Settings : Modules Tab

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Go through the fields and Enable or Disable features that may or may not apply to your business.

Treatment Plans: HCAI Ontario clinics.

Documents: Save documents in patients profile.

Charts: Allows practitioners access to pre-built charts that can be selected within practitioner profiles. These charts will then be accessible in patients profile under their Chart tab.

Faxing:  Fax Documents, Prescriptions, Encounters and Invoices. This is a paid module.

Follow-up Calls: This tab is displayed on the Home page dashboard.

HCAI Integration: Ontario clinics.

Help: Link to the system help section. To access the link go to the Home Page, click the down arrow beside your name in the top right corner of the page and select Help.

Instant Messaging:  Allows you to chat with co-workers within the clinic.

Inventory Tracking: Allows you to track Inventory. The tab will appear under a Product & Service item after you have created the item and Saved it.  You must also have Settings>Clinics>Track Inventory check box selected.

Letters: This feature will appear under Settings>Letters and under the Settings, Practitioner page when click the down arrow to the left of the Practitioner name.

Letters can be created from the Settings page as well as through the Practitioner page.

Loyalty Points: Enable this field for patients to redeem points for products & services. Also go to Settings>General>System tab>Accounting Tab. Scroll down to the Loyalty Program section and enable the program fields. The Loyalty tab also appears as a link in the Patients profile. This option will appear as a payment type when checking out a patient and deduct the dollars per points earned against their balance owing and automatically calculate it.

Optometry dispensing: Optometry clinics only. This turns on a Dispensing/Invoicing page.

Prescriptions: Enables a prescription link within the patient’s profile.

Patient Discounts: Discounts link will appear in patient profiles.

Print Batching: Enables a print batching link you will find under Home>Accounting tab.

Programs: Enables Programs. As an example you can create a yoga class for 8 attendees and track the entire program. Programs can also be booked and tracked using the patient portal.

Waiting List: The tab will appear on the Home page.

Vendors: Enables a link on the Settings page to enter vendors you purchase supplies, products from.


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