1. Click one of the buttons at the top left of the screen (i.e. Medications, Notes, EOV, etc.) to select a preference type.
2. Set the following preferences, as desired:
Medications
If you want to electronically send or print a prescription when you click Sign, click Rx. The system default is no Rx.
Note: The Rx options for medications saved as Favorites are independent of what you specify here for user preferences. These options remain as you set them at the time the medication was saved as a Favorite.
Click check boxes to specify that medications move to the inactive list after the end date has elapsed. Check boxes allow you to apply these changes to antibiotics, all medications except antibiotics, or both.
Note: When adding a medication from your list of Favorites, the Expire option is set according to the selection made at the time the medication was saved as a Favorite.
Determines whether fields for Diagnosis and Indication are included on the Add screen for chemotherapy medications. The LMR automatically selects this setting for the MGH Cancer Center, DFCI, and the North Shore Cancer Center.
Select the paper settings to be used for printing "default" prescriptions as well as "other" prescriptions, if needed. You choose which of these paper settings is used at the time of printing, when signing your Medication updates. Options for each are:
8.5 x 11 - Use this setting if your site is using "secure" paper (purchased from an external vendor, such as Standard Register), with security features already printed on the paper, or when printing non-Medicaid/MassHealth prescriptions using standard paper.
Note: As of August 2, 2013, the LMR includes security text when this setting is selected. Previously, security text was included only when the "8.5 x 11/with security text" setting was selected.
4.25 x 5.5 - Use this setting if your site is using a Star Micronics thermal printer for prescriptions.
8.5 x 11/with security text - Use this setting if your site uses standard paper for printing prescriptions. The LMR adds the required security features to printed prescriptions to meet the requirements for tamper-proof prescriptions for Medicaid/MassHealth prescriptions.
Allows you to select a default option for sending or printing prescriptions. Your selection here determines which option is selected by default after you sign medication updates that include prescriptions. You can choose to override this default.
Failed Fax/Electronic Order Notification(s)
Allows you to choose whether to be notified about failed prescription transmittals using email or pager in addition to a clinical message. The default is clinical message and cannot be deselected. If you select email, the LMR uses your Partners HealthCare System account.
Allows you to override your clinic address information included at the top of prescriptions. This can be necessary if you have moved to a different practice and the BICS/ADO Provider Dictionary has not yet been updated.
Click the check box to display fields to type the following information:
Clinic Name
Address
City
State
Zip code
Phone
Fax
Notes
Select the option from the drop-down menu to set your note classification default for Professional Training or Speciality for the current location.
Automatically inserts your signature into note or letter upon creation of note or letter.
Automatically performs spell check when note is saved.
Note: This setting applies only to free-form and structured notes (not pediatric point and click notes), custom templates (free-form and structured notes only), custom headers, and custom paragraphs.
Allows you to specify your default preferences for CC Lists. See Working with CC Lists for additional information.
If you want to pull forward the CC List from the previous note into the new note, select the check box. Only displays providers in the patient's Summary2 list as of the date the note is created. (Does not apply to notes created by copying an existing note; the application instead uses the CC List of the copied list.)
Note: For practices using automatic note distribution, the clinic CC list is carried forward to all new notes, regardless of this setting.
- Include CCList into Note text
If you want to display the name and title of providers in the CC list to the bottom of the note, select this check box. Only those providers in the patient's Physician list as of the date the note is created are displayed.
Allows you to select the option to turn off the notes autosave feature (default) or activate the autosave feature by selecting the autosave time interval.
Allows you to select the status of the note that is automatically generated when the treatment plan is saved as final or stopped. Options include Draft, Preliminary, or Final.
EOV
(End of Visit)
Allows you to select a default option for processing EOV orders after you sign them. Your selection here determines which option is selected by default; however, you can select a different option before continuing. Options include:
No printing after signing – Forms are not printed.
Printing after signing – Forms are printed after signing.
Preview after signing – Forms are displayed after signing, allowing you to preview them before printing.
Last Selected – Whatever option you select is used as the default the next time you sign for EOV orders.
You can set the default for all orders to be designated as NTD (nurse to draw) or LTD (lab to draw).
You can set the default tab for your EOV template player tab to be Templates, Past Pt. Data, Favorites, or Last Active tab. If you have nothing selected, the LMR will default to the Templates tab when you open the template player.
Note:
If you have a default set to any tab other than the Templates tab, you have the option to display your default template after you click the Template tab. Do so by clicking the associated check box. Otherwise, you must select a template manually.
If Last active tab is selected as the default and the Search tab is the last active tab, the LMR defaults to the Templates tab (or your default template) the next time you open the template player.
Allows you to customize how the application uses your entered criteria when searching for diagnoses and orders. You can search based on an exact match with all of your search words or with any of your search words. Defaults to “Exact match (All of the user-entered words will appear in the description of the search results).”
Allows you to choose whether to display past encounters at the bottom of the Past Pt. Data tab in EOV (the default), at the top of the tab, or to not show at all. For encounters dated 10/1/2015 or later, reviewing past patient encounters makes it easier to identify and re-select codes that need to be updated for ICD-10 requirements.
Immunizations
Display Pediatric Immunizations tab
Use the drop-down list to set the maximum age that a patient's Immunization grid defaults to the Pediatric Immunizations grid. If not set, the maximum age is set to 18 years.
Click the check box to include the patient's allergy list with the Immunizations report. If not selected, the allergy list is not included.
General
It allows you to control whether the LMR requires you to sign updates for the current patient before selecting another.
Allows you to choose which icons you do not want to see in the LMR Webshell. Select the appropriate check box so that a check mark appears for each icon you do not want displayed.
Select if you want the LMR to prompt you to select a location each time you log in. Does not display if you are associated with only one location.
Allows you to select the version of the schedule displayed (either your individual schedule or the schedule for the practice).
Note: If you select a care team from either the Custom Care Team module or the Schedule module, that care team overrides any selection you make to this field.
Allows you to have an e-mail notification sent to your Partners Outlook account when you receive the following:
New uploaded transcriptions in Document Management
New clinical messages
New Rx renewal requests/tasks
Allows you to specify the email address you want to be used for notification messages about Patient Requests and messages received from patients using Patient Gateway. For Patient Requests, you only receive notifications for the types of requests and providers to which you are assigned.
Determines whether the default view of Patient Requests (via the Clinical Messages module) shows all requests for desks you are assigned to for your current location or for all locations. The default is "Filter by current location only."
Note: Changes to this field can also be made by clicking Filter from the Patient Requests queue (from either the Clinical Messages or Mail Center module).
The Prompt before sending if no patient is attached option allows you to receive an alert message when you send a clinical message with no patient attached.
Preferred communication option(s) (Providers only)
By clicking any of these options (fax, email, or clinical message), you activate the AN (auto-notify) check box on the Summary2 screen. This allows you to receive an automated notification any time a note is finalized for the associated patient. (You must also be listed in the Physician list for the associated patient on the Summary2 screen.)
Note: The AN check box in Summary2 is unavailable unless you select a preferred communication option.
Also, the option you select here displays as informational text to other LMR users who add you to a CC list. Your selection displays in the Dist. Prefs. column of the CC list (accessed by clicking CC List from a note or by clicking Clinic CC List for sites using automatic notes distribution).
Preferred LMR for Clinical Messages
By clicking EPIC, you indicate that all LMR Clinical Messages should be routed to your EPIC InBasket. By clicking LMR, you indicate that all of your LMR Clinical Messages routed to LMR Clinical Messages.
Allows you to select whether to display LMR tips upon starting the applications. LMR tips display by default.
Show 10% weight change warning
Allows you to select whether to have the LMR alert you when recording the patient's weight if the value is 10% more or less than the previously entered weight. The system default is no alert.
Do not show Scanning Unacknowledge document alert
Allows you to select whether to have the LMR alert you, when starting the LMR, if you have unacknowledged scanned documents.
Allows you to override a practice setting (if applicable) carrying forward the suppression of entries on Visit Summary Reports. Click to clear this check box to indicate that you do not wish to suppress entries that you’ve previously suppressed on past Visit Summary Reports for a given patient. This only applies for practices that have enabled this functionality. For additional information, contact your LMR support analyst.
Family
History
Display Family History on problem list if identified as
Allows you to specify how family history items are reflected on the problem list for all patients.
If you select the Positive check box, all family history items that are recorded as positive for any relative are included on the problem list.
If you select the Negative check box, all family history items that are recorded as negative for any relative are included on the problem list.
If you select both check boxes, all family history items that are recorded as either positive or negative for any relative are included on the problem list.
If you don't select either check box, no family history items are included on the problem list.
Note: The LMR defaults to either “Positive” or neither option selected. The default is based on the previous setting of the preference “Do not show Family History on Problem List.” (This preference was removed from General preferences in the Fall 2013 release.) If this option was previously set to “Do not show” then neither option is selected by default. If the option was set to show family history, then the “Positive” option is selected by default. Keep in mind that previously positive and negative items were shown on the problem list when the option was set to show family history.
Allows you to specify that the Fam/Soc History module display the All, Positive, or Quick Entry view by default.
3. Click Save after selecting your updates. You do not need to type your key to have your changes take effect.