Ambulatory Clinical: Personalization

Ambulatory Clinical: Personalization

Standard Settings

To be completed by every healthcare team member in a clinical staff role.

• Clinical Staff Personalization:
  • Prior to 01.25.2025: Clinical Staff Personalization
  • Effective 01.25.2025: Clinical Staff Personalization
• Fax Favorites in Medical Records Request
• Optional Settings
  • Advanced Personalization Quick Tips
  • Documentation Tab Filters
• Revenue Cycle Experience Settings

Auto Text

• Auto Text

Message Center

• Message Center Favorite Contacts
• Message Center Pool Standard
• Message Center Pools
• Message Center Proxy

Notes

• Dynamic Documentation Note Favorite

Orders

• Order Favorites and Folders
• Quick Orders Personalization

View Settings

• Customizing the Tool Bar
• Form Browser Viewing Filters
• MPage and Workflow Personalizations
• MyExperience Setting
• Results Review Display Settings

Work Queue Monitor

• Setting WQM Preferences and Personalizations