Customize Preferences for an Operator
- Go to Administration > Configuration > Operators.
- Select the Preferences tab.
- Select an operator from the grid. The role assigned to the operator appears in the drop-down field.
- Select Customize to open the Preferences window. Edit the predefined preferences as appropriate.
- Select OK when you are finished editing preferences, or select Cancel to exit the Preferences window without saving changes.
- Save your changes.
Associated pages
- About Operators
- Operators window
- Operators window – Basic tab
- Password Vault window
- Password Vault window – Netsmart Homecare tab
- Change Domain Identity window
- Operators window – Preferences tab
- Operators window – Privileges tab
- Operators window – Privileges tab – Netsmart Homecare subtab
- Operators window – Privileges tab – Ad-Hoc Reporting subtab
- Operators window – Privileges tab – Physician Portal subtab
- Operators window – Privileges tab – Configuration Service subtab
- Operators window – Privileges tab – Mobile Phone subtab
- Operators window – Privileges tab – Mobile tablet subtab
- Operators window – Privileges tab – Exchange Communities subtab
- Operators window – Privileges tab – Query Security subtab
- Operators window – Privileges tab – Inbound Messages subtab
- Operators window – Privileges tab – Enhanced Diagnoses Search subtab
- Operators window – Privileges tab – Groups subtab
- Operators window – Privileges: Business Unit tab
- Operators window – Privileges: Business Unit tab – Privileges subtab
- Operators window – Privileges: Business Unit tab – Roles subtab
- Add an Operator
- Change an Operator's Password
- Delete an Operator
- Add an Operator to a Group
- Assign a Role to an Operator
- Set up Options for Editing Clinical Entries
- Set up Privileges for Viewing Netsmart Referrals
- Grant Referral Management Privileges
- Set up Referral Management Account Information
