Practice Search

Description

Use this page to select a practice. If you are assigning practices to users, you use the Practice Search role page to assign role-based access rights within these practices and set location restrictions for the user. If you are defining roles required to view host information, you also use the Practice Search role page to select the appropriate roles from the list.

Access

Select Add in the Member of These Practices section on AdminCenter > System Setup > Users page; In the Insurance Type Routing section on AdminCenter > Patient Setup > Insurance Types page; In the Insurance Company Routing and Insurance Plan Routing sections on AdminCenter > Patient Setup > Insurance page; In the Available to These Practices section on AdminCenter > Reports > Data Browsers page; In the Message Recipients section on AdminCenter > Manage > Messages at Sign-in page; In the Location Exceptions section on AdminCenter > Order Choice Setup > Profiles page; or in the Can Be Used By These Practices section on AdminCenter > Other Setup > RAPS page.
Select the Practice or Roles links in the Member of These Practices section on AdminCenter > System Setup > Users page.
Select the Single-practice List option and enter one or more characters in the Practice search-as-you-type field on AdminCenter > Order Choice Setup > Order Choice Lists page.
Select Search in the Import Details section on AdminCenter > Manage > Import Configuration page; In the Search Criteria section on AdminCenter > Patient Setup > Insurance page; Next to the Ordering Practice search-as-you-type field on AdminCenter > Manage > Report Redelivery page; Next to the Ordering Practice search-as-you-type field on AdminCenter > Manage > Release Results page; In the Filters section of the Possible Merge Search page; Next to the Search by practice option on AdminCenter > System Setup > Users page; or in the Owner section on AdminCenter > Order Choice Setup > Profiles page.
Select Search next to the Practice search-as-you-type field on the Create Archive tab on AdminCenter > Manage > Archive page, or select Search in the filter section on AdminCenter > Reports > Billing Summary, Completion, Order Exception, Orders, Reimbursement Problem, Result Delivery, Standing Orders, Turnaround Time, and Utilization pages.
Select Copy to Practice on the Find Patient or Order page.
Enter one or more characters in the Practice search-as-you-type field on AdminCenter > Manage > ADT Events, DFT Events, and Billing pages, or on AdminCenter > System Setup > Practices pages.
Enter one or more characters in the Practice search-as-you-type field and then select Practice Search on AdminCenter > Monitor > Change Log page.
Add a new patient using the Find Patient feature on TaskCenter > Manage Orders > Order Patient Samples page.
Select Add Practice Result Delivery on AdminCenter > System Setup > Users or System Defaults pages or on TaskCenter > My Preferences > Result Delivery page.
Select Add Role on AdminCenter > System Setup > Hosts page.
Select Add Practices on AdminCenter > Monitor > Critical Event Notifications page.

Technical Manual

Viewing and Selecting Practices

Note

The Practice Search page contains a list of up to 10 practices available for you to assign. The list will only include the practices you are associated with, unless you are a system clinical user who can view all practices. Each status is listed with either "yes" or "no" to indicate whether or not it is active.

If the list is longer than one page, use the page number links, located below the list of practices, to navigate through the list. If there are more page links than can fit on the page at once, the system displays a field. Enter a number in this field and press the Enter key on the keyboard to immediately open the selected page.

If you cannot find the desired practice, enter one or more characters in the field to narrow the list. You may also create a new practice in the Practices page. See the Practices topic. The search results will also only include the practices you have the rights to assign.

Cancel	Select to return to the preceding page without selecting a practice. Repeat the search, if desired.
System Maintained Insurance	Select to not narrow the search by practice.

Selecting User Roles

Note

The Practice Search role page displays a list of roles a user may have within the selected practice. Use this section to select or modify users' role-based access rights within a practice. The system only displays active roles on this list.

Select the checkboxes for each role you wish to assign to the user. Clear the checkboxes to remove the roles from the user.

If you cannot find the desired role, create a new role in the Roles page. See the Roles topic.

Cancel	Select to return to the Users page without selecting a role.
OK	Select to return to the Users page and add the selected practice and related roles to the Member of These Practices list.

Adding or Removing Location Restrictions

Restrict access for user X in practice Y to the following locations	Displays any location restrictions for the selected user. If you restrict a user to a set of locations within a practice, then whenever the user performs a location search, the system restricts visible orders to those where the user is granted access to the ordering location. If a user is marked as a System Clinical User on the Users page, the system does not enforce these restrictions.
Allow access to all locations	Select the checkbox to allow users to have access to all locations and to remove restrictions on the user's access. If one or more restrictions have been set, you may select this checkbox to immediately clear all of the restrictions. To set the restrictions for a user, clear the Allow access to all locations checkbox, if necessary, and then enter one or more characters in the search field to add locations to the list using the Location Search page. See the Location Search topic.
X	Select to delete a location from the restricted list.
Cancel	Select to return to the Users page without modifying the restriction list.
OK	Select to return to the Users page with the updated restriction list. The system displays "yes" in the Location Restrictions column if one or more are set in the Member of These Practices list.

Adding or Removing Linked Locations

Link user X in practice Y to the following locations	Displays any locations linked to the current user for the selected practice. If you link a user to a set of locations within a practice, it can help control the ordering location options users have when completing the Order Patient Samples page.
Allow access to all locations	Select the checkbox to allow users to have access to all locations and to remove restrictions on the user's access. If one or more restrictions have been set, you may select this checkbox to immediately clear all of the restrictions. To set the restrictions for a user, clear the Allow access to all locations checkbox, if necessary, and then enter one or more characters in the search field to add locations to the list using the Location Search page. See the Location Search topic.
Default Ordering Location	Displays the default ordering location and is used to assign one of the linked locations as the default ordering location. You cannot have multiple default ordering locations within the same practice, but you may choose to leave all Default Ordering Location checkboxes cleared so there will be no default ordering location assigned for that user in that practice.
Auto-fill ordering location upon provider selection	The system uses the default ordering location only when the signed-in location setting is enabled. When this setting is turned on, there is a default ordering location, and a user manually enters the ordering provider on the Order Patient Samples page, the system fills in that ordering provider's default ordering location.
X	Select to delete a location from the restricted list.
Cancel	Select to return to the Users page without modifying the restriction list.
OK	Select to return to the Users page with the updated restriction list. The system displays "yes" in the Location Restrictions column if one or more are set in the Member of These Practices list.

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