1. Go to Location Setup > General tab
2. Group: Patients
3. Assign Communication Methods when Email is entered                      
1. Automatic: The Send To field will default to E-mail for Appt reminders, Recalls and Queries
2. With Prompt: When entering an E-mail, the system will display the following message
3.  No: Users manually select the communication method for patients 
   

Assign Communication Methods when Mobile is Entered

1. Go to Location Setup > General tab
2. Group: Patients
3. Assign Communication Methods when Mobile is entered                      
1. Automatic: The Send To field will default to SMS for Appt reminders, Recalls and Queries
2. With Prompt: When entering a mobile number the system will display a message so communication methods can be modified if needed
3. No: Users manually select the communication method for patients 

At what age is a patient considered an ADULT?

The default chart for this patient is determined by the patient's age.

The patient's age is also used in the calculation of various KPI reports.

1. Go to Location Setup > General tab
2. Group: Patients
   
3. At what age is a patient considered an ADULT? Enter the age required. The default age is 18

Auto change Fee Level after Main Provider is changed

If using Provider Based Fees (see Setup Fee Levels Per Provider (Provider Based Fees) section)
 and a Patient's Main Provider is changed, the fee level can be changed as well.

1. Go to Location Setup > General tab
2. Group: Patients
3. Auto change Fee Level after Main Provider is changed
1. No: No changes are made
2. Yes: The fee level is changed automatically
3. Confirmation dialogue: a pop up window appears when the Main Provider is changed (default setting)

Begin to enter New Patient with

1. Go to Location Setup > General tab
2. Group: Patients
3. Begin to enter New Patient with
   
4. Title: The Title of the patient (default setting)
   
5. Card Number: The patient's Card Number.
   

Card number is automatically populated however can be changed if the modification is enabled (link coming soon)

Default Main Provider for new patients

1. Go to Location Setup > General tab
2. Group: Patients
3. Default Main Provider for new patients
1. Select a name from the drop list
2. If set as <none> the Treatment Provider is selected according to the appointment book (if each provider's appointment book is configured and linked to the provider)
   

Default mode of patient’s title input

When a Patient, Provider or Staff Member, the method of selecting the Personal Title (link coming soon) can be set.

1. Go to Location Setup > General tab
2. Group: Patients
3. Default mode of patient’s title input
   
1. Predefined list: Select the title from a list (default setting - recommended)
   
2. Manual entry: The title can be entered as text

Default source for new patient

If a Referral Source is commonly used, it can be set as the Default Referral Source for new patients.

1. Go to Location Setup > General tab
2. Group: Patients
3. Default source for new patient
   

Default view mode in all patient records

This is determined buy ticking the Show data on checkbox

1. Go to Location Setup > General tab
2. Group: Patients
3. Default view mode in all patient records
1. Family: The entire family's treatment is viewed in the Treatment tab (default setting)
2. Member: The current family member's treatment is viewed in the Treatment tab
   

Flash Medical Conditions/Allergies

These icons can be set to remain solid instead of flashing.

1. Go to Location Setup > General tab
2. Group: Patients
3. Flash Medical Conditions/Allergies
1. Yes: The icons will flash when allergies and/or medical conditions exist (default setting)
2. No: The icons will remain solid when allergies and/or medical conditions exist
   

For NEW patients, set the default fee level as NONE

If a Fee Level is commonly used, it can be set as the Default Fee Level for new patients.

Where various Fee Levels are used, the Fee Level can be manually set when creating a patient.

1. Go to Location Setup > General tab
2. Group: Patients
3. For NEW patients, set the default fee level as NONE
1. No: The Default Fee Level is set (default setting)
2. Yes: The Fee Level is manually selected from the list
   

Hide X-ray and Letters Alerts

When Letters or X-Rays are added to a patient's record, the icons will flash alerting that Letters or X-Rays exist for this patient.

These icons can be hidden.

1. Go to Location Setup > General tab
2. Group: Patients
3. Hide X-ray and Letters Alerts
1. No: The icons will be displayed (default setting)
2. Yes: The icons will be hidden
   

Is Main Provider attribute mandatory for patients

When creating a new patient, the Main Provider can be made mandatory.

1. Go to Location Setup > General tab
2. Group: Patients
3. Is Main Provider attribute mandatory for patients
1. Yes: A main Provider for the patient needs to be selected before the patient's record can be created (recommended)
2. No: Entering a main Provider optional
   

Is Patient Fee Level mandatory

When entering a new patient record, the fee level can be made mandatory.

1. Go to Location Setup > General tab
2. Group: Patients
3. Is Patient Fee Level mandatory
1. Yes: A fee level must be selected before the patient's record can be created. (recommended)
2. No: Selecting a fee level is optional

Is Referred By attribute mandatory for patients

When creating a new Patient Record, entering the Patient's Referral Details (see Link Referral Details to a Patient - how did you hear about us? section) can be made mandatory.

1. Go to Location Setup > General tab
2. Group: Patients
3. Is Referred By attribute mandatory for patients
1. Yes: A Referral Source must be entered before the patient's record can be created (recommended)
2. No: Entering a Referral Source is optional (default setting)
   

Is the patient ‘Date of Birth’ field mandatory?

When creating a new Patient record, entering the Patient's Date of Birth can be made mandatory.

The Date of Birth sets the age of the patient, which is used to determine what chart should be used by default (Adult, Deciduous or Mixed). It can also be used for queries (eg to find patients aged 18-25)

If using eAppointments or eForms, the Date of Birth is used to verify the patient.

1. Go to Location Setup > General tab
2. Group: Patients
3. Is the patient ‘Date of Birth’ field mandatory?
1. Yes: A Date of Birth must be entered before the patient's record can be created (recommended)
2. No: Entering a Date of Birth is optional
   

Is the patient ‘E-mail’ field mandatory?

When creating a new Patient record, entering the Patient's E-mail address can be made mandatory.

The E-mail address is used for patient communication, and if using eAppointments or eForms, the E-mail address is used to verify the patient.

1. Go to Location Setup > General tab
2. Group: Patients
3. Is the patient ‘E-mail’ field mandatory?
1. Yes: An E-mail address must be entered before the patient's record can be created (recommended)
2. No: Entering an E-mail address is optional
   

Make Patient INSURANCE FUND selection mandatory

When creating a new Patient record, entering the Patient's Insurance fund and plan can be made mandatory. An insurance fund is required if the insurance claims are made using the Hicaps terminal.

1. Go to Location Setup > General tab
2. Group: Patients
3. Make Patient INSURANCE FUND selection mandatory
1. Yes: An Insurance Fund and Plan must be entered before the patient's record can be created (recommended)
2. No: Entering an Insurance Fund and Plan is optional.
   

If a patient does not have insurance, a fund can be created called "No Insurance"

Provider details for letters

When creating Letters (see Create New Letter Templates section) for patients, the provider input field is used to pick up the Provider of the patient.

1. Go to Location Setup > General tab
2. Group: Patients
3. Provider details for letters
1. Main Provider: Picks up the Patient's Main Provider (default setting)
2. Current Provider: The Provider of current treatment items
   
3. Last Provider: The Provider of the last treatment items
   

Rules of input addresses and other text information

When entering Patient details, the formatting of the text can be determined.

1. Go to Location Setup > General tab
2. Group: Patients
3. Rules of input addresses and other text information
1. Free form entry: All text will remain as entered
2. First letters are capitalized: The first letter of each word is capitalised (default setting)
   
3. Upper case: All text will be UPPERCASE
   

Rules of input for Third Party addresses and other text information

When entering details of Third Parties or Guardians, the formatting of the text can be determined.

1. Go to Location Setup > General tab
2. Group: Patients
3. Rules of input for Third Party addresses and other text information
1. Free form entry: All text will remain as entered
2. First letters are capitalized: The first letter of each word is capitalised (default setting)
   
3. Upper case: All text will be UPPERCASE
   

Rules of input for Third Party / Guardian Name & Contact person name

When entering details of Third Parties or Guardians, the formatting of the text can be determined.

1. Go to Location Setup > General tab
2. Group: Patients
3. Rules of input for Third Party / Guardian Name & Contact person name
1. Free form entry: All text will remain as entered
2. First letters are capitalized: The first letter of each word is capitalised (default setting)
   
3. Upper case: All text will be UPPERCASE
   

Rules of input patients names

When entering Patient details, the formatting of the text can be determined.

1. Go to Location Setup > General tab
2. Group: Patients
3. Rules of input patients names
1. Free form entry: All text will remain as entered
2. First letters are capitalized: The first letter of each word is capitalised (default setting)
   
3. Upper case: All text will be UPPERCASE
   

Set Default Recipient for Appointment Reminders

When a new member of a family is entered into the system the Appointment Reminder recipient can be set to automatically go to the Family Head or Family Member.

If set to go to the Family Member, every new member will receive their own appointment reminders instead of automatically going to the family head.  

1. Go to Location Setup > General tab 
2. Group: Patients
3. Send Appointment Reminders for New Patients to: Select from the list

When creating a Patient record, the patient's ethnicity can be selected.

1. Go to Location Setup > General tab
   
2. Group: Patients
   
3. Show ethnic group of the patient
   
1. No: The patient's Ethnic Group option is hidden (default setting)
   
2. Yes: The patient's Ethnic Group can be selected from the drop list
   
4. Additional Ethnic Groups can be added through System Tables
   
1. Go to Location Setup > System Tables tab
   
2. System Tables: Ethnic Groups
   
3. Click Add
   

Starting from what Legal age, patients are no longer treated as a CHILD

When running the Appointed Patient Statistics Report (Business Intelligence Module) there is a column that shows the total number of adult/child appointments that were made.

This setting determines what age a patient is considered an adult.

1. Go to Location Setup > General tab
2. Group: Patients
3. Starting from what LEGAL age, patients are no longer treated as a CHILD
4. Enter the age at which the patient is considered an adult. Default = 10

Validate Patient E-mail Addresses

When creating a new Patient Record, entering the Patient's Referral Details (see Link Referral Details to a patient - how did you hear about us? section) can be made mandatory.

1. Go to Location Setup > General tab
   
2. Group: Patients
3. Validate patient E-mail addresses
1. Yes: An E-mail address must be entered correctly
2. No: No E-mail address validation (default setting)