Set Accuro User Preferences

Owned by Campus Wellness Tech Support
Last updated: Oct 25, 2024
4 min read

Opening User Preferences

  1. Click the red bullseye in the bottom-left of Accuro

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  1. Choose File and then User Preferences

You will see the following items that can be configured.   

  • Defaults 

  • Display 

  • Logins 

  • Search 

  • Labels 

Defaults

Here you can set your default Message Recipient and Task Recipient. 

DO NOT set anything in Gender or Default Title as this will affect every new student you add to our system. 

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Message Recipient

  1. The person or group you choose here will be the default person or group for that office when you send a Message in Accuro. 

    1. E.g., if you are a doctor in the West Wing, you’ll want to choose DL West Nurse. 

Task Recipient

  1. The person or group you choose here will be the default person or group for that office when you send a Message in Accuro. 

    1. E.g., if you are a doctor in the East Wing, you’ll want to choose DL East Nurse.

Display

Set your user Stamp 

Pressing F12 in a clinical note will stamp in your username and the date and time.  

  1. Create your user stamp by going to the Display tab and entering your information in the Alternate Time Stamp Prefix field. 

  2. Type in what you would like to see when you press F12 – the current date and time will always follow what you type in this box. 

    1. See example.

Change the Order of Medical History Bands

  1. Click the EMR Workflow tab. 

  1. Click the cogs button beside Configure Medical History Bands - EMR. 

  1. Drag the bands in the order you would like to see them. 

    1. Note: your changes will show after you log out of Accuro and back in. 

Quick Action Buttons

  1. These buttons appear on the Action Bar (horizontal row at the bottom of your screen). 

  2. Click the Configure Actions tab.

  1. Select the icon you want from the left column. Click Add to move the icon to the right (Selections) column. 

    1. Note: To see additional icons, uncheck Only Show Primary Actions at the lower left. 

Set the Action Bar to Always Appear on Your Screen 

  1. Check the box beside Dock Action Bar.

  2. Use the dropdown to choose the size and location of the icons as well as whether you would like titles with the icons or not. 

  3. Log out and back in again. 

Logins

For people who are using Healthmail, this is where you will add your email and credentials. 

  1. Click the green plus icon.

  2. Change the Login Type to Medeo Login.

  3. Enter your Medeo username (e.g., lgchase@uwaterloo.ca).

  4. Enter password in both password fields.

  5. Click OK. 

Labels

Choose Your Default Label Printer

  1. Click the button with the three dots […] and select your label printer from the list.

  2. You can also set your Status Bar Label (default is Patient Demographics) as well as Individual Label Preferences such as the number of labels to print or whether it prompts you for how many labels to print. 

Digital Signature

Set up a digital signature in Accuro that can automatically be inserted into a form or into a prescription. Please complete the steps below. 

A scanned copy of your signature is also required specifically for Generated Letters.

You must send a scanned in copy of your hand-written signature on a blank piece of paper to Violet for Generated Letters. 

  1. With Accuro open, press F2.

  2. Click SET SIGNATURE.

  3. Click in the white box (double-click the white to enlarge) and enter your signature using either: 

    1. Your mouse. 

    2. A touch screen or stylus, if available (reach out to Violet if you’d like to use our tablet).  

  4. Ensure to check off both “Auto insert saved signature in prescriptions” and “Allow saved signature to be used in Forms/Documents”  

  5. Press OK to save.

Search

  1. To search by student ID, check the box beside “Search Patient ID & Alternative ID”