Generic Options
- Meagan Prost
- Colin Murphy
Cloud Knowledge Base Home / System Settings and Configurations / System Customization / Software Settings and Options / Program Options / Generic Options
With our additional software options, you can explore a world of possibilities for optimizing your EAP Expert Cloud system. We're here to help you fine-tune and expand your system’s capabilities, making your software experience even more efficient and powerful.
To get started:
Navigate to Options on the left-hand menu
Select Program Options and then the Generic tab
In this guide, we’ll review the following available settings:
Important: Please remember to save your changes while updating program options. After saving changes, users may need to log out and back in to see the updates.
Generic
Let's explore additional general settings related to EAP Expert Cloud.
EAP Expert Setting | Description |
|---|---|
Max Search Results | Choose the maximum number of results to display when performing searches within modules. Limiting can help improve system speed and performance, especially during large searches. |
Date Validation Years in the Past | Select the number of years to alert users and flag the date field if the entered date is earlier than this specified number.
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Data Validation Years in the Future | Define the number of years to alert users and flag the date field if the entered date is later than this specified number.
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Default Localization Language | This setting controls the default language used for custom field names in the Custom Field Editor. A localized version of the field name must be set up for this to work. If the default localization language matches the language set in the Custom Field Editor, the system will display the localized field name instead of the original one. |
Default Month Before for Recycle Bin Items | This setting controls how far back deleted items will be displayed in the recycling bin. It determines the number of months before the current date that items remain visible. If left blank, it defaults to -1, meaning only items deleted within the last month will be shown. |
Minimum Character for Zip Code Search | This setting defines the minimum number of characters a user must enter in a zip code field before the system automatically fills in city information. |
Number of Days to Keep Audit Trail | This setting appears in the user interface but is currently not functional and does not affect how long the audit trail is retained. |
Eligibility Import Delimiter | This setting specifies the character that separates data fields in CSV files during the Eligibility Import process. A comma is used by default, but a different delimiter can be set if needed. |
Region Time Zone | This setting specifies the time zone in which the system will display the start and end times of an on-site service appointment. The system will convert appointment times to this selected time zone. |
Maximum Import Batch | This setting controls the maximum number of times a batch import will be processed. If set to 0, there is no limit, and all batches will run. |
Default Null Drop-Down Text | This setting defines the placeholder text shown in drop-down menus when no option is selected. It only applies to the software's web version. |
Default Feedback Status on New Feedback | Set the status that will automatically appear when a user creates new feedback in the system. This helps standardize how new feedback entries are categorized. |
Default Map Provider | This setting specifies which mapping service EAP Expert Cloud will use to display providers on a map view. |
Default Duration for Communication Hub Activity | This setting lets you choose the average duration of time to automatically apply when documenting communication sent from the Communication Hub. It helps standardize and save time by pre-filling how long the activity typically takes a team member. |
Formatting Culture (e.g., en-US or en-GB) | This setting controls how currency symbols and date formats are displayed in the system, based on the selected regional or cultural formatting. |
Next, utilize the checkmark to activate any of the following features. Leaving them unchecked will keep them inactive within your EAP Expert Cloud system.
User Acceptance Test (UAT) Environment: Check this box to designate the system for UAT purposes only.
Select All Organizations when Nothing is Selected on File Close Utility: This setting ensures that if no organizations are selected when using the File Close Utility, the system will automatically apply the action to all organizations.
Show Drop-Down on New Button Click: This setting changes how the “New” button behaves when multiple options are available. When enabled, clicking the “New” button will open a dropdown menu instead of automatically selecting a default option. An application restart is required for this setting to take effect.
Use ‘Starts With’ for Search Criteria in Drop-Downs: When this feature is enabled, the search function within dropdown menus will match entries that begin with the text entered by the user. For example, if a user types "Jo," the dropdown will show options like "John" and "Joseph.
Use ‘Spell Checker’ for Activity Notes: Enable this option to automatically check for spelling errors in activity notes as they are typed.
Use ‘Starts With’ for Text Fields: When enabled, this setting adjusts text field searches to only match entries that begin with the text the user types.
Always Match County with Zip Code: This setting ensures that when a zip code is entered, the county field is automatically updated to match, even if there is already information in that field.
Use and Operator in Multi-Checked Combobox Criteria Value: This setting changes how filters work when selecting multiple options in a dropdown with checkboxes. When enabled, all selected options must match for the filter to apply. When disabled, the filter will apply if at least one of the selected options matches.
Disable Custom Field Duplicate Check: This setting allows duplicate entries to be added in the Custom Field Editor. When enabled, the system will not check for or prevent duplicate custom field entries.
Call Center Calls Staff Selects All as Default Option: This setting ensures that when opening the Call Center Calls Dashboard, all staff members are selected by default instead of requiring manual selection.
Disable Auto Load on Search Pop-Ups: This setting prevents an automatic search from running when opening a pop-up search window. When enabled, users will need to start the search instead of having results load automatically.
Overwrite Street from Address Search: This setting ensures that when the city field is auto-filled from an address search, the street and suite fields will also be automatically filled in.
Do Not Check Localization for Custom Field: This setting disables automatic localization for custom fields. The Default Localization Language and Name With Default Localization fields in the Custom Field Editor will not be automatically populated when enabled.
Disable Auto Fill-Up Address: This setting prevents address fields from automatically filling in when a zip or postal code is entered. When enabled, users will need to enter the full address manually.
Add Presenting Problem Column to Group: This setting adds a Presenting Problem column to the Presenting Problem Group field. When enabled, the column will automatically display the associated presenting problems.
Disable Showing Count in Utilization Rate Message Pop-Up: This setting disables the warning pop-up that appears when unchecking the "Count in Utilization Rate" option in Activities. When enabled, the pop-up will no longer appear.
Use Core Evaluation: This setting enables core evaluations in client files. When enabled, print options will be available to print pre- and post-visit core evaluations.
Add Custom Field Localizations Column to List View: This setting adds a Custom Field Localizations column to the list view in the Custom Field Editor. When enabled, the Custom Field Localization Header will be available as a column option in the grid view.
Show Icons on Map Based on Resource Type: This setting customizes the map view by displaying different icons for each resource type. When enabled, icons will visually represent the specific resource type they correspond to.
Enable Eligibility Search in Navigation: This setting adds the Eligibility Search module to the navigation bar when enabled, allowing users quick access to search and view eligibility records.
Hide Currency Symbol: This setting removes the currency symbol from fields that display rates or costs. When enabled, only the numeric value will be shown. This feature is only available in the desktop application version.
Enable Communication Hub: This setting enables access to the Communication Hub module. When turned on, users can send emails and SMS text messages directly from EAP Expert to company contacts, providers, and members requesting services.
EAP Expert Setting | Description |
|---|---|
Azure Map API Key | This setting stores the authentication token required to connect the system to the Azure Maps service for map-related features. |
Coloring
Customize coloring options to alert users visually to specific areas within the system.
EAP Expert Setting | Description |
|---|---|
Required Field Color | Alert users with a colored indicator for required fields, creating a visual prompt to complete the field before saving. |
Eligibility Conflict Color | Alert users with a colored indicator when a member’s eligibility conflicts, using eligibility files to cross-reference before beginning services. |
Date Validation Color | Select a specific color to highlight dates that need verification or correction, such as errors, inconsistencies, or required fields involving dates, ensuring accurate and valid date entries in the system. |
High-Risk Text Color | Choose a color for client text to display in the client file search for cases marked as high-risk. |
High-Risk Color | Select a color to highlight a client's row in the client file search for cases marked as high-risk. |
Face-2-Face Working Hours Color | This setting controls the background color to display a provider's working hours in the Scheduler. For the color to appear, the working hours must match the modality selected for the face-to-face modality option. |
Provider Look-Up Coloring
Enable Assign Provider Look-Up Coloring: This setting adds color coding to provider searches within an authorization. When enabled, providers that fall within the specified range values will be highlighted in the assigned colors.
Click the green New button to add provider look-up options
Font Color: This setting controls the font color used for highlighted providers in the system. When enabled, the specified color will be applied to the text of highlighted provider entries.
Back Color: This option controls the background color used for highlighted providers in the system. When enabled, the specified color will be applied to the background of highlighted provider entries.
Range Value Start: This setting defines the minimum in-person rate required for a provider to be highlighted. If a provider’s rate is below this value, they will not be highlighted in the system.
Range Value End: This setting sets the maximum in-person rate for a provider to be highlighted. If a provider’s rate exceeds this value, they will not be highlighted in the system.
Click OK to save the provider look-up color
Repeat these steps until all the provider colors you need are added
Note: You can edit any provider look-up color by clicking on the row to open.
Removal
This tab within Program Options lets you remove old or unused templates from your EAP Expert Cloud system, simplifying navigation across the corresponding modules.
Clinical Note Templates Tab
Simply select the correct clinical note template by highlighting it with the checkmark
Click on the red Delete button to remove the template
Important: Please exercise caution when using the delete button, as it permanently removes the item from your system.
UR Executive Summary Template Tab
Highlight the correct executive summary template by selecting the checkmark
Click the red Delete button to remove the template
Important: Please exercise caution when using the delete button, as it permanently removes the item from your system.
Holiday
Unlock the power of EAP Expert Cloud to integrate your company's recognized holidays seamlessly into the program options.
Important: While you can designate holidays regardless of whether they are working days or not, please note that the system will still allow you to schedule appointments on these dates.
To enter one or more holidays, navigate to Options from the left-hand navigation
Next, select Program Options, then click on the Holiday tab
Use the green New button to begin entering a holiday
Name: Please provide a name for the holiday to be added.
Date: Select the correct date from the drop-down arrow.
Working: Check this box if it's a holiday you or your team will work on.
Click OK to save the new holiday entry to the tab
Follow these steps to enter all holidays individually, or utilize the Import Holidays button to import a complete list
Click the Save and Close button to save changes and exit the program options
Note: You can edit an entered holiday by clicking on its row to open and modify it, such as updating holidays for the upcoming year.
Formatting
Elevate data consistency and professionalism with our user-friendly formatting options!
Whether phone numbers or additional information, you can effortlessly standardize records across your system. Say goodbye to manual adjustments and hello to a more polished, streamlined experience.
Creating a new format for telephone numbers
Navigate to Options from the left-hand side menu
Click on Program Options, then select the Formatting tab
On the ‘Phone’ sub-tab, use the green New button to create a new option
Enter a name for this phone format option that will be easy to find.
Use the # symbol in the ‘Format String’ to define the phone number format for this field.
For example, in the U.S., you might choose (###) ###-#### or ###-###-####.
Click OK to save the option and return to the ‘Phone’ formatting tab
Note: After creating a phone format option, it will appear in the drop-down arrow and be available for selection for any field listed on this sub-tab.
Tip: To edit an existing phone format, select it so it appears in the field, then click the pencil icon to the far right of the field to open it for editing.
Additional formatting options
Navigate to Options from the left-hand side menu
Click on Program Options, then select the Formatting tab, then the ‘Additional’ sub-tab
Start defining the correct format by using the # symbol to specify the placement of numbers within this format.
For example, U.S. zip codes may look like #####, and Canadian postal codes may look like A#A A#A, where "A" stands for a letter and "#" stands for a number.
Note: You can update these settings anytime to adjust formatting preferences. Leaving these fields blank will allow users to input data without requiring special formatting.
Printing
Unlock the power of customization with our system's printing options!
Tailor your printouts to match your needs, whether client reports, appointment schedules, or financial statements. You're in control. Easily select your preferred layout, fonts, and even branding elements.
Important: Printing report templates can be accessed and edited within Insights > Reporting.
Reviewing and selecting the appropriate option for the areas you intend to print from EAP Expert Cloud is essential. Additionally, while creating multiple templates, only one can be set as the default in the program options.
Client File
This tab allows you to customize the information retrieved when users select the Print button for cases. You can designate specific details to pull from a file, with options available for various file types within the Client Files Module.
Clinical
When users choose the Print button, this tab tells the system which detailed information from internal counselors and provider profiles within your Clinical Resources Module network will appear in print.
Organizations
Ensure the correct details are configured to print when clicking the Organization/Group module button.
Organizational Services
When viewing Organizational Services, including trainings, orientations, seminars, workshops, CISDs, and other related events, configure the desired details for printing.
Provider Payables
Establish warning, denial, and notification templates for printing or sending letters to providers who submit claims for sessions and organizational services.
Other
Explore options for establishing printing templates for additional areas within the software system.
Note: You can update these software settings anytime to accommodate system changes.
Click the Save and Close button to save changes and exit the program option
Saved changes will take effect immediately; however, users may need to log out and log back in to see the updates.
