User preferences will only apply to the account on which the preferences are set. Each user will manage their own user preferences.

Access User preferences

  1. Navigate to the settings by selecting your name in the top right corner, select "Settings."

-OR-

  1. Navigate to the settings by hovering over the menu icon in the top left, select "Settings."
  2. Select "Preferences" option.
  3. User preferences will be listed, navigate to the different areas by selecting the categories listed below "User."
  4. Once you have edited your preferences the save button will turn orange, and you can select "Save."

User preferences definitions

Once you have navigated to the preferences area, you will have the ability to set the following preferences.

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: Allows you to determine what screen you will begin on when entering DrFirst.

  • Patient Search
  • Pharmacy Messages
  • Prescriptions Management

Default Pharmacy List To Search: Allows you to determine which list will be defaulted when searching for a pharmacy.

  • All
  • Favorite List
  • Practice List

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 checkbox to activate.

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

  • No Limit
  • 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 checkbox to activate.

Include patient allergies on printed/faxed prescription: Allows you to determine whether or not you would like patient allergies to display on printed/faxes prescriptions. Select checkbox to activate.

Default Provider For Prescribing: Allows you to select a provider that the system will default to when creating prescriptions. This is only available to clinical staff.

  • Select provider
  • Provider 1
  • Provider 2
  • Etc.

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 though 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 or not you wish to view cancelled prescriptions when reporting. Select checkbox to activate.

Include prescriptions from other locations: Allows you to determine if you wish to view all prescriptions from other locations you are connected to. You have to be connected to more than one location in order to set this preference. Select checkbox to activate.

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

  • Today
  • 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
  • Completed Prescriptions
  • All Prescriptions



Back to top of page