General Settings Group for "Other" in D4Web
Custom Settings for "Other" features.
Note that the settings are listed here alphabetically for easier search/reading, however may not be in the same order in D4Web
Where to find the General Settings page
Click the navigation menu > Location Setup > General page
Settings:
Auto numeric Provider & Staff Code
When creating a new Provider or Staff Member the code is created automatically.
Yes = A numeric code is created automatically when creating a new Provider or Staff Member (default setting)
No = The user enters a unique code
Customer Reference #
The practice's Customer Reference Number can be added into D4Web settings.
Enter your Customer Reference Number in the field (this i
s issued by Centaur Software)
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s issued by Centaur Software)
The Customer Reference Number can then be found in hamburger menu > System Information > About
Letter Manager Last/Next appointment date format
SHORT = The date is displayed in short format (default setting). e.g. 22/4/25
FULL = The date is displayed in long format. e.g. Tues, 22 Apr 2025 09:15
Mail Merge Batch Effective Period (months)
When viewing a manual Recall batch, the Effective Indicator is calculated on a defined number of months since the batch was created.
Month of issue of location’s annual reports
When running financial reports, the first month of the reporting period is July (financial year).
This can be edited by selecting the month to begin the period for reports.
Providers Sort Order in Lists
When viewing Provider lists, the order of Providers can be changed.
ID = Providers are listed by ID (Default setting)
Name = Providers are listed by their Surname
Recalls: highlight Lapsed Patients using column “exam s+c”
When creating Lapsed patient recalls, D4Web allows you to choose if you want to look at the Last Exam S+C date or Last Visit date when deciding if patient is considered a lapsed patient or not.
Yes = Calculate on the patient's Last Exam S&C date (default setting)
No = Calculate on the patient's Last Visit date
Recalls: patient considered lapsed, how many days in the past
When processing Lapsed Recalls, the number of days a patient is considered lapsed can be preset.
Enter the desired number of days (default setting = 90)
Recalls: To check the appointment books, how many days forward
When processing Manual Recalls, the number of days to exclude patients with appointments can be pre-set.
Enter the desired number of days (default setting = 20)
Save report period
When running reports the report parameters can be saved. (dates/ period)
This means that multiple reports can be run without needing to enter the date/period parameters again.
Work in multi-department environment
When adding items to Treatment Plan and/or Treatment pages, a Department can be selected to indicate what the item relates to. Note that the reporting on this feature is minimal and is mostly designed as a visual.
Yes = Activates the department area in Practice Location page.
Click here if instructions are required for Adding Departments within a Practice. Related Articles
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