Overview
The General tab is used to set user preferences for:
Filtering search results by facility, diagnosis code, procedure code, and person
Displaying a confirmation message when exiting Connect Back Office
Setting the font-size text displays
Toggling the Status Bar on and off
- Forcing the [ENTER] key on the number keypad to behave identically to the [TAB] key
Forcing all typing input to be uppercase
Choosing whether to embed an Image Viewer within the Coding form and charge entry pages
User preferences cannot be overridden and will remain in effect for this workstation until it is changed in Preferences. Anyone who logs onto this workstation will use these preferences as the default values.
The general preferences affect multiple Connect platform applications. For example, if you change the point size in Back Office to 18, the point size will change to 18 in Back Office.
Note also that the Status Bar Visible option only applies to Back Office.
Field Definitions
Function | Type | Required | Description |
| Search Filters Section | |||
| Make Facility fields search using "contains" logic (as opposed to "starts with") | Checkbox | No | Includes search results that contain any portion of the typed input. For example, if you input son, search results could include:
|
| Make Diagnosis Code fields search using "contains" logic (as opposed to "starts with") | Checkbox | No | Includes search results that contain any portion of the typed input. For example, if you input SQU, search results could include:
|
| Make Procedure Code fields search using "contains" logic (as opposed to "starts with") | Checkbox | No | Includes search results that contain any portion of the typed input. For example, if you input TRANS, search results could include:
|
| Make Person search require an exact match | Checkbox | No | Limits search results to only those that match the typed input exactly. For example, inputting Michael F would not return a search result of Michael Fox, because Michael Fox and Michael F do not match character for character. |
| Make Referring Provider search also match on specialty | Checkbox | No | Search results are limited to only those that agree with the selected name input options (above) AND the specialty filter type matches the specialty listed on a potential provider's Back Office provider profile. |
| Exit Options Section | |||
| Show confirmation message when exiting the application | Checkbox | No | Determines whether a confirmation message appears when the user exits the application. By default, this option is checked. |
| Font Options Section | |||
| Point Size | Drop Down | Yes | Determines how large or small letter and number characters will appear in the application. The larger the Point Size, the larger the characters. By default, this option is set to 11. |
| Status Bar Visible Section | |||
| Back Office | Checkbox | No | Toggles the Status Bar at the bottom of the Back Office application window. By default, this option is checked; however, in some instances it may be beneficial to hide the Status Bar, e.g., if you can't see all form data. |
| Keyboard Options Section | |||
| Numeric keypad (ENTER) acts like (TAB) key | Checkbox | No | Forces the [ENTER] key on the number pad of keyboard (not the [ENTER] key in the alpha-character area) to behave as the [TAB] key. This makes for easier tabbing through fields when entering data. |
| Force all typing to Uppercase | Checkbox | No | This option sets all typing to uppercase, regardless of whether Caps Lock is enabled. Note: This also includes case data being created from an EDC. Note: When entering text in Account / Notes, it will appear as you type it, but will update to uppercase after clicking OK. |
Force Uppercase for all users (admin-only) (Note: This option is available to admin users only.) | Checkbox | No | This option can be set by administrators only, but if selected, forces all users in the instance to use uppercase text throughout the application. It cannot be overridden by individual users. If this option is not selected by the Admin, individual users can set their own preference via the Force all typing to Uppercase option. |
| Image Viewer Options Section | |||
| Show embedded image viewer (only recommended for large wide-screen monitors) | Drop Down | Yes | Determines whether the embedded image viewer in both charge entry pages and the coding form is:
Note: Even if you opt to embed the Image Viewer, you may also access it in a separate window by going to File > Launch Image Viewer. |
| Load next image set in batch | Drop Down | Yes | If selected, upon opening an Image Set, the next image set in the batch automatically begins to download in the background. *This process facilitates a quicker image load time when navigating to the next image set during Charge and Payment Entry activities. The Load Next Image Set functionality cannot be selected (it is disabled) if you have opted into using the Show Embedded Image Viewer in the option above. While the subsequent Image Set is downloading:
This functionality is currently in Beta testing mode and is subject to change based on user feedback to the Client Support team and/or new efficiencies being added to the process in the future. |
| Disable Scanning | |||
| Disable scanning support | Checkbox | No | If selected, the Scanner drop down field is disabled on the Image Viewer page. The option improves system performance and can be used to alleviate system crashes experienced by some users. |