> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pro.commure.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Establish Your Preferences

> Tailor your clinical tools to match your unique workflow with settings that sync seamlessly across all your devices.

The **Preferences** tab allows users to configure their preferences for general and module-specific behavior. These settings affect the behavior of the various modules on both their handheld device and the web application. These are the user’s personal settings and apply only to the user who is currently logged into the system. Both system administrators and healthcare providers can set personal preferences, although administrators with an **Access Level** of either **Level 1** or **Level 2** are able to configure a much broader range of settings. This section gives an overview of the preference settings that a typical healthcare provider with **Level 3** access would see. For a full description of the preference settings available, please refer to [*Configuring Individual User Settings*](/classic/at_ug/user#reference-guide-for-user-settings).

To access the Preferences option, log into the system and click the **Preferences** tab at the top of the screen. The **Preferences** tab consists of the Edit Settings menu and a workspace.

From the Edit Settings menu, you are able to access **General** settings, as well as the settings for the modules to which you have been given access. These may include **Patient List**, **Provider Info**, **Problem List**, **Lab Results**, and **Charge Capture** settings.

## Defining Your General Settings

When you select **General** from the **Edit Settings** menu, the **General Settings** screen appears. The **General Settings** screen shows you some general information on file for your user account such as your username, first name, last name, personnel ID and departments that you are a member of. These settings cannot be altered except by an admin user (Level 2 or higher). Depending on your system, you may have the ability to make the following changes:

### Entering an E-mail Address for Notification of Commure Pro Mail

If your organization has implemented the **Commure Pro Mail** module, you can use the [**Commure Pro Mail Notification E-mail Address**](/classic/at_ug/user#commure-pro-mail-notification-e-mail-address) setting to designate an external e-mail address to use to get a notification that you have a new e-mail in the Commure Pro system (you must log into the Commure Pro system to check e-mails).

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab, and then the **Preferences** tab.
  </Step>

  <Step title="Select General settings">
    Select **General** from the **Edit Settings** drop-down.
  </Step>

  <Step title="Enter your e-mail address">
    Enter your external e-mail address in the blank text field next to [**Commure Pro Mail Notification E-mail Address**](/classic/at_ug/user#commure-pro-mail-notification-e-mail-address), and then click **Save**.
  </Step>
</Steps>

### Changing Your Password

There are different types of authentication protocols that can be used to secure access to the data in the Commure Pro system. These include basic authentication and multiauthentication (MEDITECH Downtime, Cerner Downtime, LDAP, ActiveDirectory, or other). Passwords for all handheld and web users are stored in only one location: the server. You or an administrator may be able to change the server password here in this option.

<Note>
  Whether or not your password can be changed in this option depends on the authentication protocol that your organization has implemented. If the password is not editable in Commure Pro, you must contact your administrator to change the password directly in your backend system, or by using your multi-authentication service (MEDITECH Downtime, Cerner Downtime, LDAP, AD or other).
</Note>

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab, and then the **Preferences** tab.
  </Step>

  <Step title="Select General settings">
    Select **General** from the **Edit Settings** drop-down.
  </Step>

  <Step title="Open Password Edit">
    Click the **Edit** link in the [**Password Edit**](/classic/at_ug/user#general-settings) setting to get the **Change Password:** screen.
  </Step>

  <Step title="Enter your current password">
    Type your current password in the text field next to **Enter your current password**.
  </Step>

  <Step title="Enter your new password">
    Type your new password in the text field next to **Enter new password**.
  </Step>

  <Step title="Confirm your new password">
    Retype your new password in the text field next to **Confirm new password**.
  </Step>

  <Step title="Save changes">
    Click **Save** and then click **OK** in the **Change Password** confirmation dialog.
  </Step>
</Steps>

Your new password is now active; however, if you are logged in on your mobile device using your previous password, you must log out and log back in using your new password in order for the sync to happen.

### Clearing User Web Settings

To clear user web settings:

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab, and then the **Preferences** tab.
  </Step>

  <Step title="Select General settings">
    Select **General** from the **Edit Settings** drop-down.
  </Step>

  <Step title="Clear the settings">
    Click [**Clear user web settings**](/classic/at_ug/user#clear-user-web-settings) link located below the **Password Edit** setting, and then click **Yes** in the dialog box stating "Are you sure you wish to do this - it will reset all the user’s sticky web settings including selected filters, timeframes, etc."
  </Step>

  <Step title="Confirm">
    Click **OK** in the "Settings Cleared" dialog box, and then click **Save**.
  </Step>
</Steps>

### Setting Location of Long Tooltips

To set the location of long tooltips:

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab, and then the **Preferences** tab.
  </Step>

  <Step title="Select General settings">
    Select **General** from the **Edit Settings** drop-down.
  </Step>

  <Step title="Enable the setting">
    Select the checkbox next to [**Show Tooltips Above Cursor**](/classic/at_ug/user#show-tooltips-above-cursor) at the bottom of the screen, and then click **Save**.
  </Step>
</Steps>

## Defining Your Lab Results Settings

### Hiding Department Snapshots of Lab Results

To hide department snapshots:

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab and then the **Preferences** tab.
  </Step>

  <Step title="Select Lab Results settings">
    Select **Lab Results** from the Edit Settings drop-down.
  </Step>

  <Step title="Open Snapshots">
    Click the **Edit** link in the **Snapshots Edit** setting.
  </Step>

  <Step title="Hide or unhide the snapshot">
    Select the snapshot in the **View Snapshots** form, and then click the **Hide** button in the Quick Details box. Click **OK** in the confirming **Hide current snapshot?** dialog. To restore the snapshot, select the snapshot, click **Unhide** in the Quick Details box, and then click **OK** in the confirmation dialog.
  </Step>
</Steps>

### Creating and Editing Snapshots of Lab Results

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab and then the **Preferences** tab.
  </Step>

  <Step title="Select Lab Results settings">
    Select **Lab Results** from the Edit Settings drop-down.
  </Step>

  <Step title="Open Snapshots">
    Click the **Edit** link in the [**Snapshots Edit**](/classic/at_ug/user#lab-results-settings) setting.
  </Step>

  <Step title="Create a new snapshot">
    Click **New Snapshot** at the top left corner of the screen.
  </Step>

  <Step title="Enter a title">
    Enter a **Snapshot Title** in the Quick Details box.
  </Step>

  <Step title="Select tests and save">
    Select the tests that you want to include in the snapshot from the list in the **Create Snapshot** form. To locate tests, click the **Search** button in the Quick Details box and enter search text, or click the **Mnemonic** or **Test Name** headings at the top of the form to sort the list of tests by either of those criteria. Once you have selected all of the tests you want to include, click the **Save** button in the Quick Details box to create the snapshot.
  </Step>
</Steps>

You can also edit or delete a snapshot that you created as follows:

<Note>
  You can only edit or delete your personal snapshots and not department snapshots. You can hide department snapshots if they are not useful. See [*Hiding Department Snapshots of Lab Results*](#hiding-department-snapshots-of-lab-results) for more information.
</Note>

* To edit an existing snapshot, select the snapshot in the **View Snapshots** form, and then click the **Edit** button in the Quick Details box. Edit the snapshot title or tests that you want to include, or both, and then click the **Save** button in the Quick Details box.

* To delete an existing snapshot, select the desired snapshot in the **View Snapshots** form, click the **Delete** button in the Quick Details box, and then click **OK**.

### Setting the Amount of Lab Data to Download

You can set how many days of lab data that you wish to download to your Android or Apple device as follows:

<Steps>
  <Step title="Open Preferences">
    Select the **Admin** tab and then the **Preferences** tab.
  </Step>

  <Step title="Select Lab Results settings">
    Select **Lab Results** from the Edit Settings drop-down.
  </Step>

  <Step title="Set the number of days">
    Enter a number (for example, 7) in the text box **day(s) (between 0-180)** next to the [**Default # of days lab data to download**](/classic/at_ug/user#default-#-of-days-lab-data-to-download) setting.
  </Step>

  <Step title="Save changes">
    Click **Save**.
  </Step>
</Steps>

## Defining Your Charge Capture Settings

If you are using the Charge Capture module to enter charges, then you can make changes to various preferences that affect the way the Charge Transaction screen behaves. Some of these changes affect only the web application, some affect only the handheld application, and some affect both.

Among the preferences that you can modify are **Charge Pickers** and **Charge Macros**.

* **Charge Pickers** are categorized lists of charge codes and charge macros, that make it easier to find and select the code you want during charge entry. Administrators typically define charge Pickers at the department level, for all users in the department. However, if specific items or entire categories from the department-level Pickers are not useful to you, you can hide them. In addition, you can add new items to the charge Picker.

There are two methods available for making changes to charge Pickers at the user level, described below. Please note that there is a slight terminology difference between the two options, but both options do in fact make changes to the charge Pickers.

* The preferred method is directly on the Charge Transaction screen, via the **Settings** button \_\_. This option allows you to make changes to your charge Picker list while you are in the process of entering a charge, as this is the most likely time that you would realize that a change is needed. (In this option the user-level items/subcategories are listed under the **Favorites** category, while department-level items/subcategories are listed under the **Department** category.)

* The second method is via the [**Add/Edit Charge Pickers**](/classic/at_ug/user#add/edit-charge-pickers) setting, which is typically accessed via the **Admin > User** option by administrators, when modifying charge Pickers on behalf a specific user in order to tailor it to that provider’s needs.(In this option, we use the terminology "user-level" subcategories/items and "department-level" subcategories/items.) A provider can also use this same [**Add/Edit Charge Pickers**](/classic/at_ug/user#add/edit-charge-pickers) setting via the **Admin > Preferences** option to modify their charge Picker list, but we recommend that they instead use the option described in the previous bullet.

* **Charge Macros** are groups of commonly used charge codes, modifiers, and diagnosis codes, that can be easily entered on a charge transaction with a single tap or mouse click. Similarly, there are two methods for creating charge macros:

* The preferred method is directly on the Charge Transaction screen, via the Create Macro option, located in the CHARGES heading in the Selected Codes section of the screen. This option allows you to create a new charge macro while you are in the process of entering a charge, as this is the most likely time that you would realize that a new macro is needed.

* The second method is via the [**Add/Edit User Macros**](/classic/at_ug/user#add/edit-user-macros) setting, which is typically accessed via the **Admin > User** option by administrators, when creating custom charge macros on behalf a specific user. A provider can also use this same [**Add/Edit User Macros**](/classic/at_ug/user#add/edit-user-macros) setting via the **Admin > Preferences** option to modify their charge Picker list, but we recommend that they instead use the option described in the previous bullet.

## Defining Your Problem List Settings

If the Problem List module is implemented at your organization, you may have access to the diagnosis Picker when entering charges or notes, or when entering a patient problem directly via the **Patient List > Problems** display option. Diagnosis Pickers are categorized lists of diagnosis codes, that make it easier to find and select the code you want when entering a diagnosis. Administrators typically define diagnosis Pickers at the department level, for all users in the department. However, if specific items or entire categories from the department-level Pickers are not useful to you, you can hide them. In addition, you can add new items to the diagnosis Picker.

There are two methods available for making changes to diagnosis Pickers at the user level, described below. Please note that there is a slight terminology difference between the two options, but both options do in fact make changes to the diagnosis Pickers.

* The preferred method is directly on the diagnosis selection screen that is seen when entering a charge/note/problem, via the **Settings** button <Icon icon="gear" iconType="solid" /> or **More** button <Icon icon="ellipsis" iconType="solid" />. This option allows you to make changes to your diagnosis Picker list while you are in the process of selecting a diagnosis, as this is the most likely time that you would realize that a change is needed. (In this option the user-level items/subcategories are listed under the **Favorites** category, while department-level items/subcategories are listed under the **Department** category.)
* The second method is via the [**Diagnosis Pickers**](/classic/at_ug/user#diagnosis-pickers) setting, which is typically accessed via the **Admin > User** option by administrators, when modifying diagnosis Pickers on behalf a specific user in order to tailor it to that provider’s needs. (In this option, we use the terminology "user-level" subcategories/items and "department-level" subcategories/items.) A provider can also use this same [**Diagnosis Pickers**](/classic/at_ug/user#diagnosis-pickers) setting via the **Admin > Preferences** option to modify their diagnosis Picker list, but we recommend that they instead use the option described in the previous bullet.

In addition to diagnosis codes and categories, a Diagnosis Picker can also contain these special items:

* **Diagnosis Search Terms**: A diagnosis search term is a term that a user can click to execute a search for a diagnosis, without the user having to manually type the term. You can use a partial diagnosis code as a search term, or a text phrase. For example, if you use "401" as a search term, when the user selects it, all diagnoses starting with the numbers "401" in the code are displayed (such as 401.1, 401.2, etc). And if you use the phrase "elevated" as a search term, when the user selects it, all diagnoses containing the phrase "elevated" in the description are displayed. Diagnosis search terms can be created when entering a charge/note/problem or via the [**Diagnosis Pickers**](/classic/at_ug/user#diagnosis-pickers) setting.
* **Diagnosis Macro Groups**: A diagnosis macro group is special type of Picker category that contains a set of related diagnosis codes that are typically always used together. For example, a diagnosis macro group might consist of a primary diagnosis that is always associated with one or more secondary diagnoses. When a user selects a diagnosis macro group, all of the diagnosis codes in that picker category are automatically added to the charge transaction with a single tap or mouse click. These can be created administrators or providers only via the [**Diagnosis Pickers**](/classic/at_ug/user#diagnosis-pickers) setting.