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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 ...
3rd payer scheme
Specific patient set-up Open the patient data panel. Next, go to [Preferences]. Under the [Personalised pricing] option, click [Apply 3rd payer payment scheme by default]. After this, the rates for this patient will always be set to the 3rd payer ...
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 ...