CHR Settings

Account, fax, printer and security settings, logos, templates (form, letter, message, encounter and cover page), data exports and role-based access control. Managing your user profile and users for administrators.

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76 articles in this collection
Written by Danny, Alison Brunskill, Ingrid Spence and 5 others

Adding your logo

Written by Sarah
Updated over a week ago

Managing your user profile (users)

Updating your user profile information

Written by Ingrid Spence
Updated over a week ago

Modifying your user preferences

Written by Ingrid Spence
Updated over a week ago

Setting your CHR landing page

Written by Ingrid Spence
Updated over a week ago

Updating your CHR avatar (personal image)

Written by Ingrid Spence
Updated over a week ago

Showing or hiding patient balance due in the chart header

Written by Ingrid Spence
Updated over a week ago

Showing or hiding chart Update Information Requests

Written by Ingrid Spence
Updated over a week ago

Showing or hiding the "last updated" date for patient data

Written by Ingrid Spence
Updated over a week ago

Showing or hiding the outgoing fax widget

Written by Ingrid Spence
Updated over a week ago

Configuring signatures

Set up your electronic signature to add it to forms, prescriptions, letters, and other documents

Written by Ingrid Spence
Updated over a week ago

Enabling skipped dialog messages or warnings

How to unskip dialog messages or warnings

Written by Adeel I. Butt
Updated over a week ago

Managing users (administrators)

Inviting new users

Adding staff and provider user accounts

Written by Ingrid Spence
Updated over a week ago

Modifying user permissions

Granting or restricting user access to areas and features of the TELUS CHR

Written by Ingrid Spence
Updated over a week ago

User permissions

Written by Ingrid Spence
Updated over a week ago

Managing user roles

How to create and edit roles for a clinic, as well as applying user permissions very easily.

Written by Ingrid Spence
Updated over a week ago

Assigning multiple users to a role

Written by Ingrid Spence
Updated over a week ago

Updating users' general profile information and settings

Written by Ingrid Spence
Updated over a week ago

Enabling users to attach documents and other files to patient charts

Written by Ingrid Spence
Updated over a week ago

Creating user groups

Send messages and filter your schedule using user groups

Written by Ingrid Spence
Updated over a week ago

Deactivating CHR user accounts

Written by Ingrid Spence
Updated over a week ago

Adding locums

Written by Sarah
Updated over a week ago

Account settings

Creating clinic-wide login messages for users

Written by Ingrid Spence
Updated over a week ago

Updating your clinic's account information

Written by Ingrid Spence
Updated over a week ago

Fax and printer settings

Setting up your Zebra label printer

Written by Taylor Buck
Updated over a week ago

Setting up your Brother label printer

Supported on Windows only

Written by Taylor Buck
Updated over a week ago

Setting up your Dymo Labelwriter printer

To print patient labels, you require a Dymo Labelwriter 450 or 550 label printer

Written by Ingrid Spence
Updated over a week ago

DYMO Printer Alert - no DYMO printer detected

Written by Danny
Updated over a week ago

SRFax integration

Written by Adeel I. Butt
Updated over a week ago

Signing up for an SRFax account

Written by Adeel I. Butt
Updated over a week ago

Configuring your SRFax integration

Written by Adeel I. Butt
Updated over a week ago

Porting an existing fax number to SRFax

Written by Adeel I. Butt
Updated over a week ago

Security settings

CHR security settings

Written by Ingrid Spence
Updated over a week ago

Changing your password

Written by Ingrid Spence
Updated over a week ago

Setting your personal timeout duration

Written by Ingrid Spence
Updated over a week ago

Two-factor authentication (2FA)

Written by Ingrid Spence
Updated over a week ago

Customizing your personal two-factor authentication (2FA)

Enable, modify, or disable two-factor authentication for your CHR user account

Written by Ingrid Spence
Updated over a week ago

Enabling two-factor authentication (2FA) for other users

Written by Ingrid Spence
Updated over a week ago

Disabling two-factor authentication (2FA) for other users

Written by Ingrid Spence
Updated over a week ago

Configuring account-wide security settings

Written by Ingrid Spence
Updated over a week ago

Unlocking user accounts

Written by Ingrid Spence
Updated over a week ago

Viewing user activity and access logs

Written by Ingrid Spence
Updated over a week ago

Enabling single sign on (SSO) for your clinic

Written by Ingrid Spence
Updated over a week ago

Templates

Organizing your templates into folders

Qnaires, Form templates, Encounter templates, and Letter templates

Written by Robyn Hamilton
Updated over a week ago

Creating letter templates

Written by Ingrid Spence
Updated over a week ago

Creating or editing encounter templates

Written by Sarah
Updated over a week ago

Creating form templates

Written by Sarah
Updated over a week ago

Creating form statuses

How to create Form statuses

Written by Sarah
Updated over a week ago

Adding instant variables to letter, message and encounter templates

Written by Sarah
Updated over a week ago

Adding data variables to letter, message and encounter templates

Written by Sarah
Updated over a week ago

Variables for use in letter, message and encounter templates

Written by Ingrid Spence
Updated over a week ago

Creating selectable lists for your form templates

Written by Sarah
Updated over a week ago

Configuring your form templates to update patient data

Written by Sarah
Updated over a week ago

Creating autofill templates (for forms)

Get forms completed faster

Written by Sarah
Updated over a week ago

Cloning encounter templates

How to copy your encounter templates

Written by Ingrid Spence
Updated over a week ago

Automatically Populate Signature in Forms

Written by Alison Brunskill
Updated over a week ago

Creating a letterhead

Written by Ingrid Spence
Updated over a week ago

Creating cover page templates

Written by Ingrid Spence
Updated over a week ago

Available standard forms

Written by Sarah
Updated over a week ago

Creating auto fill cover page templates

Written by Ingrid Spence
Updated over a week ago

Adding auto-marking conditions to your form and cover page templates

Written by Sarah
Updated over a week ago

Configuring your form and cover page templates to autofill

Written by Sarah
Updated over a week ago

Adding text boxes to form and cover page templates

Written by Ingrid Spence
Updated over a week ago

Adding checkboxes to form or cover page templates

Written by Sarah
Updated over a week ago

Adding signatures to form and cover page templates

Written by Sarah
Updated over a week ago

Using Appointment Variables in Form, Encounter of Letter Templates

Link appointment dates, times and practitioners to your Encounter, Letter and Form templates

Written by Ingrid Spence
Updated over a week ago

Archiving letter templates

Written by Ingrid Spence
Updated over a week ago

Archiving form templates

Written by Sarah
Updated over a week ago

Data exports

Exporting data from the CHR

Using data exports to extract clinic-wide data

Written by Ingrid Spence
Updated over a week ago

Data export categories and content

What is included when you export data from the CHR

Written by Ingrid Spence
Updated over a week ago

Role-based access control

Role-based access control

Written by Tracy Walsh
Updated over a week ago

Defining a resource set (role-based access control)

Written by Tracy Walsh
Updated over a week ago

Managing user roles (role-based access control)

Written by Tracy Walsh
Updated over a week ago

Role permission options (role-based access control)

Written by Tracy Walsh
Updated over a week ago

Assigning a role and resource set to a user (role-based access control)

Written by Tracy Walsh
Updated over a week ago

Assigning a role to a group of users (role-based access control)

Written by Tracy Walsh
Updated over a week ago

Viewing a user's permissions (role-based access control)

Written by Tracy Walsh
Updated over a week ago