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Set Up General User Options

Use the General tab of your User Options to specify how certain log in and mail merge features will behave. Note that your security rights must include full access to the User Options Editor setting in the Practice Administration security group for this feature to work for you.

  1. Open General User Options Click to OpenFile, Home, Patient, or Scheduler Ribbon Bar > User Options > General.

  2. Choose Your SettingsClick to Open The options marked with an asterisk ( * ) are specific to this workstation: The remaining options are specific to you - other users that log onto this computer may have other settings.  (If another Edge user has the settings you want to use, that user can use the Assign Options tool to copy those settings to you.)

    Available SettingsClick to Open

  3. Save Your Settings - Click Ok to save any changes to your user options and exit the window. If other Edge users want the settings you have chosen, you can use the Assign Options tool to copy your settings them.

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