This article will cover the process of adding and removing prescribing profiles in Summit to change the "default" profile used when prescribing. While there is not currently a way to set an actual default profile to use, we are able to manage profiles in a way that mimics this functionality.

Note: This solution is somewhat time intensive and requires deleting, creating, and subscribing to profiles. Additionally, if there are multiple providers prescribing there may be issues if different providers want different "defaults".

In the example above, you can see that the order entry window opened with the profile set to biologics. If this is not a profile that is used very often, this might not be ideal as it requires you to change profiles before writing an order. Of course if it's a profile you never use or use extremely rarely, you could unsubscribe from the profile, but in this example we are going to assume that the profile gets used somewhat regularly but is not the most often used.

To manage the profiles a provider is subscribed to, navigate to System Management > Providers and click on the desired provider. Clicking on the Profiles button will bring up a list of all the profiles in the system and show the profiles subscribed to the provider. If the column is not shown by default, click Choose Columns and check the Profile ID box from the dropdown. The profile that appears when a provider opens the order entry window is the profile with the lowest numbered subscribed profile for that provider. In the example above, that profile would be Biologics with a Profile ID of 14. If, instead, you want a different profile to appear when opening the order entry window, there is a way to accomplish this, though it can be a fairly involved process depending on the number of subscribed profiles. In this example, we want the profile named Your Profile to be the profile that populates when entering the order entry window. Before continuing, make a note of the name and profile number of each subscribed profile with a lower numbered profile ID than the desired profile (Biologics [14], TEST PROFILE [16], TEST PROFILE 2 [17]).

Navigate to System Management > Profiles to enter the profiles screen and make sure the profile ID column is visible by clicking the Choose Columns button. Here the profiles are shown alphabetically by default, but clicking on the Profile ID column header will sort the profiles by the IDs. To make Your Profile the de facto default profile for order entry, we will need to delete and then recreate the profiles with lower profile IDs than the desired profile. 

Before deleting a profile, click on the profile and either write down or take a screenshot of all of the information for that profile. In the example above, all of the information that will need to be reentered for the Biologics profile is highlighted in red. Once the information for the profile has been recorded, click the Delete button and a confirmation window will pop up. Check the box acknowledging you wish to delete the profile and click Delete again. The profile is now deleted.

To recreate the profile, click Add and then use the information you recorded from the old profile to reenter all of the information for the profile. Click Save to add the profile to the profile list and note that the new profile has a different profile number and appears at the bottom of the profile list. Repeat this process with any additional profiles until Your Profile has the lowest profile ID number of profiles subscribed to the provider. Once the profile(s) have been recreated, use the Manage Subscriptions button to re-subscribe the profiles to the provider(s).

Returning to the order entry window, you can now see that the profile that populates when the window opens is Your Profile. This will remain the case until the provider either unsubscribes from that profile, or subscribes to a profile with a lower profile ID.