How to Setup the Flex Communicator

Setting up each workstation helps teams personalize their workspace to match daily workflows and responsibilities. By adjusting individual settings, users can improve task efficiency, minimize repetitive actions or notifications, and ensure consistency.

This guide walks you through how to enable alerts, set up location identifiers, preferences, and intraoffice alert templates.

Configure Workstation Settings

After logging in, configure your workstation preferences to ensure the Flex Communicator functions as intended on your office computer. 

1. Log in to the Communicator using your Flex Username↗️ and Password↗️.
2. In the bottom-left corner of the Flex Communicator, click the Settings (gear) icon.                                                      
3. If your practice uses Mango↗️ or Ring Central integration, enable the Calls option to allow incoming call notifications (Call-Pop) on this computer.
4. For team members who frequently communicate with patients:
   1. Choose whether this workstation should receive notifications when a patient sends a text message.
   2. Select how messages are sent from your computer.
5. Review the Team Chat settings:
   1. Set the location name and location color for identification.
   2. Configure alert preferences including alert templates, color-coded and sound-coded notifications.
   3. Adjust the duration for which alerts remain visible when sent from your workstation.
6. Do not change the Flex Server settings unless instructed. If server configuration is required, contact Flex Support for guidance.                                                                                                                                                 
7. In the top right, Save when finished.                                                                                                                       
   • Revert will erase all current preferences and settings will return to their defaults.

💡Pro Tips: 

• These settings are workstation-specific. You will need to configure each device individually according to how your team uses Flex.
• To minimize distractions in clinical workstations, ensure the Calls and Texts alerts are set to No.

➡️Next Steps:

• To learn how to send messages using the Flex Communicator, refer to the following resource: How to Use the Flex Communicator ↗️
• If you have not yet downloaded the Flex Communicator to your computer, this guide will help: How to Download the Flex Communicator↗️

You are all set!

If you found this information helpful, please like and/or comment below!

If you have questions, please contact Flex Support.

Thank you!