1. Check the EMR every time an appointment is e-booked to confirm there isn't an appointment already in the EMR schedule.
Set "double_booking_prevention" in the schedule table to HIGH
2. Automatic nightly manual import of appointments.
In EMR settings, under "Custom Variables", enter
key: reconcileAppointments
value: 1
3. Removing a clinic from regular nightly sync (LastMinuteAppointmentReminders). Instead, check for reminders every 30 minutes.
In Site Settings, under "Custom Variables", enter
key: skipNightlyAppointmentReminders
value: 1
4. For sites that want to use DOB as shared secret instead of first 4 digits of health card. Shared secret field needs to be empty.
In Site Settings, under "Custom Variables", enter
key: verifyFallback and
value: 1
5. Using a x (customizable( number of either the first or last digits of PHN as shared secret.
Use the siteVar customSharedSecret. If not present, first 4 digits of PHN are used as default.
In Site Settings, customize:
key: customSharedSecret
value: {"phnNumericFirst":6}
or
value: {"phnNumericLast":6}
Number can be customized
5. By default, the Portal will send one reminder and choose whatever method of contact is available for clinics who use SMS and Voice Calls. If a clinic wants to use the WATERFALL method,
In Site Settings, customize:
key: multipleReminderAttempts
value: 1
6. To bypass the limit of 250,000 patients that can be imported to a site's Portal:
In EMR settings, under "Custom Variables", enter
key: maxPatientImportOverride
value: [include an actual integer here] Note: no commas etc
7. To GET/patients scoped by provider_id (this will shorten query time and avoid any privacy implications etc.)
In EMR settings, under "Custom Variables", enter
key = scopePatientImportByProvider
value = 1