General Tab

Overview of the General Tab of Program Setup

General Tab 

Enter the Company or Individual name and contact information under the ‘General’ tab. This information will be used in tasks such as printing reports. Follow the steps below.

Enter the following optional information. This text will be printed in the upper right corner of your default reports.

• Company or Individual Name
• Address
• Phone Number
• Fax
• Email

Settings

• Automatically check for program updates.
• Require a patient… if you want every appointment to have a patient associated with the appointment.
• Prompt users for a billing note when marking appointments with a billable status. 
• When creating a new appointment, check whether the patient already has an appointment at that time.
• Automatically open appointments created by dragging over the patient icon.
• When using ‘INSERT DATE AND TIME’ button, it inserts the date and time at the bottom (instead of the top).

Click on the ‘Save’ button to save the changes.  

Note: The ‘Save’ button turns red if information has changed on the form and needs to be saved.

Additional Settings Button

Utilize the 'Additional Settings' button to configure additional preferences that are shared between the scheduling and billing systems.