Revision as of 08:56, 9 July 2024

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Organisation Details

This page allows you to upload a system logo as well as enter the address of your organisation. This address will be used as the default header on Letters. The email address will also be the default email address.

Org/Person Record Rules

The Org/Person Record Rules section gives control of how records (Details screens) behave on your system.

Record a Contact for a New Org/Person

Check for duplicates when creating Organisations and People

Show Orgs/People ID after the name (on search pages)

When set to yes, this will display the record ID number on search results pages.

Use Orgs/People ID as the "account code"

Prefix for Account Code

Require main disability for people with disabilities

Limit GPs and surgeries by district

What to display in History section

In the History section, show Referrals where the org/person is a:

Maximum number of Orgs/People results before search is shown

Remember criteria from previous Orgs/People search

Allow users to create Private Notes

Allow creation of users who can only see their own clients

Record a Contact / New Referrals Rules

Miscellaneous Rules

Your System Updates