
ZOOM is an online platform that allows users to communicate with others through video, audio and chat features.
Go to [My account] > [Integrations], then under ZOOM, click [Connect].
Next, enter your email address and password and click [Sign In]. If you do not have an account yet, create one by clicking on [Sign Up Free] at the top right of the screen.
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Setting footer / mailfooter
You can link a customised footer/email footer to any mail address you use inside Crossuite. This is a personalised text block that is automatically added at the bottom of every email message you send from Crossuite. Usually, the practice details and ...
Creating and setting appointment statuses
Appointment statuses make it possible to visualize the practice processes within the calendar. There are 4 default statuses available, but you can change these or create new ones. Go to [Settings] > [Diary] > [Appointments] > [Appointment Status]. ...
Setting up teams
Teams are groups of therapists who, for example, practice the same discipline or belong to the same group within the practice. This way, you can quickly and easily view the calendars of colleagues who are part of the same team. Go to [My account] > ...
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 ...
Creating an appointment
We recommend setting a work schedule in the calendar. See also: Set a work schedule Slots will then appear in the calendar. When you click on a slot, all the slot's properties are transferred into the appointment bubble, including the location, ...