The View Results navigation menu section will display the total number of unacknowledged results in parentheses. If the View Results section is expanded, the inbox page links will display the number of unacknowledged reports for the specific inbox. The User Inbox page link will display the number of unacknowledged reports in the current user's inbox. The Location Inbox will display the number of unacknowledged result reports followed by the number of unacknowledged other reports. If any value is over 99, it will instead display 99+. |
| System layout to use by default | Select an option from the drop-down list to control which layout will be used by default when you first sign in to the program. New will be selected as the default. |
| Default Recipient Type | Select an option from the drop-down list to select the default recipient (AdminCenter User, External Recipient, Location, or Host) for fax transmissions sent from the Fax Recipient page and for result recipients on the Add/Edit Recipient page. |
| Use System Default Timeout | Select the checkbox to use the system default program timeout settings. |
| Session Timeout (Minutes) | Clear this option and set the number of minutes for your own session timeout (between five and 60 minutes) in the Session Timeout (Minutes) field to use your settings in place of the system default settings. You must have the necessary rights associated with your assigned role to see these options. |
| Align the pop-up's search result tables | Select an option from the drop-down list to have the program align the search result tables within the pop-up. Select either horizontally or vertically from the drop-down list to align the tables. |
| Display the Order Search area before the Patient Search area | Select the checkbox to have the program display the order search area before the patient search area. |
| Default Message Center reminder delay | Enter a value into the field. Select the drop-down list and select either minute(s), hour(s), day(s), or week(s) from the list. The default value is five. |
| Use Text Shortcuts | Select the checkbox to enable text shortcuts throughout the system. Once text shortcuts are enabled, users can trigger them by typing into text fields that accept text shortcuts. Upon typing a text shortcut's shortcut key, the text shortcuts will be triggered. If the text shortcut did not contain any Variable field codes, the text shortcut will instantly replace the Shortcut Key, updating non-Variable field codes automatically. If the shortcut text contains a Variable field code, an Update text shortcut Variables pop-up will open. The shortcut text will be displayed, including updated non-variable field codes, as read-only text. Input fields will be displayed in place of the Variable field codes. Text Input Variable field codes will be replaced with a Text Input field. Drop-down Variable field codes will be replaced with a drop-down menu containing the options configured in the field code. The pop-up has Save and Cancel buttons. Upon selecting Save, the text shortcut's shortcut key will be replaced with the updated shortcut text from the pop-up. Variables that were left blank on the pop-up will be removed from the updated shortcut text. Upon selecting Cancel, the pop-up will close and the text shortcut's shortcut key will be replaced with the shortcut text from the pop-up as if all of the variable responses were left blank. If text shortcuts are enabled, users can open a Text Shortcut List pop-up by typing "/help" (no quotes) in any text field that accepts text shortcuts. The Text Shortcut List pop-up has the same filter and table as seen on the text shortcut list page. Users may insert a text shortcut by selecting the link text in the table. This triggers the text shortcut as if the shortcut key were typed in the field used to open the pop-up (the field in which the user typed "/help"). Selecting a text shortcut from the pop-up will close the pop-up, even if the selected text shortcut opens the Update Text Shortcut Variables pop-up. For more information on using text shortcuts, navigate to the Using text shortcuts topic, or to the Text Shortcuts topic. |
| TWAIN Port | Enter a port number in the field to specify the port number. |
| TWAIN Device | Enter the name of the device. |
| Clear | Select to clear the TWAIN fields. |
| Search | Select to search for a specific device. |
| Test | Select to test and verify the TWAIN port and device. If the test is successful, a message stating "The test was successful." will appear. If the port and/or device is incorrect, a TWAIN ERROR pop-up will be displayed. Select OK to close the pop-up. |
| Install the Orchard TWAIN application | Select the link to download the application. Note that the device may not appear in the task bar and may be running in the background. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Selecting Order Patient Samples Settings
Select the default options for the Order Patient Samples page. See the Order Patient Samples topic.
Note
Administrators may also enable these settings in the Users administration page.
| By default select the current signed-in location as the Ordering Location on Order Patient Samples | Select the checkbox to have the program use the user's current signed-in location as the default selection for the ordering location on the Order Patient Samples page for new orders. |
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| By default select the current signed-in location's practice for Ordering Location search on Order Patient Samples | Select the checkbox to have the program limit search results listed in the ordering location search field on the Order Patient Samples page to the practice of the current signed-in location. |
| Limit patient searching on Order Patient Samples to selected location's practice | Select the checkbox to allow users to search only for patients who belong to practices associated with the current user's signed-in location. |
| Limit provider searching on Order Patient Samples to selected ordering location's practice | Select the checkbox to search only for providers who belong to practices associated with the ordering location selected for the order. If you do not select this option, the program displays all ordering providers visible to you. Note This setting only affects the ordering provider search when a patient has not been selected. After you have selected a patient, the program limits the ordering provider search to that patient's practice. If the selected ordering location's practice has the All ordering providers can be used in this practice (nursing homes) setting enabled, provider searching behaves as if this setting is turned off. |
| Limit ordering location searching on Order Patient Samples to the selected ordering provider's practices | Select the checkbox to limit the ordering location search to those locations that would be available if the selected provider were the one performing the location search. Your location/practice restrictions will still be respected. |
| Assume searching on DOB when numbers are typed in the Order Patient Search (insert slashes and enforce the DOB format) | Select the checkbox to automatically insert slashes and underscores to format the search as a date (like "_/ /___") after a number has been entered. As you type, the numbers will replace the underscores, and the slashes will remain. No more than eight numbers will be allowed, and months or days under 10 will need to be formatted with a leading zero (like "09/01/2011"). This setting will be turned off by default. |
| New Patient | When selecting the patient search, auto-populate the Patient Last Name or Patient MRN field with the contents of the search criteria text by selecting an option from the drop-down list. |
| Patient Last Name | Displays patient's last name. |
| Patient MRN | Displays the patient's MRN. |
| When searching for Fax Recipients on the Send Reports page, the fax number must match exactly | Select the checkbox to have the program force searching for fax recipients on the Send Reports page to match the fax number exactly. |
| When clicking "New Patient" on the patient search, auto-populate the _____ field with the contents of the search criteria text | Select an option from the drop-down list to select a field to auto-populate the contents of the search criteria when selecting New Patient. Select either Patient Last Name, Patient MRN, Ignore capitalization rules, Display ABN in Spanish, Patient is Orderable, Patient is Deceased, Patient Notify Result Released, Patient Mother's Maiden Last Name, Patient Mother's Maiden First Name, Patient Mother's Maiden Middle Name, Patient Mother's Maiden Suffix, Patient Mother's Maiden Prefix, or Patient Mother's Maiden Professional Suffix from the list. |
| Use pop-ups for patient Demographics and Insurance on Order Patient samples and Collect Samples pages | Select the checkbox to allow users to view or edit patient demographic and insurance information from the Order Patient Samples and Collect Samples pages. When this is enabled and users select the Demographics or Insurance links at the top of either page, the program displays the Demographics or Insurance pop-up. Users may then view or modify patient demographic or insurance information as they would in the Demographics or Insurance pages. See the Demographics or Insurance topics. |
| Default order choice search dialog search type | Select an option to set the default searching option for the Order Choice Search quick search pop-up accessed from the Order Patient Samples page. |
| Search All Order Choices | Searches all order choices. |
| Search Order Choice Lists | Searches all order choice lists. |
| Default List for Order Choice Search on Order Patient Samples | Select an option from the drop-down list. Select either My Frequent, Profiles, or Use Ordering Location's Default from the list. |
| Search Profiles | Searches all profiles. |
| Use order choice abbreviation list on Order Patient Samples | Select the option to display the Abbreviation List field on the Order Patient Samples page. When this field is enabled, you may quickly add multiple order choices to the order by typing their abbreviations (separated by the user-defined Search Field Delimiter below) and then selecting Add. |
| Abbreviation List | Displays the abbreviation list. |
| Add | Select to add abbreviations. |
| Use diagnoses pop-up searching on Order Patient Samples | Select the option to allow users to search for diagnosis codes directly from a pop-up accessed from the Order Patient Samples page. |
| Do not tab to the next field upon pressing Enter when inputting exact diagnoses on Order Patient Samples | Select the checkbox to make the Order Patient Samples Diagnoses field have focus after inputting an exact diagnosis and pressing the Enter key. Pressing the Tab key will move focus to the next field as normal. |
| Sort diagnosis codes by the order in which they were added | Select the to have the program sort diagnosis codes by the order that they were added. |
| Prompt for the scope to apply changes when changing an order choice's | Select the option to allow a user to change the priority of an order choice on Order Patient Samples page. They will be prompted to choose how to apply the changes depending on the state of the order and the order choice that was modified. |
| Clear the Order Patient Samples page after saving an order | Select the option to have the program reset all of the fields on the Order Patient Samples page after you select Save. |
| Add the highlighted row to the selected items table | Select this option to add highlighted rows to selected items within the table. |
| Add all rows in the search results table to the selected items table if the number of search criteria in the search field equals the number of search results | Select this option to add rows in the search results table to the selected items table, only if the number of search criteria in the search field matches the number of search results. |
| Add all rows in the search results table to the selected items table if the number of search criteria in the search field equals the number of search results, then close the search pop-up | Select this option to add rows in the search results table to the selected items table, only if the number of search criteria in the search field matches the number of search results. If this items is selected, the search pop-up will close after. |
| Search Field Delimiter | Enter a character in the field to set what character separates your entries in the Abbreviation List field (if available) on the Order Patient Samples page and the Diagnoses field on the Diagnoses Search page. The default delimiter is a semicolon. the program treats items you separate with this delimiter as individual entries as it attempts to match the order choice or ICD-9 code. |
| Do not clear the patient search field upon clicking the field | Select the option to allow users to modify the patient name on the Order Patient Samples page. With this setting enabled, selecting inside the Patient search field on the Order Patient Samples page moves the cursor within the field rather than clearing the field. Press the left and right arrow keys to move the cursor within the Patient search field on the Order Patient Samples page instead of paging through search results. |
| Patient | Search for a patient. |
| Order Patient Samples Template | Select in or enter text in the field to define an Order Patient Samples templates at the user level. Users will be able to assign Order Patient Samples templates to use. These configured templates will override any location or system default templates. |
| Batch Orders Template | Select in or enter text in the field to define Batch Orders templates at the user level. Users will be able to assign Batch Order templates to use. These configured templates will override any location or system default templates. |
| Batch Orders - Grid Layout Template | Select in or enter text in the field to define Batch Orders - Grid Layout templates at the user level. Users will be able to assign Batch Order - Grid Layout templates to use. These configured templates will override any location or system default templates. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Selecting Order Choice Catalog Settings
| Default to Signed-in Location on the Order Choice Catalog | Select the checkbox to default the Ordering Location drop-down on the Order Choice Catalog page to the signed-in location if the signed-in location is an ordering location. See the Order Choice Catalog topic. |
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| Save | Select Save to record your changes. |
| Discard Changes | Select Discard Changes to clear your changes. |
Selecting Pending Orders Settings
These settings become the defaults on the Pending Orders page. See the Pending Orders topic.
| Use the _____ on the Pending Orders page | Select an option from the drop-down list. Select either User Application Settings or Signed-in Location Custom Filter from the list. If the User Application Settings option is selected, the Pending Orders page will use the default filter. |
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| By default show filter | Select the checkbox to have the program show the filter by default. |
| Limit to orders that have had results pending for at least ___ days | Select the checkbox to limit the search to orders that have had results pending for a specific amount of days. Enter a value into the field to specify the amount of days the program limits to. The default value is three days. |
| Do not show orders older than ___ days | Select the checkbox to have the program not display orders older than a specific amount of days. Enter a value into the field to specify the amount of days the program shows. The default value is 30 days. |
| Limit to orders ___ in a range | Select the checkbox to select an option from the drop-down list. Selecting this checkbox limits orders to a certain range. Select either ordered, collection proposed, or collected from the drop-down list. |
| By default select signed-in user as Ordering Provider | Select the checkbox to have the program select the signed-in user as the ordering provider by default. |
| Set the Ordering Location filter to "All" by default | Select the option to have the Ordering Location filter option on the Pending Orders page default to searching for all ordering locations. If you do not select this option, the default selection is to filter by the user's signed-in location. |
| Display Not Accessioned Column | Select the checkbox to have the program display the Not Accessioned column. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Selecting ABN Status/Print Settings
| Select all order choices by default on the ABN Status/Print page | Select the option to have the program automatically select all of the order choices associated with the ABN whenever users navigate to the ABN Status/Print page. See the ABN Status and Print topic. |
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| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Selecting Result Report Inbox Filter Settings
These settings apply when you are viewing result reports on the User Inbox and Location Inbox pages.
| Use the _____ on the Result Report Inbox page | Select an option from the drop-down list. Select either User Application Settings or Signed-in Location Custom Filter from the list. If the User Application Settings option is selected, the Result Report Inbox page will use the default filter. |
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| Show Report Inbox Filter | Select the checkbox to have the program display the Report Inbox filter. |
| Hide Acknowledged Reports | Select the option to remove acknowledged result reports from the inbox lists by default. |
| Reports received in the past __ days | Select the option and enter the number of days to have the program display result reports from the selected date range. If you select this option, you may also define the default for what days of the week the program should look for result reports by selecting either the Days include every day of the week option or the Days include only weekdays option. |
| Reports received between | Select the option to have the program select this option and set the current date as the date range for displayed result reports. |
| All unacknowledged reports | Select the option to have the program display all result reports that are not yet acknowledged. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Selecting Other Report Inbox Filter Settings
These settings apply when you are viewing other reports on the User Inbox and Location Inbox pages.
| Use the _____ on the Other Report Inbox page | Select an option from the drop-down list. Select either User Application Settings or Signed-in Location Custom Filter from the list. If the User Application Settings option is selected, the Other Report Inbox page will use the default filter. |
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| Hide Acknowledged Reports | Select the option to remove acknowledged reports from the inbox lists by default. |
| Reports received in the past __ days | Select the option and enter the number of days to have the program display reports from the selected date range. If you select this option, you may also define the default for what days of the week the program should look for reports by selecting either the Days include every day of the week option or the Days include only weekdays option. |
| Reports received between | Select the option to have the program select this option and set the current date as the date range for displayed reports. |
| All unacknowledged reports | Select the option to have the program display all reports that are not yet acknowledged. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining the Inbox Page Size
The program uses this setting when displaying the User Inbox and Location Inbox pages. See the User Inbox and Location Inbox topics. This setting also overrides the column view rule setting for the inboxes for both patient and result reports.
| Use default page size | Modify the field to control how many reports per page appear when you open the User Inbox and Location Inbox pages. The default value is 20. |
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| Skip to next entry when you acknowledge a report | Select the option to automatically load the next report when acknowledging reports in the User Inbox. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Collect Samples Settings
These settings allow the user to configure settings for collecting samples on the Collect Samples page. See the Collect Samples topic.
| Select the Set default cursor position to the Sample ID field of the first sample not marked as collected | Select the checkbox to direct initial focus to the Sample ID field of the first sample that is not marked as collected on the Collect Samples page. The field contents are also automatically selected when this focus is applied. |
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| Update Insurance button links to the Order Patient Samples when order's insurance does not match patient's default | Select the checkbox to update the Insurance button links to the Order Patient Samples page when the order's insurance does not match the patient's default insurance. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Selecting Pending Collection Filter Settings
These settings become the default filter settings on the Pending Collection page. See the Pending Collection topic.
| Use the _____ on the Pending Collection page | Select an option from the drop-down list. Select either User Application Settings or Signed-in Location Custom Filter from the list. If the User Application Settings option is selected, the Pending Collection page will use the default filter. |
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| Limit to orders that have had collection pending for at least __ ____ | Select the checkbox, enter a number, and select a unit of time to limit the list based on how long the collection has been pending. If an order has been in pending status for less than the specified number of hours, days, or weeks, then the program will not include it in the Pending Collection list. |
| Do not show orders older than __ ____ | Select the checkbox, enter a number, and select a unit of time to limit the list based on the number of days the collection has been pending. If an order is older than the specified number of hours, days, or weeks, then the program will not include it in the Pending Collection or Pending Orders lists. |
| Limit to orders _____ in a time range | Select the checkbox and select ordered or with collection times to limit the list to include only those orders that were ordered or collected in the specified time range on the Pending Collection and Pending Orders pages. You cannot use this option at the same time you are using the Do not show orders older than __ days option. |
| Do not show future orders | Select the checkbox to hide future orders on the Pending Collection or Pending Orders lists. |
| By default choose signed-in location | Select the checkbox to have the program automatically select your signed-in location as the ordering location for the Pending Collection filter on the Pending Collection page. If you do not select this checkbox, the program selects All by default for the ordering location for the filter. |
| By default select orders manually | Select the option to automatically display the Pending Collection filter when you open the Pending Collection page. The filter must be displayed in order to manually select orders by hand or when using a bar code scanner. |
| By default show filter | Select the option to have the program display the filter when you navigate to the Pending Collection page. |
| Add | Select the button next to the Limit to Order Choices field to select the desired order choice in the Order Choice Search page. See the Order Choice Search topic. |
| Limit to Order Choices | Select an option to limit the displayed results to uncollected orders that contain one or more specific order choices. |
| Remove Selected | Select to remove the selected order choices from the filter. |
| Clear List | Select to remove all of the order choices in the Limit to Order Choices field. |
| Default Override Phlebotomist selection to signed-in user | Select the option to default the current signed-in user in the Override Phlebotomist field. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Collection List Settings
These settings affect the default filter values on the Collection List page. See the Collection List topic.
| Use the _____ on the Collection List page | Select an option from the drop-down list. Select either User Application Settings or Signed-in Location Custom Filter from the list. If the User Application Settings option is selected, the Collection List page will use the default filter. |
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| Use default number of results to display on the Collection List page (Create and Reconcile) | Enter a value for the field to control how many results the program displays on the Collection List page. |
| Exclude Orders on Other Collection Lists | Select the option to ignore orders that fall within your Start and End times, but have already been added to an existing collection list. |
| Include collected samples when printing labels | Select the checkbox to have the program include collected samples when printing labels. |
| Default Filter Date Type | Select an option from the drop-down list to define the default setting (Order Date or Proposed Collection Date) for the type of date used in the Collection List filter on the Collection List page. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Manifest Filter Settings
These settings affect the default filter values on the Create Manifest page. See the Create Manifest topic.
| Use the _____ on the Create Manifest page | Select an option from the drop-down list. Select either User Application Settings or Signed-in Location Custom Filter from the list. If the User Application Settings option is selected, the Create Manifest page will use the default filter. |
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| Use default number of results to display on the Create Manifest page | Enter a value for the field to control how many results the program displays on the Create Manifest page. The default value is 10. |
| Default Lab Selection | Select All or Blank from the drop-down list to set the default value for the Lab field on the Create Manifest page. |
| Lab | Displays the lab. |
| Show samples collected/ordered in the past __ ___ | Select the type of sample action (collected or ordered), and then enter a number and select a unit of time as the limit for how recently the samples were collected or ordered. The program will only search for samples that were collected or ordered within that time frame. For example, if you select collected, enter 5, and select days, The program will display only those samples where the sample collection occurred within the last five days. 24 hours is the amount of time selected by default. |
| Show samples on other manifests | Select this option to display samples on the list even if they have already been added to another manifest. |
| Exclude samples with results | Select this option to exclude samples for order choices that have results. |
| Show samples collected/ordered in the date range | Select this option to set whether the date range will be for collected or ordered samples. |
| Show collected samples not on a manifest | Select this option to display all samples for the selected lab (or all labs) that have not been added to a manifest yet. |
| Select samples manually | Select this option to set the Create Manifest page to default to manual entry of order or sample IDs. |
| Display most recently scanned samples first | Select this button to display the most recently scanned sample first. |
| Display most recently scanned samples last: | Select this button to display the most recently scanned sample last. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Lab Orders Settings
These settings affect the default filter values on the Lab Orders and Release Samples pages. See the Release Samples and Admin: Lab Orders topics.
| Print requisition on transmit | Select the option to have the program select the corresponding checkbox(es) on the Lab Orders and Release Samples pages by default, so that the program is set to print the appropriate items when transmitting orders. You must have the right to view the Lab Orders page to access this option. |
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| Print manifest on transmit | Select the option to have the program select the corresponding checkbox(es) on the Lab Orders and Release Samples pages by default, so that the program is set to print the appropriate items when transmitting orders. You must have the right to view the Lab Orders page to access this option. |
| Print labels on transmit | Select the option to have the program select the corresponding checkbox(es) on the Lab Orders and Release Samples pages by default, so that the program is set to print the appropriate items when transmitting orders. You must have the right to view the Lab Orders page to access this option. |
| Default ordering location filter to signed-in location | Select the option to set the current signed-in location as the selected ordering location for the filter on the Lab Orders and Release Samples pages. |
| Default collection location filter to signed-in location | Select the option to set the current signed-in location as the selected collection location for the filter on the Lab Orders and Release Samples pages. |
| Default Release Samples filter to "Manually select samples" | Select the option to have users default to manually selecting samples on the Lab Orders and Release Samples pages. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining the Release Results Page Size
| Use default page size | Modify the field to control how many reports per page appear when you open the Release Results page. The default value is 10, but you may select any number from one to 5,000. |
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| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Order History Settings
These settings affect the default view of the Order History page; however, you may manually override this setting when viewing the page. See the Order History page.
| By default hide cancelled orders | Select the checkbox to hide cancelled orders on the Order History page. |
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| By default hide completed orders | Select the checkbox to hide completed orders on the Order History page. |
| By default show the Order History filter | Select the checkbox to have the system show the Order History filter by default. |
| Print pending result reports when printing selected | Select the option to allow users to print result reports on the Order History page for orders with no results. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Cumulative Report Settings
These settings affect the default view of the Cumulative Report page; however, you may manually override this setting when viewing the page. See the Cumulative Report page.
| Cumulative Report Default Format | Select an option to pick the cumulative report default format. |
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| Order Choice Based | Select this option to base the report on order choices. |
| Order Choice Based (Inline) | Select this option to base the report on order choices, where if a single order choice's results do not fit in one page width, it will break at the end of the page and continue directly underneath it with more results for that same order choice. |
| Order Choice Based (Grid) | Select this option to base the report on order choices, where if a single order choice's results do not fit in one page width, it will break at the end of the page and print a new page for each additional page width of results for that order choice. This format allows users to lay the result report out flat so all of one order choice's results will line up next to each other in a single row. |
| Test Based | Select this option to base the report on tests. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Patient Demographics Settings
These settings affect the default view of the Demographics page; however, you may manually override this setting when viewing the page. See the Demographics page.
| Clear the Patient Demographics page after saving a patient | Select the checkbox to have the program clear patient demographics after saving information for a patient. This setting forces the Demographics page to refresh after changes are made to a patient. The user will have to re-select a patient, or choose to add a new patient afterwards. |
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| Load the Insurance Search page when creating a new patient insurance | Select the checkbox to have the program load the Insurance Search page when creating new insurance for a patient. |
| When creating a patient alert, allow for the alert to be applied to all linked patients | Select the checkbox to have the program apply the alert to all linked patients when creating a patient alert. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Lab Report Settings
These settings affect the default filter settings for the Result Delivery page; however, you may manually override this setting when viewing the page. See the Result Delivery page.
| Display results for Inbox on Result Delivery page | Select the setting to have the program display results for the Inbox method on the Result Delivery page. |
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| Display results for Fax on Result Delivery page | Select the setting to have the program display results for the Fax method on the Result Delivery page. |
| Display results for Email on Result Delivery page | Select the setting to have the program display results for the Email method on the Result Delivery page. |
| Display results for HL7 on Result Delivery page | Select the setting to have the program display results for the HL7 method on the Result Delivery page. |
| Display results for RAPS on Result Delivery page | Select the setting to have the program display results for the RAPS method on the Result Delivery page. |
| Display results for Direct Printing on Result Delivery page | Select the setting to have the program display results for the Direct Printing method on the Result Delivery page. |
| Display results for Direct Dial on Result Delivery page | Select the setting to have the program display results for the Direct Dial method on the Result Delivery page. |
| Default Sort by Delivery Date | Select an option from the drop-down list to set a default sort-by-delivery date. Select either Oldest First or Newest First from the list. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Client Services Settings
These settings affect the default view of the Client Services administration page; however, you may manually override this setting when viewing the page. See the Client Services page.
| By default, when creating new Items, set myself as the Assignee | Select the checkbox to have the program set the current signed-in user as the default assignee when creating new items. |
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| By default, when creating new Items, set myself as the Contact | Select the checkbox to have the program set the current signed-in user as the default contact person when creating new items. |
| Automatically display locked Items when returning to Client Services | Select the checkbox to have the program automatically display any locked Items when returning to the Client Services administration page. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Data Browser Settings
These settings affect the default view of the Client Services administration page; however, you may manually override this setting when viewing the page. See the Client Services page.
| By default maintain fixed field count | Select the checkbox to have the program maintain the fixed field count by default. |
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| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Work in Progress Settings
These settings affect the default view of the Work in Progress page; however, you may manually override this setting when viewing the page.
| By default show the Work in Progress filter | Select the checkbox to display/hide the search filter on the Work in Progress page. The filter will be hidden by default. The user can select the Show Filter link on the Work in Progress header to show the filter. |
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| By default show comments section | Select the checkbox to display/hide the comments section on the Results pop-up on the Work in Progress page by default. |
| Save | Select to record your changes. |
| Discard Changes | Select to clear your changes. |
Defining Anatomic Pathology Settings
This setting affects what happens after opening the AP Worksheet.
| Open Case-level External Link immediately after opening the AP Worksheet | Select the checkbox to have the system automatically open the case-level external link when the AP Worksheet is opened. |
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Defining Hematology Settings
These settings affect what diff pad displays automatically on the Hematology Review Results pop-up.
| Preferred Diff Pad Type | Select a diff pad from the drop-down list to be your preferred diff pad. When Hematology Review Results includes either a manual diff or a morphology sector, the diff pad will default to the diff pad you select here. Set the diff pad types on the Edit Diff Pad pop-up located at AdminCenter > Order Choice Setup > Order Choices > Test Sets > Diff Pads. If you don't have a preferred diff pad set here (by selecting the blank option), the Hematology Review Results pop-up will default to the system default diff pad. You can manually override the preferred diff pad on Hematology Review Results by using the drop-down list to select a different diff pad; however, if you close and then reopen Hematology Review Results, the system will revert back to your set default diff pad type. |
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