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 team@bestnotes.com.


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 "Location" option.
  3. Once you have set your preferences, select "Save".

Location Preferences Defined

Reminders

Drug-drug interactions:

  • All Interactions (Default)
  • Severe and Contraindicated Only
  • Contraindicated Only

Drug-allergy interactions:

  • All Warnings (Default)
  • Ingredient and Specific Group Allergies Only

Drug-diagnosis interactions:

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

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 (Default)
  • 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 (Default)
  • Relative and Absolute Contraindications Only
  • Absolute Contraindications Only

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

  • No
  • Yes (Default)

Duplicate therapy check against External Medication History (past 120 days): If Yes, 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.

  • No
  • Yes


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


Allow providers to suppress duplicate clinical alerts for 1 year: If Yes, 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.

  • No
  • Yes

When a user overrides prescription warnings:

  • Require Users to Enter a Reason
  • Allow Users to Enter a Reason, But do not Require it (Default)
  • Do not Permit Users to Enter a Reason

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

Diagnosis

Supported diagnosis codes: Changing this setting will not have any affect on diagnosis because this information pulls in from BestNotes and needs to be entered there. Diagnosis is not editable in DrFirst and BestNotes uses ICD-10 and DSM-5. 

  • ICD-10 (Complete)
  • ICD-10 (Billable)
  • SNOMED CT
  • ICD-9

Medication

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.

  • No
  • Yes

Default external medication history range:

  • No Automatic Search
  • Over Last 30 Days (Default)
  • Over Last 90 Days
  • Over Last 180 Days
  • Over Last 365 Days

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

  • No
  • Yes

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

  • No
  • Yes

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

  • No
  • Yes

Allergy

Enable "Allergy Severity": Allows an optional allergy severity drop-down to appear when recording allergies.

  • No
  • Yes

Prescriptions

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

  • No
  • Yes

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

  • No
  • Yes

Enable Patient Notification via SMS text: If Yes, 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.

  • No
  • Yes

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

  • No
  • Yes

Allows prescriptions to be save as pending without sig and quantity: If Yes, 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.

  • No
  • Yes (Default)

Auto-set medication stop date based on prescription duration: If Yes, automatically discontinues an active medications when the duration expires. Medication automatically moves to inactive medication list.

  • No
  • Yes

Print clinical and formulary warnings on printed/faxed prescriptions: If Yes, automatically includes any drug and/or allergy interaction and/or exclusion warnings on all printed and/or faxed prescriptions.

  • No
  • Yes

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

  • No
  • Yes

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 (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. 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 (one per line): Staff can find and use these notes through the + icon on the sig page next to the 'Directions to Pharmacist' field.

Custom prescription comments (one per line): 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.


Reporting

Default pending prescription box to checked: If Yes, 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.

  • No (Recommended)
  • Yes

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

  • No
  • Yes

Show complete office comments on reports: If Yes, office comments are in reports.

  • No
  • Yes

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

  • No
  • Yes

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

  • No
  • Yes

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

  • No
  • Yes

Miscellaneous

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

  • No
  • Yes

Include link to drug information reference site on prescribe screen (not affiliated with DrFirst): If Yes, 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.


System name required to enter patient External ID: 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.

System name of patient External ID to display on prescriptions and reports: Text box provided to automatically display patient/external ID on all prescriptions and reports. Not used by smaller practices.

Label prefix for patient External ID: Text box provided to provide an External ID label for aforementioned External ID name.

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

  • No
  • Yes

Allow partial date for medication and allergy onset: If Yes, 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 No, the start date will require the month, day and year.

  • No
  • Yes

Enable Transition of Care logging: If Yes, the link will appear within the patient chart, allowing staff to document the TOC date. If No, the transition of care link will not appear within the patient chart.

  • No
  • Yes

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 setting be "No".  If Yes, transition of care and end encounter information will be sent back to the PMS or EMT. If No, the date will be retained in DrFirst only.

  • No
  • Yes

Remember signature password for: Allows system to remember signature password for selected amount of time.

  • Never (Default)
  • 5 Minutes
  • 15 Minutes
  • 30 Minutes
  • 45 Minutes
  • 60 Minutes

Patient Advisor

Enable adherence plans: If Yes, staff will be prompted of adherence plans (if available) while prescribing.

  • No
  • Yes

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

  • No
  • Yes

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

  • No
  • Yes

Prescription Favorites

Enable Practices 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.



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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