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7 Preferences

Figure 37. Preferences Page

The Preferences shows seven sections:

Your Account Details;
Your Provider Details;
Your Contact Details;
The Organisations to which you belong;
Your Preferred Providers; (for PCPs only)
Your Care Plan Creators; (for PCPs only) and
Your Linked Accounts (for PCPs only).

7.1 Account Details

Your Account Details relate to you as a user of cdmNet. You can:

Change your password;
Enable or disable notifications from cdmNet;
Change your Time Zone (Time Zones within Australia only);
Edit the Automatic Assignment of providers to care plans; and
Allow or not allow Test Patients (see 4.1.1 Test Patients).

7.2 Provider Details

Your Provider Details relate to you as a provider. Clicking Edit Provider Details enables you to:

Change your Provider Number; and
Change your HPI-I.

7.3 Contact Details

Your Contact Details relate to your methods of contact. You can:

Edit or change your Name;
Edit or change your Preferred Method of Contact;
Add, edit or delete Phone Numbers;
Add, edit, or delete addresses; and
Add, edit or delete Email addresses.

A contact detail with a green dot next to it means that it is the primary instance of that type of contact detail.

7.4 Organisations

The list of organisations shows those you belong to as a provider. You can register a new organisation (to which you will automatically belong once you have completed the registration process) by clicking Register a New Organisation and filling in the appropriate details in the boxes provided.

You can view the details of an organisation in your list by clicking its name or clicking Edit Preferences. The Preferences page of an organisation is very similar to your own Preferences page.

Figure 38. Organisation Preferences Page

From an organisation’s preferences page, you can:

Edit details in the General, Organisation Details and Contact Details sections;
Add members to the organisation (see 7.4.1 Adding Members or Preferred Providers);
Remove members from the organisation;
View addresses of members on a Google Map (by clicking the address);
Add Preferred Providers to an organisation (see 7.4.1 Adding Members or Preferred Providers); and
Remove Preferred Providers.

7.4.1 Adding Members or Preferred Providers

To add a member to an organisation, click Add Member to the right of the Organisation Members section heading.

To add a preferred provider to an organisation, click Add Preferred Provider to the right of the Preferred Providers section heading.

cdmNet displays a screen similar to the following.

Figure 39. Adding a Member or Preferred Provider to an Organisation Page

Names in bold indicate an organisation rather than an individual provider.

You can enter a first name, last name or provider number. For example, if you only knew the last name ‘Nickatime’, you could type ‘Nickatime’ and among the returned results you would fine Justine D. Nickatime.

If you cannot find a provider, they may not be registered with cdmNet. However, you can register a new provider on their behalf by clicking Register a New Provider and filling in the appropriate details in the boxes provided. Providers without these details will not be able to participate in the patient's care using cdmNet. As long as you are able to provide a correct method of contact, that provider should receive a notification with a username and temporary password they can use to log into cdmNet in future.

Figure 40. Registering a New Provider Page

7.5 Preferred Providers

This is only available to PCPs and Organisations.

Your Preferred Providers list relates to the providers that you can assign particular tasks to on patient care plans.

You can add preferred providers by clicking:

Add Preferred Provider;
Add Preferred Providers from Postcode; or
Add Preferred Providers from Organisation.

Clicking Add Preferred Provider displays a page similar to Figure 37 (including the option of registering a new provider on their behalf).

To search for providers by postcode, simply enter the postcode from which you would like to add preferred providers. cdmNet then automatically adds all registered providers from that postcode (both individuals and organisations).

Clicking Add Preferred Providers from Organisation tells cdmNet to add all entries from your organisation’s preferred providers list to your own list of preferred providers.

7.6 Care Plan Creators

This is only available to PCPs.

Your list of Care Plan Creators relates to providers whom you permit to create or modify care plans for your patients. You can select a provider from any speciality to be a care plan creator. Usually, care plan creators would be other members of your practice or organisation (such as Practice Nurses).

Figure 41. Add Care Plan Creator Page

7.7 Linked Accounts

This is only available to PCPs.

If you have an account in a third-party system that offers integration with cdmNet (for example, Extensia), you can enter the username and password in the Linked Accounts section of your preferences so that cdmNet can communicate with the external system on your behalf.