Managing Your DrCloudEHR Account

You can manage your DrCloudEHR account, including configuring how you use and interact with the application.

This section contains the following topics:

Select Your DrCloudEHR User Preferences

You can set your preferences to customize how you use and interact with DrCloudEHR. The preferences you set override the corresponding global settings set for your site. 

1. Click the Settings tab.
2. Click Preferences in the left navigation bar.

3. Click the User Appearance tab, and then configure the properties described on the table below.

   Tab	Description
   Landing Page	Select the page you want to display when you log into the application.
   Accessibility Focused User Interface	Select to use DrCloudEHR in accessible mode. This option enables the application to work with the JAWS text-to-speeach screen reader. The system also allows you to enter text instead of selecting a value, such as using a date picker.
   Layout Style	You cannot change the default option.
   Theme	You cannot change the default option.
   Inbox Messages	If the Inbox Messages global setting is enabled for your site, you can select this option to override it and prevent the application from sending messages to your Inbox.
   Inbox Upcoming Appointments	If the Inbox Upcoming Appointments global setting is enabled for your site, you can select this option to override it and prevent the application from sending appointment reminders to your Inbox.
   Inbox Reminders	If the Inbox Reminders global setting is enabled for your site, you can select this option to override it and prevent the application from sending reminders to your Inbox.
   Legacy Search	Select to enable the legacy patient search capability, in which you select a certain patient attribute to search on, such as Last Name. If you deselect this option, the system uses the new patient search capability which allows you to enter multiple attributes, such a first name, last name, and gender. The new search capability allows you to more finely refined your searches.

4. Click the Locale tab, and then select the units used in forms and the date and time settings to use in the application.
5. Click the Features tab, and then select the items to display in DrCloudEHR, including the maximum number of sections to display in Consolidated Clinical Document Architecture (CCDA) records.
6. Click the Calendar  tab, and then select the options for displaying the calendar.
7. If you use the Nuance Dragon dictation service, click the Dragon tab, and then enter your user details. Contact your DrCloudEHR account manager if you do not know your user ID.
8. If you use the eSignature feature, click the Devices tab, and then select the digital signature pad you use.
9. If you use the Rcopia e-Prescribing (eRx) system from DrFirst, click the DrFirst tab, and then enter your Rcopia user ID. Contact your DrCloudEHR account manager if you do not know your user ID.
10. Click Save to save your changes.

Change Your Password

You can change the password you use to log in to DrCloudEHR.

1. Click the Settings tab.
2. Click Change Password in the left navigation bar.
3. Enter your new password.
   
   
   
   
4. Click Save Changes.

Manage Your eSignature

You can change the eSignature you use to electronically sign documents.

1. Click the Settings tab.
2. Click Manage eSignature in the left navigation bar.
3. Enter your eSignature ID, which is your eSignature password, and then click Validate.
   
   
   
   
4. Draw your new signature in the box.
   
   
   
   
5. Click Save.

Change Your eSignature ID

You can change your eSignature ID, which is you eSignature password. You must change your ID if your DrCloudEHR administrator sets the application to require that you change your ID.

1. Click the Settings tab.
2. Click Change eSignature Pwd in the left navigation bar.
3. Enter your eSignature ID, which is your eSignature password, and then click Validate.
   
   
   
   
4. Enter your new eSignature ID.
   
   
   
   
5. Click Save.

Configure the Sections to Include in CCDA Records

You can specify the sections to include in Consolidated Clinical Document Architecture (CCDA) records that you generate, based on your CCDA requirements. You can also specify the order in which to display sections.

1. Click the Settings tab.
2. Click CCDA Section Preference in the left navigation bar.
3. Click the sections you want to include in the Available CCDA Sections field, and then use the arrow keys to move them to the Selected CCDA Sections field. 
4. To change the order in which section are displayed in records, click a section in the Selected CCDA Sections field, and then click Up or Down. 
   
   
   
   
5. Click Save.