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Business Units – Settings – Clinical Miscellaneous

Path: Administration>Configuration>Business Units>Settings>Clinical Miscellaneous

Using the Clinical Miscellaneous Business Unit settings, you can define various clinical settings to be applied on the Business Units level.

Clinical Items
Setting Description

Default Prognosis

The prognosis code used as default in the Prognosis field in Patient>Clinical>General Clinical.

Profile Use

Select the type of diagnoses that the clinical profile should contain.

Clinical Notes Use

Select the default value for the Use field in Patient>Clinical>Clinical Notes.

Future Dates

Specify for how many days in the future clinical items can be scheduled. This setting does not affect clinical notes of type H and B.

Lock out Clinical Changes after: <X> day(s)

Specify the maximum number of days during which a user can edit the clinical item (Clinical Notes, Medications, Visit Frequency, Goals, Interventions, and Milestones). When the specified period passes, only a system administrator can edit the entry. Enter "0" to disable the restriction entirely.

Locked clinical entries can be edited only if your operator, role, or group has the Can edit locked clinical entries (other than Assessments and Visit Frequencies) privilege allowed for any staff member.

Default Physician entry to MD#1

Select to populate automatically the Start Physician or End Physician fields with the value from the MD#1 field of the current admission.

If the patient's MD#1 is not assigned yet, you need to select the value manually; otherwise, the error message appears.

Agency Name/Address

Select to show the agency name and address on the Care Plan report.

Visit Record
Setting Description

Accumulated Printing

Select to make the Visit Record report available in Orders>Accumulated Documents.

Include print date and time in the page footer

Select if you want Visit Record to display the date and time it was printed on the page footer.

Enable Active Authentication for Clinical Data

Select which clinical data to allow to be locked and electronically signed in the legacy Homecare application. Users will not be able to update any locked and signed clinical data.

  • Assessments
  • Care Plans
  • Care Plan Charting
  • Clinical Notes
  • Medications
  • Therapy Treatments
  • Visit Frequency
  • Visit Notes
 Visit Frequency
Setting Description

Show maximum Visit Frequency warning in TimeLog

Select if you want the warning about exceeding maximum visit frequency to be displayed in TimeLog.

Show maximum Visit Frequency warning in Schedule

Select if you want the warning about exceeding maximum visit frequency to be displayed in the Schedule component.

Print Start Date for Visit Frequency

Select to print the start date for visit frequency on orders.

Generate Supplemental Orders for Visit Frequency Schedule Changes

Select to automatically schedule supplemental orders for changes in Visit Frequency. If this option is not selected, Verbal Order information will not be collected on the Visit Frequency screen.

Care Plan
Setting Description
Readmit Action Select the default action during the patient readmission:
  0 (No system standard, specify action for each patient) To give the opportunity to select the action on a patient-by-patient basis: to retain the prior care plan for this admission or for historical purposes only.
  1 (Retain prior care plan for this admission) To require no additional action while entering the new admission line. All care plans not ended at the previous patient's discharge are active in Care Plans and Care Plan Charting in Patient>Clinical.
  2 (Retain prior care plan for historical purposes only) To make the application review previous care plan for open care plans to ensure that open goals are ended when a clinician is admitting a patient in Field Mode or the administration person is entering the new admission line. The application keeps the care plan as it was for the previous admission with the health status evaluation entered for goals at re-admission. 
  Caution: Select "1" or "2" only if all readmitted patients should be processed uniformly, otherwise select "0".
Health Status Evaluation

Select to require health status evaluation when the end date is entered for a goal in patient's Care Plan Charting.

Require Positive Milestones

Select to require positive milestones entered for a goal in the patient's Care Plan Charting.

Face Sheets

Select the Do not show home phone numbers in the Care Team section check box to hide staff home phone numbers on the Face Sheet report.

Associated pages – Business Unit Settings