C1. Frequently Asked Questions After the Transition (FAQ)

C1. Frequently Asked Questions After the Transition (FAQ)

How do I create a new booking link to replace my old one on the website?
With Crossuite QI, you can now create and edit your own booking link. The link automatically adapts, so you don't need to replace anything on your website, even after making a change.

Why do patient files now open in the same tab—and can I change this?
In Crossuite QI, patient files open in a single tab by default. This is a deliberate choice for several reasons:
  1. Faster system operation: By working in a single tab, the environment remains more stable and responsive, even with intensive use.
  2. Better performance, regardless of your device: In the previous version, with multiple tabs open at once, the system would slow down depending on your computer or network.
  3. New way of navigating: The pinning function allows you to easily keep files and sections open while you navigate.
  4. Future-oriented structure: Working in one central tab allows room for new features that will be released soon.
Info
While it's still possible to open a file in a new tab, this is no longer the default option as we advise against this workflow.

To open a file in a new tab, right-click on [Edit Treatment] or [Open Patient File] and select [Open link in new tab]. Note that the wording may differ slightly depending on your browser. If you use a mouse, you can also click with your scroll wheel.

I'd like to make a change to my forms, such as an anamnesis or a questionnaire. How can I do this?

In Crossuite QI, it's possible for you to adjust your forms, such as questionnaires or anamnesis, yourself. You can now do this without needing to contact our help desk.

It seems not all data was transferred - how do I fix this?
Alert
Please double-check the data migration document to make sure you're aware of exactly which data was and was not transferred.

Relevant article: 
  1. A3. Your data during the transition: what's included and what's not?
If data is missing that you can't find in the document, please let our help desk know at support@crossuite.com, by phone, or via the built-in chat function in the system.
I can't log in. Is there a new login page and what are my credentials?

You can quickly and easily log in to Crossuite QI using the following link:

You now log in with the email address and password you chose when you created your new practice environment.

If you've forgotten your password, you can request a reset from the login page.



I still have the old mobile app. How do I download the new one?

You can find the new mobile app in the App Store or Google Play Store under the name Crossuite QI.

To log in, use the same email address and password you use to log in on your computer.

Can I still log in to Legacy to review or compare things?

Yes, you can!

Your Legacy system will remain active for a while. Nothing will be changed about your old login credentials or practice environment after the transition.

Warning
You should not actively make any changes to your old system. Legacy and Crossuite QI are completely separate. Any actions you perform on Legacy after the transition will not be transferred to Crossuite QI.
The color of my appointments changes with certain actions. How do I adjust this?
The system for assigning colors to the different stages of an appointment has been completely redesigned in Crossuite QI. From now on, you have complete control over which colors or statuses you want to assign to a specific action.


How do I add a scan of my prescription?
Using the Crossuite QI mobile app, you can now take a picture directly with your camera to upload it to the correct prescription. You can find more information about scanning/uploading a prescription in the knowledge base article below.

On Legacy, I opened the day register via the green 'R' at the top of the calendar. Does the day register still exist, and how do I open it on Crossuite QI?
The day register has been renamed to the list view. The list view is still available and can be opened directly from your calendar. You can find more information about the new functionality in the article below.
Idea
Relevant articles: 
  1. Agenda: List view

How can I view my finances and generate reports?

The financial overview in Crossuite QI has been completely redesigned. You can find more information about the new features in the articles below.


My email templates look different from the ones in Legacy. How do I adjust this?

As noted in the data migration document, personalized email templates were not transferred to Crossuite QI.

Our new editor allows you to easily modify and personalize email templates. They are now immediately accessible for every account within the practice to be set up.

Idea
Relevant articles:
  1. Customise mail templates