Difference between revisions of "Category:Configuration"

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'''Adding New Persons to an existing system'''
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This Category has links to pages that help in the Configuration of a VistA system
 
 
Adding a New User in VistA
 
 
 
 
 
The best way to add a new user into your VistA System is to use “clone a user”. First you need to set up different users that represent your job areas. This would include clinical applications coordinators, pharmacists, providers, nurses, front office clerks, Medical Assistants, etc. Then you can use them as the New Person entry to clone. The menu option is “Grant Access by Profile”. However, once the user is cloned, you generally have more work to do:
 
 
 
1) Change the Access Code to something more memorable
 
 
 
2) In the case of Providers, add NPI number, DEA number, Authorized to write medications, Encounter Form, “Hospital Location”, Autofinish Location, Autofinish Printer.
 
 
 
3) Electronic Signature code
 
 
 
4) Electronic Signature Block
 
 
 
5) Additional Menus and keys if necessary.
 
 
 
6) Fileman Access Level.
 
 
 
 
 
Please note this is only a guide. There are thousands of Menu options and probably hundreds of keys. You may need to do some research.
 
 
 
The next section assumes you do not have an appropriate “New Person” to clone. It is primarily reference material if you do.
 
 
 
To add a new person, start with the User Menu and choose ADD A NEW USER TO THE SYSTEM.. The following New Person is an ANALYST and has super user powers in VistA: Your IRM/CAC might have these menus and keys:
 
 
 
-~-~-~-~-~-~-~-~-~-~-~-~ PuTTY log 2009.09.22 10:37:44 -~-~-~-~-~-~-~-~-~-~-~-~-
 
 
 
<pre>
 
user Inquiry
 
 
 
Select NEW PERSON NAME: dewa  DEWAYNE,ROBERT      RED    IRM    ANALYST
 
 
 
DEVICE:  TELNET
 
 
 
DEWAYNE,ROBERT  (#9)
 
</pre>
 
Number 9 is the DUZ number, in a pinch, you at the GTM prompt you can
 
<pre>
 
S DUZ=9 <enter>
 
 
 
D ^XUP
 
</pre>
 
This will get you into a programmer mode and allow you to set up any number of users, For this reason, we do not let many people have access to the VistA roll and scroll through the prompt. See the commander scripts done by Ignacio Valdes to get around this security hole.
 
 
 
--------------------
 
<pre>
 
Service/Section:  IRM 
 
</pre>Service section is usually Medicine 
 
                                 
 
<pre> 
 
Job: 5100 (13EC) on EHR,EHR:vmware from SEP 22, 2009@10:36:49
 
Device: /dev/pts/1  (/dev/pts/1)
 
  Menu path:
 
    Systems Manager Menu
 
        User Management
 
          User Inquiry
 
 
 
ATTRIBUTES
 
----------
 
  Creator  ........                      Date entered........Dec 01, 2004
 
  Mult Sign-on  ...ALLOWED                Fileman codes  .....@ 
 
</pre>
 
The @ is Fileman Unlimited privilege. You probably can't confer it here
 
<pre>  Time-out  .......9999                  Type-ahead  ........ALLOWED
 
  Title  ..........ANALYST                Office Phone  ......
 
  Auto-Menu  ......YES, MENUS GENERATED  Voice Pager  .......
 
  Last Sign-on  ...Sep 22, 2009          Digital Pager  .....
 
  Has a E-SIG  ....Yes                    Write Med's  .......YES 
 
</pre>
 
This line is actually not found in the USER MENU Prompts.
 
I use Fileman to create the Electronic Signature (so I don't need to give VistA roll and scroll access)
 
I also use Fileman Enter/edit of New Person file to enter: Authorized to write medications, Electronic Signature Block,  NPI and DEA number.
 
 
I believe you “Authorized the write medications for most medications, a DEA number for Narcotic Prescription Privileges, and either the NPI number ot the appropriate Person Class to “Bill”.
 
<pre>
 
  Person Class:  Allopathic and Osteopathic Physicians
 
                    Family Practice
 
                                                                   
 
                       
 
Primary Menu: EVE                     
 
Systems Manager Menu EVE is the mother of all Menus
 
 
 
Secondary Menu(s)
 
-----------------
 
      [OR CPRS GUI CHART]              CPRSChart version 1.0.26.76 without this, you can not log into CPRS
 
      [PXRM CPRS CONFIGURATION]        CPRS Reminder Configuration
 
      [VFGS SCANNING]                  VOES SCANNING
 
 
 
Keys Held
 
--------- 
 
  DDXP-DEFINE        DG CONSISTENCY    DG DETAIL          DG ELIGIBILITY
 
  DG RECORD ACCESS  DG SECURITY OFFICER                  DG SENSITIVITY
 
  DG SUPERVISOR      DGPRE EDIT        DGPRE SUPV        DIEXTRACT
 
  IBCNE IIV AUTO MATCH                  IBCNE IIV SUPERVISOR
 
  IBCNR E-PHARMACY SUPERVISOR          IBDF IRM          LRANAT
 
  LRAPMOD            LRAPSUPER          LRAU              LRBLSUPER
 
  LRDATA            LRLAB              LRLIASON          LRSUPER
 
  LRVERIFY          ORES              PROVIDER          PSOA PURGE
 
  PSOINTERFACE      PSORPH            ROR VA HEPC ADMIN  ROR VA HIV ADMIN
 
  ROR VA IRM        XDR                XM SUPER SEARCH    XMMGR
 
 
 
Enter RETURN to continue or '^' to exit:    XMNET              XQAL-DELETE        XQSMDFM            XUAUDITING
 
  XUAUTHOR          XUEXKEY            XUFILEGRAM        XUMF INSTITUTION
 
  XUMGR              XUPROG            XUPROGMODE        XUSCREENMAN
 
 
 
Patient Selection
 
-----------------
 
  Restrict?: NO
 
OE/RR List:
 
 
 
CPRS Access Tabs
 
----------------
 
  Name  Description                          Effective  Expiration
 
  ----  -----------                          ---------  ----------
 
  COR  CPRS GUI "core" tabs.                FEB  1,2005 
 
 
 
CPRS Parameter info (User Specific)
 
-----------------------------------
 
  ORWDX WRITE ORDERS LIST: ORZ WRITE ORDER LIST
 
  OR ADD ORDERS MENU:      ORWDX WRITE ORDERS LIST
 
 
 
Mail Groups:
 
  ERRORS (Organizer)                          (Public)
 
  UNORDERED LAB MESSAGES (Organizer)          (Private)
 
  ORDERED QUEST MESSAGES (Organizer)          (Private)
 
</pre>
 
 
 
Here is a list of the keys assigned to this user and their descriptions:
 
<pre>
 
Adding a Hospital Location:
 
 
 
Select Scheduling Manager's Menu Option: supervisor Menu
 
 
 
 
 
          Add/Edit a Holiday
 
          Appointment Status Update Menu ...
 
          Appointment Waiting Time Report
 
          Cancel Clinic Availability
 
          Change Patterns to 30-60
 
          Convert Patient File Fields to PCMM
 
          Current MAS Release Notes
 
          Enter/Edit Letters
 
          Inactivate a clinic
 
          Look up on Clerk Who Made Appointment
 
          Non-Conforming Clinics Stop Code Report
 
          Purge Scheduling Data
 
          Reactivate a Clinic
 
          Remap Clinic
 
          Restore Clinic Availability
 
          Scheduling Parameters
 
          Set up a Clinic
 
          Sharing Agreement Category Update
 
 
 
Select Supervisor Menu Option: set up a Clinic
 
 
 
 
 
Select CLINIC NAME: ??
 
   
 
  Choose from:
 
  DEWAYNE ROB VWWARE        DEWAYNE,ROBERT
 
  DR OFFICE       
 
  JON DOE CLINIC       
 
  ZZCLINIC       
 
         
 
        You may enter a new HOSPITAL LOCATION, if you wish
 
        Name given by user to any ward, clinic, fileroom, operating room
 
        or other location within a VA facility.
 
 
 
Select CLINIC NAME: JON DOE CLINIC
 
     
 
NAME: JON DOE CLINIC//
 
 
 
ABBREVIATION: JDC//
 
 
CLINIC MEETS AT THIS FACILITY?: YES//
 
 
 
SERVICE: MEDICINE//
 
 
NON-COUNT CLINIC? (Y OR N): NO//
 
 
 
STOP CODE NUMBER: GENERAL INTERNAL MEDICINE//
 
 
 
DEFAULT APPOINTMENT TYPE: REGULAR//
 
 
 
ADMINISTER INPATIENT MEDS?:
 
 
 
TELEPHONE:
 
 
REQUIRE X-RAY FILMS?:
 
 
 
REQUIRE ACTION PROFILES?: YES//
 
 
 
NO SHOW LETTER:
 
 
PRE-APPOINTMENT LETTER:
 
 
CLINIC CANCELLATION LETTER:
 
 
 
APPT. CANCELLATION LETTER:
 
 
ASK FOR CHECK IN/OUT TIME:
 
 
Select PROVIDER:
 
 
 
DEFAULT TO PC PRACTITIONER?:
 
 
 
Select DIAGNOSIS:
 
 
 
WORKLOAD VALIDATION AT CHK OUT:
 
 
 
ALLOWABLE CONSECUTIVE NO-SHOWS: 999//
 
 
 
MAX # DAYS FOR FUTURE BOOKING: 999//
 
 
HOUR CLINIC DISPLAY BEGINS:
 
 
 
START TIME FOR AUTO REBOOK:
 
 
MAX # DAYS FOR AUTO-REBOOK: 365//
 
 
 
SCHEDULE ON HOLIDAYS?:
 
 
 
CREDIT STOP CODE:
 
 
 
PROHIBIT ACCESS TO CLINIC?:
 
 
 
PHYSICAL LOCATION:
 
 
 
PRINCIPAL CLINIC:
 
 
 
OVERBOOKS/DAY MAXIMUM: 15//
 
 
 
Select SPECIAL INSTRUCTIONS:
 
 
 
LENGTH OF APP'T: 10//
 
 
VARIABLE APP'NTMENT LENGTH:
 
 
DISPLAY INCREMENTS PER HOUR: 10-MIN //
 
 
 
 
 
AVAILABILITY DATE:
 
</pre>
 
 
 
Attaching an Encounter Form to a Provider:
 
 
 
-~-~-~-~-~-~-~-~-~-~-~-~ PuTTY log 2009.09.22 11:14:25 -~-~-~-~-~-~-~-~-~-~-~-~
 
<pre>
 
TEST an option not in your menu
 
Option entry to test: IBDF
 
 
 
    1  IBDF AUTO PURGE FORM TRACKING      Tasked purge of Form Tracking files
 
    2  IBDF BACKGRD EF PRINT QUEUE      Background EF Print
 
    3  IBDF CLINIC SETUP/EDIT FORMS      Clinic Setup/Edit Forms
 
    4  IBDF COPY CPTS TO FORM      Copy CPT Check-off Sheet to Encounter Form
 
    5  IBDF DEFINE AVAILABLE REPORT      Define Available Report (not Health
 
Summaries)
 
Press <RETURN> to see more, '^' to exit this list, OR
 
 
 
CHOOSE 1-5: 3  IBDF CLINIC SETUP/EDIT FORMS    Clinic Setup/Edit Forms
 
 
 
EDIT FORMS FOR WHICH CLINIC? : DEWAYNE ROB VWWARE      DEWAYNE,ROBERT
 
 
 
FORMS CURRENTLY USED BY 'DEWAYNE ROB VWWARE' HOSPITAL LOCATION
 
 
 
 
 
CC  Change Clinic        CF  Copy Form            FE  Fast Selection Edit
 
NM  Form Name/Descr/Size  CR  Create Blank Form    RC  Recompile Form
 
AS  Add Form to Setup    DF  Delete Unused Form
 
DS  Delete from Setup    EF  Edit Form
 
Select Action: Quit// CF  Copy Form 
 
Do you want to select a form from the toolkit? YES
 
Select a FORM: ??
 
   
 
  Choose from:
 
  AMBULATORY SURGERY SAMPLE V2.1        scannable form for ambulatory surgery
 
  EMERGENCY SERVICES SAMPLE V2.1        scannable form for primary care
 
  GY          National Hem/Onc 10/2002
 
  NATIONAL ADDICTION 2005        National Addictions formApril 2005
 
  NATIONAL AUDIO & SPEECH2003        NationalAudiology & Speech August 2003
 
  NATIONAL AUDIO/SPEECH 2005        National Audio & Speech April 2005
 
  NATIONAL BLIND REHAB 2005        National VIST/BROS Encounter form April 2005
 
  NATIONAL CARD CATH/INTERV        National Cardiac Cath/Interventional Rad 8/
 
2002
 
  NATIONAL CARD CATH/INTERV RAD        National Cardiac Cath/Interventional Rad
 
8/2002
 
  NATIONAL CARD CATH/IR 2005        National Cardiac Cath/Interventional Rad Ap
 
ril 2005
 
  NATIONAL CARDIOLOGY        National Cardiology/EKG/Echo 8/2002
 
  NATIONAL CARDIOLOGY 2005        National Cardiology/EKG/Echo April 2005
 
  NATIONAL CHIROPRACTIC 2003        National Chiropractic August 2003
 
  NATIONAL DERMATOLOGY        National Derm encounter form  8/2002
 
  NATIONAL DERMATOLOGY          National Derm encounter form  8/2002
 
  NATIONAL DERMATOLOGY 2003        National Derm encounter form  August 2003
 
  NATIONAL UROLOGY 2005        National Urology Form April 2005
 
  NATIONAL VIST/BROS 2003        Encounter Form for VIST & BROS ClinicAugust 20
 
03
 
  PRIMARY CARE SAMPLE V2.1        scannable form for primary care
 
  PRIMARY CARE V2.1        scannable form for primary care
 
   
 
Select a FORM: PRIM
 
    1  PRIMARY CARE SAMPLE V2.1      scannable form for primary care
 
    2  PRIMARY CARE V2.1      scannable form for primary care
 
CHOOSE 1-2: 2  PRIMARY CARE V2.1    scannable form for primary care
 
New Form Name: // DEWAYNE ENCOUNTER............
 
NAME: DEWAYNE ENCOUNTER//
 
SIMPLEX/DUPLEX: DUPLEX,SHORT-EDGE BINDING//
 
SCANNED/MANUAL DATA ENTRY: YES//
 
Should ICR be used to automatically read hand print on this form?: YES
 
        //
 
NUMBER OF PAGES: 2//
 
 
 
ENTER THE PAGES THAT SHOULD BE SCANNED.
 
Select PAGE INFORMATION: 2//
 
  PAGE INFORMATION: 2//
 
Select PAGE INFORMATION:
 
BRIEF DESCRIPTION OF FORM'S USE & CONTENT: scannable form for primary care
 
          Replace
 
How should the clinic use the form?
 
 
 
    Select one of the following:
 
 
 
          1        BASIC FORM
 
          2        SUPPLEMENTAL FORM FOR ALL PATIENTS
 
          3        SUPPLEMENTAL FORM FOR NEW PATIENTS
 
          4        SUPPLEMENTAL FORM FOR ESTABLISHED PATIENTS
 
          5        FORM TO PRINT WITHOUT PATIENT DATA
 
          6        RESERVED FOR FUTURE USE
 
          7        WILL NOT BE USED BY CLINIC
 
 
 
Enter response: 2  SUPPLEMENTAL FORM FOR ALL PATIENTS
 
FORMS CURRENTLY USED BY 'DEWAYNE ROB VWWARE' HOSPITAL LOCATION
 
 
 
 
 
 
 
 
 
                                    scannable form for primary care           
 
 
 
CC  Change Clinic        CF  Copy Form            FE  Fast Selection Edit
 
NM  Form Name/Descr/Size  CR  Create Blank Form    RC  Recompile Form
 
AS  Add Form to Setup    DF  Delete Unused Form
 
DS  Delete from Setup    EF  Edit Form
 
Select Action: Quit// EF  Edit Form  You can also edit the form if necessary
 
 
 
Adding a Problem List:
 
 
 
GMPL MGT MENU    Problem List Mgt Menu
 
 
 
 
 
  1      Patient Problem List
 
  2      Edit PL Site Parameters
 
  3      Create Problem Selection Lists ...
 
  4      List Patients with Problem List data
 
  5      Search for Patients having selected Problem
 
  6      Replace Removed Problem(s) on Patient's List
 
 
 
Select Problem List Mgt Menu Option: 3  Create Problem Selection Lists
 
 
 
 
 
  1      Build Problem Selection List(s)
 
  2      Copy Selection List from IB Encounter Form
 
  3      Assign Selection List to User(s)
 
  4      Remove Selection List from User(s)
 
  5      Delete Problem Selection List
 
  6      Check Problem Selection List problem codes
 
 
 
Select Create Problem Selection Lists Option: ASSign Selection List to User(s
 
 
 
Select LIST NAME: ??
 
   
 
  Choose from:
 
  ADULT PROBLEM LIST 
 
  CATARACT SURGERY 
 
  GLENDALE PROBLEM LIST SB 
 
 
 
  TIDWELL PROBLEM LIST SB 
 
 
 
Select LIST NAME: TI 
 
Select USER: DEWAYNE,ROBERT      RED    IRM    ANALYST
 
ANOTHER ONE:
 
Are you ready? NO// YES
 
Assigning  list ...
 
    DEWAYNE,ROBERT
 
 
 
Adding other miscellaneous options:
 
 
 
 
 
Select CPRS Configuration (Clin Coord) Option: GP  GUI Parameters
 
 
 
 
 
  CS    GUI Cover Sheet Display Parameters ...
 
  HS    GUI Health Summary Types
 
  TM    GUI Tool Menu Items
 
  MP    GUI Parameters - Miscellaneous
 
  UC    GUI Clear Size & Position Settings for User
 
  RE    GUI Report Parameters ...
 
  NV    GUI Non-VA Med Statements/Reasons
 
  EX    GUI Expired Orders Search Hours
 
  RM    GUI Remove Button Enabled
 
  NON    GUI Remove Button Enabled for Non-OR Alerts
 
  EIE    GUI Mark Allergy Entered in Error
 
</pre>
 

Revision as of 16:05, 25 September 2009

This Category has links to pages that help in the Configuration of a VistA system

Pages in category "Configuration"

The following 4 pages are in this category, out of 4 total.