Once you've created your Anima account and logged in to Anima, the first thing you should do before accepting patient requests is set up your user settings. Anima lets you customise lots of things to help you manage your workflow, like your working hours and your maximum assignments.
Organisation super-admins have access to more organisation-wide settings: we show you how to set these up in this article.
Entering your basic information
Click ‘Settings’ in the bottom left corner, then select 'Personal Settings'
2. The personal details tab will already be selected. Confirm that your first and last name have been entered correctly:
3. Enter your EHR username in the relevant box, please note this must be done in the desktop app and not the web browser
4. You can also upload an optional profile picture, and update your role.
Setting your maximum assignments
What does this mean? This is the number of patient requests that can be assigned to you before you are shown as at capacity to the rest of your organisation.
On the My Availability tab of your user settings, scroll down to Max Assignments and enter the maximum number of patient requests you want to be able to be assigned to you at once, and maximum to be assigned in one day:
Setting your working hours
What does this mean? These are the hours that you are available to action patient requests through Anima.
Scroll down to Working Hours to set the hours that you are available to action patient requests submitted through Anima - other users will be able to see your availability when assigning patient requests and tasks.
2. Click on the clock icon on each box to set the start and end times for each day:
3. If you don’t work on particular days, untick the checkbox next to that day:
4. Click Save changes.
Setting your annual leave
What does this mean? These are the days you are away and cannot accept assignments
Scroll down to the bottom, and enter the start and end day of your leave:
Then press save changes