Skip to main content

Create Your Own Custom View Mode

Depending on the clinic location settings, you may be able to customize the consultation page layout by creating your own custom view mode to ensure that the most relevant information is easily accessible. The custom mode view is only visible to you.

  1. Go to the Dashboard. Under Recent consultations, select the stethoscope button at the end of the row to open the consultation page.

  2. If you have not created your own mode view before, select the settings button next to the Custom view drop-down list and select Edit custom view mode. The Update own mode dialog opens.

  3. You can rearrange the consultation sections and change the State for each consultation section on the Consultation page. See Create a Custom View Mode for more information.

  4. Optionally, select Use own mode as the default mode to set own mode as the default mode when you open the consultation page.

  5. Select Save to save your own custom mode.

  6. Refresh the Consultation page. Custom view is now shown in the Custom view drop-down list.

  7. You can also quickly select (and unselect) from the settings button next to the Custom view drop-down menu if a section is shown in the own custom mode view.

Required Settings

Note: To access Settings, select the clinic location name in the top left corner, then select Settings from the menu that opens. Note that Settings is only visible to users with the appropriate permissions. If you don't see Settings, contact your practice administrator to check your access.

Settings > Clinic location > Consultation advanced settings

  • Allow users to create custom view mode: When this setting is enabled, users can create a custom view mode only visible to them.

See Also

Did this answer your question?