System Preferences in EHR 24/7

If you need to adjust how EHR 24/7 behaves for your office workflow, you can update System Preferences under the Manage Office tab. Below is a step-by-step guide to accessing and configuring these settings.

Note: Only users with admin rights can access and edit System Preferences.

Accessing System Preferences

Follow these steps to locate System Preferences:

1. Log in to EHR 24/7.

2. Navigate to the Manage Office tab.

3. Click on System Preferences under the Admin Section.

System Preference Options

The following customizable settings are available:

1. Show Practice Mate Modules

• Select “No” to hide the Appointments tab and disable Practice Mate-related functions within EHR.

2. Have Physician Extender in Encounters and Progress Notes

• Selecting “Yes” enables an optional second signature line for Physician Extenders on Encounters.

3. Default Accept Assignment

• If selected, claims created from a progress note will default to “Yes” in Box 26 on the HCFA form.

4. Only the Selected Provider on the Progress Note Can Sign Off

• When set to “Yes”, only the treating provider named on the note can sign the note to finalize it. When set to "No", any Provider can sign the note, regardless of who is designated as Treating Provider on it. .

5. Only the Selected PE on the Progress Note Can Sign Off

• Choose “Yes” to restrict sign-off to the Physician Extender listed on the note.

6. Unit of Measure

• Select whether to use Imperial or Metric units for recording vital signs.

Immunization Alerts

Enable reminders for upcoming immunizations:

• Child Immunizations (Ages 0–6).

• Adolescent Immunizations (Ages 7–18).

• COVID-19 Immunizations.

Use the Edit button to access the Immunization Alert Management List, where you can:

• Choose specific vaccines for alerts.

• Set up timing for alerts.

• View the CDC's current Childhood Immunization Schedule.

Click View Instruction to open a PDF guide for setup and usage.

User Defined Fields

Create up to six custom demographic fields to capture additional patient information.  These fields can be viewed or edited in up to four locations, depending on your choices for the following settings:

• User Defined Field: Select the field number (1–6).

• Field Name: Enter the label you want to appear.

• Add Appts: Display field on the Add Appointment screen.

• Check In: Display field during Check-In.

• Patient Demo Report: Include in the Patient Demographics Report.

Other Custom Settings

1. Default Check-Out Screen Elements

• Select which items print by default when checking out a patient.

2. Check-Out Status Dropdown Box

• Add and manage a list of reasons patients have for checking out, which becomes a required selection during patient departure.

3. Patient Demographic Required Fields

• Click Edit to define which demographic fields are mandatory when creating new patient records.

• By default, only First Name, Last Name, and Sex are required.
  

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