Set Up My Preferences

eCR can be customized to a specific look and feel for each user by setting up preferences in My Preferences.

There are four different types of Preferences you can set:

• General Preferences - Allows you to capture your signature, set default printer settings and create email credentials.
• Day-To-Day Preferences - Allows user to customize default settings for the My Client List, set the Note Box font size, set up when to receive email alerts for Alert manager, see Access Level on the Org Chart, automatically save when changing tabs for forms, Patient Details, etc, and customize Client Charts and Patient Form List.
• Desktop Preferences - Allows user to customize the view of the eCR application after you login.
• Menu Preferences - Allows user to customize the options available in the eCR dashboard menu.

To access your Preferences: From the Desktop Menu, go to Current User > My Preferences.

Click the tabs below to expand information on each tab.

Jump to Section:

General Tab

The General tab allows a user to capture a signature, set default printer settings, and create email credentials.
 

1. Signature

This section allows the user to customize the signature used to sign documents.


 

1. The My Signature Use Type allows you to select the type/location of the signature you want to use.
   • Select the Stored to use the signature stored in eCR.
   • Select Tablet PC to use a signature found on the tablet or PC you are using.
   • Select External Signature Pad to use the signature found on a signature pad.
2. Select Edit Stored to edit the stored signature.

   Capture the signature in the Please sign here box. Select Clear to clear or erase the currently stored signature. Select Accept to accept and save the signature.

3. The Stored Type section is used to specify the type of stored signature.
   • Select Tablet PC to identify that the stored signature type is from a Tablet PC, i.e. iPad, Tablet.
     • When Tablet PC is selected and Edit Stored is clicked, Use Tablet PC will be displayed.
   • Select External Signature Pad to identify that the stored signature type is from a Signature Pad.
     • When External Signature Pad is selected and Edit Stored is clicked, Use External Pad will be displayed.
4. Select Client Signature Use Type to identify the type/location of the signature the client is going to use.
   • Select Tablet PC to use a signature found on the tablet or PC being used.
   • Select External Signature Pad to use a signature found on a signature pad.
      

2. Printer Settings

1. Select the printer you would like to use as the Default Printer from the drop-down list.
   
    
2. Select Printer Adjust to adjust the printer setting for specific items that will be printed.
3. Select the Setting from the drop-down menu to be adjusted/viewed.
   • The Settings section shows the original adjustment made and the new adjustment.
   • The Adjust section allows the user to adjust the display using the directional arrows.
   • The Display section shows the display for the printer based on the adjustment(s) that were made.
4. Select the desired Default Label Printer from the drop-down list.
   
    

3. Email Credentials

• Enter the Email address being used.
• Enter the Password to the email address previously entered.
• Select the Microsoft Exchange Version in which your email server is hosted.
   

4. BBS

• This section is client-specific and no longer used.
   

Click Save. Any changes made to this tab will be implemented on the next login.

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Day-to-Day Tab

The Day-To-Day tab allows users to customize default settings for the My Client List, set the Note Box font size, when to receive email alerts for the Alert manager, see Access Level on the Org Chart, automatically save when changing tabs in forms, Patient Details, etc, as well as customize Client Charts and the Patient Form List.

1. My Client List

This section allows the user to customize how the My Client List looks.

Select Show All Referrals to see all referrals on My Client List. Select Show Only My Clients to see only the user’s clients on the My Client List. Select Show Details On Scheduled Today to see the Clinician and Appointment Type on My Clients List. Select one option under Order By to choose the default order of My Client List. My Client List can be ordered by Program, Client, Scheduled Today, Clinician or Location.

2. Note Box Font Size

Slide the blue arrow above Note Box Font Size to change the font size within a text box that opens after double-clicking on a text field.

3. Alert Manager

4. Org Chart

• Select Show Access Level to show the Access Levels on the organizational chart.
   

5. Auto Save on Tab Change

• Select Auto Save on Tab Change if, when in a form, you want the form to auto save when moving from one tab to the next.

6. Client Charts

Select Display Expanded Chart to display the expanded client chart. Select Display User Initials on Version Nodes to display the user’s initials on version nodes in the client chart. Select Display User Name on Version Nodes to display the user’s name on version nodes in the client chart. Select Message when Saving Forms on Print/Preview to display a message when saving forms on print/preview in the client chart.
The Patient Form List allows you to add some customization to the patient form list in the client chart. Select Show Versions to show different versions in the patient form list in the client chart. Select Show Forms, Hide Versions to show forms but hide versions in the patient form list in the client chart. Select Show Sections, Hide Forms to show sections but hide forms in the patient form list in the client chart.

7. Click Save. 

Any changes made to this tab will be implemented on the next login.
 

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Desktop Tab

The Desktop tab allows users to customize the view of the eCR application upon login.

 

1. The On Login options allow the user to customize the eCR desktop/dashboard that they see immediately following login.
2. The Expand Main Menu Items options will expand the main menu items located on the left-hand side of the screen immediately following login.
3. The Hide Main Menu Items options will hide main menu items located on the left-hand side of the screen immediately following login.
4. Click Save. Any changes made to this tab will implement on the next login.
    

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Menu Tab

The Menu tab allows users to customize the options available in the eCR dashboard menu.

1. My Menu lists items that will appear on the left-hand side of the eCR dashboard.
2. Available Menu Items list items that can be moved to the My Menu list by clicking on them and dragging them over.
3. Check the box for Restore Clinical Defaults to restore the clinical default menu items.
   • When this is checked, eCR will auto-select the menu items.
4. Check the box for Restore Billing Defaults to restore the billing default menu items.
   • When this is checked, eCR will auto-select the menu items.
5. Click Save. Any changes made to this tab will be implemented on the next login.