Adding Clinipad to the Workspace and Activity bars

Practitioners such as Receptionists who use Clinipad frequently are advised to add the Clinipad shortcut to the Workspace bar (at the top of the screen) and / or add the Clinipad Tab to the appointment book activity bar (below the appointment book), so that it is quickly accessible.

TIPS:

If you add the link to the Workspace bar users can access it from any screen.

For Receptionists the link is most useful on the Activity Bar (below the appointment book)

The procedure is the same for both areas.

To add the Clinipad Window shortcut to the workspace bar

  1. Right-click the workspace bar and select Customise...

    Customise

  2. In the Select tabs dialogue, select the the Clinipad icon in the left pane and move it to right pane by clicking the >> button.

    Customise2

  3. Position it in the right pane by moving it with the up and down arrows.

    NOTE: This position determines the horizontal ordering of the shortcuts on the workspace bar.

  4. Select the OK button.
  5. Check that it displays as a shortcut on the workspace bar.

    Clinipad on Workspace Bar

To add the Clinipad Tab to the appointment book activity bar

  1. Click the Configure button at bottom right of the Appointment Book
  2. In the Wizard, check (tick) Select tabs for your activity bar:

    SetupActivityBar-1

  3. Click the Next> button, and then click the Next> button on the following screen.
  4. In the Select tabs dialogue, select the the Clinipad icon in the left pane and move it to right pane by clicking the >> button.

    SetupActivityBar-2

  5. Position it in the right pane by moving it with the up and down arrows.

    NOTE: This position determines the horizontal ordering of the tabs on the appointment book activity bar.

  6. Select the Finish button.
  7. Check that it displays as a tab.

    Clinipad on ActivityBar

See also...

Configuring Clinipad

Installing and configuring Clinipad

Adding and Pairing Clinipad Devices

Configuring Clinipad for multiple computers

Setting up Adobe Reader to view signed Clinipad forms

Customising a Clinipad logo

Configuring Appointment Arrival Options for Clinipad

Configuring Medical History Forms and Reviews

Configuring Clinipad Estimate signing

Configuring new patient referral-source capture

Configuring Clinipad Treatment Consent Forms

Viewing and configuring patient Health Fund capture options

Configuring Contact Consent with Clinipad

Checking Clinipad module registration

Troubleshooting Clinipad

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Configuring Appointment Arrival Options for Clinipad