How do I change my Phonebar settings?

You can change the basic settings and application preferences to suit your needs

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

Find what you are looking for.

Accessing Settings
- Integration
  - Quick File Telephone Calls
  - File SMS by default
  - Find patient record for incoming calls
- User Preferences
  - Auto Login
  - Auto Logout
  - Camera
  - Display to Show Phonebar
- Audio & Video
  - Microphone
  - Secondary Ringer
  - Video
- Contacts
- Phonebar
  - Active Patient
  - Appointments
  - Call History
  - Contacts
  - Device Manager
  - User Status
  - Stats Boxes
- Shortcuts
- Stats Boxes
- About

Accessing Settings

Click on your initials to access the User Menu

Click on Settings to access all your settings

Integration

The Integration Preferences will only be visible to you if you have integrated the Phonebar with your clinical system

You can choose whether to file telephone calls and/or SMS back to the clinical record as well as choose whether inbound calls will give you a patient identification popup

View our full guide on filing patient records

Filing telephone calls back to the patient record is not currently available for SystmOne customers

User Preferences

The User Preferences area is where you choose what happens when you log in and log out of your clinical system

Auto Login

Automatic - you will be logged into your preferred device and set to available, or your previous status i.e. Do Not Disturb
Requires Confirmation - you will be asked to confirm that you wish to proceed to be logged into your preferred device and set to available or your previous status
Do nothing - you will need to select your device and set your status on your Phonebar when you login to your Clinical System

Auto Logout

Automatic - you will be logged out of your device 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 your device and set to offline when you logout of your clinical system or in the event that your clinical system automatically/manually locks
Manual - you will need to manually log out of your device and set your status to Logged Out on your Phonebar when you log out of your clinical system

NOTE: User Preferences can also be accessed via the Settings cog in the Device Manager

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

Audio & Video

Select Audio and Video from the left hand menu

Microphone

Next to Microphone 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

Secondary Ringer Output

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

Video

Next to Video is 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

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

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

Contacts

Choose whether to list all available colleagues in alphabetical order or all available colleagues by group

Phonebar Settings

The Phonebar Settings menu allows you to select which icons you display on your Phonebar 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 Phonebar

You can choose to have the icons displayed on your Phonebar and also in the menu list by selecting Always display icons in the user menu

Shortcuts

Here you can view your keyboard shortcuts, which can be turned off if not required

To learn more about keyboard shortcuts, read our full guide

Stats Boxes

You can choose to see your Stat boxes in a separate window, this window can be Launched on Phonebar Start Up, by turning on this setting using the toggle

The Stat Box window opens independently of the Phonebar and can be dragged to a preferred position/screen and size

The Stat Boxes which will appear in the Stat Box window are toggled on or off

The Stat Box Window can display Stat Boxes only or, Groups, which can be favourited by clicking the star in the Group heading

From here you can see which staff are currently available to take calls for that group

This is useful to ensure that calls are not queuing for a group that does not have anyone available to answer the calls

About

To find out which version in the Phonebar you are running select About from the left-hand menu. Here you can also check for software updates

Click View Release Notes to see the details of the latest release as well as links to older Phonebar releases and general Surgery Connect release information