Index

• Sections
  • Security Center Group Rules
  • CDS Tab
  • Mandates Tab

Security Center Group Rules

A security administrator can enable/disable group rules through the security center.  To get to the security center, go to Settings & Directories from the Chart Room by pressing the Settings + Directories button in the bottom right.  

Click the  button on the bottom left of the center.

Click the  button in the top right of the screen.

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CDS Tab

• Clinical Decision Support Rules:  Security Administrators can customize their group’s Clinical Decision Support Rules. These rules show detailed information via a popup window when certain actions are performed in ICANotes, and Clinical Decision Support is required to comply with Meaningful Use. The security administrator may choose to prevent members of the group from disabling these rules using the checkbox in Settings and Directories, under Specific to Individual on the Options tab. These rules may also be enabled for all users or discipline-by-discipline, and may be activated or deactivated In these Areas.
• Enable Default Clinical Summary Settings:  The ability to set default values when creating a clinical summary.  The group can choose user and/or group settings.
  • For more information, please turn to our Setting Up Default Clinical Summary Options Knowledge Base Article. 
• Clinical Decision Support Rules Log:  The audit trail of Security Administrator's changes to group rules.

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Mandates Tab

• Require All Areas on Initial Exam:  Prevents a user from moving onto the next tab in a complete evaluation unless they have examined each tab in order.
• Require Auth # and Units:  Requires that each note have an associated authorization (see How to Enter Managed Care Authorizations Knowledge Base Article) and # of units before any note may be compiled. 
• Require Custom Note Title on PNs:  Requires a custom note title to be entered for Progress Notes. This can be adjusted in Settings and Directories (Specific to Individual) under Options, on the right (Default Note Title).
  • For more information, please turn to our Setting Default and Individual Note Titles Knowledge Base Article. 
• Require Diagnosis Code:  At least one diagnosis code must be entered before a note can be compiled.
  • Our How to Enter an ICD10 Diagnosis Knowledge Base Article demonstrates how to add diagnosis codes to a Chart.
• Require Email Address:  If a new patient is created, the email address must be entered in the demographics tab in order to save the chart.  
• Require Follow Up:  Follow Up (#7 area in PN Part 2) must be populated before note can be compiled.
• Require Medication Consent:  Consent or lack thereof must be recorded for any prescribed medications before the note can be compiled. Consent is entered in the Expanded Med List using the checkbox.
• Require Medicaid Number:  When enabled the label for Demographics → Insurance Information → Medicaid ID will be highlighted in yellow and a required entry before leaving Demographics. 
• Require Reason Prescribed:  Reason prescribed in PN Part 2 must be recorded for any medications entered. 
• Require Service Code Short List:  Service Code must be chosen from the Short List rather than the Full List. Service Code Short List can be edited/viewed in Settings and Directories > Shared by All Staff > Service/Mod Codes.
  • Our Set Up Service C