How to Set a Default Site/Letterhead

This knowledge base article will demonstrate how to set up a default site in a multiple site group. 

 

1. Click the Settings button in the Chart Room.

​

 

2. In Settings & Directories:

1. You should be on Specific to Individual tab by default.
   
2. ​If you are a Group Administrator, you will need to choose the user to modify.
   
3. Click the Personal Info tab (should be here on default).
   
4. Click the Options tab.
   
5. Choose the default site/letterhead.
   

​

 

Example of dropdown menu of Default Site/Letterhead Name (shows all sites)

​

 

 

3. Log out and back in (using the pink Log Off button in the Chart Room or the Sign Out in the menu). 

 

4. When you (or the user) logs in, the default site/letterhead selected shows. 

 

5. On the Finished Note, the Service Location will reflect the chosen default.

 

 

For those of you working in offices with multiple sites/letterheads, here is a video to show you how to set a default site:

• Related Articles

• Promoting Interoperability Meaningful Use Stage 3 for Medicaid 2020

  This guide offers you explanations, links, and workflows you can use to report for Meaningful Use Stage 3 for Medicaid 2020. REPORTING PERIOD AND REQUIREMENTS The reporting period for 2020: Objectives: Any consecutive 90 days in 2020. Clinical ...