TABLE OF CONTENTS

Introduction

You can customise the toolbar to give you quick access to favourite templates and protocols for either an individual user or your whole organisation.


Option 1: Customise the toolbar for an individual user

With your cursor, hover over your toolbar > Right Click > Configure Toolbar



  • Double click on the row of your toolbar that you want to add the new button to.
  • Search for the template or protocol you want in the top left 
  • For example, if you wanted to add the Flu protocol to your toolbar, search for 'Protocol'
  • Under 'Launch Protocol' choose 'Specific protocol...'
  • In the box that pops up, search for 'Influenza Admin' and choose the 'Seasonal Influenza Vaccination Administration' and click OK.
  • In the top right, you can change it to a small or large icon with text too.
  • You can then add more templates or protocols if you wish
  • Use the arrows to move them up/down the list if you want
  • Then click Ok > Ok and you should see your new button on your toolbar.






Option 2: Customise the toolbar for your whole organisation


This is useful so that everyone in your surgery has the same standard toolbar. If someone has individually customised their toolbar, their toolbar won’t change. Only users with the access right of 'System Administrator' can do this.


Go to Setup > Users & Policy > Organisation Preferences > Toolbars

Then follow the instructions above.