![]() But, in doing so, you pass over the rest of the Navigator. If you add it to your Activity list, it only takes one click to access. Let’s say that there is a Clinical Summary Activity that you’re used to accessing from your Disposition Navigator. You may have the option to add these Activities to your Activity List, but I would generally advise against it. Some Activities are typically only accessed through specific Navigators. This will also allow you to start fresh if you’ve decided you dislike the changes you’ve made. If at any point you’re having trouble following along with training, documentation, or support, utilize the Reset Selected Menus to Default button in Menu Personalization to go back to the standard view defined by the organization for your role. If the list is too long, you’ll have to spend time and energy scrolling and searching the list – which is exactly what you’re trying to avoid.Ĭertain documentation and walk-throughs may not be as easy to follow since your Activity List is customized. Only a certain number of Activities can show on the screen at once, so only add Activities you’ll frequently use. ![]() However, there are a few potential downsides concerning Menu Personalization that users should be warned about. By going to Menu Personalization, users can add any of these Activities to their list so they’re more easily accessible. For example, there are many Activities grouped under the More Activities button that require an extra click to access. Users can add additional Activities to their list of default activities and rearrange the order to meet their specific needs. Menu Personalizationįound under the More Activities button, Menu Personalization allows users to customize their Activity List and the Toolbar that runs along the top of the screen. ![]() The Potential Pitfalls of Personalization 1. Let’s discuss a few popular options for personalization while highlighting common issues I’ve encountered. While educating users on different ways to customize their Epic experience, it’s also necessary to caution them about potential pitfalls of personalization that they may encounter during the process. Unfortunately, when taught incorrectly, it’s also a great way to make the system more difficult to navigate and increase the complexity of support. Personalization is a great way to improve user efficiency and increase their comfort in the Epic system.
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