How to set your user preferences

• Open HealthTrack.
• Click on the File menu at the top.
• Select User Preferences.
• There are 4 tabs; Personal Details and Startup, Document Management and Importing, Clinical Details, and Cloud Details.

In the Personal Details and Startup tab, in the Personal Details section, review and update your information as needed.

The Additional Settings section allows the user to set/edit their own personal preferences for each of the options given in this section.

• Remember last patient search: This causes the ‘Find Patient’ window to retrieve the pervious search results. This is helpful when you are looking for a specific patient and you have to review a selection of patients with the same name.
• External search: This is used in HL7 connected sites to query a central ‘Master Patient Index’.
• Allocations visible by default on transaction listing: If this is ticked it will allow the allocations to be visible by default in the Transaction Listing. If un-ticked the user can view the allocations in the transaction listing when required.
• Tasks assigned to a group by default: This is the group for new tasks. This can be changed using the drop-down menu. If this is un-ticked, a new task will default to the user type and the user will have to select the person (user) the task is to be allocated to.
• Open at startup: When first starting HealthTrack the user can specify if they would like additional HealthTrack screens to open automatically. The additional screens that can be opened are Booking Status Monitor, Diary, Document Management, Messenger, My Dashboard and Tasklist.
• Startup Window: Specifies which window will be selected on startup.

In the Diary Settings section, review and update your information as needed:

• Number of Columns Visible: This allows the user to choose how many columns they would like to see at one time in the diary. The maximum is 28.
• Diary Slot Size Options: HealthTrack provides the option to set 4 favourite slot sizes to change the intervals for times displayed in the Diary. The drop-down lists can be used to define what the 4 slot size times should be. The options are 1 minute, 5 minutes, 6 minutes, 10 minutes, 15 minutes, 20 minutes, 30 minutes or 1 hour.
• Use Patients’ Preferred Names: This will allow the user to choose for the Patient’s Preferred name (if they have one) to be displayed on the Diary instead of their first name.
• Use Multiple Diaries: The user can have multiple diaries open at any one time. If the check box for use multiple diaries is not checked, then only one diary can be opened at any one time.

Doctors may wish to update their settings in the MIMS Drug-Drug Interactions Severity Filtering section.

In the Dashboard Settings section, use the drop-down to select your default Dashboard.

In the Messenger Settings section, select your preferred behaviour of the Messenger screen.

In the Document Management and Importing tab, in the Document Managment System section:

• Default Document Management to Previewer Tab: If ticked, when the user opens the Document Management screen it will be on the Previewer Tab by default.
• Delegate my authority to: HealthTrack allows you to delegate your authority to another user. This is beneficial for example when a Doctor goes on leave.
• Authority delegated to me by: Lists all users who have delegated their authority to you.
• Assign my work to: HealthTrack allows you to assign your work to another HealthTrack user.
• Work assigned to me by: Lists all users that have assigned their work to you.
• Member of a Document group: If you are a member of a document group you will need to select the group that you are a member of.

In the Document Import Shortcuts section:

• the user can set up personal preferences for default locations to select documents for importing into HealthTrack.
• The buttons at the end of the field open a Browse for Folder window. This allows the user to choose a location as a shortcut for when a document is going to be imported into HealthTrack.

In the Incoming Document Setup section:

• Doctors can set up their preferences for how internal documents are to be handled. They can use the default settings for the site or their own settings for who approves the document and where it is saved. Doctors can select a secretary to approve their incoming documents.

In the Clinical Details tab:

• The Default Pathology View determines the default pathology view when reviewing the pathology results in the Clinical Records tab.
• The Default Clinical Record View determines whether the clinical records are viewed by Category or by Date. This setting is the default view for the user. This doesn’t limit the user to only this view, they can select an alternative option at any time when viewing clinical records.

• The Confirm when Cancelling a Clinical Record box, when ticked, means HealthTrack will show you a pop-up window when you take this action, and this is useful to prevent accidental cancelling of clinical records.
• Click Save and Close to apply changes.
• A pop-up will inform you that HealthTrack needs to be restarted for changes to take effect.