If they are using the Prescriptions /
Faxing feature:
Menu / Patients / Prescribing / Edit
Tool / Local Phone Number List - numbers that are LOCAL
numbers for the office
Menu / Patients / Prescribing / Edit Tool / Fax Server
Settings
Menu / Patients / Prescribing / Edit Tool / Pharmacy
Phone Numbers
Menu / Patients / Prescribing / Edit Tool / Providers /
Signatures for each provider that is prescribing and
user rights
Menu / Patients / Prescribing / Edit Tool / Header -
Create prescription and preview after setting values
Menu / Patients / Prescribing / Edit Tool / Footer -
Create prescription and preview after setting values
Menu / Patients / Prescribing / Edit Tool / Medication
Name - make sure ALL meds are listed
Labels
Make sure they print without any error
messages, margins and Label Printer Selected is the
correct printer
Certificate
Make sure it is installed and security message does not
come up when user opens CE
Messages
Make sure user can send and receive
messages
Make sure user can view the message faded screen when
clicking on message
Immunizations
Make sure user rights are setup:
Menu / Patients / Prescribing / Edit Tool / Providers /
Signatures for each provider that is prescribing and
user rights
Quick Scan
Make sure server has Adobe Acrobat
Standard
Make sure each SCANNING computer has Adobe Acrobat
Standard
Make sure each workstation can open the paperless chart
PDF file - Adobe Reader
Encounters
Make sure provider is able to create
encounters
Menu / Patients / Encounters / New Patient Encounter /
Templates should appear for signed on provider (at least
3 by default get created by the system)
Patient Demographics
Make sure you can double click on a
Patient Chart Number or Last Name and open the
demographics page