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Manage User Settings

Faris Peerukannu Mohamed Kasim
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The User Settings page is the place where you can save your intended user details, set your default settings, create your preferred scheduler filters, as well as enable phone plugins for integrated use. You can also update your password or email here for your user account.

Topics Covered

  • Configure General Settings 
  • Set Up Authorization Code
  • Configure Scheduler Filters
  • Configure Phone 
  • Change Email/Password

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 four sections on the left-side panel: General Settings, Scheduler Filter, Phone, 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 to get started.

  • 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 details.

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.
  • Payroll ID: Enter the payroll ID.
  • Display Provider Availability Panel in Scheduler: This refers to the vertical column(s) on the left side of the Scheduler that provide insight into provider availability based on the day’s scheduled appointments. Select Yes to enable this panel in your Scheduler view.
  • Default Scheduler Location: Select the default location you would like to view on the Scheduler.
  • Default Operatory Count: Drag the slider to choose the number of operatories you would like to view on the Scheduler (1-20).
  • Display Patient Tracker Compressed View: Select Yes to display the Patient Tracker Compressed View.
  • Default Favorites Care Panel: Choose the default Care Panel 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 patient charts.
  • 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 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 - Scheduler or Front Office Dashboard.
  • Default ERA Locations: Choose the default locations to be displayed on the ERA Postings page.
  • Provider Signature: To add a provider signature, click + Add New Signature.
  • Click Save.
Note: This pop-up notifies users to set their preferred Login Landing Page. Once set up, the pop-up will not show again on future logins.

You can also customize the elements shown as additional information on the Huddle Dashboard. To do this:

  • Click Edit on the Huddle Dashboard Customization tile  > select the required information > click Save.Test content.

 

Watch this video for a comprehensive walkthrough.

In the Authorization Code tile, you can set a reusable security code that provides an additional layer of protection for sensitive actions, such as finalizing care notes on behalf of a provider or accessing the payroll module. To set up your code,

  • Click Set Up Now.

A Set Up Authorization Code modal will appear.

  • Click Receive OTP to receive a one-time password to your registered email ID.
  • Enter the one-time password received in your email.
  • Once the OTP is verified, enter your new Authorization Code.
  • Re-enter the code in the Confirm Code field.
  • Click Save.
  • Once the Code is Active, you can Update it anytime.

 

Watch this video for a concise summary.

In the Scheduler Filter section, you can create your preferred Scheduler Filters, allowing you to see only the necessary operatories for your daily workflows.

  • Select Scheduler Filter.
  • To edit a Scheduler Filter, click Edit on the intended filter > make the required change(s) > click Save.
  • To delete a scheduler 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, Specialties, Providers, 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.
    • Default Scheduler View: Select a default Scheduler view type.
    • Locations: Select the locations that should be visible when using this filter on the Scheduler.
    • Specialties: Select the preferred specialties to view only those operatories when using this filter.
      • When a specialty is selected, the Scheduler will display only providers who have that specialty assigned in their Provider Details and are assigned to operatories in the selected location(s).
    • Providers: Select the preferred providers to view only their operatories when using this filter.
      • Ensure that treatment providers are assigned to the correct operatories by setting it up in the Production Calendar.
    • Production Types: Select the desired production types to view only those operatories when using this filter.
      • Assign production types to specific operatories and time periods by configuring them in the Production Calendar.
  • Click Save when you are done. You can create as many filter views as needed to support your workflow.

Watch this video for a concise summary.

In the Phone section, you can enable a phone plugin (Jive, RingCentral, or Mango Voice) to integrate with your workflow in CareStack. To configure the phone integration, perform the steps given below.
  • Select the Phone tab.
  • Click the Enable Phone Plugin toggle button to enable it.
  • Select your Phone Provider.
  • Click Authorize Access for Jive and RingCentral > enter your unique login credentials for the selected plugin.
  • For Mango Voice, click Configure > enter the Phone number and Extension > click Save.

  • Once the configuration is complete, you can enable call notifications within your system, allowing you to easily access the patient’s record.

Perform the steps given below to update your email or password.

  • Select the General Settings tab.
  • To update your email ID, click Change Email.
  • Enter your new email and current password to authenticate.
  • Click Save.
  • To update your password, click Change Password.
  • Enter your old and new passwords.
  • Click Submit.

Practices can use this guide to configure general settings, set up scheduler filters, configure the phone plugin, and update emails or passwords in CareStack.

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