Consultation Manager Setup - Management

To set up the following management options:

 

1. From Consultation Manager , select Consultation - Options - Setup.
2. Select the Management tab and complete as required:
   Automatic Triggering

   Select which Guideline triggering options are enabled:

   • Disable Triggering - Tick to have no guidelines triggered.
   • Passive Triggering - Tick to display the Local Index as opened and the Guideline minimised under the alerts pane if the correct Read code is entered.
   • Active Triggering - Tick to open the relevant guideline in full if the correct Read code is entered.
   Indexes and Toolbar

   Select which options display on the main toolbar:

   • Local Index - Tick to display Local Index , which changes to open if a guideline is passively triggered.
   • Local Reports Index - Tick to display Local Reports Index to display the reports you have created and added to the local reports index.
   • Reports - Tick to display Patients Reports Index which lists system reports with a line for the Local Reports Index.
   Display Options

   • Show local line indicators - Tick to indicate which lines have been generated locally on centrally issued guidelines.
   • Auto-Select Drug Information for patients - Tick to print the drug information whenever a drug regime is invoked and printed within a guideline.
   • Trigger clinical data entry when selecting Prodigy guideline - Prodigy has been removed so no longer relevant.
   Auto Selection

   This selection is a practice wide setting:

   • Options - Select to choose which data from a patient's record populates the summary of their record which is sent with an e-Referral as part of the Referral Message Digest, see Referral Message Digest for details.

   Problem Generation

   Select to set the generation of problems within the patient record:

   • Manual Problem Generation - Select to make the Problem creation process totally manual.
   • Semi-automatic generation (prompt for problem generation) - Select to trigger a prompt to decide whether you want to create a Problem for this entry when there is a data entry which normally triggers a guideline.
   • Fully Automatic Problem Generation - Not recommended. Select to automatically create a new problem with the Read description when there is a data entry which triggers a guideline.
   Therapy Management

   This option manages the linking of medication to a problem:

   • Association with a problem:
     • Select problem when therapy is created - Tick to be prompted to select a problem when a therapy is created and then select either:
       • Only if no open problem - Selected by default, prompts if there is no open problem, or
       • Always - Select to always show a problem prompt

   • Applies to the following therapy types:

     Tick the type of therapy to trigger the problem prompts:

     • New Repeat Masters
     • Repeat Master reauthorisations
     • Acute prescriptions

• Show Setup Form at Startup - Tick to show the Consultation Manager Setup form every time you access Consultation Manager. This is particularly useful for administration staff with a varied role within the practice.

3. Select OK to save and close, or select another tab to continue set up.