How do I select my default User and Location settings in DrFirst?

Choose your "User" and "Location" preferences in DrFirst by going to Charts>E-rx notifications>Settings>Preferences. Each user preference in DrFirst is explained below in the User Preferences Defined section and location preferences in the Location Preferences Defined section. 

User Preferences Defined

Application

Default Login Location: Allows you to set your default location if you are connected to more than one location.
  • Location 1
  • Location 2 etc.

 Default Login View:  Preference allows a user to determine what screen they will see when entering e‐prescribing:

  • Patient Search
  • Pharmacy Messages
  • Prescriptions Management

Default Pharmacy List To Search:  Allows you to determine which list to default to when searching for a pharmacy:

  • All
  • Favorite List
  • Practice List

Notify Me Of Pharmacy Messages: Offers the option to be notified of pharmacy messages:

  • All messages
  • Only messages sent to me
Medication

Ask to reconcile prescription vs. medication when only quantity has changed: Allows you to control whether the reconciliation screen should appear when prescribing an already active medication, and changing just the quantity. Select the checkbox to activate.

Hide Inactive Medications Older Than: Allows you to set limitations for medication history results.

  • No Limit (default)
  • 3 Months
  • 6 Months
  • 1 Year
  • 2 Years
PRESCRIPTION
Populate sig fields from previous prescriptions ("sticky" feature): Allows the system to populate the sig fields with how the most recent providers at the practice prescribed the selected medication. This will work with prescriptions written within the past 14 days. Select the checkbox to activate.

Include patient allergies on printed/faxed prescription: Allows you to determine whether you would like patient allergies to display on printed/ faxed prescriptions. Select the checkbox to activate.

Default Fill Status Requested For Prescriptions: Allows you to view the "filled and "dispensed" statuses for prescriptions.

Maximum Prescriptions To Print Per Page: Allows you to determine whether you would like one, two, or four prescriptions printed per page.

Custom Additional Directions To Patient (Add To List): A custom prescription note may be no more than 210 characters in length. If a prescription exceeds the limit, it will be sent via fax to the pharmacy. You can find and use these notes through the + icon on the sig page next to the "Additional Directions to Patient" text field.

Custom Pharmacist Notes (Add To List): You can find and use these notes through the + icon on the sig page next to the "Directions to Pharmacist" text field.

Custom Prescription Comments (Add To List): You can find and use these notes through the + icon on the sig page next to the "Comments for Office Use Only" text field.

PRESCRIPTION MANAGEMENT
Include cancelled prescriptions: Allows you to determine whether you wish to view canceled prescriptions when reporting. Select checkbox to activate.

At this location, show your pending and undeliverable prescriptions from all locations: Allows you to determine if you wish to view all prescriptions from other locations you are connected to. Select the checkbox to activate. (user has to be connected to more than one location in order to set this user preference)

Default Display Range: Allows you to set a default time range for reporting.

  • Today (default)
  • 3 Days
  • 7 Days
  • 14 Days
  • P30 Days

Default Provider Selection: Allows you to report on all providers or one specific provider.

  • All Providers
  • Provider 1
  • Provider 2 etc.

Default Status View: Allows you to determine which prescription status you wish to set when reporting.

  • Pending Prescriptions (default)
  • Completed Prescriptions
  • All Prescriptions

LOCATION PREFERENCES DEFINED

Once you have selected your default user preferences, you will have the ability to set your default location preferences:

ALERTS

Allow providers to suppress duplicate clinical alerts for 1 year: If selected, clinical alerts can be suppressed for one year after they are initially received by a provider. This allows providers to avoid receiving the same alert continually. 

Duplicate therapy check against External Medication History (past 120 days) (default): If selected, DrFirst utilizes the patient's PBM/ Pharmacy history (if available) for duplicate therapy checks. Providers will want to confirm that the patient is taking the medication on the history before making a clinical decision.

Drug-drug interaction against External Medication History (past 120 days): If selected, DrFirst utilizes a patient's PBM/ Pharmacy history (if available) for drug-drug interactions. 

When A User Overrides Prescription Warnings:

  • Require users to enter a reason.
  • Allow users to enter a reason, but do not require it.
  • Do not permit users to enter a reason.

Drug-Allergy Interactions: The system will alert staff of drug-allergy alerts as specified by the selection.

  • All Warnings.
  • Ingredient and Specific Group Allergies Only.

Drug-Diagnosis Interactions: The system will alert staff of drug-diagnosis alerts as specified by the selection.

  • Contraindicated for Exact Diagnoses Only (default)
  • Contraindicated for Exact and Related Diagnoses.
  • Contraindicated or Evaluation Needed for Exact Diagnoses Only.
  • Contraindicated or Evaluation Needed for Exact Diagnosis and Related Diagnosis.
  • All Warnings for Exact Diagnoses Only.
  • All Warning for Exact and Related Diagnoses.

Drug-Drug Interactions: The system will alert users of drug-drug alters as specified by the selection.

  • All interactions.
  • Severe and Contraindicated Only.
  • Contraindicated Only.

Geriatric Warnings: The system will alert users of any geriatric alerts within the system. All Warnings is the recommended selection for this setting.

  • All Warnings.
  • Contraindicated Only.

Pediatric Warnings: The system will alert users of any pediatric alerts within the system. All Warnings are the recommended selection for this setting.

  • All Warnings.
  • Relative and Absolute Contraindications Only.
  • Absolute Contraindications Only.
ALLERGY

Enable "Allergy Severity:" If selected, an optional allergy severity drop-down will appear when recording allergies.

APPLICATION

APPLICATION

Allow partial date for medication and allergy onset: If selected, staff will be able to add use partial start dates when adding medications and allergies. For example, the start date can be added by indicating the year only, not a month, or day. If not selected, the start date will require the month, day, and year.

Allow providers to manage their provider agents: If selected, providers can manage agents by selecting the top left menu icon, selecting "Utilities", and selecting "Manage My Agents."

Include enterprise name with location name: If selected, the enterprise name will be displayed across the top of the screen.

DIAGNOSIS

Supported Diagnosis Codes: Allows diagnosis codes as options in the diagnosis widget. This information is not editable in DrFirst but it will pull in from Luminello and needs to be managed within Luminello. 
  • Enable ICD-9
  • Enable ICD-10
  • ICD-10 Type
    • Billable
    • Complete
  • Enable Snomed Ct
MEDICATION

Allow Incomplete drug definition: If selected, staff will be able to add medications to the active medication list without selecting the strength of the given medication.

Enable "Quick Add" without medication details: If selected, staff will be able to quickly add medications to the active medication list with only the medication and strength.

Allow specifying medication history source: If selected, staff will be able to view where a medication history result came from.

Retain office comments and directions to Pharmacist when renewing/prescribing a medication: Allows previous notes to the pharmacist and staff to be retained on renewals. Select the checkbox to activate.

Show prescriber name on medication reports: If selected, automatically displays prescriber name on medication reports.

Default External Medication:

  • Last 30 days (default)
  • Last 90 days
  • Last 180 days
  • Last 1 Year

PATIENT

Enable Transition of Care logging: If selected, the link will appear within the patient chart, allowing staff to document the TOC date. If not selected, the transition of care link will not appear within the patient chart.

Include Transition of Care and encounter data in EMR/PMS interface data: If selected, transition of care and end encounter information will be sent back to the PMS or EMR. If not selected, the data will be retained in Rcopia only.

Select first prescription benefit option by default: If selected, it will automatically select the first prescription benefit option. If not selected, a benefit option must be selected manually to apply.

Label Prefix For Patient External ID (Max 40 Char): Text box provided for an External ID label for aforementioned External ID name.

System Name Of Patient External ID To Display On Prescriptions And Reports (Max 40 Char): Text box provided to automatically display patient/ external ID on all prescriptions and reports. Not used by smaller practices.

System Name Required To Enter Patient External ID (Max 100 Char): This is the identifier used to link DrFirst to Practice Management or EMR. This would be a required entry for all new patients added to DrFirst.

PATIENT ADVISOR

Enable adherence plans: If selected, users will be prompted with adherence plans (if available) while prescribing

Enable electronic Prior Authorization (ePA): If selected, users will be able to access educational material that can be provided for patients.

Enable patient education material and/or support programs: If selected, users will be able to access educational material that can be provided for patients.

PRESCRIPTION

Allows prescriptions to be saved as pending without sig and quantity: If selected, this allows prescriptions to be generated and saved without including sig or quantity data. This is good for the staff who do not know the sig but can still create and send it to the provider's queue for completion.

Allow a provider to approve a prescription without entering a signature password (Certain states require signature passwords to be used as part of the electronic prescribing process; refer to your state rules prior to disabling this feature): If selected, providers will be able to send prescriptions to the pharmacy for filling without having to enter a signature password.

Enable Patient Notification via SMS text: If selected, this checkbox that appears in the "Pending Prescription for the Patient" section of the patient summary screen and the prescription review screen will be checked by default. This will allow an SMS text message to be sent to the patient upon signing a prescription. Patients will be able to see the pharmacy to which the prescription was sent along with coupons and drug pricing.

Auto-set medication stop date based on prescription days supply:  If selected, automatically discontinues active medications on stop date. Medication automatically moves to the inactive medication list.

Populate sig fields from previous prescriptions ('sticky' feature): Allows the system to populate the sig fields with how the most recent providers at the practice prescribed the selected medication. This will work with prescriptions written within the past 14 days.

Enable prescription controls on the Review Prescription screen: If selected, this allows a practice to add the "Action" buttons to the Review Prescription screen.

Require provider to sign prescriptions printed by staff:  If selected, provider signatures will be required to sign off or acknowledge the prescriptions sent by staff at some time after the prescription has been sent.

Include link to drug information reference site on prescribe screen (not affiliated with DrFirst): If selected, DrFirst will automatically provide a link on the "Enter Details" screen to access a drug reference website (RxList).

Show practice name on reports: If selected, automatically displays practice name on prescription and medication reports.

Remember Signature Password For: Allows the system to remember the signature password for a selected amount of time.

  • Never
  • 5 Minutes
  • 15 Minutes
  • 30 Minutes
  • 45 Minutes
  • 60 Minutes

Enable Practice Favorites List: If checked, the permitted staff (determined by the options below) will be able to use and modify favorites created at a practice level.

  • Admin (cannot be unchecked)
  • Only Prescribers with Signing Permission
  • All Users

Enable Location Favorites List: If checked, permitted staff (determined by options below) will be able to use and modify favorites created at a practice location level.

  • Admin (cannot be unchecked)
  • Only Prescribers with Signing Permissions
  • All Users

Enable User Personal Favorites: If checked, staff will be able to save and access their own favorite list.

Enable Recently Prescribed Display: If checked, staff will be able to access a list of recently prescribed favorites.

Prescription Security Features Note To Include On Printed Prescriptions (Max 100 chars): Allows a printed message to appear on all prescriptions practice-wide.

Custom Additional Directions To Patient (Add to List): A custom prescription note may be no more than 210 characters in length. If a prescription exceeds the limit, it will be sent via fax to the pharmacy. Users can find and use these notes through the + icon on the sig page next to the Additional Directions to Patient field.

Custom Pharmacist Notes (Add To List): Users can find and use these notes through the + icon on the sig page next to the Directions to Pharmacist field.

Custom Prescription Comments (Add To List): Users can find and use these notes through the + icon on the sig page next to the Directions to Pharmacist field.

PRESCRIPTION MANAGEMENT

Default pending prescription box to checked: If selected, ensures that all pending prescriptions on the pending prescription report are checked. No is recommended so that physicians have to choose the prescriptions they desire to approve and do not accidentally approve another physician’s prescriptions.

Show complete comments on reports: If selected, office comments are in reports

Show patient's responsible provider on reports: If selected, the patient’s primary care provider (PCP) is displayed in the status bar.

Show pharmacy name on reports: If selected, the pharmacy name will display on reports.

That's it! If you have any questions, please contact us.

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