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profile at a glance whether you’re just getting started or looking for quick tips, this section will guide you through the basics of using profile each article includes links to related topics, so you can explore more when needed this section introduces the core features and functions of profile that support day to day use it covers general information such as logging in and out, locking your screen, navigating between windows, and customising your workspace you’ll also find guidance on using filters and search tools to locate information, shortcut keys, layout settings to improve efficiency, and more these resources are designed to help all users build confidence and stay productive when working in profile get started if you would like to know more about general information related to profile please contact your customer success manager job aids keep key information within reach click below to download printable quick reference guides related articles read the related articles below for more general information about profile logging into profile docid\ addjejjn9sazmgstiy87d logging out of profile docid\ bbfzk3yl 7f5rc46rrxxq profile navigation overview docid\ mmhjs1c 0fpiduijjjlt4 using search across profile docid\ m7dydbbq1trdodbevazm4 navigate the work centre window docid 3yhmozgllc16b6umsybxt navigate medical records in profile docid 7gvk8z nnej6ueanmawcc work with profile windows docid\ zpzokeuszfjjqj1rcqy4v use the clinical details window docid\ nyxxec8et6w8d4y14vpjq use segment lists and record views docid\ l akckl9f mr4xhwb363t insert and edit information in profile docid\ wcgklip5dzvzht tgifv1 use filters across profile docid\ xfql6hxq6t2e0ipbmbwzd changing place of service docid n31lmnkzgr9uzf7pbnd5 logging out of profile docid\ bbfzk3yl 7f5rc46rrxxq lock your screen in profile docid 40wrjj0sycfw0dy27u8d save your profile windows settings docid\ q05qfcrcoxqh63macu0ch switch between open windows in profile docid\ etmjgpmvnan4duedhdzzt using shortcut keys docid 3xkrzyc1zij1ecim0awjm frequently asked questions access & security why is it important to log out or lock my profile session? logging out at the end of your session and locking your screen when stepping away ensures that no unauthorised person can access patient information or your workspace what’s the difference between logging out and locking my screen? logging out ends your session completely locking your screen keeps your session open but prevents others from accessing it until you unlock with your credentials windows & layout how do i manage multiple profile windows at once? you can switch between open windows using the window menu or by pressing f2 you can also resize, rearrange, and save window settings so your preferred layout loads automatically can i save my window setup so i don’t have to rearrange every time? yes use edit > defaults > set defaults for this window to save size, position, and layout these will be applied automatically when the window reopens navigation & views what are segment lists and record views used for? segment lists let you switch between categories of information in the work centre, while record views display details about a specific selection together, they help you organise and access patient or task data efficiently how do i quickly find the information i need in profile? use filters to narrow lists to relevant items, or use search fields to run database wide searches search fields are marked with an ellipsis (…) and allow both direct entry and drop down selection productivity tools are there shortcut keys to speed up my work in profile? yes common shortcuts include ctrl+n (new patient), ctrl+f (find patients), f2 (switch windows), and f1 (help) using shortcuts reduces reliance on menus and speeds up data entry can i restore profile to default settings if i change too much? yes, you can reset defaults under the edit > defaults menu, or manually revert window layouts and filter settings related articles read the related articles below for more general information about profile logging into profile docid\ addjejjn9sazmgstiy87d logging out of profile docid\ bbfzk3yl 7f5rc46rrxxq profile navigation overview docid\ mmhjs1c 0fpiduijjjlt4 using search across profile docid\ m7dydbbq1trdodbevazm4 navigate the work centre window docid 3yhmozgllc16b6umsybxt navigate medical records in profile docid 7gvk8z nnej6ueanmawcc work with profile windows docid\ zpzokeuszfjjqj1rcqy4v use the clinical details window docid\ nyxxec8et6w8d4y14vpjq use segment lists and record views docid\ l akckl9f mr4xhwb363t insert and edit information in profile docid\ wcgklip5dzvzht tgifv1 use filters across profile docid\ xfql6hxq6t2e0ipbmbwzd changing place of service docid n31lmnkzgr9uzf7pbnd5 logging out of profile docid\ bbfzk3yl 7f5rc46rrxxq lock your screen in profile docid 40wrjj0sycfw0dy27u8d save your profile windows settings docid\ q05qfcrcoxqh63macu0ch switch between open windows in profile docid\ etmjgpmvnan4duedhdzzt searching for patients docid\ jfv5okrbq5 1yt7ok76jn using shortcut keys docid 3xkrzyc1zij1ecim0awjm