Administration

Administration Overview

Understand the main administrative areas in HeartLab and where to configure them.

Administration Overview

The HeartLab Settings menu contains the administrative functions used to manage:

Access and permissions
Security settings
Reporting configuration
Measurements
Integrations
Study workflows
Organisational setup

These settings can significantly affect the downstream experience for users and may impact organisational security, workflow integrity, and compliance requirements.

Administrative settings should be modified carefully. Incorrect configuration may affect reporting workflows, integrations, security controls, or clinical processes across the organisation.

Access Administration Settings

To access the administration settings:

Select your profile name in the top-right corner.
Select Settings.

The settings categories appear in the left-hand panel. Selecting a category expands its available subcategories.

Main Administration Areas

My Account

The My Account settings allow users to manage:

Personal information
Passwords
Notification preferences

Users with physician-level permissions can also manage:

PIN
Signature
Logo

Reporting

The Reporting settings allow administrators to configure:

Report templates
Sentence libraries
Report calculations
Presets
PDF filename settings
Advanced reporting settings, such as Internal Notes, Dictation Recording, PIN requirements for report sign-off, amendment reason requirements, preliminary report watermarks, and mandatory field enforcement

Your organisation is responsible for complying with applicable laws, regulations, and standards. Seek appropriate advice before disabling security-related controls such as PIN requirements or amendment tracking.

Measurements

The Measurements settings allow administrators to configure:

Measurement sequences
Custom calculations
Z-score reference values
Advanced measurement settings, such as automatic resampling of area, volume, and VTI measurements, and the default selected state of externally created measurement values

Integrations

The Integrations settings manage connectivity between HeartLab and external systems.

Supported integration categories include:

DICOM
HeartBoxes
HL7
SFTP
Webhooks

Studies

The Studies settings allow administrators to configure:

Study List columns
Attached file types
Study assignment rules
Workflow behaviour
Study tags
Clinical locations
Advanced study settings, such as study assignment, the fields required when manually creating a study, study sharing, default location and location authorization, patient name format, and ethnicity options

Worklists

The Worklists settings allow organisations to configure appointment and scheduling workflows.

Worklists may be:

Entered manually, or
Automatically populated from external systems such as:
- PMS
- EMR
- Scheduling systems

When integrated, ultrasound machines can query HeartLab directly to automatically populate patient and study information.

Users & Roles

The Users & Roles settings allow administrators to:

View users
Manage permissions
Assign roles
Review user activity
Modify role-based access

Administrators can also view:

Email addresses
Last login times
Assigned permissions

Speed Test

The Speed Test tool allows administrators to perform network performance tests to assist with troubleshooting connectivity or performance issues.

This information may help HeartLab Support investigate:

Slow uploads/downloads
Connectivity issues
Network instability

Advanced

The Advanced settings provide additional configuration options for:

Security controls, such as session limits and API key access
Third-party integrations
Miscellaneous system preferences, such as locale and time zone

Audit Logs

HeartLab Audit Logs allow administrators to review actions performed within the organisation’s HeartLab environment.

Audit Logs include:

User activity
Patient-related actions
Authentication methods
IP addresses
Dates and timestamps

Audit Logs can be filtered by:

Date
Action
Patient ID
User
Authentication method

To access Audit Logs:

Select your profile name in the top-right corner.
Select Audit Logs.

Additional Notes

Review administrative changes carefully before applying them in production environments.

Available administrative settings may vary depending on tenant configuration, enabled modules, and permissions.

Technician Names

Display and populate technician names in the Study List using DICOM metadata or manual assignment.

Participant Rules

Create rules to auto-assign study participants based on incoming study metadata.