📝 Overview
This article provides step-by-step instructions to help you customize your system settings. Whether you want to adjust your display options, change how patient information is searched, or modify your messaging settings, this guide will walk you through the process.
🔓 Accessing the Preferences Menu
➡️ Locate the Arrow Icon
In the upper right corner of your screen, look for a small arrow next to your user nameThis arrow is often easy to miss.
🛠️ Open Preferences
Click on the arrow and then select Preferences. This will display a list of configurable settings.
🛠️ Customizable Settings Overview
1. 📞 Show Call Button
Purpose: Enables a call button on the SOAP Note screen, allowing you to call a patient audibly.
Options:
True: Call button is visible.
False: Call button is hidden.
2. 📋 Queue Settings
Purpose: Adjusts the maximum number of patients or appointment cards displayed in your queue.
How to Use:
Set the “number of items to keep in the queue” to control how many items appear on the left side of your patient snapshot or SOAP Note screen.
3. 🔍 Patient Search Default
Search Options: You can search for patients by phone number, name, or email address.
Default Setting: Searches only for active patients.
Custom Option: Include inactive patients or use other identifiers such as ID or Legacy ID.
4. 🧾 Billing Screen Date Range
Purpose: Determines the default date range on the billing screen when creating bills.
Default Setting: Typically defaults to a 12-month period.
How to Adjust: Customize the start and end dates to suit your billing cycle.
5. 🌙 Dark Mode
Purpose: Reduces site brightness for comfortable viewing in low-light environments.
How to Enable: Toggle the dark mode setting.
6. ✉️ Messaging Preferences
Close Message Screen
Purpose: Automatically closes the internal messenger window after sending a message.
How to Enable: Select the option to keep your workspace clutter-free.
7. 🩻 X-Ray Tools on SOAP Note Screen
Purpose: Controls whether the X-ray tools are expanded or retracted by default.
How to Use: Enable the “show x-ray tools by default” option.
8. 🧱 SOAP Note Layout
Options:
Stacked Layout: Best for smaller screens (patient details and macros stacked vertically).
Side-by-Side Layout: Ideal for larger screens (elements displayed side-by-side).
Switching Layouts: Refresh the page after selecting your preferred layout.
9. 🕐 Screen Saver Settings
Calendar Screen
Purpose: Controls whether a screen saver appears on the calendar screen.
How to Configure: Set the inactivity delay time (e.g., 1 minute) or manually trigger with F12.
SOAP Note Screen
Screen saver is enabled by default. You can extend this to the calendar screen.
10. 📲 Two-Way Texting and Reminder Alerts
Two-Way Texting
Purpose: Control visibility on specific computers.
How to Use: Hide on some systems while keeping it visible on others.
Reminder Alerts
Purpose: Customize where reminders appear.
How to Configure: Choose different settings per computer.
✅ Key Takeaways
Personalize display and workflow settings for enhanced efficiency
Adjust search defaults, billing dates, and message behavior for convenience
Enable dark mode, call buttons, and X-ray tools to suit office needs
Choose your SOAP note layout and set screen savers based on preferences
Manage texting and alert visibility per workstation
📌 Conclusion
By setting these preferences, you can tailor the system to best fit your workflow. Each option is designed to help you work more efficiently and maintain a user-friendly environment.
If you have any further questions or need assistance with specific settings, please contact our support team.