General Settings Group for "Patients" in D4Web
Custom Settings for Insurance features. Note that the settings are listed here alphabetically for easier search/reading, however may not be in the same order in D4WebWhere to find the General Settings page
Click the navigation menu > Location Setup > General page
Settings:
Alerts: when Alert is triggered by date, and date was missed, show on next D4Web start?
When a Patient Alert is created by a date or date range and D4Web is launched after this date, the alert can be displayed on start-up.
Yes = The alert is displayed the next time D4W is launched after the trigger date
Assign Communication Methods when Mobile is Entered
When entering a mobile number for a patient the Send To fields for Appointment, Recalls and Queries reminders can be selected as SMS by default.
Automatic = The Send To field will default to SMS for Appt reminders, Recalls and Queries
With Prompt = When entering a mobile number the system will display the Mobile Communication message, where you may select the type of communication
No = Users manually select the communication method for patients
At what age is a patient considered an ADULT?
When creating a new Patient record, the age of the patient is determined by the Date of Birth.
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.
Add or Edit the age in the field (default age set at 18)
Auto change Fee Level after Main Provider is changed
If using Provider Based Fees and a Patient's Main Provider is changed, the fee level can be changed as well.
No = No changes are made
Yes = The fee level is changed automatically
Confirmation dialogue = a pop up window appears when the Main Provider is changed (default setting)
Begin to enter New Patient with
When creating new patients, the field to start filling in data can be changed
Title = The Title of the patient (default setting)
Card Number = The patient's Card Number. This is automatically populated however can be changed if the modification is enabled
Default Main Provider for new patients
When a new patient is created, a Provider can be set as the default Main Provider.
Select a name from the drop list.
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 can be set.
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
Default view mode in all patient records
The Treatment page can be viewed for an entire family (if a member of a family), or individual patient.
This is determined buy ticking the Show data on checkbox
Family = The entire family's treatment is viewed in the Treatment tab (default setting)
Member = The current family member's treatment is viewed in the Treatment tab
Flash Medical Conditions/Allergies
When Allergies or Medical Conditions are added to a patient's record, the icons will flash alerting that allergies and/or medical conditions exist for this patient
No = The icons will remain solid when allergies and/or medical conditions exist
For new patients, mark the ‘Treatment Complete’ check box as ticked
As default, new patients are considered to have treatment incomplete. However, you are able to change that default.
Yes = The 'Treatment Complete' box is ticked by default.
No (default) = The 'Treatment Complete' box is not ticked. therefore once treatment is finished user must tick the box to complete it.
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.
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
No = The icons will be displayed (default setting)
Yes = The icons will be hidden
Is Main Provider attribute mandatory for patients
When creating a new patient, selecting the Main Provider can be made mandatory.![]()
Yes = A main Provider for the patient needs to be selected before the patient's record can be created (recommended)
No = Entering a main Provider optional
Is Patient Fee Level mandatory
When entering a new patient record, the fee level can be made mandatory.
Yes = A fee level must be selected before the patient's record can be created. (recommended)
No = Selecting a fee level is optional when a new patient record is being created
Is Referred By attribute mandatory for patients
When creating a new Patient Record, entering the Patient's Referral Details can be made mandatory.
Yes = A Referral Source must be entered before the patient's record can be created (recommended)
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 (e.g: to find patients aged 18-25)
If using eAppointments or eForms, the Date of Birth is used to verify the patient.
Yes = A Date of Birth must be entered before the patient's record can be created (recommended)
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.
Yes = An E-mail address must be entered before the patient's record can be created (recommended)
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 Health Fund claims are made using the Hicaps terminal.
No = Entering an Insurance Fund and Plan is optional.
Prompt to enter Mobile on New Patient Creation
When creating a New Patient within Appointment Book or Patient page, D4Web will prompt user to Enter a mobile number or assign no mobile to the patient file.
Yes = The "Prompt for Patient Mobile" window will appear when adding a New Patient to D4Web
Provider details for letters
When creating Letters for patients, the provider input field is used to pick up the Provider of the patient.
Current Provider = The Provider of current treatment items
Last Provider = The Provider of the last treatment items
Rules of input addresses and other text information
When entering the patient details, the formatting of the text can be determined.
Free form entry = All text will remain as entered
Upper case = All text will be UPPERCASE
Rules of input patients names:
When entering Patient details, the formatting of the text can be determined.
Free form entry = All text will remain as entered
First letters are capitalized = The first letter of each word is capitalised (default setting)
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.
Free form entry = All text will remain as entered
First letters are capitalized = The first letter of each word is capitalised (default setting)
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.
Free form entry = All text will remain as entered
First letters are capitalized = The first letter of each word is capitalised (default setting)
Upper case = All text will be UPPERCASE
Select the First Sub-Tab in Patient Details
Address (default)
Insurance/Various
Recalls/Referral
Send Appointment Reminders for New Patients to
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.
Select from the list
Family head
Family Member
Starting from what Legal age, patients are no longer treated as a CHILD
When running the Appointed Patient Statistics Report (BIM, there is a column that shows the total number of adult/child appointments that were made.
To protect patient card number modification
This setting determines what age a patient is considered an adult.
Enter the age at which the patient is considered an adult. (Default = 10)
To protect patient card number modification
Yes = The Patient's Card Number is dimmed and cannot be modified
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No = The patient's Card Number is automatically populated however can be changed
Validate Patient E-mail Addresses
Yes = An E-mail address must be entered correctly
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