Administration Globals

Clinic Settings

Overview

Setting of global clinic settings can be done at Administration->Globals (these settings are all described below).

Appearance

Main Top Pane Screen

• Choose top frame to default to the calendar or the patient add/search screen after user logs in.

Layout Style

• Choose a layout style, which are described here.

Theme

• Choose a color theme.

Navigation Area Width

• Set the width (in pixels) of the left menu frame.
• Note that you will need to logout/login after setting this.

Application Title

• This will set the title of the application for the web browser. Note this doesn't really do much.

New Patient Form

• Configure some setting for the new patient form:

• Default setting is to show all demographic fields with searching and duplication checking enabled.
• Can also set to only ask for the mandatory fields, with/without searching/duplication checking, or set to use the older demographics form.

Patient Search Results Style

• Ability to set appearance of the patient search result page.

• By default, show patient information along with the encounter statistics.
• Also have option to show only specified and mandatory patient information (ie. no encounter statistics)

Tall Navigation Area

• This will set the left menu frame to go to the top of the main frame.
• Note that you will need to logout/login after setting this.

Navigation Area Visit Forms

• Setting this will show encounter form links (will open a new form when click on them) in the left frame menu at Patient/Client->Visit Forms.

Simplified Demographics

• It appears setting this will remove the Insurance intake form fields from the demographics form.

Simplified Prescriptions

• This will remove the structured data elements from a prescription if not needed(will omit form, route, and interval and combine all in the dosage field). Then will just enter in the medication name and the sig (note, if doing e-prescribing now or in future, or if want internationalization support, do not recommend this setting)

Simplified Co-Pay

• This setting will omit method of payment form the co-pay panel.

Use Charges Panel

• This setting will enable the old charges panel for entering billing codes and payments. This is not recommended (recommend using the fee sheet instead)

Enable Fees In Left Menu

• (This setting was added in OpenEMR version 4.1.1)
• This setting will enable the Fees section on the Left Menu.

Enable EDI History In Left Menu

• (This setting was added in OpenEMR version 4.1.2)
• This setting will enable the EDI History feature (in Fees section) on the Left Menu.

Online Support Link

• This is the link for the Support button on the left navigation frame.

Encounter Page Size

• Setting for the number of encounter to display on the 'Past Encounter List' ('Visit History') display.

Patient List Page Size

• (This setting was added in OpenEMR version 4.1.1)
• Number of patients to list per screen when using the Patient List searching module at Patient/Client->Patient.

Patient List New Window

• (This setting was added in OpenEMR version 4.1.1)
• Default setting for the 'Open in New Window' toggle when using the Patient List searching module at Patient/Client->Patient.

Vitals Form Options

• (This setting was added in OpenEMR version 4.1.2)
• Standard includes circumferences, while "Omit circumerences" removes this.

Locale

Default Language

• Setting for the chosen default language on the login page (for both OpenEMR and the Patient Portal).

All Languages Allowed

• Setting to show all available languages that can be chosen on the login page (for both OpenEMR and the Patient Portal).

Allowed Languages

• Setting(s) to limit the available languages that can be chosen on the login page (for both OpenEMR and the Patient Portal).

Allow Debugging Language

• Display an option for the debugging language, which is 'dummy', on the login page (for both OpenEMR and the Patient Portal).

Translate Layouts

• Translate the Labels when displaying forms/fields/results via the Layouts engine.

Translate Lists

• Translate the Labels when displaying forms/fields/results via the Lists engine.

Translate Access Control Groups

• Translate the Access Control Groups labels.

Translate Patient Note Titles

• Translate the Patient Note Titles.

Translate Document Categories

• Translate the Document Categories.

Translate Appointment Categories

• Translate the Appointment Categories.

Units for Visit Forms

• Choose display of US and/or metric measurement units (primarily used for vital signs and growth charts).

Display Format for US Weights

• (This setting was added in OpenEMR version 4.1.2)
• For US display, choose whether weights use decimal or ounces (primarily used for vital signs).

Disable Old Metric Vitals Form

• Do not recommend this. This is for users that were using a separate metric vitals form in the past.

Telephone Country Code

• Enter the telephone country code.

Date Display Format

• Choose date display format.

Time Display Format

• Choose whether to display in 12 hours or 24 hours time.

Currency Decimal Places

• Select number of decimal places for currency.

Currency Decimal Point Symbol

• Select the currency decimal point symbol.

Currency Thousands Separator

• Select the currency thousands separator.

Currency Designator

• Select the currency symbol.

Age Display Format

• (This setting was added in OpenEMR version 4.1.2)
• Format of age display.

Age in Years for Display Format Change

• (This setting was added in OpenEMR version 4.1.2)
• At what age to only show years for the age display.

Features

Specific Application

• Support for some clinic-type customizations.

• 'None' - Most users should chose this.
• 'Athletic Team' - Customized for athletic team management.
• 'IPPF' - Customized for International Planned Parenthood Federation.
• 'Weight loss clinic' - Customized for weight loss clinics.

Drugs and Products

• Can select to turn on option to sell/track/inventory of drugs (dispensary) and/or other products.

Disable Chart Tracker

• Selecting this will disable the Chart Tracker feature at Miscellaneous->Chart Tracker.

Disable phpMyAdmin

• Selecting this will disable the phpMyAdmin link at Administration->Other->Database.

Disable Immunizations

• Selecting this will disable immunizations module.

Disable Prescriptions

• Selecting this will disable prescriptions module.

Omit Employers

• Selecting this will omit employer information in patient demographics.

Support Multi-Provider Events

• Selecting this will support calendar events that apply to multiple providers.

• Note that this option is not supported by the 'Find Available' appointment module.

Disable User Groups

• This is generally best to keep selected since User Groups are not supported very well.

Skip Authorization of Patient Notes

• Selecting this will not require patient notes to be authorized.

Allow Encounter Claims

• Selecting this will allow creation of claims containing diagnoses but not procedures or charges (most clinics do not want this).

Advance Directives Warning

• Selecting this will display the Advanced Directives information on the patient summary screen.

Configuration Export/Import

• Selecting this will support import/export of configuration data via the Administration->Backup page.

Restrict Users to Facilities

• Selecting this will restrict non-authorized users to the Schedule Facilities configured for the user in Adminstration->Users.

Remember Selected Facility

• Selecting this will allow use of a browser cookie to remember selected Facility after logging out and then logging back in.

Print Receipts by Provider

• Selecting this will have receipts print encounter and primary provider information.

Discounts as Monetary Amounts

• Selecting this will support entering discounts as a monetary amount in check out screen (if not selected, then will support entering discounts as a percentage).

Referral Source for Encounters

• Selecting this supports the ability to select a referral source for each visit.

Mask for Patient IDs

• This setting specifies formatting for the external patient identifications. (# = digit, @ = alpha, * = any character) (if left empty, then is not used)

Mask for Invoice Numbers

• This setting specifies formatting for the invoice reference numbers. (# = digit, @ = alpha, * = any character) (if left empty, then is not used)

Mask for Product IDs

• This setting specifies formatting for the product NDC fields. (# = digit, @ = alpha, * = any character) (if left empty, then is not used)

Force Billing Widget Open

• This setting will force the Billing section on the patient summary page to always be displayed (ie. expanded).

Past Appointment Display Widget

• (This setting was added in OpenEMR version 4.1.2)
• A positive number will show that many past appointments on a widget in the patient summary screen.

Activate CCR/CCD Reporting

• Selecting this will activate the features for CCR(Continuity of Care Record) and CCD(Continuity of Care Document) reporting.

Hide Encryption/Decryption Options In Document Management

• Selecting this will deactivate the document encryption and decryption features in the Document Manager.

Use Custom Immunization List

• Selecting this will enable a custom immunization list to be used (if not selected, then will use standard CVX immunization list).

CMS 1500 Paper Form Format

• (This setting was added in OpenEMR version 4.1.2-(patch-5))
• This specifies which revision of the form the billing module should generate.

CMS 1500: Box 31 Format

• (This setting was added in OpenEMR version 4.1.2-(patch-5))
• This specifies whether to include date in box 31.

CMS 1500: Date in Box 31 (Signature)

• (This setting was added in OpenEMR version 4.1.2-(patch-5))
• This specifies whether to include date in box 31.

E-Sign

• (This section was added in OpenEMR version 4.1.3)

Allows E-Sign on the entire encounter

• (This setting was added in OpenEMR version 4.1.3)
• This will enable signing and entire encounter at once, rather than individual form. Defaults to OFF

Lock e-signed encounters and their forms

• (This setting was added in OpenEMR version 4.1.3)
• This will disable the "Edit" button on all forms whose parent encounter is e-signed. Defaults to OFF

Allows E-Signing Individual Forms

• (This setting was added in OpenEMR version 4.1.3)
• Each encounter/visit form can be signed individually. Defaults to ON

Lock an e-signed form individually

• (This setting was added in OpenEMR version 4.1.3)
• This will disable the edit button on any form that is e-signed. Default is ON

Enable lock toggle

• (This setting was added in OpenEMR version 4.1.3)
• This will give the user the option separately lock a form, allowing for multiple signing chains and edits. Default is OFF

Hide Empty E-Sign Logs On Report

• (This setting was added in OpenEMR version 4.1.3)
• This will not show empty esign logs when showing patient report. Default is ON

Documents

• (This section was added in OpenEMR version 4.1.1)

Document Storage Method

• (This setting was added in OpenEMR version 4.1.1)
• Default selection is 'Hard Disk', which is recommended for most practices.
• The 'CouchDB' selection is described on the CouchDB Documents Module wiki page.

• This CouchDB feature should only be used by users with technical proficiency. Using the CouchDB feature will require devising your own backup solution for your patient documents (the OpenEMR backup mechanisms do NOT backup documents within the CouchDB database).

CouchDB HostName

• (This setting was added in OpenEMR version 4.1.1)
• Hostname of CouchDB (default is localhost)

CouchDB UserName

• (This setting was added in OpenEMR version 4.1.1)
• User Name of CouchDB (default is localhost)

CouchDB Password

• (This setting was added in OpenEMR version 4.1.1)
• Password of CouchDB

CouchDB Port

• (This setting was added in OpenEMR version 4.1.1)
• Port of CouchDB (default is 5984)

CouchDB Database

• (This setting was added in OpenEMR version 4.1.1)
• Name of the CouchDB database

CouchDB Log Enable

• (This setting was added in OpenEMR version 4.1.1)
• Selecting this will enable logging of errors when using CouchDB.

• Error log is stored at openemr/sites/<site>/documents/couchdb/log.txt .

Calendar

Appointment/Event Color

• Choose whether to display appointments color by appointment category or by the facility where the appointment is.

Security

Permit unsalted passwords

• (This setting was added in OpenEMR version 4.1.2)
• This allows users that have not had their authentication credentials yet migrated to the new authentication method (salted and in the users_secure sql table) to be migrated automatically when they log in. This can be turned off when no longer needed.

CDR

Enable Clinical Decisions Rules (CDR)

• Setting to turn on/off the Clinical Decisions Rules Engine, which is used for Clinical Reminders, Patient Reminders, Clinical Quality Measure (CQM) reports and Automated Measure Calculation (AMC) reports/tracking.

Enable Clinical Reminder Widget

• Setting to turn on/off the Clinical Reminder widget, which is in the patient summary screen.
• Component of the Clinical Decisions Rules Engine.

Enable Clinical Reminder Popup

• Setting to turn on/off the active clinical reminder popup, which will check and show reminders whenever opening a patient's electronic file.
• Component of the Clinical Decisions Rules Engine.

Enable Patient Reminder Widget

• Setting to turn on/off the Clinical Reminder widget, which is in the patient summary screen.
• Component of the Clinical Decisions Rules Engine.

Enable CQM Reporting

• Setting to turn on/off the Clinical Quality Measures report at Reports->Clinical->Quality Measures(CQM).
• Component of the Clinical Decisions Rules Engine.

PQRI Registry Name

• Set the registry name for sending of PQRI formatted CQM reports, which can be created at Reports->Clinical->Quality Measures(CQM).
• Component of the Clinical Decisions Rules Engine.

PQRI Registry ID

• Set the registry ID for sending of PQRI formatted CQM reports, which can be created at Reports->Clinical->Quality Measures(CQM).
• Component of the Clinical Decisions Rules Engine.

Enable AMC Reporting

• Setting to turn on/off the Automated Measures Calculations (AMC) report at Reports->Clinical->Automated Measures(AMC).
• Component of the Clinical Decisions Rules Engine.

Enable AMC Prompting

• Setting to turn on/off the Automated Measures Calculations (AMC) prompting within OpenEMR (see Clinical Decisions Rules Engine for details).
• Component of the Clinical Decisions Rules Engine.

Enable AMC Tracking

• Setting to turn on/off the Automated Measures Calculations (AMC) tracking at Reports->Clinical->AMC Tracking (see Clinical Decisions Rules Engine for details).
• Component of the Clinical Decisions Rules Engine.

CDR Reports Processing Priority

• Setting to decrease the processing priority of the CDR engine reports. This then frees up processing for other OpenEMR and server functions. This is only supported in Linux (and other OSs that support NICE processing settings; notablt, this is not supported in Windows).(This setting was added in OpenEMR version 4.1.1(patch 6))

Patient Reminder Creation Processing Priority

• Setting to decrease the processing priority of the Patient Reminder creation. This then frees up processing for other OpenEMR and server functions. This is only supported in Linux (and other OSs that support NICE processing settings; notably, this is not supported in Windows).(This setting was added in OpenEMR version 4.1.1(patch 6))

Logging

Audit CDR Engine Queries

• (This setting was added in a OpenEMR 4.1.1 patch)

Portal

Enable Onsite Patient Portal

• Setting to turn on/off the patient portal.

Onsite Patient Portal Site Address

• Set to link of patient portal. This link is what is printed/emailed to patients when sending their username/password credentials.
• Note that if you have multi-site configured, then need to use the following link to ensure the patient goes to the correct site: https://your_web_site.com/openemr/patients/index.php?site=default (where default is substituted with the site directory)

Enable Offsite Patient Portal

• Setting to turn on/off the patient portal APIs, which will then allow external third party patient portals to communicate with your OpenEMR.

Offsite Patient Portal Provider ID

• (This setting was added in OpenEMR version 4.1.2)
• Set to offsite portal provider ID

Offsite Patient Portal Username

• Set to User Name used to communicate with the external third party portal.

Offsite Patient Portal Password

• Set to User Password used to communicate with the external third party portal.

Offsite Patient Portal Site Address

• Set to link of external third party patient portal (for provider). This link is what is used when provider clicks on the 'Portal Activity' link at the top of left menu.

Offsite Patient Portal Site Address (Patient Link)

• (This setting was added in a OpenEMR 4.1.0 patch)
• Set to link of external third party patient portal link for the patients. This link is what is printed/emailed to patients when sending their username/password credentials.

Connectors

Enable Lab Exchange

• Setting to turn on/off the Lab Exchange module. As of 09/19/2011, the way to sign up for this module was described as:

• "The Lab Results does not require an interface to an outside lab, that just makes it easier to "incorporate' results. Medical Information Integration, LLC results interface is to LabCorp. The cost to support Results-Only LEN is $25/m per facility. However, you have to be approved by LabCorp before they will allow it. We are working a Orders+Results interface with LabCorp and Quest right now ($50/m) and we have a Results interface with Soltas Labs. All of those require the Lab itself to approve access. Nothing I can do about that, the labs have complete control."
• This was taken from the following sourceforge forum thread (post #15): http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4709788

Lab Exchange Site ID

• Setting that is specific to the Lab Exchange module.

Lab Exchange Token ID

• Setting that is specific to the Lab Exchange module.

Lab Exchange Site Address

• Setting that is specific to the Lab Exchange module.

Enable NewCrop eRx Service

• Setting to turn on/off the NewCrop e-prescription module.

NewCrop eRx Site Address

• Setting that is specific to the NewCrop e-prescription module.

NewCrop eRx Web Service Address

• Setting that is specific to the NewCrop e-prescription module.

NewCrop eRx Partner Name

• Setting that is specific to the NewCrop e-prescription module.

NewCrop eRx Name

• Setting that is specific to the NewCrop e-prescription module.

NewCrop eRx Password

• Setting that is specific to the NewCrop e-prescription module.

Only upload active prescriptions

• (This setting was added in a OpenEMR 4.1.0 patch)
• Setting that is specific to the NewCrop e-prescription module.

Enable import status message for NewCrop erx

• (This setting was added in a OpenEMR 4.1.0 patch)
• Setting that is specific to the NewCrop e-prescription module.

Do not display Medications uploaded to NewCrop

• (This setting was added in a OpenEMR 4.1.0 patch)
• Setting that is specific to the NewCrop e-prescription module.

Do not display Allergy uploaded to NewCrop

• (This setting was added in a OpenEMR 4.1.0 patch)
• Setting that is specific to the NewCrop e-prescription module.

Default Patient Country

• (This setting was added in a OpenEMR 4.1.0 patch)
• Setting that is specific to the NewCrop e-prescription module.

Enable phiMail Direct Messaging Service

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail Server Address

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail Username

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail Password

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail notification user

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail Message Check Interval (minutes)

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail Allow CCD Send

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

phiMail Allow CCR Send

• (This setting was added in OpenEMR 4.1.2)
• Setting that is specific to the EMR Direct PhiMail Direct Messaging module.

Rx

• (This section was added in OpenEMR version 4.1.1)

Rx Enable DEA #

• (This setting was added in OpenEMR version 4.1.1)
• Enable display of DEA in prescriptions

Rx Show DEA #

• (This setting was added in OpenEMR version 4.1.1)
• (Previous to version 4.1.1, this setting can be modified at Administration->Files->config.php)
• Display the actual DEA number, rather than just a blank. So, if this is turned off, the DEA number will need to be manually written in on a blank line. Note that if the 'Rx Enable DEA #' is turned off, then this setting is not used. (Note that when faxing, this is automatically on)

Rx Enable NPI

• (This setting was added in OpenEMR version 4.1.1)
• Enable display of NPI in prescriptions.

Rx Show NPI

• (This setting was added in OpenEMR version 4.1.1)
• Display the actual NPI number, rather than just a blank. So, if this is turned off, the NPI number will need to be manually written in on a blank line. Note that if the 'Rx Enable NPI' is turned off, then this setting is not used. (Note that when faxing, this is automatically on)

Rx Enable State Lic. #

• (This setting was added in OpenEMR version 4.1.1)
• Enable display of State License number in prescriptions.

Rx Show State Lic. #

• (This setting was added in OpenEMR version 4.1.1)
• Display the actual State License number, rather than just a blank. So, if this is turned off, the State License number will need to be manually written in on a blank line. Note that if the 'Rx Enable State Lic. #' is turned off, then this setting is not used. (Note that when faxing, this is automatically on)

Rx Paper Size

• (This setting was added in OpenEMR version 4.1.1)
• (Previous to version 4.1.1, this setting can be modified at Administration->Files->config.php)
• Setting for prescription paper size. Note this is only pertinent when printing to PDF and not used when printing to HTML.

Rx Left Margin (px)

• (This setting was added in OpenEMR version 4.1.1)
• (Previous to version 4.1.1, this setting can be modified at Administration->Files->config.php)
• Setting left margin size in pixels. Note this is only pertinent when printing to PDF and not used when printing to HTML.

Rx Right Margin (px)

• (This setting was added in OpenEMR version 4.1.1)
• (Previous to version 4.1.1, this setting can be modified at Administration->Files->config.php)
• Setting right margin size in pixels. Note this is only pertinent when printing to PDF and not used when printing to HTML.

Rx Top Margin (px)

• (This setting was added in OpenEMR version 4.1.1)
• (Previous to version 4.1.1, this setting can be modified at Administration->Files->config.php)
• Setting top margin size in pixels. Note this is only pertinent when printing to PDF and not used when printing to HTML.

Rx Bottom Margin (px)

• (This setting was added in OpenEMR version 4.1.1)
• (Previous to version 4.1.1, this setting can be modified at Administration->Files->config.php)
• Setting bottom margin size in pixels. Note this is only pertinent when printing to PDF and not used when printing to HTML.

PDF

• (This section was added in OpenEMR version 4.1.3)

Layout

• (This setting was added in OpenEMR version 4.1.3)

PDF Language

• (This setting was added in OpenEMR version 4.1.3)

Paper Size

• (This setting was added in OpenEMR version 4.1.3)

Left Margin (mm)

• (This setting was added in OpenEMR version 4.1.3)

Right Margin (mm)

• (This setting was added in OpenEMR version 4.1.3)

Top Margin (mm)

• (This setting was added in OpenEMR version 4.1.3)

Bottom Margin (px)

• (This setting was added in OpenEMR version 4.1.3)

Output Type

• (This setting was added in OpenEMR version 4.1.3)

Patient Label Type

• (This setting was added in OpenEMR version 4.1.3)
• Setting for turning on and the formatting of patient labels. This is turned on by default. The labels can be created at Popups->"Chart Label"(this is at bottom of the left navigation menu).