There are platform wide settings that need to be configured for all users, to ensure they suit the requirements of your practice.
The default settings are displayed below, and we recommend reviewing and configuring these settings in Settings - Practice Settings - Admin - Settings based on your practice requirements, including:
- Setting practice defaults for the way users open Outlook and Office – using either the Online or Desktop version of OneDrive
- Reviewing and updating the Task Due Days - to set the default for the due date when tasks are created.
Every new FYI user can set up personal defaults to reflect their individual preferences.
Users can access and review the settings for their own login from Settings - My Settings. Refer to Individual Settings and Status.
Refer to Managing Practice Settings and confirm or update your practice settings.