The Settings section serves as your practice management system's control center, providing access to configuration options across all aspects of your clinic's operations. This area is organized into intuitive categories for easy navigation.
Available Setting Categories
Practice Management
- Clinical Records: Upload clinical notes images and customize macros buttons
- Diary Settings: Configure diary appearance, annotations, blockouts, and practitioner schedules
- Patient: Manage patient-related settings including gender options, payment categories, occupations, and referral sources
Staff and Practitioners
- Practitioners: Configure practitioner profiles, provider numbers, and working hours
- External Practitioners: Set up and manage referring practitioners and specialist types
Communications
- Email/SMS Appt Reminders: Configure reminder messages, birthday SMS, and billing options
- Templates: Create and manage email, SMS, and letter templates, including birthday messages and system emails
Services and Financials
- Services/Stock: Manage services, group appointments, inventory, suppliers, and tax codes
- Third Party Payers: Configure and view third-party payment providers
System Configuration
- Super Admin Settings: Manage user settings, API keys, subscription details, and dashboard options
- System: Configure practice settings, system options, emails, and invoice images
- Integrations: Set up and manage third-party integrations
- Online Booking: Configure booking settings, payment options, and practitioner availability
Each section provides specific tools to customize how your practice management system works, allowing you to tailor the software to your clinic's unique needs.