The clinic location profile settings and clinic location settings allow you to tailor the system's operational behaviour and appearance for each clinic location. They provide location-specific customisation and control over various features, including patient records and the overall clinical workflow. Access and edit the setting in Settings > General > Clinic location.
These settings are usually configured during implementation and require careful consideration and appropriate user permissions to modify, as changes may affect workflows and compliance.
Note
This article provides a brief overview of the main settings. The Clinic Location settings include additional configuration options that are not listed here. For a complete view, see the settings page in Provet.
When viewing the settings, hover over the tooltip icon to view a longer description.
Clinic Location Profile
The Clinic location profile contain configuration options primarily related to the location's identity, contact details, and core financial content such as VAT-number, Business ID and bank account details.
Go to Settings > General > Clinic location > Clinic location profile to access the settings. To view and edit the settings, select the pen button next to the title.
The clinic location profile settings control elements such as:
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Contact Information: Details such as name, phone number, and email are used on printouts from the clinic location, depending on your selections in print settings.
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Country: Setting the country is mandatory for specific integrations, such as accessing the Provet Pay management page. The country setting also influences certain printouts (like written prescriptions) and determines country-specific settings.
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Financial Identifiers: Fields like Business ID, IBAN number, BIC code, national bank account number, and national BIC code are visible on documents, such as invoices, if selected in print settings.
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Navigation bar colour: You can assign different navigation bar colours to clinic locations, making it easier to identify the active location.
Clinic Location Settings
The Clinic location settings let you customise how the system works for this specific clinic location. You can manage core settings, ensuring the system supports the clinic's daily work and meets local rules.
Go to Settings > General > Clinic location > Clinic location settings to access the settings. To view and edit all settings, select the pen button next to the title.
The Clinic Location settings section contains configuration areas such as:
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Clinical notes and documentation workflow: You can manage clinical notes by enabling multiple clinical notes for outpatients, enabling draft clinical notes, defining a default clinical note text, and setting rules for editing clinical notes and diagnoses on finalised consultations.
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Diagnosis: You can set requirements for diagnoses on consultations and enable free text diagnosis.
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Client and patient record requirements: Enforce mandatory data fields, such as required tags or official names for clients and patients, and control settings for private patients and microchip records.
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Pricing, fees and estimates: Enable invoicing fees, enable minimum charges, control client discounts, and configure the display and management of estimates.
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Scheduling and external communication: Configure the shared inbox address, set up rules for automated communication tasks, and manage notification settings like SMS for admissions.
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Medicine and prescription setup: Define default quantities for medicines, set antimicrobial validity periods, and enable specialized calculators for medicine administration.
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Inventory and item management: Activate the item list for this location, enable optimal stock levels and set rules for quick item addition during sales.
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Hospital mode: Enable hospital mode and select the consultation status fields that should appear by default.
See Also
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