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, select your name in the top right corner, select settings.

-OR-

  1. Navigate to the settings, hover over the menu icon in the top left, select settings.
  2. Select "User" option.
  3. Once you have set your preferences, select "Save".

User Settings Definitions

Navigation

Always start at this location: Allows you to set your default location if you are connected to more than one location.

  • Location 1
  • Location 2
  • Etc.

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

  • Patient Search (Default)
  • Pharmacy Messages
  • Prescriptions Management

Pharmacy

Default pharmacy list to search: Allows you to determine which list will be defaulted when searching for a pharmacy.

  • Favorite List
  • Practice List
  • All Lists (Default)

Medication

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

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.

  • NO (Default)
  • YES

Prescription

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- (Default)
  • Provider 1
  • Provider 2
  • Etc.

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.

  • NO
  • YES (Default)

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.

  • NO
  • YES (Default)

Custom additional directions to patient (one per line): 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 (one per line): 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 (one per line): You can find and use these notes through the + icon on the sig page next to the "Comments for Offic Use Only" text field.

Reporting

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

  • All Providers
  • Provider 1
  • Provider 2
  • Etc.

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

  • Pending Prescriptions (Default)
  • Completed Prescriptions
  • All Prescriptions

Default prescription management range: Allows you to set default time range for reporting

  • Today (Default)
  • Past 3 Days
  • Past 7 Days
  • Past 14 Days
  • Past 30 Days

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.

  • NO
  • YES

Include cancelled prescriptions: Allows you to determine whether or not you wish to view cancelled prescriptions when reporting.

  • NO
  • YES



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