Setting- General Preferences

On both a provider and practice level manage general preferences related to favorites, the test menu, drafts, default delivery methods, and Patient Navigator Settings. 

Favorite

Shortcut Bundles

Create and manage Shortcut Bundles for frequently ordered together tests. This can be helpful on a practice level or provider level. These shortcuts can also be managed on the order test page in the favorites section. 

Test Menu

Default At-Home Menu

Decide on a personal or practice level whether you want the at-home menu toggle default to be on or off when you first log in. 

Read more about the At-Home Menu

Draft Auto Clean Up

Decide on a personal or practice level if you want draft orders to be removed once the order is completed or if you would like a copy to remain in drafts. 

Default Delivery Method

On both a practice and personal level a default delivery method may be selected for Blood Kits and Non-Blood Kits. You may also choose whether or not to allow the "supplied by the Office" delivery method to be selected. If you do not plan to keep test kits on hand, it is recommended to keep this toggle in the off position to prevent mistakes. 

Patient Navigator 

Depending on your state, we may have staff members that are available to reach out to patients to remind them of balances due, uncollected samples, and more. If you prefer we do not contact your patients directly without being contacted first, please ensure this toggle is in the off position.