Difference between revisions of "AllCalendarGlobals-v7"
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= Introduction = | = Introduction = | ||
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* 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< | '''Calendar Interval''' - 15 minutes</br> | ||
* determines the default time allotted for each encounter; can be manually changed | * 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> | > '''Default Calendar View''' - day/ week/ month</br> | ||
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> '''Appointment/Event Color''' - category color schema</br> | > '''Appointment/Event Color''' - category color schema</br> | ||
* select if color is from the event's category or from the facility it takes place in | * 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: | '''''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 | ||
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'''Submit Changes For All Appts At Once''' - checkbox yes</br> | '''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 | * will commit changes for all instances of a recurring appointment at one time instead of individually | ||
</br> | |||
All these apply to the Flow Board: | '''''All these apply to the Flow Board:''''' | ||
'''Flow Board: Disable''' - checkbox off</br> | '''Flow Board: Disable''' - checkbox off</br> | ||
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* Toggles notification if patient qualifies for random drug testing. See: [[Random_Drug_Screening]] | * Toggles notification if patient qualifies for random drug testing. See: [[Random_Drug_Screening]] | ||
* also see [[FlowboardV7 (new one | * also see [[FlowboardV7]] (new one) for usage | ||
'''Flow Board: Percentage of Patients to Drug Test''' - 33</br> | '''Flow Board: Percentage of Patients to Drug Test''' - 33</br> | ||
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'''Recall Board: Disable '''– checkbox: no</br> | '''Recall Board: Disable '''– checkbox: no</br> | ||
* system to track and initiate pt notification for followup appointments; see [[Recall_Board]] | * system to track and initiate pt notification for followup appointments; see [[Recall_Board]] | ||
[[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'
- 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):
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
- Toggles notification if patient qualifies for random drug testing. See: Random_Drug_Screening
- also see FlowboardV7 (new one) for usage
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
