The User Settings page is the place where you can save your intended user details, set your default settings, and create your preferred diary filters, as well as configure notifications. This is also where you can edit the number of surgeries a user sees and set the login landing page as the Diary or Front Practice Dashboard.
Topics Covered
- Configure General Settings
- Configure Diary Filters
- Notification Settings
Let's get started!
To access the user settings, follow the steps below.
- Navigate to the System Menu > select User Settings.
You can configure your User Settings using the three sections on the left-side panel: General Settings, Diary Filter and Notification Settings.
Watch this video for a concise summary.
In the General Settings section, you can edit your User Details, such as contact information, name, and address. You can also choose your default settings in Other Details. Perform the steps given below.
- Select General Settings > click Edit.
Fill in the required information:
i. User Details
- You can make changes to the user's details such as name, username, email, and address.
ii. Other Details
- Default Profile: Choose the default profile that you would like to use upon login if you have more than one profile type.
- Default Diary Location: Select the default location you would like to view on the Diary.
- Default Surgery Count: Drag the slide-out to choose the number of surgeries that you would like to view on the Diary (1-20).
- Display Patient Tracker Compressed View: Select Yes to display the Patient Tracker Compressed View.
- Default Treatment Category: Choose the default treatment category that you would like to view or use on the dental charts.
- Default Chart Filter: Choose a default filter to display only the information you need on the patient's chart.
- Open Clinical Summary when viewing Chart: Select Yes to have the patient’s Clinical Summary appear whenever their dental chart is accessed.
- Copy Appt. Notes and Appt. Cancellation Notes to Patient Memo by default: Click Yes to enable copying of appointment notes and appointment cancellation notes to the patient memo by default.
- Login Landing Page: Set up the landing page when you log in. You have two options - Diary or Front Practice Dashboard.
- Clinician Signature: To add a clinician signature, click + Add New Signature.
Once the changes have been made, click Save.
| Note: You will receive a pop-up upon logging in to set your preferred Login Landing Page. Once you have selected a preference, this pop-up will no longer appear the next time you log in. |
You can also customise the elements shown as Additional Information on the Huddle Dashboard. To do this:
Click Edit on the Huddle Dashboard Customisation tile.
- Select the required information.
- Click Save.
Watch this video for a comprehensive walkthrough.
In the Diary Filter section, you can create your preferred Diary Filters, allowing you to see only the necessary surgeries for your daily workflows.
- Select the Diary Filter tab.
- To edit a Diary Filter, click Edit on the intended filter.
- Make the required change(s).
- Click Save.
To delete a Diary filter,
- Select the Filter.
- Click Delete.
- Click Yes on the confirmation modal.
To create a new filter, click + Add User Filter.
Enter the required information and select the intended checkboxes for Locations, Specialities, Clinicians, and Production Types.
- See below for the description of the fields.
- Filter Name: Enter an easily identifiable name for the use of this filter.
- Filter Description: Enter a description to help identify the purpose of this filter.
- Locations: Select the locations that should be visible when using this filter on the Diary.
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Specialities: Select the preferred specialities to view only those surgeries when using this filter.
- When you select a speciality, the Diary will display only providers who have that speciality assigned in their Clinician Details and are assigned to surgeries in the selected location(s).
-
Clinicians: Select the preferred clinicians to view only their surgeries when using this filter.
- Ensure that treatment clinicians are assigned to the correct surgeries by setting it up in the Production Calendar.
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Production Types: Select the desired production types to see only those surgeries when using this filter.
- Assign production types to certain operatories and periods by configuring them in the Production Calendar.
- Set as default filter: Select this option to set the filter as the default diary filter.
- Click Save when you are done.
- You can create as many filter views as needed to support your workflow.
Watch this video for a quick walkthrough.
To access notification settings, perform the steps below.
- Select the Notification Settings tab.
- Users are auto-subscribed based on their profile permissions. You can decide which notification types should be active for you.
- Click on the Toggle under Subscribe for the corresponding Notification Type to enable notifications for that type.
- The user will start receiving alerts and notifications from the last 30 days for the subscribed notification types.
- You can unsubscribe from the intended notification types whenever needed.
- If you unsubscribe from a notification type, the related events or topics will not be notified.
- Enable Mute Always for the intended notification types.
- Enable this setting if you need the notifications to be subscribed but do not want alerts for them.
- To learn more about a Notification Type, click Learn More on the corresponding row.
Utilise this resourceful guide to configure general settings, set diary filters, or configure notifications for the user.