Preferences are user based, each individual would need to set their own Preferences.
For a complete list breakdown please review: Preference Review
Here we have compiled a list of some of the more common Preference settings we find can be helpful for users.
Preferences is located on the upper green toolbar.
Anytime you set a Preference, you will need to Update the change.
Some of the Preferences we have identified as frequently appreciated:
Ticklers
You have the ability to set your tickler list to open to display your own ticklers by default as well as set a specific user to assign to.
Quick Links
You can set a specific form or eform by selecting it from the scroll, just check off and Update.
Attachment Manager shortcut (displayed as an “AM”) appears on appointment screen when enabled.
Signatures
Edit your Signature - Allows you to choose how your name will appear on any areas that you electronically sign.
Manage Signature Stamp - Allows you to create some signature stamp options to apply on your Rx's as well as some eForms (depending on how they are coded). You can also use save a signature stamp from here to use as your Signature stamp.
Set Signature Stamp (Rx/Consult) - Allows you to set a specific signature to prepopulate on your prescriptions and consultation requests.
Billing Preferences
ON and BC - Each provider can set a preferred billing form if the default is not their preferred/practice option.
Preferences > Billing Preferences.
Ontario:
Update once selected
BC:
Scroll down to select Save at the bottom of the popup.
Set to Show Patient's Date of Birth
Manage Comment Box When Acknowledging Labs
By default, when acknowledging labs, a comment box will pop-up on each inbox item, you can disable this.
Set Maximum Patient Name Length
This will increase the name display on your schedule. Very helpful in a group schedule setting where you have multiple Providers on your screen.
Please reach out to us in Support if you have any follow up questions.