Customize Your User Profile

The Lab Orders Tab > Setup and Customizations > Customizing Your User Profile > Customize Your User Profile

Customize Your User Profile

1 Click the Lab Orders tab.

2 If the Ordering Lab list appears at the top of the page, click the lab that you want to work with, and then click Ok.

This list appears only if your organization is associated with more than one lab. If this list appears, your default ordering lab is selected automatically.

If you change the lab, when the confirmation message appears, click OK.

3 In the Tools menu, click User Profile.

Caution! If you make changes on any tab, you can restore your last saved settings by clicking Reset. This restores the settings on all tabs, not just the tab that is currently active. For example, if you change the settings on the General tab, change your label printer on the Label Printer tab, and then click Reset, the changes you made on both the General and Label Printer tabs are undone.

4 On the General tab, do one or more of the following:

• If you selected the Do not ask me next time check box on any confirmation message, click Show All Confirmations to once again display the confirmation message when you perform any of the following actions:

• Delete a group of favorites

• Delete all favorites from a group (only via the legacy Order Entry page)

• Delete a custom profile

• Delete a held or scheduled order

• Expire a standing order

If you have not selected the Do not ask me next time check box on any confirmation message, or if you previously clicked the Show All Confirmations button, this button is inactive, and all confirmation messages will appear.

Note: Clicking this button restores the confirmation messages only when you perform these actions via the Lab Orders tab. To display the confirmation messages when you take these actions via provider orders, you must use the appropriate procedure for your browser to delete cookies.

• To display the Print dialog box automatically when you put an order on hold for a Quest Diagnostics Patient Service Center (PSC), select the Auto-Launch Print Dialog For PSC Hold Letter check box.

If you clear this check box, the Print dialog box does not appear automatically. To display it, you must take the appropriate action on the PSC Lab Order Confirmation Letter dialog box. (The appropriate action varies, depending on which version of Adobe Reader you have.)

Note: This option does not appear for hospital staff members. Hospital staff members cannot put orders on PSC hold.

• To display the Print dialog box automatically when you print the requisition log, when you reprint a requisition from the requisition log, or when you release a schedule or print the draw list or pending requisitions from the Draw List page, select the Auto-Launch Print Dialog For Requisition Log check box.

If you clear this check box, the Print dialog box does not appear automatically. To display it, you must take the appropriate action when the data that you want to print appears.

Note: This option does not apply to printing the log summary or log graph.

• To display generic orders in the lists of held and scheduled orders, as well as on the Patient Search - Advanced Results dialog box, select the Include Generic (Held, Scheduled, Standing) check box.

If you clear this check box, only orders placed with non-generic labs appear in those locations.

This setting has no effect on your ability to place generic orders or view them in the requisition log.

• If you are having problems printing PDF files (for example, if the text in a printed requisition or report is garbled), select the Print PDF As Image check box.

If you clear this option, PDF files are handled like documents rather than images.

• To hide the Client Favorites group in the Diagnosis and Order Codes areas on the legacy Order Entry page, as well as the Recently Ordered groups in streamlined order entry, select the Hide Client Favorites/Recently Ordered check box.

If you clear this check box, the Client Favorites and Recently Orderedgroups appear.

Note: Typically, you can create only 20 groups of favorites, and the Client Favorites and Recently Ordered groups count toward that limit. However, if you select this check box, create 20 groups, and then clear this check box, none of the groups that you created are removed. All 21 groups are available.

• To verify that the guarantor’s address is correct when you register a patient or place an order, and to automatically update the address to make it conform to U.S. Postal Service terminology standards (such as changing Street to St), select the Enable Address Validation check box.

If you clear this check box, address validation does not occur, and no changes will be automatically made.

Note: This option appears only if you can access at least one client at one lab that both support address validation.

• To suppress Java-related security warnings during login, select the Use Alternate Java Printer Control check box.

If you clear this check box, those messages continue to appear.

This option applies only if you are using Java 1.7 update 45 or newer. If you are using a previous version, selecting or clearing this check box has no effect.

• To have the Print Specimen Requirements check box be selected by default when you place an order, select the Print Specific Specimen Requirements Page check box.

If you clear this check box, the Print Specimen Requirements check box will be cleared by default.

In either case, you can always select or clear that check box for a specific order.

Note: Depending on how your user account was set up by an administrator, this check box might be selected and inactive. You can still clear the Print Specimen Requirements check box during order entry, but by default, it will always be selected.

• To be able to retrieve patient demographic information from an identification card that contains a magnetic strip (such as a driver’s license), select the Use Attached Card Reader check box. This will display a Scan ID button on the legacy Order Entry page.

If you clear this check box, the Scan ID button will not appear.

Note: This option does not appear if the lab does not support card scanning.

• To automatically use the current date as the collection date when you place an order, select a standing order, or edit a held order, select the Use Current Date As Collected Default check box. (For held orders, if a collection date was previously specified, that date is retained.)

If you clear this check box, the collection date remains blank until you specify one.

In either case, you can always specify a different date for a particular order.

• To automatically use the current time as the collection time when you place an order, select a standing order, or edit a held order, select the Use Current Time As Collected Default check box. (For held orders, if a collection time was previously specified, that time is retained.)

If you clear this check box, the collection time remains blank until you specify one.

In either case, you can always specify a different time for a particular order.

• To automatically collapse the Diagnoses section on the streamlined Order Entry page (unless a diagnosis is required for the order), select the Collapse Diagnoses Section Unless Required check box. You can always expand that section at any time by clicking View Diagnoses in the title bar of the Diagnoses section.

If you clear this check box, the Diagnoses section is always expanded, whether or not a diagnosis is required. You can always collapse that section at any time by clicking Hide Diagnoses in the title bar of the Diagnoses section.

Note: This option appears only if an administrator enabled you to use the streamlined Order Entry page.

• To use the currently displayed physician for the specified client as long as the Remember Physician check box is selected on the legacy Order Entry page, select the Allow Physician Auto-Populate For All Bill Types check box.

If you clear that check box, and the client’s default bill type is Patient or Client, then the physician is remembered only as long as you do not change the client or leave the Order Entry page. If you take either of those actions, the displayed physician is not used automatically (unless the displayed physician is the only physician associated with the client).

For clients whose default bill type is Insurance, the displayed physician is used as long as the Remember Physician check box is selected, no matter how Allow Physician Auto-Populate For All Bill Types is set in your user profile.

5 On the Label Printer tab, follow these steps:

a In the Make/Model list, click None if you do not have a label printer, or click Autodetect to let the application search for an appropriate printer.

You can optionally click a specific printer, but if that printer is removed from the list later, Make/Model will automatically be set to Autodetect.

Notes:

• If you are using a 64-bit label printer driver and choose Autodetect, you must type the name of the label printer in the Name Override box.

• If you are using an OKI D508 Rev. 1 label printer, click Zebra in the Make/Model list and then specify the name of your label printer in the Name Override box. (Rev. 1 label printers have buttons on the front rather than on the top.)

• To print labels with a Mac, click Autodetect and then type in the Name Override box the exact queue/device name (with underscores) of your DYMO label printer as it appears in the Print & Scan module of System Preferences. You can find the queue/device name under the Options & Supplies option. In addition, the label printer must be directly connected to the Mac.

b If you clicked anything other than None in the Make/Model list, click Print Test Label.

If the test label does not print at the appropriate printer, type the name of the desired printer in the Name Override box. This name must exactly match the name used by your operating system to identify the printer.

For shared network resources, be sure to use the correct Universal Naming Convention (UNC) path. For example, if the Windows printer list identifies the printer as Dymo LabelWriter 400 on printserver1, in the Name Override box you would type \\printserver1\Dymo LabelWriter 400 rather than Dymo LabelWriter 400 on printserver1.

After you have specified a name, click Print Test Label again to ensure that the label prints at the appropriate printer.

Notes:

• You can specify a name for the label printer only if Make/Model is set to something other than None.

• The specified printer name must be valid. For example, if you are using a DYMO LabelWriter 400, do not type DYMO LabelWriter 450 in the Name Override box.

• If your printer name contains an apostrophe ('), you must rename your printer.

• To restore the original printer name (that is, to make the name that appears in the Make/Model list also appear in the Name Override box), click Reset to Default. If Autodetect appears in the Make/Model list, clicking Reset to Default clears the Name Override box. If None appears in the Make/Model list, the Reset to Default button is inactive.

• You might have to log out and log back in for any label printer changes to take effect.

6 On the Default Clients tab, follow these steps:

Note: This tab appears only if you can access more than one client for at least one lab. In addition, if you can access only one lab, the tab name is Default Client rather than Default Clients.

a If you can access more than one client at more than one lab, in the Lab list, click the appropriate lab.

If you can access more than one client at only one lab, the name of the lab is inactive.

This list displays all of your assigned labs for which you have more than one assigned client, even if you cannot currently work with one or more of those labs.

b In the Client list, click the client that you would like to use as your default client for the displayed lab.

Notes:

• This change does not take effect until you log out and log back in.

• When you place an order via the legacy Order Entry page, if you select the Remember Client ID check box when a client other than your default client is selected, that client is always used when you place an order, no matter which default client is selected in your user profile.

• Setting your default client here does not affect which client is used by default in provider orders.

7 On the Default Physician tab, follow these steps:

Note: This tab appears only if you can access the streamlined Order Entry page via the Lab Orders tab. The default physician applies only to that page.

a If you can access more than one lab, in the Lab list, click the appropriate one.

If you can access only one lab, the lab name is inactive.

This list displays all of your active labs, even if you cannot currently work with one or more of them.

b If you can access more than one client, in the Client list, click the one that you want to work with.

If you can access only one client, the client name is inactive.

c In the Physician list, click the physician who should automatically appear in the Physician box on the streamlined Order Entry page whenever you place an order for the specified client.

You can always choose a different physician during order entry. If you click No Default Selected, and the client is associated with more than one physician, then no physician appears automatically in the Physician box on the streamlined Order Entry page. (If only one physician is associated with that client, that physician appears automatically.)

8 Click Save.