Changing Your Settings & Preferences

How Do I View My Settings?

Personal Settings

View individual account info and email settings by hovering over the wrench and select "Personal Settings."



Account Tab:

View basic account info:

• Name
• Email Address
• Clinical Info
• Password change 

Notifications Tab:

Receive emails on how you can use NeuroFlow in your practice.

Site Settings

Change or view settings for your organization's platform

1. On the top right, hover over the wrench and select "Site Settings."

2. There are three tabs available within the Settings page: Users, Site, Resources

NOTE: The Users tab will only display if you have an Admin role assigned to your account. 

Users Tab:

This tab is only available to admins and allows you to manage users of your organization (add, edit, or delete). In order to add a new organization member to NeuroFlow, you must have the individual's email address. Check out this article to learn how to add users.

Site Tab:

This tab is available to NeuroFlow platform users who have Admin privileges in NeuroFlow and includes:

• Notifications - NeuroFlow platform users can receive emails with risk stratification alerts (At Risk, Urgent)
  • Settings can be adjusted to send email notifications to 
    • Prescribers (Providers) within your organization
    • Behavioral Health Specialists within your organization
    • Admins within your organization   

NOTE: If enabled, emails arrive once per day in the morning

• Journals - This preference allows providers, staff, and individuals to see alerts for journals if NeuroFlow considers a journal to have risky language
  • Settings can be adjusted to:
    • Allow providers and staff read access to client journals
    • Show alerts for journals if NeuroFlow considers a journal to have risky language (read about NeuroFlow Algorithm) 

• Organization Preferences - These preferences apply to the entire organization, and can be seen by any account with at least one role assigned. 
  
  
• Monthly Review Preferences (IntegrateHealth only) - You can decide which additional sections should be shown on your organization's Monthly Reviews; allow treatment plan/comments to be edited in NeuroFlow (the alternative is typically within the clinic's EMR).

• Behavioral Health Policy - You can decide which role you would like to allow read access for all internal individual notes.
  • Staff (Front Office/MAs)
  • Prescribers (Providers)
  • BH Specialists
  • Admin

• Invite New Client form customization:
  • Required contact info - choose the best medium for invitation depending on what you think will be most successful for client registration
  • Custom name of Patient ID field - specifically for those utilizing an EMR, you can customize this field to match that of the EMR for integration or record-keeping purposes
  • Patient ID - require a Patient ID for new clients
  • Prescribers (IntegrateHealth only) - require a prescriber to be chosen for clients for billing purposes
  • Insurance Plan - require platform users to enter an individual's insurance plan
  • External BH Specialist - require external BH specialist

• In-House Questionnaire customization:
  • Default questionnaires - choose the default questionnaires that you want every patient to receive as a default
  • You can also customize what message would you like to show clients who complete an in-house questionnaire from your tablet

• Manage Tablet -This feature allows you to enable a tablet for in-house questionnaires.

Resources Tab

Here is where you can select and organize which crisis resources you'd like to show to individuals in your organization.

NOTE: The first two entries cannot be edited.

For any questions or further assistance, please contact your Customer Success Manager or [e-mail].