1 In the information bar, click Preferences > General Preferences.
2 On the General Preferences page, do the following:
a To specify a Default Lab Report Layout:
Select the Use Interactive Insights® view of the lab report check box to indicate that you want the Interactive Insights report view to display by default when accessing a lab report. Interactive Insights reports include enhanced result detail and dynamic and relevant diagnostics insights such as publications or FAQs.
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Notes: • For more information on the Interactive Insights report view, click here to watch a short training video. • If you are a member of multiple organizations, you must set this option separately for each organization. • You can also change the default lab report layout while viewing a lab report in the application. Updating the report view from either the report or the General Preferences page changes the selection in both locations. For example, if you previously selected Use Interactive Insights view of the lab report on the General Preferences page, but then clear the check box while viewing a report, the General Preferences selection is also updated. Your lab report view remains in effect until you change the selection from the General Preferences page or a lab report. For more information about changing the lab view from a report, see Viewing New Lab Results . • If you use Care360 Mobile to view your lab reports, changing the view selection from a report in the Mobile application also updates the selection in Care360 Labs & Meds, ePrescribing, or EHR. |
b To specify Default Patient Summary Preferences:
• At Default Labs View, click either the Recent Tests or Recent Requisitions option button to specify the type of result data that initially appears in the Recent Tests/Recent Requisitions section when you access a patient’s summary.
• At Lab Order Type, select the appropriate check box to indicate the default method that you want to use for ordering labs from a patient encounter (by clicking the Lab Order link from the encounter note) and from a patient’s summary (by clicking the Write a Lab Order link in the Recent Tests/Recent Requisitions section) if you are not using provider orders (Make sure that the Provider Orders: Enable Order Entry for Lab Orders organization preference is not selected). The two workflows that you can choose from include:
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Note: If you are a member of multiple organizations, you must set this option only once; the settings apply across all of your organizations. |
• Initiate an order. You can initiate an order with minimal information (such as a diagnosis code and an order code), and then place it on hold for another user to complete later. Select the Someone else typically completes my lab orders check box if you want to use this workflow. For more information on initiating an order and then placing it on hold, see Placing an Order via Order Entry Lite.
• Write a complete order. You can write a complete order and submit it for processing. Make sure that the Someone else typically completes my lab orders check box is not selected (this option is not selected by default). For more information on placing a complete order, see Placing an Order via Legacy Order Entry.
c To specify Default ePrescribing Options:
• To display the Weight field (mostly used in pediatric offices) on all prescriptions written using Care360 ePrescribing, select the Display patient weight on prescription check box.
• To specify a provider whose action, sent, or queued items initially appear in the Action, Sent, or Queued Items lists, click a provider in the Default provider filter for Action/Sent/Queued items view list.
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Note: If you are a member of multiple organizations, you must set this option separately for each organization. |
d To specify New Lab Results and Clinical Documents Preferences:
• At Default Sort Collected Date or Date of Report, click either the Newest to Oldest or Oldest to Newest option button to specify the order in which new results or clinical documents initially appear when you access the new lab results (sorted by Collected Date) and new clinical documents (sorted by Report Date) pages.
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Note: If you do not specify a sort selection, then by default, the new results and new clinical documents are sorted from Newest to Oldest. |
• At Default Lab Filter Options, do the following:
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Note: While viewing the new lab results page, you can temporarily override the default filter setting(s) by clearing or selecting new filters. Any changes made to the default filter setting(s) remain until you either manually reapply the default filter, navigate off the new lab results page, or log out. For more information about modifying filter settings from the new lab results page, see Viewing New Lab Results . |
• In the Filter list, click Account Number or Ordering Provider to only display results for a specified account or provider on the new lab results page.
• In the By list, click an account number or provider.
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Note: The By list appears only when you click an item in the Filter list. |
• Select the Final, Priority Out of Range, Out of Range, Inconsistent, or Not Reviewed check boxes to only display results with the specified status on the new lab results page.
• Select the Imported or Non-Imported check boxes to view only new results that were manually imported in to the system, or new results that were not imported. For more information about importing a historical lab result, see Accessing a Patient’s Report History.
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Note: If you are a member of multiple organizations, you must set this option separately for each organization. |
e To specify a Default Home Page:
Click one of the following option buttons to specify your default home page (the page that initially appears when you log in):
• Patient Search. Defaults to the Find a Patient page.
• New Lab Results. Defaults to the new lab results page.
• Action Items - Prescriptions. Defaults to the action items list page.
• Messages. Defaults to the messages Inbox tab.
• Lab Orders. Defaults to the lab orders page.
• Quick View. Defaults to the Quick View page.
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Note: If you are a member of multiple organizations, you must set this option separately for each organization. If you do not select a default home page, the Quick View page is used. |
f To specify Default Vital Units of Measure:
Do the following to specify the units of measure that you want to use when entering vitals for a patient encounter:
• In the Length/Height Units of Measure list, click Centimeters or Inches (Centimeters is initially set as the default).
• In the Weight Units of Measure list, click Kilograms or Pounds (Kilograms is initially set as the default).
• In the Head Circumference Units of Measure list, click Centimeters or Inches (Centimeters is initially set as the default).
• In the Temperature Unit of Measure list, click Fahrenheit or Celsius (Fahrenheit is initially set as the default).
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Note: The unit of measure that you specify for a vital is displayed to the right of the vital value in the encounter note. You can change the unit of measure while entering vitals, if necessary. For more information on entering vitals in an encounter note, see Documenting a Patient Visit in an Encounter Note. |
g To specify a Personal Default Encounter Template:
Select the encounter template that you want to specify as your default encounter template for creating patient encounter notes. If you designate an encounter template as your personal default template, it is automatically selected when you create new encounter notes.
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Notes: • If a default encounter template is set for the organization, the personal default encounter template still displays when you create new encounter notes. • For more information on creating and managing encounter templates, see Managing Templates. |
3 To save your preferences, click Set.
Any changes you make to your user preference settings take effect immediately.