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1 Welcome to the e-learning lesson for erx Administration. In this demonstration, you will learn how to configure the User Options function in the erx module. At the end of the lesson, you may take a practice quiz in preparation for your certification exam. Copyright 2012 Pulse Systems, Inc. Page 1 of 28

2 Use the User Options area of the erx module to configure individual preferences as well as system wide settings for Interactions and SIG generation. Please refer to the Companion document in the PACE Documentation area. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 2 of 28

3 With the patient dashboard opened for a selected patient, click the Rx button on the top toolbar. Copyright 2012 Pulse Systems, Inc. Page 3 of 28

4 Click the Down Arrow on the Tools button on the top right toolbar. Copyright 2012 Pulse Systems, Inc. Page 4 of 28

5 Click on the User Options item in the list. Copyright 2012 Pulse Systems, Inc. Page 5 of 28

6 The User Options window opens displaying the configured settings for the currently logged on user. Starting at the top, click the down arrow on the Prescription Mode field. Copyright 2012 Pulse Systems, Inc. Page 6 of 28

7 Separate Interaction Settings may be configured for each of the prescription modes listed. Click on the New Order mode in the list. Copyright 2012 Pulse Systems, Inc. Page 7 of 28

8 Now you may uncheck any of the interactions listed if you don't want the specific interaction check to run when a new order is prescribed. Copyright 2012 Pulse Systems, Inc. Page 8 of 28

9 Click the Save Interactions Settings button to save any changes. Copyright 2012 Pulse Systems, Inc. Page 9 of 28

10 Then you could continue with the other prescription modes. Next, click the Set Severity Level Preferences button. Copyright 2012 Pulse Systems, Inc. Page 10 of 28

11 You may uncheck any of the severity levels listed if you do not want a specific level checked when running an interaction. It is HIGHLY RECOMMENDED that all options be selected. Copyright 2012 Pulse Systems, Inc. Page 11 of 28

12 If you are logged in with the Clinical Administrator security permission configured by the Pulse Support Department, you may click the Set as Site-Wide Severity Level Default to configure these settings for all users. Copyright 2012 Pulse Systems, Inc. Page 12 of 28

13 Click Ok. Copyright 2012 Pulse Systems, Inc. Page 13 of 28

14 When finished, click the Done button. Copyright 2012 Pulse Systems, Inc. Page 14 of 28

15 The Rx Signature Text is not required as Pulse Support will configure this while setting up the erx Digitized Signature. Copyright 2012 Pulse Systems, Inc. Page 15 of 28

16 Automatic Rx Discontinuations occur when a patient's current medication are shown to be past their projected end date. It is recommended that you have the system Ask before automatically discontinuing a medication. Copyright 2012 Pulse Systems, Inc. Page 16 of 28

17 If needed, you may configure the functionality of the two prescribe buttons. To change a value, click the down arrow next to the applicable button. Copyright 2012 Pulse Systems, Inc. Page 17 of 28

18 And select the desired item. Copyright 2012 Pulse Systems, Inc. Page 18 of 28

19 Then click the Save Button Actions button. Copyright 2012 Pulse Systems, Inc. Page 19 of 28

20 You may configure the number of medications to Retrieve when loading the Favorites list. Copyright 2012 Pulse Systems, Inc. Page 20 of 28

21 No audio. Copyright 2012 Pulse Systems, Inc. Page 21 of 28

22 Then click the Save Favorites Retrieval Number button. Copyright 2012 Pulse Systems, Inc. Page 22 of 28

23 Finally, click the Configure SIG Generation button. Copyright 2012 Pulse Systems, Inc. Page 23 of 28

24 This window allows you to configure the format for the SIG generation and clinical administrators can set as the Site Default for all users. Copyright 2012 Pulse Systems, Inc. Page 24 of 28

25 When finished click the Done button. Copyright 2012 Pulse Systems, Inc. Page 25 of 28

26 Click the Done Button. Copyright 2012 Pulse Systems, Inc. Page 26 of 28

27 Click the Cancel/Exit button at the bottom of the screen. Copyright 2012 Pulse Systems, Inc. Page 27 of 28

28 You are now familiar with the erx User Options. Copyright 2012 Pulse Systems, Inc. Page 28 of 28

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