Personal Preferences allow individual teammates to customize their own account defaults, which is especially important for organizations with multiple users. These settings include selecting a default "From" number, designating default members for new contacts and notes, enabling Dark Mode, toggling Enter to Send, and defaulting to Internal Notes. Users can access these options via the Settings gear icon. While Spruce Administrators can edit most of a teammate’s preferences remotely, they cannot modify a teammate's individual call-routing settings, such as 'Accept Incoming Calls' or 'Devices and Numbers to Ring'.
IN THIS ARTICLE
Managing "My Preferences"
The first section is "Personal Preferences" that allows you to customize the following:
Dark Mode
Dark mode employs darker colors to reduce strain and extend device usage, while also being ideal for low-light environments. You have the ability to have dark mode "Always On", "Always Off", or to follow the appearance settings of your device, listed in the drop down as "System".
Enter to Send
If you toggle on this feature (indicated by the color blue), you'll be able to select "Enter" or "Return" on your keyboard to send any message that you've composed. You won't have to manually tap on the "send" button in Spruce.
Pro tip: if you're using a Mac, you can press 'command' and 'enter' to send messages without toggling on "enter to send".
Default to "Internal Notes"
You'll notice when composing a message that you'll see the option of "SMS" or "Secure Message" and "Internal Note," right above the compose bar. By default, you'll always be toggled to "SMS" or "Secure Message" therefor more quickly sending a message to a patient. If you toggle on "Default to Internal Notes," then you'll always be toggled over to "Internal Note" initially.
Internal Notes are messages that you can post that will not get sent to the patient. They'll have a yellow background and are private to your organization. This is a good feature to turn on if you don't want to risk sending a message by accident to a patient. Just remember to toggle it over to SMS or Secure Message before sending a patient message.
Default "From" Settings
Whenever you send an app-to-app message, meaning that the patient has downloaded the app, the message will come from a Spruce Link. You can read more about Spruce Links here. Whenever you send an SMS text message (patient did not download the app) or make a phone call, that call or message will come from a Spruce number on your account. You can decide which Spruce Link or phone number will populate for you automatically when you are initiating communication through Spruce. If you have multiple fax numbers on your account you can also set your default fax number as well. You can learn more about managing ownership for phone numbers and Spruce Links here.
Under "Default "From" for New Conversation" setting, select "Edit" and then choose your Default "From" for secure messages (choose your default Spruce Link). Select your Default "From" for SMS & Calls and/or Default Fax Number. Then select "Done" once you've made your selection.
Default Members for Contacts
This setting is an optional advanced setting that you must contact Team Spruce Support to turn on. In the section of your personal preferences, you'll see "Default Members for Contacts." This allows you to determine who on your team has access to the contact book on your Spruce account. For example, if you change this setting so that you are the only default member for contacts, then only you will be able to view newly created contacts in your contact book. Other members will not be able to see patient contact information or be able to reach out to them from their contact book.
This is helpful if only a few teammates need access to the contact book. If you want all team members to have access to the contact book, then make sure the default member is the name of your organization. Select "Edit" to change/update any members.
Default Members for Notes
You'll also see "Default Members for Notes." Similarly, only members will be able to see newly created notes by you or other members. This is helpful if you have a billing team, for example, who doesn't need access to clinical notes. Only members will have access to any written notes and be able to read them. Select "Edit" to change/update any members.
For Admins: Editing Teammates' Personal Preferences
To edit a teammate's personal preferences, navigate to the general Settings list and select "Teammates" setting and then select one of your teammates to edit their settings. You will see Personal Preferences listed under Manage. When you select this you will see the same options that are described above.
Please note: admins can edit all of these settings except for "Accept Incoming Calls" and "Devices and Numbers to Ring".
Frequently Asked Questions
Where do I find Personal Preferences on Spruce?
Open the settings gear and select Personal Preferences on web or My Preferences on mobile; the web view shows more options than mobile.
What does the default 'From' setting control?
It sets which number auto-fills in the 'From' field when sending a message on accounts with multiple Spruce phone numbers.
Can a Spruce admin change a teammate's Personal Preferences?
Spruce Administrators (admins) can edit most of a teammate's Personal Preferences from settings, but cannot change the 'Accept Incoming Calls' or 'Devices and Numbers to Ring' settings for teammates.