🎞️ View video tutorial: Updating your user profile
You can modify your name, credentials, email address or other user profile information in the Profile area of the TELUS Collaborative Health Record (CHR).
📌 Note: Users with administrative permissions in the CHR can also update some of this information for you. See Updating a user's general profile information and settings.
Steps
1. At the top of the main menu, click your avatar image.
2. Click Profile. Your Personal information window opens.
3. In the Profile Information area, using the following table, modify your information and settings as needed.
Field | Description |
Type your email address. 📌 Note: This is the email address you use to log into the CHR. Also, if you reset your password, the CHR sends the reset link to this email. | |
Tax Number | If you bill patients or third parties directly for services or products, and want your GST/HST number to display on your invoices, in this field, type your default tax number. |
First Name | Type your first name as you want it to display in the CHR and in letters, referrals, prescriptions, etc. |
Last Name | Type your last name as you want it to display in the CHR and in letters, referrals, prescriptions, etc. |
Title | To have a title (for example, Dr.) display in front of your name in the CHR and in letters, referrals, prescriptions, etc., in the list, select the title. |
Display Name | Type your name as you want it to display in the CHR and in letters, referrals, prescriptions, etc. |
Position | Type your role or position in the clinic. For example, Physician. 📌 Note: Using variables, your Position can be pulled into electronic forms, letters and other templates. Also, if you're a provider, and you allow patients to book appointments with you online, patients can see your position when choosing a provider to book with. |
Landing Page | In the list, select the area of the CHR you want to have open by default each time you log in. |
Units | To specify what units (Metric or Imperial) you want to record and view patient measurements (for example, height and weight) in, in the list, choose the units. |
Credentials | To have your credentials (for example, MD) display beside your name in the CHR and in letter/prescription headers, type your credentials.
To have these credentials appear in letter and prescriptions footers as well, select the Include credentials in footers check box. |
License Number | Type your professional license number. |
Billing or Reference Number | Type your billing or reference number. |
Phone Number | To have a phone number that is different from the clinic's default phone number display in your electronic forms/requisitions, letter headers, prescriptions, referrals, etc. |
Fax Number | To have a fax number that is different from the clinic's default fax number display in your electronic forms/requisitions, letter headers, prescriptions, referrals, etc. |
Biography (for eBooking) | To have your biography or a welcome message display to your patients when they book appointments online or fill in Qnaires, type your bio or welcome message. |
Languages | To specify the languages you speak: a) Under Languages, click Add Language(s), and then select a language. b) Repeat for each language you speak. 📌 Note: If you're a provider, and you allow patients to book appointments with you online, patients can see what languages you speak when choosing a provider to book with. |
4. At the bottom of the Profile Information area, click Save Profile.
5. Refresh your browser for the changes to take effect.
Updated June 30, 2023