The configuration tab allows you to customise areas like labels and lists, you can add in, remove and change some completely.

Location

The first set of options available here location related. You will see the top item here is about your region, I am currently set to United Kingdom, however clicking on the drop down list will give you more. The other options available are Australia, Eurozone, Canada and Gcc.

'Logged In Location'- will apply if your clinic has more than one location. This will allow the users to change where they are logged in at, so for example if in the morning they logged in and where at 'Belfast Clinic' however through the day they need to access 'London Clinic'. Toggling to green here will activate.

SMS Enabled - Automatically enable SMS by default for all new patients.

Auto Logout - You can add length of time to auto logout users when they are inactive (listed in minutes)

Enable multi factor authentication - Allows 2fa login to be enabled for your users.

Enfore multi factor authentication - All users must use this if it is switched on.

Allow multi factor authentication for Online Bookings - Allows your online patient's to enable 2fa security login access.

Password Expiry - You can enforce new passwords to be recreated after a length of time. When you select the latter, it will allow you to put in a time frame in months.

Client Access Location - Allow patient records to be accessed from any location.

Landing page when logging in - Determines what page is used first upon login

List dropdowns and lists alphabetically - All lists and drop down options are in alphabetical order.

Order lists of names by - Either order by their first or surname

Locks - Clears locked cases / appointments that may currently be accessed by a different user.

Date of Birth Required - Make the 'Date of Birth' field mandatory when creating patient records.

Within this section you can select from an extensive drop-down list, which list that you would like to edit.

I have chosen to edit Payment types and to add in 'Paypal', once the section is selected the below screen will appear to allow you to add and remove current items from the list. Once you have typed in the new item, click on 'Add to List', if you would like to remove a current item, click on the 'Remove' button

​Some of the labels within the Patient Record can be edited so that you can record other specific data that you need. Below you will see examples, like 'Hospital Code' and 'NI Number', these can be edited to have different titles. Some clients have chosen to change these to things like 'Enquiry Source' or 'Occupation'.

Can add and delete skills to be used against stock and practitioners.