Overview
The System Configuration section allows administrators to customize global settings that affect how the entire practice management system operates. These settings control financial information, regional preferences, appointment follow-ups, and various system behaviors.
Accessing System Configuration
- Navigate to Settings in the top menu
- Select System from the sidebar menu
- Click on Configuration
Financial Settings
Invoice Comment
- A text area for entering payment instructions that appear on all invoices
- Best used for including bank account information, payment methods, or terms
- Example: "Payment details: cheques payable to..."
Currency Symbol
- Select the appropriate currency symbol for financial documents
- Options include $, €, £. If you need a different symbol added, please contact support
- This affects how monetary values display throughout the system
Sales Tax Name
- Customize the label used for sales tax on invoices and financial reports
- Examples: GST, VAT, or Sales tax. If you need a different tax name added, please contact support
- This setting affects how tax appears on invoices and statements
Regional Settings
Timezone
- Set the primary timezone for your practice
- Affects appointment times, reports, and system timestamps
- Common options include Australia/Melbourne, America/New_York, Europe/London, etc.
Telecoms Country
- Set the default country for phone number formatting
- Ensures proper formatting of phone numbers for sending SMS messages
- Options include Australia, United States, Singapore, United Kingdom, and New Zealand. If you need additional countries added, please contact support
Appointment Follow-up Settings
Days Before Cancellation Follow Up
- Number of days in the future to schedule a follow up task for cancelled appointments
- Default value: 5 days
- Adjustable using the +/- controls
Days Before DNA Follow Up
- Number of days in the future to schedule a follow up task for "Did Not Attend" appointments
- Default value: 2 days
- Adjustable using the +/- controls
System Behavior Options
Include Next Appointment on Statements/Receipts
- When enabled, automatically prints the patient's next scheduled appointment on financial documents
- Helps remind patients of upcoming visits
- Default setting can be overridden during individual statement generation
Limit Initial Page Load on To Do to Next 30 Days
- When enabled, the Tasks screen initially loads only overdue tasks and those due within 30 days
- Improves system performance for practices with many future tasks
- Advanced search can still be used to view tasks beyond 30 days
- Recommended for larger practices with extensive task lists
View SMS Fail Warnings in Diary
- When enabled, displays alerts in the diary when SMS messages fail to send
- Helps identify communication issues with patients
- Allows staff to follow up using alternative contact methods
Activate Telehealth Options
- Enables telehealth features throughout the system
- Activates video consultation capabilities and related settings
- Required for practices offering remote consultations
Include Deleted Practitioners for Reports
- When enabled, includes deleted practitioners in reports. It is recommended that this is disabled if you have a large number of deleted practitioners
- Ensures historical reporting accuracy even after staff changes
- Affects financial and appointment reporting
Navigation
- Save: Apply and save all configuration changes
- Back: Return to the previous screen without saving changes
- Help: Access additional information about system configuration options