Change Your User Information

Location: Profile

To change your user information:

1.Click MENU > Profile.

2.Enter changes for:

•Name

•Address

•Message Signature

•This is similar to a signature in your email application. It will automatically append to the end of your messages. For example: John Smith | ABC Medical Practice | 222-222-2222 | jsmith@abcddirect.com | www.abcmedical.com 

3.In the Direct Messaging Provider Directory section, enter (optional):

•Specialty Classification

•Specialization

•National Provider ID (NPI)

4.To view the provider directory user agreement, click View Accepted User Agreement.  (Note: this agreement initially presents the first time you search the provider directory in the Address Book.)

5.To opt-out of the Direct Messaging Provider Directory, notify your system administrator.

6.To change your your settings, click Settings, then enter:

•Time Zone (if not set to the appropriate time zone, update it)

•Updox Email

•NHIN Direct Email (Direct address)

•Allow other practices to find/message me

•This feature is reserved for future use.

•Number of items to show on one page

•15

•25

•50

•Send Printed/Uploaded items to - this setting controls where printed/uploaded documents will be placed

•Practice Inbox - everyone will have access

•My Private Inbox - only you will have access

•Compose Window - automatically opens the Compose window so you can transmit the printed/uploaded document

•Queues - print/upload your documents to the selected Queue

•Convert Printed/Uploaded items in

•Smart B&W – Best balance of size and clarity (RECOMMENDED)

•Black & White – smallest files, best for faxes and text reports

•Grayscale – medium sized files, best for B&W pictures

•Color (256 colors) – medium sized files, best for text/reports with color

•Color (16 million colors) – largest files, best for photos

•Refresh page after deleting/archiving an item?

•Show recently searched for patients in Compose window address search

•Workspace Sharing 

•Optional

•Select users you want to have access to your Workspace

•Send me a notification when the following type(s) of items arrive in my Workspace

•Faxes

•Secure Messages

•Forms

•Send notifications to the following email address

•Enter your regular email address

•Send notifications to the following text phone number

•Enter your cell phone number

6.Click Save.