To access Account Settings, select the User Menu at the top of the screen, and click Accounts (this option is only available if you are an account administrator).
Next, click the account Account Name:
- You will only have more than one account listed if you are an administrator of multiple accounts
- Select Back to Tricefy to return to your Study List
By default, the Account Overview will display. The graphs on this screen show how much data your clinic has sent and received per month. On the left side of the screen, shown below in the blue box, you can access all your account settings, which are explained below.
- Account Settings: Adjust how long your patient's landing pages stay active, and implement password rules for additional security
- Members and Privileges: View, delete, invite, and grant administrative permissions to account members
- User Identifiers: View and manage the operators and physicians labels
- Automation Setup: Create automatic processes, such as automatic labeling, automatic patient sharing, or automatic routing
- Inbound HL7 Messages: Configuring inbound HL7 message template for modality worklist
- Worklis Fields: Mapping worklist fields and testing
- Uplinks: View, install, and monitor Uplinks
- Statuses: Create, edit, and delete statuses
- Local Study Routes: Local routing configuration between multiple images devices
- Image Branding: Create and position where your clinic's logo is displayed on landing pages and emails
- Message Branding: Customize the messaging on patient landing pages, patient-facing emails and text messages
- Invoices: View payment information
- Business Agreements: View the Business Agreement (account-level agreement) and Data Processing annex.
Logs
At the bottom of your settings there are transactional logs that show time-stamped clinic activity:
- SMS Logs: Lists all text messages from your Tricefy account
- Export Logs: Lists all data that was exported from your Tricefy account (such as downloads)
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