Resource Centre - Module and Census Preferences

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Video Tutorial

Module & Census Preferences

Setting up your personal preferences is essential to how you view information in ClinicalConnect. Due to the large volume of data that is queried from multiple facilities, it is important to configure your preference settings to ensure you’re getting the results you need. The Preference Setup Wizard should be used to configure your ClinicalConnect preferences when accessing the portal on desktop and mobile devices, as well as when using the Patient Dashboard and allows users to customize different preference settings for each modality.

Another convenient way to customize your preferences is by clicking the Preferences   icon from within each module, or Census list as shown in the example below. This icon can be accessed from any module or census list on desktop and mobile devices, as well as when using the Patient Dashboard.


Each Module or Census List will have preference setting options that align with the specific module/census and may vary based on the type of data and how that data is presented.   
In this example, the preferences window displays options for the Lab List view.

After updating your preference settings, click the Save & Apply button to save your changes.

Common Preference Settings in ClinicalConnect

Each module and census lists have preference settings that can be accessed by using the Preference  icon in the module or census header. Module preferences can also be modified using the Preference Setup Wizard.

The table below covers the various common census settings:


Preference Setting Description

Default Detail Location

Allows you to set the default location of the Details window:

  • Bottom - Details are displayed below the results list.
  • Right - Details are displayed to the right of the results list.
Encounter and Days Back Filters

It's very important that in each of the three modalities:

  • The Encounter Filter set to “All Regional Encounters” (refer to Step 1 of the Setup Wizard) to ensure data from provincial repositories is viewable (assuming your organization has been enabled to view such data).
  • Encounter - Displays information only for the selected encounter or visit
  • Patient - Displays data from all encounters for the selected source hospital system (which may have multiple facilities)

The Days Back Filter should be set to an appropriate number of days (refer to Step 2 of the Setup Wizard).  For desktop, mobile, and dashboard modalities, the Days back preference can be customized differently as needed.

The Days Back filter is set to 180 days, as the default for most modules when viewing data on a desktop but can be changed.

 Make sure that your Days back is set appropriately to include the available data in that date range. Example: If you’re looking for a result that was completed two weeks ago, and the Days Back is set to 7 days, then you will not be able to see that result.

Sort By

Allows you to set how you want your results to be sorted.

Sort Direction

After setting the Sort By column, you can select to sort the data in Ascending or Descending order.

 If the Sort By column selection is a date (numeric) field, selecting Descending order will display the most recent date at the top of the list. If the Sort By column selection is a character (A through Z) field such as the Full Name column, the Sort Direction will be in alphabetical order A to Z Ascending order, or Z to A in Descending order.

PDF Export Orientation for List and Details Views

Allows you to configure the PDF page orientation when exporting information from the list view or the details view. Options include Portrait or Landscape orientation.


Setting Your Patient Header & Patient Visits Timeline Preferences

The Patient Header can be customized to display in the expanded or collapsed format. By default, the header is collapsed which allows for increased screen space.  In both cases, the header can be temporarily expanded or collapsed by click the arrows  . To change the defaults from collapsed to expanded layout, please follow the steps below.

Example of a Collapsed Patient Header (default)




Example of an Expanded Patient Header







An easy way to set your preferences to expand or collapse the Patient Header, Patient Visits Timeline and Navigation Menu is to select the Preferences icon from the patient record header.

You can also use the Preference Setup Wizard and got to Patient and General Preferences: Step 9 of 9.

By Default, the Patient Header is set to be collapse and will have that option already selected. Click the checkboxes to permanently collapse the Patient Header Timeline. You can also choose to collapse or disable any of the other options in this list.

Click the Save button at the bottom of the screen then log out of ClinicalConnect to apply your changes.