Modifying your user preferences

You can customize your TELUS Collaborative Health Record (CHR) experience by modifying your user preferences. For example, you can set a default message recipient and choose to show or hide different types of information in patient charts.

📌 Note: When you set your user preferences, it doesn't affect other users' settings.

Steps

1. At the top of the main menu, click your avatar image.

2. Click Profile. Your Personal Information settings open.

3. Select the Preferences tab.

4. Using the following table, modify your preferences as needed.

Field	Description
Primary assistant	Select any user as your primary assistant from the list. To set this user as the default recipient for any new messages you create, select the Apply by default to all new messages to users check box. Refer to Assigning your default message recipient.
Landing page	In the list, select the area of the CHR you want to have open by default each time you log in. Refer to Setting your CHR landing page.
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.
Patient name	Select the format that you want patient names to appear in the patient chart header, in the Opened patients list, and in the appointment booking window. Defaults to First name "Preferred name" Last name. 📌Notes: If you select Preferred name/First name Last name, the CHR displays the patient’s preferred name and last name. If there is no preferred name, the patient’s first name and last name display. This setting does not apply to externally-facing patient names, such as in letters, forms, and on the patient portal.
Balance due on patient chart	Choose to Show or Hide the balance due for private bills in chart headers. Refer to Showing or hiding patient amount owing in the chart header.
Update patient information request	Choose to Show or Hide the Update Information Requests pop-up window in patient charts. This window appears when there's Qnaire-produced patient data that is set to pre-fill the patient chart and you must review, confirm or reject it. Refer to Showing or hiding chart Update Information Requests.
Patient data updated date	Choose to Show or Hide the Last Updated date below patient data values displayed in patient charts. Refer to Showing or hiding the "last updated" date for patient data.
Outgoing fax status widget	Choose to Show or Hide the fax widget, which displays the status of outgoing faxes in an expandable window in the bottom-right corner of your CHR screen. Refer to Showing or hiding the outgoing fax widget.
Update diagnoses in medical history by default	Choose whether diagnoses added to the Assessment and Plan section of an encounter are automatically added to the patient's Medical History. The default is No (i.e. a diagnosis will not be added to the medical history unless you manually use the toggle to enable it in the encounter). 📌 Note: Regardless of what default setting you choose, you can override this value for each diagnosis in an encounter. For more information, refer to Recording an encounter diagnosis.

5. The system saves your changes automatically.

6. Refresh your browser for the changes to take effect.

Updated November 29, 2024