Manage user preferences
symplr Provider allows you to customize the Find Provider modal, some find modals, form settings, and notes settings through Preferences.
When you customize various elements on a form, these changes are saved. You can apply your user preferences to all entities or just the current entity. You can also remove your customizations one-by-one or all at once.
When you change a user preference, the changes are immediate, however some changes require a browser refresh.
To complete any of the actions below, open Preferences from your name drop down menu on the titlebar.
Set search fields in select find modals
To set your search fields, complete the following steps in the Find Modals tab.
-
In Set Fields for drop down list, select a find modal.
-
Select the fields that you want to be able to search on, then click Apply.
Tip-
The System Information system form Country setting determines whether you see US or Canada mode in your choices.
-
If you select Include Inactive as a preference, this will be the default setting in all of your searches. You can still deselect it on a case-by-case basis.
-
Set form settings
To manage your form settings, complete the following steps in the Form Settings tab.
-
In Manage User Preferences, complete any of the following optional steps.
-
To set the scope of your preferences, select either All Entities or Current Entity.
-
To delete user preferences select one of the following substeps.
-
To delete all your user preferences, select Clear All
. -
To delete a single entry, select Delete
in the item row.
-
-
-
Click Close.
Set notes preferences
Select to display or hide the notes by default, then click Apply.
