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71. Reporting Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Reporting Settings can be accessed via: Administration > Settings and selecting the 'Reporting' category.  This page documents each setting. Details Statements Show Surgery Header Enabled = Includes the surgery header on...

72. Using the Report Wizard

    Created On: 21/05/2025 in Reporting Report Wizard
    Summary The Report Wizard screen is used to collate data from specified criteria. This data can then be exported or used to communicate with Clients. Details Using the Report Wizard Navigate to Reports from the Primary Navigation on the l...

73. Account Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Account Settings can be accessed via: Administration > Settings and selecting the 'Account' category. This page documents each setting. Details Print Receipt After Payment Enabled =  Forces the automatic printing of a receipt ever...

74. Diary Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Diary Settings can be accessed via: Administration > Settings and selecting the 'Diary' category. This page documents each setting. Details General: Start Hour The default start time for the availability screen when adding new ava...

75. Daylist Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Daylist Settings can be accessed via: Administration > Settings and selecting the 'Daylists' category. This page documents each setting. Details Display Special Surgeons in Surgeon List Enabled = Displays in Surge...

76. Email Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Email Settings can be accessed via: Administration > Settings and selecting the 'Email' category. This page documents each setting. Details Server Information Email Address This is the email address that will be displayed...

77. Follow Up Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Follow Up Settings can be accessed via: Administration > Settings and selecting the 'Follow Up' category. This page documents each setting. Details Memo Popup when Saving Treatments accessed via Appointment Enabled = Dis...

78. Using Standard Reports

    Created On: 21/05/2025 in Reporting Standard Reports
    Summary The standard report screen is a hub of reports which are available in multiple formats to be used for analysis, metric reporting and accounting. Details Running a Standard Report Navigate to Reports from the Primary Navigation o...

79. Patient Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Summary Email and SMS messages can be sent to clients via the Patient Reminders screen. (Comms > Reminders) Details After running Patient Reminders there are options to either Email or Print the reminders. Viewing All Patients Reminders - From...

80. Patient Reminders Automatic Schedule

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Using the Patient Reminder Scheduler for Reminders due For the Patient Reminders to automatically send, you need to setup your schedule and filters. Navigate to the Reminders screen (Comms > Reminders > Patient Reminders tab). Select ' Au...

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