In this video, I walk you through the various preferences available in the OSCAR system that can enhance your user experience. I cover how to set your clinic's start and end hours, manage your signature settings, and customize your appointment screen with forms and labels. I also highlight the importance of enabling the patient state of birth on prescriptions and adjusting the maximum patient name length in the week view. Please take a moment to review these preferences and make any necessary updates to optimize your workflow.
0:00 Hi there. In today's video, we're going to be going over preferences. Preferences can be located along your
green toolbar, and they are specific to each user's login.
0:14 Anything made with, in your preferences is going to affect only yourself. So for instance, I am logged in currently
as Lisa, and so anything that I change underneath preferences will only affect myself when I log in.
0:28 Preferences are different ways that you can change your experience within your OSCAR system. I'm just going to
highlight some of those preferences that we find beneficial.
0:42 Up at the top you'll see start and end hours for your clinic as well as a default appointment time period.
0:51 We have an option here of displaying a label shortcut on top of your appointments. If I just shift this over, you'll
see that we have an L shortcut on our appointments, and that is an easy shortcut to your label printer.
1:08 We have options here of adding forms or e-forms to your appointment screen. If you would like to add a
shortcut to a form versus having to access it from your e-chart, you can place a check mark beside a different form
that you wish to have displayed.
1:25 You can see that we have an open ON on our appointment as well, and that would be giving us the Ontario Lab
Req.
1:34 Scrolling down, we're just going to go over a few other ones here. You have different areas and options with
regards to managing your signature.
1:44 The first one here will be edit your signature. This option allows you to type in how you wish to see your name
displayed whenever you're signing items off within the OSCAR.
1:55 So, So for instance, when you're signing off your encounter notes, as well as your prescriptions or your consult
notes. You can type in how you wish to have you see your name and update that information.
2:08 Manage signature stamp allows you to be able to store different options of your signature image in order to
select that in different areas where a signature is required.
2:24 From this we have, From this you'd be able to click on the add signature in order to add any new ones.
2:28 You can use the trash can in order to delete any as well. Set signature stamp RX consult. This allows you to be
able to set a default signature image.
2:41 This image would automatically display when you're completing your prescriptions as well as your consultation
requests and on any e-forms that are configured to populate your signature stamp.
2:57 Billing preferences will differ between the two provinces of Ontario as well as BC. There are separate articles and
videos regarding your billing preferences that you can review.
3:12 So scrolling down a little bit more, I'm going to go into set to show patient state of birth. This will add the
patient state of birth on your prescriptions.
3:24 This is not enabled by default, so you would want to come in here to place your check mark and update in
order to have the date of birth of the patient added to your prescriptions.
3:36 You'll have Manage Comment Box with Acknowledging Labs. This gives you the opportunity to disable the
pop-up window that requires and asks you to enter in a comment for all documents and labs when managing your
inbox.
3:55 There is a comment button that you could utilize in lieu of the pop-up message, so if you wish to disable that,
you're able to choose and place your checkmark there.
4:06 For an MOA, there is, for instance, that maximum patient name length. If you prefer to use your schedule in the
week view, it will squish the patient's name and only show a couple of characters.
4:20 You can increase that character length by including a alternate number in this box and clicking Submit. By
entering a 25 in our example here, that means that we would have 25 characters of the patient's name showing
when we are within our week view.
4:39 You have a set default demographic search mode. If you prefer to search other than the patient's last name, you
would be able to.
4:50 to set a default option from here, so that whenever you are within your patient search window, it'll automatically
display that option for you.
5:03 Just going to scroll back up to our tickler section. You do have an option here to filter ticklers assigned to you
by default, so that you're only seeing the ticklers that have been assigned to you when you click on your tickler tab.
5:20 You also have an option here to set a default tickler recipient so that every time you're creating a tickler it'll
automatically be assigned to that provider.
5:30 These are just a few of the preferences that are available to you. You can check out the preference tab if you're
ever curious to review any additional preferences.
5:40 You can check out our Help Portal for videos and articles and other areas of the OSCAR system. Thanks.