How Do I Set My Preferred Visit Tab?

Step-by-Step Guide

  1. You can access your profile two ways:

    1. Click on the "Profile" button underneath the date on the left sidebar. 

    2. Click on your name on the top right of the page; click on "Profile".

  2. Locate the "Preferred client tab" section below the Preferred Timezone field.

     Choose "New Visit Page" from the drop-down list. An additional dropdown list will appear showing all of the programs listed on the Services page of the organization you're logged into.

  3.  The program you select will be the page you will be directed to immediately after clicking on a client's name after doing a search.
  4. Click on the "Save"  button to save changes or "Cancel"  to discard the changes.

Adding User

This feature can also be set when adding a user. See How Do I Add a User? for more information.