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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 ...
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 ...
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 ...
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 ...
A3. Your data during the transition: what's included and what's not?
During the transition to Crossuite QI, we automatically include a large part of your practice data, such as patient information, documents, appointments, and financial data. However, some data is not migrated, such as certain templates, emails, or ...