Managing reading physician accounts: Create/Configure preset filters

Note: This different from users being able to create their own presets. Users will NOT be able to see these presets or turn them on and off themselves.

Admins are able to configure presets for other users. This can help filter out unnecessary information for that particular user. Presets are also useful because they can be enabled and disabled at will. An example would be if a radiologist that normally reads for multiple facilities/facility groups only reads for a specific one on Mondays. You can create a preset for that facility/facility group that can be turned on on Mondays but turned off the rest of the week.

To create/configure presets click “Admin.”

Click "Configure Presets."

Click the facility group. It is recommended to use the user's primary facility in order to make the preset easy to find later.

Click "Create Preset."

Fill out the Preset name.

Select the user's role using the drop-down menu.

Select the user/users.

Select the tab the preset will be used in.

Fill out the filter as need. For example, you can select modalities.

Click "Create Preset."

Click the toggle under Preset Status to enable/disable the preset.

Click "View Details" to see the preset.