How do I change my Phonebar settings?

Each User can change the basic settings and application preferences to suit their hardware set-up and how they use the clinical system integration to suit them

This guide will show you how to access and change the Phonebar settings

Preferences relate to how the clinical integration interacts with the Phonebar

You can select whether to turn on Quick File for calls - automatically open patient records on answering inbound patient calls - and to login to your deskphone automatically when logging into your clinical system (in the surgery)

To select the setting, click on the white button. When a mode has been selected it will be in bright blue. Toggle On

When an option has not been selected or is deselected it will be greyed out. Toggle Off

The system can automatically open a patient record when you answer an inbound patient call

If we find more than one possible patient for the number that’s calling we will offer you the choice of which record to open

When you click on the patient ID pop up this will do two things;

Selecting Auto login automatically logs you in to your deskphone when you log into your clinical system

Or you can set it to confirm which device you would like to log in to each time

Next to Audio is a drop-down menu of the audio options e.g. integrated speakers and microphone or headset microphone. Select the device 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 audio device

Note: In some instances, you may only have one audio or video option depending on the setup of your PC. Some have integrated cameras and a plug-in webcam too, others do not

The secondary ringer option is predominantly for softphone users so if they are not wearing their headset or do not see the inbound call on their screen they can 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.

Integration relates to how the clinical integration interacts with the Phonebar

You can select whether to turn on Quick File SMS and automatically open patient records on answering inbound patient calls.

The system can automatically open a patient record when you answer an inbound patient call

If we find more than one possible patient for the number that’s calling we will offer you the choice of which record to open. Once you have answered that call, select the correct patient.

When you click on the patient ID pop up this will do two things;

This provides a menu of the audio options e.g. integrated speakers and microphone or headset microphone. Select the device you wish to use, when there is a list to select from

Note: If there is only one option available to you that will be your default audio device

The secondary ringer option is predominantly for softphone users so if they are not wearing their headset or do not see the inbound call on their screen they can 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

Note: In some instances, you may only have one audio or video option depending on the setup of your PC. Some have integrated cameras and a plug-in webcam too, others do not