Location preferences can only be set by an administrator and will apply to all users within a practice location. To request administrator setup, send an email to BestNotes support.

Access location preferences

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

OR

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

Location preferences defined

Once you have navigated to the preferences area, you will have the ability to set the following 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): If selected, DrFirst utilizes 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. 

For both interaction and duplicate checking, the PBM history will include prescription fills within the last 120 days, if applicable.

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.
  • 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 staff of drug-drug alters as specified by the selection.

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

Geriatric Warnings: The system will alert staff 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 staff of any pediatric alerts within the system. All Warnings is 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

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: This settings needs to be set to enable ICD-10. This information is not editable in DrFirst but it will pull in from BestNotes and needs to be managed within BestNotes. The diagnosis will display in DrFirst as the ICD-10 code that is associated with the DSM-5 code if a DSM-5 code is used in BestNotes.

  • Enable ICD-9
  • Enable ICD-10
    • Billable
    • Complete
  • Enable Snomed Ct

Medication

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

Enable "Quick Add" without medication details: If selected, staff will be able to quickly add medications onto 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 checkbox to activate.

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

Default External Medication:

  • No Automatic Search
  • Last 30 days
  • 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: BestNotes does not pull this information from DrFirst, therefore it is recommended this not be selected. If selected, transition of care and encounter information will be sent back to the PMS or EMT. If not selected, the date will be retained in DrFirst only.

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

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

System Name Of Patient External ID To Display On Prescriptions And Reports (Max 40 Chars): 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 Chars): 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, staff will be prompted of adherence plans (if available) while prescribing.

Enable electronic Prior Authorization (ePA): If selected, the ability to process prior authorizations will appear.

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

Prescription

Allows prescriptions to be save 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 to the providers 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.

Require providers to retroactively sign prescriptions sent by an agent under the providers name: If selected, provider signatures will be required to sign off or acknowledge the prescriptions sent by the provider agent at some time after the prescription has been sent.

Enable Related/Not Related to prognosis for Hospice: If selected, the option to check if the prescription is hospice related or not hospice related when prescribing so this can be documented.

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.

Medication stop date auto-set based on prescription duration: If selected, automatically discontinues an active medications when the duration expires. Medication automatically moves to 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 practice to add the "Action" buttons to the Review Prescription screen.

Require provider to sign prescriptions printed by staff: If selected, provider signatures are needed on printed prescriptions.

See pending and undeliverable prescriptions across all of your locations: If selected, staff will be able to see pending and deliverable prescriptions from other locations.

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).

The drug information reference site has ads and is not affiliated with DrFirst.

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

Remember Signature Password For: Allows system to remember signature password for 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 option 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. Staff 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): Staff 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): Staff can find and use these notes through the + icon on the sig page next to the "Comments for Office Use Only" field.

The above three custom text options will display for all staff within a location.

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 patients primary care provider (PCP) is displayed in the status bar.

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

If your practice is an enterprise and you have multiple groups/locations setup within the enterprise, these settings must be done for each individual group/location. When finished setting the preferences, select "Save" button at the bottom of the screen.



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