Ambulatory Clerical: Personalization

Ambulatory Clerical: Personalization

Standard Settings

To be completed by every healthcare team member in a clerical staff role:

• Clerical Staff Personalization
• Device Favorites in Medical Records Request
• Revenue Cycle Experience Settings

To be completed by every healthcare team member managing referrals:

• Referral Management Settings and Preferences

Optional Settings:

• Advanced Personalization Quick Tips
• Customizing the Tool Bar
• Documentation
  • Documentation Tab Filters

Auto Text

• Copying Auto Text
• Creating and Using Personal Auto Text

Scanner Settings

• Scanner Devices Preferences -Ambir DS687
• Scanned Devices Preferences - Fujitsu fi-7160
• Scanned Devices Preferences- ScanShell 800DXN
• Scanning: Setting Personal Document Type List