Base Configuration
Installation Stuff: 1. You need to install the CPT codes if you doc practices in the US (sounds like he is). Contact Nancy for more details.
Set-up (maybe in random order); Configure Institution; add divisions to institution; configure mailman for institution. Add users to system. Make sure to put them in a person class. Allocation of keys depends on what the user's role in the clinic is. A clinician needs the PROVIDER key and ORES or ORELSE key. Users will need to set for themselves an electronic signature. Add users to the proper user classes. Set-up Hospital Locations (viz. "Clinics") Configure Scheduling Package Set-up TIU templates Add Labs and Meds to respective packages; set-up Lab and Meds packages Configure printers Create quick orders; hang them on menus. Configure menus Configure Notfications; pick which notifications would be active. Configure Order Checks (make sure to tie them to local orderable items)