You can change the basic settings and application preferences within the NavBar to best suit your needs
Want to learn more about the NavBar? Our Improving Patient Communications with the NavBar Academy Course covers everything you need to build the skills, knowledge and confidence of NavBar Users within your practice
Accessing your Settings
Click on your initials on the Right hand side of the Navbar to open the User Menu
Select Settings to open the Settings Window
Integration
The integration preference allow you to easily manage how patient communications are filed
Please note these are only visible if you have integrated the NavBar with your clinical system
Quick File Telephone Calls
When Quick File is turned on for calls, you will be able to file the communications with the patient into the patient record by clicking on the confirmation, rather than manually doing this via the Contact History
File SMS by default
When Quick File is turned on for SMS, you will be able to file the communications with the patient into the patient record by clicking on the confirmation, rather than manually doing this via the Contact History
Surgery Intellect Saving
Currently Surgery Intellect saves to Surgery Connect only. Governance work is currently underway to enable saving directly to the patient care record - in the meantime, the save option in Phonebar settings is set to "off" by default, and cannot be changed
User Preferences
By accessing the User Preferences settings, you can chose what happens when you log in and out of your clinical system
Auto Login
You have three options for the Auto Login settings:
Automatic - you will be logged into the NavBar and set to your available or your previous status
Requires Confirmation - you will be asked to confirm that you wish to proceed to be logged into the NavBar and set to available or your previous status
Do nothing - you will need to login and manually set your status when you log into the NavBar
Auto Logout
You have 3 options for the Auto Logout settings:
Automatic - you will be logged out of the NavBar and your status will be set to Logged Out when you exit your clinical system
Requires Confirmation - you will be asked to confirm that you wish to proceed to be logged out of the NavBar and set to offline when you logout of the clinical system, or in the event that the clinical system automatically locks
Manual - you will need to manually log out of the NavBar and set your status to logged out when you log out of your clinical system
Audio and Video
This area of the settings tab allows you to set your preferences around the audio and video aspects within the NavBar
Microphone
You can select your microphone input from the dropdown in this section, which will list all available options
The bar displayed next to this drop down shows the audio levels, so you can test that the selected input is picking up audio correctly
Secondary Ringer Output
Selecting a Secondary Ringer specifies another speaking to play a ringtone through. This means that if you are not wearing your headset or do not see the inbound call on your screen, you will still hear the ringing through an alternative speaker
Select the alternative output by clicking on the dropdown menu and selecting the speaker of your choice
Video
The Video settings display a drop-down of the cameras available for you to choose from. Select the camera you wish to use, when there is a list to select from
If there is only one option available to you that will be your default video device
Display to show Phonebar
If you have more than one display (monitor) you can choose which display to use for your Phonebar
Select your preferred Phonebar display from the drop-down menu
Phonebar
The Phonebar Settings menu allows you to select which icons you display on your NavBar and which appear in the Menu, via a toggle, to suit your daily tasks
By only selecting the icons you use most often you can reduce the size of your NavBar
You can choose to have the icons displayed on your Navbar and the menu list by selecting Always Display Icons in the User Menu
Shortcuts
A full list of the keyboard shortcuts you can use within the NavBar are displayed in this tab. If you do not wish to be able to use these, they can be turned off
For more information on Keyboard Shortcuts, see our Help Centre Guide here
About
The About tab in Settings shows you which version of the NavBar you are currently running, and allows you to check for any available updates
You can also view the Release Notes for the latest version, to explore any new features or enhancements
From here, you can also Book a Demo for Surgery Connect, to explore the capabilities of our full service, to help you to:
Enhance patient experience by reducing call queues
Drive practice efficiencies through call management and reporting
Reduce the burden of reception by creating positive patient habits
Interested in learning more about Surgery Connect? Book a demo with one of our experts here