Overview

CareRight is dynamic and highly configurable to suit user's preference. To optimise the use of  landing pages within CareRight, the following is accessible as User Preference options.

Edit User Preference

1. Click on your profile (top right hand person), click User Profile. 
2. Click Edit Settings
3. Click Update Settings or Cancel. The following is accessible as User Preference options.

Field	Description	Available Options
Correspondence View	User can select the preferences to view to view in the Correspondence menu.	All Correspondence  My correspondence
Correspondence Type Filter	User can select the filter type for the correspondence.	Letter   SMS  Email  Document
Default Patient Page	User can set the preference for the Default Patient Page upon accessing patient data. Example: the Admin staff can set up default page as Admission.	Assessments  Admissions  Accounts  Clinical Notes  Correspondence  Diagnosis and History  Image Gallery  Invoices and Credits  My Health Record Overview  Summary
Default Calendar View	User can set up Default Calendar View .	This may vary for every Hospital/Practice
Default Clinical Note Category	User can set up the Default Clinical Note Category upon accessing patient clinical note.	- This may vary for every Hospital/Practice

Field	Description	Available Options
Locale	User can set up their regional and language preferences by selecting relevant Locale code. Example: ‘en’ for English, ‘ja’ for Japanese.	The Locale Language Codes are available in drop down list.
Case Bulk assignment Display	User can set up Case Bulk Assignment display, options are Compact or Extended.	Expand  Compact
Enter Key in Editor	Default ENTER tab for Text area in CareRight.	New Paragraph  Line Break
Event View	The Event screen has two different views. 'Expanded and Compact.  In Expanded view, there is a dedicated panel for each event. In Compact view, the display becomes Grid of events.	Expand  Compact
Experimental Assessment Printing	Enable/Disable experimental printing of assessments.	Yes/No
Hide Appointment Notes	Displays or Hides appointment notes	Yes/No
Include Oec Contact Info		Yes/No
Patient Account Grouping	Patient Account can be grouped by Account Provider (default) or by Location or by Guarantor.	Guarantor  Location  Account Provider
Default TYRO Terminal	User can set the default terminal for Tyro.	This may vary for every Hospital/Practice

Patient View Options

Within your User Profile, you can modify how you would like to view patient records. By default, when you click Show for a patient, the patient's Summary screen appears.

This can be modified so that only specific areas of a patient record appear when Show is clicked.

1. Open your User Profile.
2. Click Edit Settings.
3. In the Default Patient Page field, select a page to display when you Show a patient's profile (refer to list below).
4. Click Update Settings.

Default patient pages include the following:

• (blank): If selected, the Summary screen appears (default action) when you click Show for a patient. When a patient record is viewed for the first time after this option has been selected, a message panel will appear at the top of the screen stating:
  • 
  • Clicking the first option will return you to this selection screen and clicking the second option will set the default page to the Summary screen.
• Accounts: Displays Patient Accounts and Inactive Patient Accounts panels.
• Admissions: Displays Current Admission and Admission History panels.
• Assessments: Displays Current Assessments.
• Clinical Notes: Displays clinical notes.
• Correspondence: Displays the correspondence menu. 
• Diagnosis & History: Displays Problems and Working Diagnoses panels.
• Image Gallery: Displays the images posted in the gallery.
• Invoices & Credits: Displays Today's Invoices, Receipts and Refunds (default view).
• My Health Record Overview: Displays the My Health Record overview.
• Summary: The default screen.

Permissions

If the profile option is set to a non-Summary screen, CareRight will verify that you have the relevant view permissions for the associated screen. If you lack the required permissions, the Summary screen will appear along with an error message stating that you lack the necessary permissions to view the non-Summary page.

How to Change your Default Calendar View (v6.67.8 Enhancement)

1. Open your User Profile.
2. Click Edit Settings.
3. In the Default Calendar View, select a default view to use for your calendar when using CareRight.
   1. Note: For Admins, this selection will override the default calendar view Global Setting.