Preferences

System wide and user settings are configured in Preferences.

Training Tip - Practice/System wide settings are indicated by a building , and user specific settings are indicated by a person .

To access Preferences:

  1. From Appointments, select the arrow next to your name and select Preferences.

You can now select your preferences from the following categories:

General

See Preferences - General for details.

Patient data

See Preferences - Patient Data for details.

Filter

See Preferences - Filter for details.

Label Printing

See Preferences - Label Printing for details.

Display Options

See Preferences - Display Options for details.
Note - Appointments backups are now configured in the Appointments Backup app. See Appointments Backup Settings in the Appointments Backup Help Centre for details.

Any changes made to your preferences are saved automatically. A message displays at the bottom of the screen when you change a setting, advising 'Practice/User setting updated'. The message disappears automatically after five seconds.

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.