Difference between revisions of "AllCalendarGlobals-v7"

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= Introduction =
= Introduction =


Calendar Global settings are accessed by an OpenEMR administrator from the main menu, 'Admin/ Config/ Calendar'
Calendar Global settings are accessed by an OpenEMR administrator from the main menu, 'Admin/ Config/ Calendar'


calGlobals-v7.png
[[Image:calGlobals-v7.png|top]]




[[Image:Image2.png|top]]


* These settings determine the behavior of the calendar for all users in the practice that have not changed their preferences
* Item dropdowns display the setting options
* Hover mouse pointer over the value column to see a tooltip
The settings are presented in this document as:
'''Global setting '''- Default value* comment




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* These settings determine the behavior of the calendar for all users in the practice that have not changed their preferences
* Item dropdowns display the setting options
* Hover mouse pointer over the value column to see a tooltip




The settings are presented in this document as:


'''Global setting '''- Default value</br>
* comment




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[[Image:Image1.png]]


Note: symbol '>' means each user can customize for themselves in their user preferences (arrow/ oval, right):
Note: symbol '>' means each user can customize for themselves in their user preferences (arrow/ oval, right):


usrCalPrefs-v7.png
[[Image:usrCalPrefs-v7.png]]
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 




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'''Disable Calendar''' - y/n checkbox, unselected = 'No'* OpenEMR does not actually require you to display the calendar!
'''Disable Calendar''' - y/n checkbox, unselected = 'No'</br>
 
* OpenEMR does not actually require you to display the calendar!
 
 
 


'''Calendar Starting / Ending Hour''' - 8a - 5p* the practice's hours of operation
'''Calendar Starting / Ending Hour''' - 8a - 5p</br>
* the practice's hours of operation
* to avoid loss of appointment/ practice data, should be set for the earliest and latest times any activity happens in the practice.
* to avoid loss of appointment/ practice data, should be set for the earliest and latest times any activity happens in the practice.


'''Calendar Interval''' - 15 minutes</br>
* determines the default time allotted for each encounter; can be manually changed in appointment event dialog for a particular appointment


> '''Default Calendar View''' - day/ week/ month</br>
* View when Calendar screen first opens


'''First day in the week''' - Monday</br>
* choice of Saturday, Sunday, Monday


'''Appointment Display Style''' - Last name, first name</br>
* Patient name display


'''Calendar Interval''' - 15 minutes* determines the default time allotted for each encounter; can be manually changed
> '''Appointment/Event Color''' - category color schema</br>
 
* select if color is from the event's category or from the facility it takes place in
 
</br>


 
'''''All these items apply to the patient's dashboard display widgets:'''''
 
> '''Default Calendar View''' - day/ week/ month* View when Calendar screen first opens
 
 
 
 
 
'''First day in the week''' - Monday* choice of Saturday, Sunday, Monday
 
 
 
 
 
'''Appointment Display Style''' - Last name, first name* Patient name display
 
 
 
 
 
> '''Appointment/Event Color''' - category color schema* select if color is from the event's category or from the facility it takes place in
 
 
 
 
 
All these items apply to the patient's dashboard display widgets:


'''Appointments - Patient Summary - Number to Display''' - 10
'''Appointments - Patient Summary - Number to Display''' - 10


'''Appointments - Group Summary - Number to Display''' - 10
'''Appointments - Group Summary - Number to Display''' - 10


'''Excluded Appointments - Tooltip - Number to Display''' - 15
'''Excluded Appointments - Tooltip - Number to Display''' - 15


'''Appointment Display Sets - Ignore Display Limit (Last Set)''' - default yes
'''Appointment Display Sets - Ignore Display Limit (Last Set)''' - default yes
checkbox yes/ no
checkbox yes/ no


'''Appointment Display Sets''' - can set the colors that the appointments are displayed in
'''Appointment Display Sets''' - can set the colors that the appointments are displayed in


'''Recurrent Appointment Display Widget''' - checkbox, yes, if is recurring appointment
'''Recurrent Appointment Display Widget''' - checkbox, yes, if is recurring appointment


'''Past Appointment Display Widget''' - 0 = no
'''Past Appointment Display Widget''' - 0 = no


 
'''Providers See Entire Calendar''' - checkbox off</br>
'''Providers See Entire Calendar''' - checkbox off* restricts providers to see only their own calendar
* restricts providers to see only their own calendar
* as of Apr 2024 does not work for v7.0.2 but a fix is in the works for hopefully the next code release
* as of Apr 2024 does not work for v7.0.2 but a fix is in the works for hopefully the next code release


 
'''Auto-Create New Encounters''' - One Encounter Per Day</br>
 
* alternative: 'One Encounter for each appointment'
 
 
'''Auto-Create New Encounters''' - One Encounter Per Day* alternative: 'One Encounter for each appointment'
* When a patient is checked into an appointment (status set as '@ Checked In') an encounter form is automatically generated for that appointment.
* When a patient is checked into an appointment (status set as '@ Checked In') an encounter form is automatically generated for that appointment.


'''Allow Early Check In''' - checkbox yes</br>
* If no, will not allow status of 'Checked In' before the appointment time


'''Submit Changes For All Appts At Once''' - checkbox yes</br>
* will commit changes for all instances of a recurring appointment at one time instead of individually
</br>


'''''All these apply to the Flow Board:'''''


 
'''Flow Board: Disable''' - checkbox off</br>
'''Allow Early Check In''' - checkbox yes* If no, will not allow status of 'Checked In' before the appointment time
* Flowboard's main menu item not displayed and users cannot access it.
 
 
 
 
 
'''Submit Changes For All Appts At Once''' - checkbox yes* will commit changes for all instances of a recurring appointment at one time instead of individually
 
 
 
 
 
All these apply to the Flow Board:
 
'''Flow Board: Disable''' - checkbox off* Flowboard's main menu item not displayed and users cannot access it.
 
 
 
 


> '''Flow Board: Show Visit Reason''' - checkbox off
> '''Flow Board: Show Visit Reason''' - checkbox off


'''Flow Board: Show Patient ID''' - checkbox yes
'''Flow Board: Show Patient ID''' - checkbox yes


'''Flow Board: Show Encounter Number''' - checkbox yes
'''Flow Board: Show Encounter Number''' - checkbox yes


'''Flow Board: Show Staff Action''' - checkbox yes
'''Flow Board: Show Staff Action''' - checkbox yes


> '''Flow Board: Allow Date Range''' - checkbox yes</br>
* if unchecked the search panel only allows current date


> '''Flow Board: Allow Date Range''' - checkbox yes* if unchecked the search panel only allows current date
> '''Flow Board: Default Starting Date''' - current day</br>
 
* or start of work week
 
 
 
 
> '''Flow Board: Default Starting Date''' - current day * or start of work week


* Can be manually set to different start date each session
* Can be manually set to different start date each session


 
> '''Flow Board: Default Ending Date''' - Current Day</br>
 
* or range of other end intervals
 
 
> '''Flow Board: Default Ending Date''' - Current Day * or range of other end intervals
* Can be manually set to different end date each session
* Can be manually set to different end date each session


> '''Flow Board: Timer Refresh Interval''' - 20 minutes</br>
* refreshing too frequently can strain OpenEMR server in a large practice!


> '''Flow Board: display completed checkouts (minutes)''' - 0</br>
* how long to display encounters after completed; 0 = continuous display


'''Flow Board: Enable Random Drug Testing''' - checkbox no</br>
* Toggles notification if patient qualifies for random drug testing. See: [[Random_Drug_Screening]]


* also see [[FlowboardV7]] (new one) for usage


> '''Flow Board: Timer Refresh Interval''' - 20 minutes* refreshing too frequently can strain OpenEMR server in a large practice!
'''Flow Board: Percentage of Patients to Drug Test''' - 33</br>
 
* see previous setting
 
 
 
 
> '''Flow Board: display completed checkouts (minutes)''' - 0* how long to display encounters after completed; 0 = continuous display
 
 
 
 
 
'''Flow Board: Enable Random Drug Testing''' - checkbox no* Toggles notification if patient qualifies for random drug testing. See: <nowiki>[[</nowiki>Random_Drug_Screening]]
 
* <nowiki>also see [[FlowboardV7 (new one]] for usage</nowiki>
 
 
 
 
 
'''Flow Board: Percentage of Patients to Drug Test''' - 33* see previous setting
 
 
 
 
 
'''Flow Board: Max tests per Patient per year''' - 0* see previous setting


'''Flow Board: Max tests per Patient per year''' - 0</br>
* see previous setting


'''Recall Board: Disable '''– checkbox: no</br>
* system to track and initiate pt notification for followup appointments; see [[Recall_Board]]






'''Recall Board: Disable '''– checkbox: no* <nowiki>system to track and initiate pt notification for followup appointments; see [[Recall_Board]]</nowiki>
[[TheCalendarNotes-v7|Return to main calendar v7 page]]

Latest revision as of 22:35, 18 September 2024

Introduction

Calendar Global settings are accessed by an OpenEMR administrator from the main menu, 'Admin/ Config/ Calendar'

CalGlobals-v7.png







  • These settings determine the behavior of the calendar for all users in the practice that have not changed their preferences
  • Item dropdowns display the setting options
  • Hover mouse pointer over the value column to see a tooltip


The settings are presented in this document as:

Global setting - Default value

  • comment




Note: symbol '>' means each user can customize for themselves in their user preferences (arrow/ oval, right):

UsrCalPrefs-v7.png



System Calendar Globals

Disable Calendar - y/n checkbox, unselected = 'No'

  • OpenEMR does not actually require you to display the calendar!

Calendar Starting / Ending Hour - 8a - 5p

  • the practice's hours of operation
  • to avoid loss of appointment/ practice data, should be set for the earliest and latest times any activity happens in the practice.

Calendar Interval - 15 minutes

  • determines the default time allotted for each encounter; can be manually changed in appointment event dialog for a particular appointment

> Default Calendar View - day/ week/ month

  • View when Calendar screen first opens

First day in the week - Monday

  • choice of Saturday, Sunday, Monday

Appointment Display Style - Last name, first name

  • Patient name display

> Appointment/Event Color - category color schema

  • select if color is from the event's category or from the facility it takes place in


All these items apply to the patient's dashboard display widgets:

Appointments - Patient Summary - Number to Display - 10

Appointments - Group Summary - Number to Display - 10

Excluded Appointments - Tooltip - Number to Display - 15

Appointment Display Sets - Ignore Display Limit (Last Set) - default yes checkbox yes/ no

Appointment Display Sets - can set the colors that the appointments are displayed in

Recurrent Appointment Display Widget - checkbox, yes, if is recurring appointment

Past Appointment Display Widget - 0 = no

Providers See Entire Calendar - checkbox off

  • restricts providers to see only their own calendar
  • as of Apr 2024 does not work for v7.0.2 but a fix is in the works for hopefully the next code release

Auto-Create New Encounters - One Encounter Per Day

  • alternative: 'One Encounter for each appointment'
  • When a patient is checked into an appointment (status set as '@ Checked In') an encounter form is automatically generated for that appointment.

Allow Early Check In - checkbox yes

  • If no, will not allow status of 'Checked In' before the appointment time

Submit Changes For All Appts At Once - checkbox yes

  • will commit changes for all instances of a recurring appointment at one time instead of individually


All these apply to the Flow Board:

Flow Board: Disable - checkbox off

  • Flowboard's main menu item not displayed and users cannot access it.

> Flow Board: Show Visit Reason - checkbox off

Flow Board: Show Patient ID - checkbox yes

Flow Board: Show Encounter Number - checkbox yes

Flow Board: Show Staff Action - checkbox yes

> Flow Board: Allow Date Range - checkbox yes

  • if unchecked the search panel only allows current date

> Flow Board: Default Starting Date - current day

  • or start of work week
  • Can be manually set to different start date each session

> Flow Board: Default Ending Date - Current Day

  • or range of other end intervals
  • Can be manually set to different end date each session

> Flow Board: Timer Refresh Interval - 20 minutes

  • refreshing too frequently can strain OpenEMR server in a large practice!

> Flow Board: display completed checkouts (minutes) - 0

  • how long to display encounters after completed; 0 = continuous display

Flow Board: Enable Random Drug Testing - checkbox no

Flow Board: Percentage of Patients to Drug Test - 33

  • see previous setting

Flow Board: Max tests per Patient per year - 0

  • see previous setting

Recall Board: Disable – checkbox: no

  • system to track and initiate pt notification for followup appointments; see Recall_Board


Return to main calendar v7 page