Options and User Security

Setting User Options and User Security

Most options and security settings require administrator rights. Please contact your system administrator for assistance.

To access User Options:

1. Go to Configure > Options from the ChartLogic Main Screen.
2. Expand User Accounts.
3. Expand Providers.
4. Select the user/provider.
5. Click OK to return to the main screen.

To set/change User Options:

1. Click on items in the Settings menu to either view or change options.
2. Click OK to return to the main screen.

User Options:

• Addendum Placement? Places addendum to top or bottom of exam screen.
• Auto-Select Diagnosis Director? Determines whether Diagnosis Director is auto-selected.
• Auto-Fax Referral Reply On Save & Finish? Will auto-fax referral reply letter when Save & Finish is clicked within encounter.
• Blood Pressure Options: Displays one arm, both arms, or standing and sitting.
• Close Prescription/Medication: Determines date prescription/medication is closed.
• Customize CCDA Summary: Allows Customization of CCDA before sent to Portal.
• Default Address Book Section: Sets to attorneys, case workers, hospitals/clinics, insurances, locations, miscellaneous, pharmacies, or physicians.
• Default Flowsheet SmartField Order: Displays Flowsheet SmartFields in ascending or descending order.
• Default Message Recipient: Displays all ChartLogic users messages can be sent to.
• Default Prescription Sort: Determines order in which prescriptions are sorted.
• Default SEField Positions: Determines SEField positions.
• Default SmartMark: Determines if mark is invisible, minimized, or maximized, and whether it displays the code or description.
• Default Superbill Sort: Allows users to sort Superbill items by code or description.
• Direct Address: Field for Direct Email Address.
• Show provider schedule? Determines whether provider schedule displays in ChartLogic.
• Show Dormant Providers: If Yes is selected, system will show hidden providers.
• Show message in exam review? If Yes is selected, messages will show in exam review.
• Field Comments? Allows users to edit field comments.
• Has Administrator Rights? Determines whether user has administrator rights.
• Is Superbill Reminder On? Allows users to turn Superbill reminder on or off.
• Link Diagnosis to Exam Template? Allows users to link diagnosis to exam template.
• Multi-line History SmartFields? Allows history smartfields to stretch across multiple lines.
• Password: Sets user-defined password.
• Prescription Hx SmartField Range: Allows users to set date range for prescriptions.
• Prescription Writer Closed Range: Allows users to set date range for closed prescriptions.
• Provider Status: Determines whether the provider is set as Active or Dormant.
• Rx Writer Message Start Date: Determines Rx writer message start date.
• Screen Lock Timeout (Minutes): Determines when the HIPAA regulations security screen will lock out unauthorized users.
• Show Date for Discontinued Rx? Displays date for discontinued Rx.
• Show Prescription Duplicates? Displays prescriptions that have been “written” more than once.
• Show Table Gridlines? Shows/hides table gridlines.
• Show Vaccine on Main Screen? Displays vaccines on ChartLogic Main Screen.
• User Name: Determines how the user name will be displayed.
• Vaccine Order: Determines order in which vaccines will be displayed.
• Warn Before Save & Finish: If Yes is selected, a warning will appear before an exam is saved and closed.
• Link Superbill to Problem List: If Yes is selected, the Superbill will link to the Problem List.
• Autosave Exam: Determines whether the Autosave feature is enabled or not.
• Autosave Interval: Determines how often an Autosave will occur.
• Inserted SmartText cursor move to: Sets whether the cursor is placed at the top or bottom of an inserted SmartText.
• Show SmartText preview? Determines whether the preview option for SmartText is available.
• Default CPT Section: Determines what CPT Section that the Superbill defaults to upon open.
• Default Cursor Position: Sets cursor either at the top of the encounter, or first [] or SmartMark.
• Expand Diagnosis Director Sections? Specifies whether the sections within Diagnosis Director will be expanded or not.
• Auto-Save On Back Arrow: Chooses whether an auto-save occurs when back arrow is clicked.

Case Management Options:

• Assign Case? Determines whether cases can be assigned.
• Associate Rx Refills: Determines when Rx refills are displayed.
• Default Case Sort: Allows users to sort cases by date, name, etc.
• Prompt On Action: Determines when prompts appear.
• Security Access: Determines security access for users.

Data Share Options:

• Determines whether users can access or view data.

Demographic Options:

• Records the user’s basic demographic information (clinic location address, phone number, fax number, etc.).

Desktop Options:

• Display Program Links? Displays this option on ChartLogic Main Screen.
• Display Orders? Displays orders on ChartLogic Main Screen.
• Show Forms? Displays Forms on ChartLogic Main Screen.
• Display Document? Displays documents on ChartLogic Main Screen.
• Orders: Displays only fields you need to see when labs are entered.
• Maximum # of Visits: Unfinished exams, messages, and orders (1–99).
• Patient Charts: Displays only fields you need to see when patient charts are modified.
• Patient Messages: Displays only fields you need to see when patient messages are displayed.
• State: Displays state.
• User Unfinished Exams: Displays only fields needed to view as unfinished exams are displayed.
• User Unfinished Messages: Displays only fields needed to view as unfinished messages are displayed.

Document Management Options:

• Displays Doc Management as thumbnail or icon.

E/M Compliance Options:

• Append Field at Cursor or Replace? Appends or replaces cursor at field.
• Automatic Verify on Save? Automatically verifies all information when saved.
• Insert as Paragraph or New Line? Inserts E/M Compliance as new paragraph or line.
• Open E/M Field on double click: Opens E/M Field.
• Superbill DiagDir Consult? Displays Superbill Diagnosis Director Consult.
• Enable warning for E&M: Displays warning when user opens/closes E&M.

eRx Options:

• Sets user name and type.

Exam Toolbar Options:

• Determines which buttons/icons are displayed on the exam toolbar.

Format Toolbar Options:

• Determines which modules are available within encounters, messages, and forms.

HIS Interface Options:

• Determines when prompts display for episode associations.

Order Options:

• Sets User name, password, and ID for Change Healthcare Lab Interface’s.
• Finalize order on Save & Finish? Determines whether order is finalized on Save & Finish.

Patient Intervention Options:

• Determines what access users have to Patient Intervention module.

Practice Management Options:

• Allows users to set user name and password.

Print Options:

• Determines print options such as margins, headers, how many prescriptions per page, etc.

Scheduler Options:

• Allows you to set times and colors on Provider Schedule.

Template Options:

• Default Exam Template: Sets default exam template for all exams.
• Letter Head: If set to Yes, enables ability to edit and displays letterhead on all templates.
• Subsequent Page Header: If set to Yes, enables ability to edit and displays a header on all pages after the first.
• Referral Reply Letter: Sets default template for referral reply letters.
• Default Fax Cover Page: Sets default fax cover page for faxes.
• Default Lab Template: Specifies what template you have pre-selected when entering an order.

Voice Options:

• Auto Cap On? Automatically capitalizes certain words (first word in a sentence, names, etc.) for users dictating with Dragon Naturally Speaking.
• Auto Save Voice Files? Automatically saves all voice files.
• Calibration Interval (Days): Sets calibration interval in days.
• Is Mic on Entering Exam? Determines if mic is already on when exams are opened.
• Playback Mode: Sets to Auto-Transcribe and Review.
• Show Voice Soft Keys? Displays voice soft keys.
• Transcription Mode: Allows users to delete or leave object.
• Voice Filename: Determines how user name will be displayed.

ICD List Options:

• ICD List: Specifies whether ICD-10 or ICD-9 and ICD-10 are shown in the Superbill.
• ICD Search: Specifies what list is defaulted to when the Superbill is opened.
• Auto Add ICD-10 to Default Section: Determines whether ICD-10 codes are added to the ICD-10 Default list when selected using ChartLogic ICD-9 to ICD-10 Lookup tool.