Table of Contents

How to Use My Profile Settings

John Austin Updated by John Austin

This article will show you how you can personalise a number of the screens to display information in a way that best suits you and your role.

To change any of your settings for the different screens, you can access your Profile Settings in the following way:

  1. Select Settings at the top of the Screen.
  2. Select My Profile from the menu on the left.
The system defaults are considered best practice settings, and any variation will be the users responsibility to manage in the future.


Filing Settings

This will alter the way the screens are displayed when Filing Documents.

Users, such as many Clinical users, who do not have access to the Filing screen will not need to change these settings.
  1. Select Filing Settings.
  2. Leave the Default Filing Section set to Patients.
  3. Choose the Document Sort Order. You can choose to sort your documents by:
  • Oldest First (default setting)
  • Newest First
  1. If you DO NOT wish to see the Folder List column displayed by default, Untick the box, otherwise leave it Ticked.
  2. Select Update to save your changes.
Hiding the Folder list gives more screen space for the Document – This may be useful if you have a small screen. The Folder List may also be Displayed or Hidden manually when viewing documents using the chevron above the menu.


Task Settings

This changes how you view the screens when Viewing Tasks.

  1. Select Tasks Settings.
  2. Stack Action Pills - Allows you to display any favourite Quicksteps, Tasks & Comments on their own line in the Action panel. Rather than wrapping to fit in a more condensed space.
  3. Auto Annotate on Document Hover - This turns on a default annotation setting whenever a user opens a Task. Especially useful for users who review the documents for any clinical codes.
  4. The Default Task View set to Inbox – this changes what View is shown when you open your Tasks page. Be aware, changing this may cause you to miss Tasks that have been sent to you.
  5. Inbox Sort Order – Here you can choose to Sort your Tasks by Oldest First (at the top), or Newest First. The default is Oldest First.
  6. Ticking the Auto Expand Comments in Task List option will display any Comments automatically when a Task is selected.
  7. Select Update to save your changes.


Document Viewer Settings

This affects the screen when viewing Patients Documents.

  1. Select the Document Viewer Settings Option.
  2. Hide Inactive Folders - This hides any empty Document Folders for the patient.
  3. Pin Folder List Open - Displays the Document Folders of the currently selected Patient.
Unticking this maybe useful if you have a smaller screen, so you have more space to view the Document. The Folder List may also be Displayed or Hidden manually when viewing documents using the chevron above the menu.
  1. Enabling the Display Document Download Message will result in a reminder not to save documents to an unsecure location when downloading documents.
  2. Default Zoom Mode - Allows you to set a different zoom level default.
  3. Select Update to save your changes.

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