B3. Want to be extra prepared? Go ahead and set up these settings!
For a smooth kick-off, we recommend taking a look at the settings below beforehand and, if possible, setting them up. If you get stuck on anything, don't worry; we'll go over it together during the kick-off meeting.
1. Set up your SMTP for outgoing emails
By default, you'll notice that emails can't be sent from your practice environment yet. Just like in Legacy, you need to set up your SMTP so that Crossuite has permission to send emails from your email address.
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2. Online Booking Settings and New Web Links
If you use the online booking system, it’s good to know that your current Legacy booking page will be automatically deactivated from the moment of data migration. This prevents patients from making bookings through the old system.
In Crossuite QI, you can now create new booking links yourself. Be sure to take some time to review and personalize the new booking settings—this will ensure a smooth and professional patient experience.
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3. Personalize your email templates
As mentioned in the data migration document, customized email templates from Legacy will not be automatically transferred to Crossuite QI. If you've been using personalized templates, you can now create or edit them yourself in Crossuite QI.
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4. Connect your integrations
As mentioned in the data migration document, existing integrations from Legacy (such as Stripe, eHealth, or Vecozo) are not automatically transferred. You'll need to reactivate these in Crossuite QI.
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Set default form
A standard form or protocol is a form that is automatically added to the EMR when you create a new treatment, episode, or medical history (upon creation of a new patient). Go to [Settings] and then [EMR]. Click on [Episode], [Treatment Timeline], or ...Invoice numbering settings
To create an invoice number, go to [Settings] > [Invoicing] > [Number Templates]. Click on [+] to create a new number template. Fill in the fields and click [Create Template] to create the new numbering. At the bottom, you have an example of what ...Set a work schedule
With work schedule, you set the slots. The slots are used to display availability in the agenda and in online bookings. Go to [Settings] > [Appointments] > [Schedules]. Click [+] at the top right to insert a new schedule, or click to change an ...Email set-up
In order to send e-mails to your patients, you need to set your e-mail addresses' SMTP settings. SMTP probably doesn't sound familiar to you, but you can always check these details with your mail provider. Enter the e-mail address you want to use to ...B4. Your practice environment is complete, and your transition is coming up soon? Here's all the information you need to ensure a smooth kick-off.
Carefully review the information below to prepare for the kick-off and get started smoothly. 1. Data integrity Ensure no further changes are made to the system from the start of the transfer until after the kick-off meeting. Only the data present in ...