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Customizing your Homepage
Customizing your Homepage
Updated over 9 months ago

You can configure your Homepage to see exactly what you need to see. This configuration only applies to you.

We suggest making the Homepage the default page that opens when you log into the CHR. Refer to Setting your CHR landing page.

The widgets for providers and staff are different. For more information, refer to:

There are several default widgets that are not configurable; the following widgets can be configured.

📌 Note: Since providers and staff have different widgets, depending on your CHR account type, you may not see all of the widgets below in your system.

Widget

Customization

Public health feed

Select the public health feeds you want to appear in your Public health feed widget.

Steps

  1. At the top-right corner, click the gear icon. The Configure widget window opens.

  2. To remove a feed, click the X.

  3. To add a feed, click into the search field and search for or select a feed.

  4. Click Save.

Referrals

Select the referral folders you want to appear in your Referrals widget.

Steps

  1. At the top-right corner, click the gear icon. The Configure referral widget window opens.

  2. To remove a folder, click the X.

  3. To add a folder, click into the search field and search for or select a referrals folder.

    📌 Note: The bold text indicates a referral folder. Under the folder name, the referral status shows. For example, you can have both Incoming > All statuses and Incoming > Pending.

  4. Click Save.

Inventory

Select the products you want to appear in your Inventory widget. You can select up to three products.

Steps

  1. At the top-right corner, click the gear icon. The Configure inventory widget window opens.

  2. To remove a product, click the X.

  3. To add a product, click into the search field and search for or select a product.

  4. Click Save.

Photo

Select an image to personalize your Homepage. The file type must be JPG or PNG and the maximum file size is 400x400 pixels

Steps

  1. Click the photo widget.

    📌 Note: The first time that you add a photo, the upload section opens right away.

  2. Click Upload new photo.

  3. Select an image from your computer, and click Open. The photo is uploaded.

  4. To remove the photo, select Remove photo.

Updated December 29, 2023

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