Field

Description

Primary assistant

Select any user as your primary assistant from the list.

To set this user as the default recipient for any new messages you create, select the Apply by default to all new messages to users check box.

Refer to Assigning your default message recipient.

Landing page

In the list, select the area of the CHR you want to have open by default each time you log in.

Refer to Setting your CHR landing page.

Units

To specify what units (Metric or Imperial) you want to record and view patient measurements (for example, height and weight) in, in the list, choose the units.

Balance due on patient chart

Choose to Show or Hide the balance due for private bills in chart headers.

Refer to Showing or hiding patient amount owing in the chart header.

Update patient information request

Choose to Show or Hide the Update Information Requests pop-up window in patient charts.
This window appears when there's Qnaire-produced patient data that is set to pre-fill the patient chart and you must review, confirm or reject it.

Refer to Showing or hiding chart Update Information Requests.

Patient date updated date

Choose to Show or Hide the Last Updated date below patient data values displayed in patient charts.

Refer to Showing or hiding the "last updated" date for patient data.

Outgoing fax status widget

Choose to Show or Hide the fax widget, which displays the status of outgoing faxes in an expandable window in the bottom-right corner of your CHR screen.

Refer to Showing or hiding the outgoing fax widget.

Update diagnoses in medical history by default

Choose whether diagnoses added to the Assessment and Plan section of an encounter are automatically added to the patient's Medical History. The default is No (i.e. a diagnosis will not be added to the medical history unless you manually use the toggle to enable it in the encounter).

📌 Note: Regardless of what default setting you choose, you can override this value for each diagnosis in an encounter. For more information, refer to Recording an encounter diagnosis.