General Settings - automation for documents, labels, providers, and concurrence

Use General Settings to streamline order and requisition workflows and to control concurrence (dual‑review) behavior in result modules. These options prefill fields, auto‑create related records, and prompt users at the right time to reduce clicks and errors.

Order creation automations

• Create document per order
  • Automatically creates a document record when an order is created so it’s ready for OCL LIS document automation to attach a file.
• Include Document in HL7
  • When the auto‑created document is added, the “HL7 Orders” checkbox is pre‑checked so the document is included with DFT messages to billing (integration required).
• Allow web access
  • Pre‑checks “Web Access” on newly created documents so authorized portal users can view/download them.
• Prompt for label printing at order entry
  • Pops up the label print dialog immediately after each order is saved.
• Autocomplete Ordering Physician with Primary Physician
  • Automatically uses the patient’s primary physician on file as the Ordering Provider for the new order. You can add different provider/physician when applicable.

Requisition creation automations

• Prompt for label printing at requisition entry
  • Pops up the label print dialog after each requisition is saved.
• Autocomplete Ordering Physician with Primary Physician
  • Automatically sets the requisition’s Ordering Provider from the patient’s primary physician.

Concurrence (result modules only)

• Enable/disable concurrence at the module level
  • Turns on the concurrence feature.

📘 Instructions: Configure General Settings

1. Go to Settings → General Settings.
2. Check or uncheck the options you want for Orders and Requisitions (document automation, HL7/web defaults, label prompts, provider auto‑complete).
3. In Concurrence, enable it for the result modules to prevent two users editing the same record simultaneously.
4. Click Save.

Best practices

• Document automation
  • Enable “Create document per order” only if you’re using OCL LIS document automation; pair with “Include Document in HL7” and “Allow web access” based on policy and integration capabilities.
• Label prompts
  • Keep prompts on where labels must be printed at the point of creation; ensure default printers are set per workstation.
• Provider auto‑complete
  • Greatly reduces data entry; verify the patient’s primary physician data is maintained to avoid incorrect ordering provider assignments.
• Concurrence
  • Enable only for modules requiring this feature.

Troubleshooting

• Document does not display on web portal or was not transmitted to billing company via HL7 DFT
  • Confirm the document exists, is linked to the order, and the “Include in HL7”/“Web access” defaults are enabled; verify your integration supports attachments.
• Label dialog doesn’t pop up
  • Ensure the prompt setting is enabled and a label printer is configured for the user/workstation.
• Wrong Ordering Provider auto‑filled
  • Update the patient’s primary physician, or disable auto‑complete if not desired for a site.
• Concurrence not prompting
  • Verify the module is enabled for concurrence.