Brief Overview
The User Settings tab of a provider's Settings contains fields to record personal information such as the user's contact, prescriber, and specialty information. It is important that this information is configured before a provider starts with the practice to ensure that they do not experience any issues with billing.
Short Version
- If logged in as the provider, open Settings > My Settings.
- If logged in as Practice Admin, open Settings > Users, click Edit beside the provider and Update & Configure
- Open the User Settings tab.
- Enter the information required.
- Click Save.
Instructions
1. If you are logged in as the provider, open Settings > My Settings. Skip to step 5.
2. If you are logged in as a Practice Admin user, open Settings > Users.
3. Click the Edit icon beside the provider.
4. Click Update & Configure.
5. Open the User Settings tab.
6. Enter the provider's information into the fields provided.
7. Click Save in each section after entering information.
Assign Origin Speech User ID
This section is reserved for use by Clinic to Cloud staff, who will populate the provider's Voice Recognition & Dictation login information when the provider chooses to subscribe to these services. Please do not change these settings without first speaking to our Support team.
Personal Settings
This area holds fields to record the contact information about the provider, as well as their provider information, such as their Prescriber Number, Specialty, Signature, Credentials and Logo (if appropriate). When entering the HPI-I number for the provider, the number entered must match the required format before you will be able to save.
Once any changes are made to this section, click the Save button within the section itself.
MIMS Drug Interaction Settings
This area is only relevant to providers with an active and linked MIMS subscription in Clinic to Cloud. The Severity Level setting determines at which point a provider should be warned of any interactions between a patient's allergies, and medications that they are prescribed. This includes cross-interaction checking between medications a patient may already be taking and those a provider is currently prescribing. If you are interested in subscribing to MIMS, please read this article.
Once any changes are made to this section, click Save Severity.
Common Settings
These settings are related to a provider's display and workflow preferences within Clinic to Cloud.
Once any changes are made to this section, click Save.
| Use Clinical Journey List View as Default tab for consult | Determines whether the Clinical Journey or Current Consult tab is opened first when opening a patient's clinical record. |
| Signed not Sighted Letters | Ticking this option allows a provider to mark a letter as "Signed not Sighted" when sending a letter, to indicate that the letter was not re-read by the provider before sending. |
| Send Secure Messages Automatically After Signing the Letter | This option enables a letter to send as soon as it is signed by the provider. This can result in faster communication between practices. |
| Allow Other Doctors to Accept My laboratory Results | This setting allows other doctors to accept results on your behalf so they can be linked to patients. This can helpful for provider who are going on leave and will still receive results in this time. |
One-Click Printing Settings
This option may be required when configuring your printing. If you require further information, please click the relevant link for your operating system below:
Scheduler Settings
The Appointment Interval setting determines how much time is shown between appointments within the Scheduler. It is recommended that your Appointment Interval be set to the length of your shortest usual appointment.
Once any changes are made to this section, click Save.
Waiting Room Settings
If your practice uses the Waiting Room functionality, then you may specify which Waiting Room will be selected by default when adding a patient. We would recommend setting this option to your most commonly used Waiting Room. For more information on Waiting Room functionality, please read this article.
Once any changes are made to this section, click Save.
Letters to Create Settings
This area allows you to determine which Appointment Types will generally require the provider to write a letter following the appointment. Appointments matching a type found in the Letters to Create section of a provider's settings will automatically generate a reminder in the Letters to Create tab within the Letters module once the appointment has finished. This is to ensure that no letters in relation to appointments are missed. For more information on the Letters to Create settings and tab, please read this article.
Once any changes are made to this section, click Save.
