General Tab (Tools | Options)

The General tab includes the Date Range Default... button, which allows you to limit the date range for lab results as well as appointments and visits that appear on the cover sheet. The Clinical Reminders... button enables you to configure and arrange which clinical reminders are displayed on the cover sheet. The Other Parameter... button enables you to set which tab is active when CPRS starts and limit the number of imaging reports that are available from the Reports tab. The buttons on the General tab are explained in more detail below.

Date Range Defaults...

Select Date Range Defaults... to set how long lab results, appointments, and visits will be displayed on the Cover Sheet.

Clinical Reminders...

Click on Clinical Reminders... to configure and arrange which clinical reminders are displayed on the Cover Sheet.

Based on the setting of the parameter ORQQPX NEW REMINDER PARAMS, you will see one of two dialogs for configuring and arranging clinical reminders on your coversheet. If this parameter is set to "Off," you will see the "Clinical Reminders on Cover Sheet" dialog. If the parameter is set to "On," you will see the Clinical Reminders and Reminder Categories Displayed on Cover Sheet dialog. Your Clinical Coordinator sets the ORQQPX NEW REMINDERS PARAMS parameter.

Clinical Reminders on Cover Sheet

To select the clinical reminders you want displayed on the Cover Sheet, follow these steps:

1. From the Clinical Reminders on Cover Sheet dialog, highlight an item in the "Reminders not being displayed:" field.

2. Select the arrow button (>) to add the clinical reminder to the "Reminders being displayed:" field. (Hold down the control key to select more than one reminder at a time.) The reminders in this field will be displayed on the Cover Sheet. Select the arrow button (>) to remove an item.

3. To control how the reminders are displayed on the Cover Sheet, do one of the following:

o select the "Display Order" option (at the bottom of the dialog) to display the reminders in their current order. To move a reminder up or down the list, select the reminder and click either the up or down arrow.

o select the "Alphabetical" option (at the bottom of the dialog) to display the reminders in alphabetical order.

Clinical Reminders and Reminder Categories Displayed on Cover Sheet

This advanced dialog displays reminders in a way that allows the user to better manage the reminders that are displayed on the Cover Sheet. The dialog consists mainly of three large list fields. The "Cover Sheet Reminders (Cumulative List)" field displays selected information on the reminders that will be displayed on the Cover Sheet. The "Available Reminders & Categories" field lists all available reminders and serves as a selection list. The "User Level Reminders" field displays the reminders that you have added to or removed from the cumulative list.

You may sort the Reminders in the "Cover Sheet Reminders (Cumulative List)" field by clicking on any of the column headers. Click on the Seq (Sequence) column header to view the Reminders in the order in which they will be displayed on your Cover Sheet.

An icon legend is displayed to the right of the "Cover Sheet Reminders (Cumulative List)" field. A folder icon represents a group of Reminders while a red alarm clock represents an individual Reminder. A Reminder with a plus sign in the first column has been added to the list while a Reminder with a minus sign in the first column has been removed from the list. The user cannot remove reminders with a padlock icon in the first column.

Cover Sheet Reminders (Cumulative List)

The Level column of the "Cover Sheet Reminders (Cumulative List)" field displays the originating authority of the Reminder, which can include System, Division, Location, User Class, and User. Reminders on this list that display a small gray padlock icon at the beginning of the line cannot be removed. These Reminders are mandatory. The Seq (Sequence) column defines the order in which the Reminders will be displayed on the Cover Sheet. If there are two or more Reminders with the same sequence number, the Reminders will be listed by level (System, Division, Service, Location, User class, User).

Location shown in Cumulative List

Select this drop-down box and select a location. The Reminders assigned to that location appear on the Cumulative List.

Available Reminders & Categories

This field displays all of the Reminders and Categories available to the user. Notice that the reminder name is in parentheses after the print name. Categories are groups of related Reminders that can be added as a group. Individual reminders within a category can be removed from the User Level Reminders field. Highlight a Reminder or Category from the field and click the right arrow to add them to the User Level Reminders field.

User-Level Reminders

This field displays all of the Reminders selected by the user. To add a Reminder to your User Level Reminders, highlight the desired Reminder in the Available Reminders & Categories field and click the right arrow button. To delete a Reminder from your User Level Reminders field, highlight the Reminder in the User Level Reminders field and click the left arrow.

You may determine the order in which the Reminders will be displayed on the Cover Sheet by changing the Reminder's sequence number. For example, to place a Reminder at the top of the Reminders list, assign it a number less than 10. To change the order of User Level Reminders, highlight Reminders and click the up arrow or down arrow until the desired order is achieved.

You may remove any or all non-mandatory Reminders assigned at any level by adding the Reminder to your User Level and then clicking the Remove button.

Cover Sheet Reminders

Once you have the cumulative List, as you want it, select View Cover Sheet Reminders to view how the reminders will be displayed on your Cover Sheet for the specified locations.

Once you have made all of the desired changes to the Reminders that will be displayed on the Cover Sheet, select OK.

Other Parameters...

To set the initial chart tab, Meds tab date range, or Encounter date range select Other Parameters.

Chart Tabs

Select the drop-down field and select the chart tab with which CPRS should open. select the check box if you want CPRS to remain on the last selected tab when you change patients.

Note: For this change to take effect, you must exit CPRS and log back in.

Meds Tab Date Ranges

1. Enter a start date by doing one of the following:

o Typing a date (e.g. 6/21/01 or June 21, 2001).

o Typing a date formula (e.g. t-200).

o Pressing the button to bring up a calendar and select a date.

2. Enter a stop date by doing one of the following:

o Typing a date (e.g. 6/21/01 or June 21, 2001).

o Typing a date formula (e.g. t-200).

o Pressing the button to bring up a calendar and select a date.

3. When you have entered the dates, go to another option on this dialog or select OK.

Encounter Appointments Date Range

This option enables users to set the date range for Encounter appointments that CPRS displays on the Cover Sheet and the Encounter form. The two values are based on today;s date and represent how many days in the past and how many days in the future the user may set for CPRS to display appointments.

To set these values, use the following steps:

1. In the Start Date field, type or use the arrows to select a number of days in the past CPRS should display appointments.

2. In the Stop Date field, type or use the arrows to select a number of days in the future CPRS should display appointments.

Note: Your site can set a parameter to give you a warning if you select an appointment too far in the future. CPRS will display a warning to let you know that you may be going against local policy. This message is just a warning and you may proceed.

3. When you have entered the dates, go to another option on this dialog or select OK.