Provider Default for Documentation

Publish Date: 6/28/2024

Description

Overview

This article provides a step by step guide on how administrators can set the provider dashboard to appear by default when therapists log on to the system. This ensures that therapists are immediately presented with their document dashboard, streamlining their workflow and enhancing efficiency.

Steps to Set the Provider Dashboard as Default

Follow these steps to configure the provider dashboard to show up initially for therapists:

1. Log in as an Admin: Ensure you have the administrative privileges to change user settings.

2. Navigate to User Management:

   • Go to the Admin section of the system.
   • Select User to access user settings.

3. Access General User Settings:

   • Within the User section, click on General.

4. Set Default Dashboard:

   • Locate the Dashboard setting.
   • From the dropdown menu, select Provider Dashboard.

5. Apply Changes:

   • Click on Apply Change to save your settings.

By following these steps, therapists will be redirected to the provider dashboard each time they log on, ensuring they have immediate access to the tools and information they need.