Understanding the Personal Preferences Screen

Customize how SigmaMD behaves for you. These settings affect how information is displayed, and help you work in a way that feels familiar and efficient.

You can update these preferences at any time, and changes apply immediately to your account.

How to update your personal preferences

Go to Personal Settings and then click on Preferences.

Auto-lock new clinical notes

You can choose to have all new clinical notes created as locked by default, preventing them from being shared with patients.

When this option is enabled, all your clinical notes start in a locked state, but you can still unlock them individually.

Follow-up Tasks

Turn on Automatically create tasks to get a follow-up task, linked to the patient, each time a lab or imaging order is sent with you as the ordering clinician, or a referral from you is faxed.

The Diagnostic Orders and Referrals sections each have two settings:

• Task due in: 1 to 365 days after the order or referral is sent
• Assign task to: you, or anyone active in your practice, including staff

Tasks are due in 14 days for diagnostic orders and 30 for referrals unless you change them. The assignee is saved for the practice you're working in. If that person is no longer active there, the task is assigned to you.

Vital Measurement Preferences

Default units

Set which measurement system you prefer to use:

• Imperial
• Metric

This setting controls how the form for vital measurements is displayed when adding or editing entries, saving you the time of adjusting it each time. It can still be manually adjusted later, if needed.

Show weight in lbs and oz

If you’re using Imperial units, you can also choose to have weight in pounds and ounces instead of pounds only. This is especially helpful in pediatric and newborn care.

Resolve Chats

Turn on Automatically resolve chats to have your inactive patient chats resolved for you. It applies to your assigned chats without a scheduled message or scheduled resolve.

The card has two settings:

• Chats inactive for: 1 to 365 days with no new message, internal note, reassignment or snooze
• Draft note after resolution: adds a note to the patient's chart from the chat thread or a chat summary, with options to include internal notes and sign it

Chats are resolved after 7 days of inactivity unless you change it. The note is created under your name and, with Sign note on, signed by you. The patient can see a signed note unless Include internal notes or Auto-lock new clinical notes is on. The setting applies in every practice you're active in, and resolved chats show "Chat resolved automatically on" with the date. See How to Resolve a Chat.

Important

• Personal preferences are specific to your user account.
• These settings don’t affect other clinicians in your practice.
• You can update them anytime as your workflow or preferences change.