Preferences lets you configure settings for individual Administrator and Practitioner profiles. These settings control how users access their dashboards, view schedules and charts, receive notifications, and interact with appointments and patient information.
Some Preferences are available to both Administrators and Practitioners, while others are specific to Practitioner profiles.
Where To Find It
To access Preferences:
- Go to Settings
- Under Staff, select Administrators or Practitioners
- Open the relevant profile
- Select Preferences
The available settings are organized into General, Scheduling, Profile Picture & Signature, and Item Hot Links.
Key Features
Preferences includes several sections that control different parts of the user's experience:
- General: Customize dashboard actions, your default landing page and dashboard tab, and how schedules are displayed.
- Scheduling: Configure practitioner-specific scheduling preferences. These settings do not apply to Administrator profiles.
- Profile Picture & Signature: Configure profile picture and signature settings for applicable practitioner profiles.
- Item Hot Links: Create a list of frequently used services and products for faster appointment booking.
General
The General section controls dashboard, schedule, and notification preferences.
Action & Follow-Up Display Days
- Select how many days in advance a Call, To Do, or Follow-Up action appears on the user's dashboard.
| ⚠️Note: Selecting a higher number means more actions may need to load each time the dashboard is opened, which can affect performance. |
Default Landing Page
Select the page the user is directed to when they log in:
- Home: The user is directed to Home when they log in
- My Dashboard: The user is directed to My Dashboard when they log in
| 💡Recommendation: For Practitioner Profiles, we recommend setting the Default Landing Page to My Dashboard. If you don't see Default Landing Page, the Staff Group needs to be updated to Allow Dashboard Override to Yes |
Default Dashboard Tab
Select the tab that opens automatically when the user selects My Dashboard:
- My Day
- Schedule
- Charting
-
Agenda
My Dashboard Link in Toolbar
Choose whether the My Dashboard link is available in the toolbar:
- Yes: The user can navigate to My Dashboard from the toolbar
- No: The user cannot access My Dashboard from the toolbar
Home Schedule
These settings control which practitioners or resources appear on the Home schedule:
- My Practitioners: Displays practitioners based on the user's individual Practitioner Access. This is typically used when the user works with one location.
- Multi-Clinic Practitioners: Displays practitioners across clinics and allows the user to switch between clinic schedules. A clinic selector appears on the Home schedule.
-
Resource Schedule: Allows the user to switch between practitioner and resource schedules when resources are configured.
When using Multi-Clinic Practitioners, select Clinic Schedule Access to determine which clinic or clinics the user can view.
Clinic Toggle:
Receive Incoming Text Notifications
This setting applies when your clinic subscribes to JComm.
When enabled, incoming patient text messages appear in a notification bubble for the user.
- Yes: The user receives notifications for incoming patient text messages
- No: The user does not receive incoming text notifications
| 💡Recommendation: We generally recommend setting this to Yes for Administrators and No for Practitioners. Practitioners may not need to see incoming messages from all patients, which are often related to requests such as rescheduling appointments. |
Number of Charts to Auto Load
- Select the number of charts that automatically load when viewing the Charts tab in the Patient Profile
- You can select between 0 and 5 charts
The following setting applies to Practitioner Profiles and does not apply to Administrator Profiles:
Default Chart View
- Select how charts open from the Practitioner My Dashboard:
- Default: Opens the chart directly on the current screen
- Full Width: Opens the chart using the full available screen width
- New Window: Opens the chart in a new window
Scheduling
The fields in the Scheduling section apply to Practitioner profiles and do not apply to Administrator profiles.
Schedule Colour
- Select a schedule colour for the practitioner when using resource-based scheduling.
Time Between Appointments
- Select the amount of time to add after an appointment
- This setting applies to all appointments for the practitioner
Calendar App Integration
- The practitioner can connect their schedule to an external calendar application
Google Calendar
- The practitioner can connect their Google Calendar
Calendar integrations are one-way. Appointments entered in the system are pushed to the connected calendar. Changes made in the external calendar are not pushed back into the system.
Profile Picture & Signature
The fields in the Profile Picture & Signature section apply to Practitioner profiles and do not apply to Administrator profiles.
Profile Picture
- Upload a profile picture for the practitioner
- The picture is visible to patients in the Patient Portal
Choose a professional photo that is appropriate for patients to see.
Signature
- Upload the practitioner's signature to use for digital signing
To create a signature:
- Sign a blank white piece of paper using black ink
- Scan the signed paper to your device
- Upload the signature to the practitioner profile
The uploaded signature can be used to digitally sign:
- Charts
- Requisition forms
- Letters
- Prescriptions
Item Hot Links
Hot Links provide quick access to frequently used services and products when booking appointments.
Enable Hot Links:
- Yes: Displays Hot Links when booking an appointment
-
No: Hot Links are not available when booking appointments
When Hot Links are enabled, you can add up to 30 services or products for the user to quickly select while booking an appointment.
What Happens Next
After you update a user's Preferences, those settings determine how the system behaves for that user's profile.