Defaulting Provider Name on Chart Items
When adding a new Chart Item to a patient chart the system defaults the Provider dropdown based on the following criteria:
1. If the logged in user is a provider then that provider name will be selected as the provider on the chart item except when adding the chart item from a blue box. In this scenario the system will respect the provider on the note.
2. If the logged in user is not a provider and if that patient has an appointment on the same day then the provider dropdown on the new chart item will be set to the provider name that is on the appointment.
3. If the patient does not have an appointment on the same day the system will check for an appointment according to the User Preference 'Default Appt Within Days'. If the system finds an appointment within the allotted days, it will use the provider name on that appointment.
4. If the patient does not have an appointment within the allotted days than the provider on the new chart item will be set to the provider selected within Patient Registration.