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## Quick Guide to Institution-Level Tasks

This section provides a quick overview of some of the common tasks performed at an Institution level. You can access all of the settings by using the Edit Settings pull-down list on the Institution Desktop.

Task | Settings Used for Task
View the usage statistics for the entire health care facility | General Settings
Add a new department for the health care facility. | Department Desktop
Add or configure a new user within the health care facility. | User Desktop
Determine thresholds for warnings, for battery level, memory level, for handheld devices | Device Settings
Determine syncing requirements, such as timeouts, retries, and password, for handheld devices | Device Settings
Control settings that affect the number of patients for the long list and user's short list (Patient List) | Patient List Settings
Decide whether or not to allow users to send patients to other users | Patient List Settings
Set the threshold level for lab results that triggers alerts or attention required indicators on the handheld device regarding the results | Lab Results Settings
Define the Chem 7 and CBC panel requirements for your health care facility | Lab Results Settings
Modify the dictionary of CPT codes that Charge Capture users, and determine where code edits run. | Charge Capture Settings
Create CPT filters for users adding charges. | Charge Capture Settings
Create billing routers. | Charge Capture Settings
Modify the dictionary of ICD-9 codes that Charge Capture and Problem List use, and create ICD-9 filters to manage them. | Problem List Settings
Decide whether or not problems can be shared (public/private) among users | Problem List Settings
Decide how much clinical notes data to store on handheld devices | Clinical Notes Settings
Decide how much medication list data to store on handheld devices | Medication List Settings
Decide how much test results information to store on handheld devices | Test Results Settings
Decide how much vitals and I/O information to store on handheld devices | Vitals and I/Os Settings