There may be instances when a user needs to change their name in FYDO. This can be done by the user themselves, by following the steps below.
The only exception is the Subscriber who is unable to change their user name themselves and will need to contact FYDO Support if amendments are required.

1. Hover over User Profile (Your Initials)
2. Select Edit Profile

3. While on the User Details tab, select Edit

4. Amend the required First Name or Surname fields
5. Click Save

Users can customise the Patient Screen and display the details that are most relevant to them!

Access to this feature is managed at the User Group level, via Settings > User Groups, by amending the option under Patient for Reorder.

Users with the appropriate access levels can customise the layout of the patient screen by navigating to any patient and selecting Reorder Content from the Menu in the top-right corner.

This allows users to choose which groups of information are visible and hide irrelevant details using the eye icon.

Information groups can also be Reordered by dragging them to the appropriate spot. The layout can be displayed across two columns or condense it into a single column if needed.

Once the desired order has been selected, click Save Order and the view will be displayed whenever the Patient Screen is opened.

At FYDO, we are committed to continuously enhancing the security and convenience of our platform for our valued customers. And because of that, we use Single Sign On (SSO) to FYDO! This feature will allow you to access FYDO using your existing credentials from Microsoft or Google, simplifying your login process while maintaining the highest level of security.

SSO is a secure authentication process that enables you to log in to multiple applications with a single set of credentials. By integrating SSO, we aim to provide you with a seamless and efficient log in experience.

When you log in, you will notice two buttons for Microsoft and Google account access, as pictured below.

If you are already logged into your browser with either a Google or Microsoft account, you can click on the applicable button to log in. This will take you directly to the FYDO dashboard or the Two-Step Verification Process via SMS, email, or an Authentication App as usual. 

Note– The account you use must already be set up in FYDO to proceed. 

If you are not already logged into your browser with an account, you will be prompted to ‘Pick an account’ or ‘Use another account’ as shown below. You will need to enter your password to proceed. 

You may still use your email and password to log in unless your FYDO account subscriber has forced SSO to be used. In that case, you may receive a message at the top of the screen, as shown: 

If you receive the message above, please try using the Microsoft or Google buttons. If you still have problems logging in, contact your FYDO account subscriber (the person in charge of FYDO at your facility) before reaching out to Altura Health Support. 

If you have forgotten your Microsoft or Google password, please contact your IT department. This issue is separate from FYDO and cannot be addressed by Altura Health Support.

How to enforce SSO in FYDO

SSO authentication can be enforced for all or selected users. Once SSO is enforced, an email invitation will be sent to the applicable user/s, advising them to activate their account via SSO. The user does not need to use the email invitation link; they can go directly to the FYDO website. 

Note: Once a user is required to use SSO by their facility, their existing password will be deleted. 

To enforce SSO for all users: 

1. Go to Settings > Security and click Edit. 

2. Tick the SSO as Mandatory tick box (as shown below) and click Save. 

If, for any reason, some users are unable to authenticate using SSO, they can be reverted back to the standard email/password authentication method. 

To revert all users to email/password authentication:

1. Simply untick the SSO as Mandatory box in Settings > Security. 

To revert specific users to email/password authentication: 

1. Go to Settings > Users
2. Double-click on required user
3. Click Edit
4. Untick SSO Mandatory
5. Click Save

Reverted users will receive another email invitation to set up their new password. 

You can see which users have SSO enforced and whether they have successfully authenticated using SSO by going to Settings > Users.  

• SSO Blank: User not forced to use SSO
• SSO Red Cross: User forced to use SSO but not activated
• SSO Green Tick: User has activated SSO

How to Export Referring Doctors:

1. Click on Settings
   
2. Under General, Click on Referring Doctors
   
3. Click the Export To button and choose either Excel or PDF.
   

How to Export Practices:

1. Click on Settings
   
2. Under General, Click on Practices
   
3. Click the Export To button and choose either Excel or PDF.
   

There may be instances when a user needs to change their FYDO log in email address. This can be done by the user themselves by following the steps below.
The only exception is the Subscriber who is unable to change their email address themselves & will need to contact FYDO Support if amendments need to be made.

1. Hover over User Profile (Your Initials)
2. Select Edit Profile
   

   

3. Select Edit
4. Amend Email
5. Click Save

The new email address will need to be used for log ins from there on.

Need to change your timezone? Read on to learn how!

Note: This setting is unique to the user. Therefore, each user will need to check their own timezone settings.

1. Hover over the profile icon (Your Initials)
2. Click on Edit Profile.
3. Select Edit
4. Select the desired TimeZone.
   

Click Save and you’re all done! You have successfully updated your TimeZone on this profile.

Do you regularly SMS patients? If so, you can create custom SMS templates to save time typing up the message every time and to send tailored messages, complete with the patient’s name, appointment time, serving doctor, and more.

To begin, first go to Settings.

Then click on SMS Templates under the templates menu.

This reveals the SMS templates currently available. By default, an Appointment Reminder template will be available to you. 

Adding a new SMS template

To add a new SMS template, click on the Add SMS Template button.

Then, select the SMS Type, enter the template Name, and type out the SMS content in the Description field.

SMS Tokens

You can use ‘SMS tokens’ which are commands that look like: <<patfirstn>> to send tailored SMS messages. The aforementioned token for instance dynamically pulls the patient’s first name. 

There are SMS tokens for patient details, appointment details, doctor/ practice details, referral details, and more. 

For a full list of tokens, click the link below:

https://wiki.fydo.cloud/?s=tokens

Once you’re happy with the contents of your SMS template, click Save and you’re done! Your new SMS template will be available next time you wish to send a custom SMS message.

For some SMS Template ideas see our helpful wiki page https://wiki.fydo.cloud/sms-template-examples/

Want to know how to add items into Fydo? Follow the below steps and you’ll be billing them in no time!

First, lets head to Settings, located in the lower left hand corner of Fydo.

Then select Items, this will display a list of all your current items.

To add a new item, lets click the yellow Add Item button.

Simply enter the item you need in the Number field as below, found under the Item Details.

You will see the Procedure name be automatically filled.

Now just click on the green Save button.

All done! The rest of the information regarding the item will automatically be added from information via the Medicare Benefits Schedule online Website.

Things such as:

• Fees (Medicare and DVA rates)
• Description
• Rule (If it has one e.g Surgical step down)

To access a list of the referring doctors you have added into Fydo simply follow the below steps:

1. Click on Settings

2. Then, Referring Doctors

This will display a list of all the referring doctors you currently have.

To add a referring doctor, click the yellow Add Referring Doctor button on the top right hand corner of your screen:

To Edit the details of an existing doctor, simply click anywhere along the row for that doctor, and you will be taken to the edit screen:

To get started editing, click on the Edit button on the top right hand corner of the page.

Whether you decided to Add a new Referring Doctor, or Edit an existing one, you will be met with the same screen:

Simply fill out, or change the fields as needed.

Remember, the required fields for a referring doctor are:

• Provider Number – You can put a 0 if you do not have the number. Please note that you will need to enter it before submitting your claims, or you will run into rejections.
• First Name and Surname
• Type (GP or Specialist) – This affects the length of the referral, GP: 12 months, Specialist: 3 months.
• Speciality (If Specialist is selected)

While there are a few other fields, they are optional. You can also upload any Doctors files that may be applicable such as APHRA, Drivers Licence, etc.

Once you are happy with your changes, click the green Save button to lock them in.

You are also able to Create and Edit referrals from within the Patient Details, should you wish to do so, please see our Creating a Patient wiki page.