Advanced Clinic Settings
Advanced settings for accounting, system & company settings, products & services, schedules & holidays, treatment plans, data imports, inventory management, companies & contacts, forms & letters, groups & categories, Optometry, programs, and system entities & types.
Accounting
Companies & Contacts
Forms & Letters
Groups & Categories
Imports
- Settings : Imports Overview
- Settings : Transaction Import
- Settings : Lens Pricing Import
- Settings : Appointments Import
- Settings : Chart Notes Import
- Settings : SOAP Notes Import
Inventory Management
Optometry
- How to Create an Optometry Eyeglass Rx
- Where to locate Optometry Purchase Orders
- How to Create a Medication Rx Prescription
- How to Set Up Optometry-Related Settings
- How to Create Optometry-Related Products & Services
- How to Manage Optometry-Related Sales Orders
Products & Services
- Settings : Inventory 🎥
- Settings : Departments & Categories
- Settings : Products & Services
- How to Set Up Products and Services
- Settings : Deleting Products & Services or Moving Categories
- Settings : Products & Services Hot Links
Programs
Schedule & Holidays
System & Company Settings
- Settings : System Tab
- Settings : Accounting Tab
- Settings : Outstanding Invoice Finance (Interest) Charges
- Settings : Email & Reminders Tab
- Settings : Locale Tab
- Settings : Modules Tab
System Entities & Types
- Settings : Payment Types
- Settings : Resources
- Settings : Patient Identifier Types
- Settings: How to Set up Schedule Types & Colour Code Your Schedule
- Settings : Practitioner Types
- Settings : Drug List