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Overview

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Info

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.

Note

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 and Front Office.

Note also that the Status Bar Visible option only applies to Back Office.



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titleHow to Get Here?


From the Menus:Via Shortcut Keys: 
  1. Open the File menu and select Preferences.
  2. The Preferences page opens, displaying the General tab (default).
  1. Press [Alt] + [F] + [R].
  2. The Preferences page opens, displaying the General tab (default).



 

 



Field Definitions

Function

Type 

Required 

Description

Search Filters Section


Make Facility fields search using "contains" logic (as opposed to "starts with")CheckboxNo

Includes search results that contain any portion of the typed input.

Info

For example, if you input son, search results could include:

  • Robertson
  • Patterson
  • Sonfield


Make Diagnosis Code fields search using "contains" logic (as opposed to "starts with") CheckboxNo

Includes search results that contain any portion of the typed input.

Info

For example, if you input SQU, search results could include:

  • Mosquito-borne viral encephalitis, unspecified 
  • Squamous cell carcinoma of skin of lip


Make Procedure Code fields search using "contains" logic (as opposed to "starts with") CheckboxNo

Includes search results that contain any portion of the typed input.

Info

For example, if you input TRANS, search results could include:  

  • Anesthesia for permanent transvenous pacemaker insertion
  • Anesthesia for procedures on eye; corneal transplant


Make Person search require an exact match CheckboxNo

Limits search results to only those that match the typed input exactly.

Info
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 CheckboxNoSearch 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 CheckboxNoDetermines whether a confirmation message appears when the user exits the application. By default, this option is checked.
Font Options Section 


Point Size Drop DownYesDetermines 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 CheckboxNoToggles 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 CheckboxNoForces 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 CheckboxNo

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 all typing to Uppercase throughout instance

(Note: This option is available to admin users only.)

CheckboxNo

This option can only 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 DownYes

Determines whether the embedded image viewer in both charge entry pages and the coding form is:

  • Disabled - In a separate window

  • Left Side - On the left-half of the current page
  • Right Side - On the right-half of the current page

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 batchDrop DownYes

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.

Warning

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.



Info

While the subsequent Image Set is downloading: 

  • The Set ID field on the Image Viewer page is disabled. You will be unable to navigate between image sets until the download of the subsequent image set is complete. 
  • The Save & Add Next field on the Coding page is disabled. You will be unable to use this button until the download of the subsequent image set is complete.

Note
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 supportCheckboxNo

If selected, the Scanner drop down field is disabled on the Image Viewer page.

Info
The option improves system performance and can be used to alleviate system crashes experienced by some users.