The widgets that appear on the Choose Action screen are customizable at the user level. This allows every user to select which widgets they want visible on this page. Any changes you make when logged into your account will not affect the settings of other users at your practice.
*Important Note: The user settings you enable will be reflected on any device you use to log into Hippo. Whether mobile, tablet, laptop, or desktop your Choose Actions setting will remain the same.
How to customize the Choose Action Screen
- First, click on the Hippo icon in the lower-left corner of the screen, next to "Logged In As", which will take you to the User Menu screen.
- Then, select Choose Action Settings.
- You will see a box pop up with a Blue (displayed) column and a Red (hidden) column. Any widgets in the Displayed column will appear on your Choose Action screen, whereas those in the Hidden column will not. You can click and drag options from one column to the other until all the fields are in the appropriate columns for your preference. Their order in the column does not matter.
- When you are satisfied with your selections, click Ok to save your work.
- When you return to the Choose Action screen, the changes will be reflected.
Helpful Hint
Quick Link bars are located throughout the application (Scheduler, Chart Notes, and Patient tab) and have customization options similar to the Choose Action settings.
For additional assistance, check out the "Customizing User Quick Link Settings" article.