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