AllCalendarGlobals-v7

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

Return to main calendar v7 page