User Configuration and Preferences
You can configure a user's default preferences relating to General, Accounts, Appointments, Investigations, and Invoices for individual users.
Open User Configuration and Preferences, and navigate to the User Settings page.
- Click More at the top of the page to reveal a drop-down list, and click Settings.
- Click Subscription Details.
- Click Users.
- Click the Tickbox next to the name of the user that is being configured. Click More to reveal a drop-down list, and click Configure.
The User Configuration form is divided into Seven sections this tutorial will cover the following five - General, Accounts, Appointments, Investigations, and Invoices. This guide will provide you with an overview of each of these sections.
General
In the General section, you can configure a user's default preferences relating to -
- Default Practice Login
- Start-Up Page
- Grid Count - Default display is set to 25 (Max 100)
- Home Page Filter
- Default Patient View
- Default Clinical View
- Start Consultation Timer (denotes whether the consultation starts when you open a clinical record)
- Chat Notification
- Default Medical Certificate
- Default Specialist Referral
Click to change any of these preferences as required.
Accounts
In the Accounts section, you can configure a user's default preferences relating to -
- Practice
- Employment Model
- Payee Provider Number
- GL Accounts (for Income, Expenses, Accounts Receivable, Distribution Account, and Bank Account)
Click to change any of these fields as required.
Appointments
In the Appointments section, you can configure a user's default preferences relating to -
- Default Appointment Type
- Appointment Provider Filter
- Default Appointment View
- SMS Template
- Default Send Reminder
- Check Referral Validity on Appointment
Click to change any of these fields as required.
Investigations
In the Investigations section, you can configure a user's default preferences relating to -
- Default Pathology Provider
- Default Radiology Provider
- Default Billing Status
Click to change any of these fields as required.
Invoices
In the Invoices section, you can configure a user's default preferences relating to -
- Precedence Rule
- Default Schedule
- Default Item
- Default Fee Type
- Invoice Default Term
- Invoice Templates
- Receipt Template
- Include Referral for Medicare
- Show Finalize Account
- Medicare Provider Type
Click to change any of these fields as required.
Users can also configure their own profile and preferences from within their User Profile. If you would like users to configure their own preferences, you could share this guide with them.