Company Information |
  
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This menu option allows users to set up or edit information relating to the clinic.
The screen prompts are:
NAME - Type in the correct clinic name. This name will be printed at the top of all reports and forms. To specify an alternate name for forms, click the
button to enter an alternate name. Clicking on the also allows a company wide logo to be selected. The user can browse and upload a company logo that will appear on Invoices, Orders, Payment Receipts, Repairs, Statements, HSP Claims, Patient Inquiries, Patient Letters, Audiograms and Inventory Transfers. (Note the image file must be a .png file or a .jpg.) If you find the logo is too big, you can upload a smaller logo to fit and vice versa.
ADDRESS LINE 1/ LINE 2 - Type in the Clinics mailing address. Use line 2 if more space is needed.
CITY - Type in the Clinics city.
PROV/STATE - Type in the Clinics province or state.
POSTAL/ZIP - Type in the Clinics postal or ZIP code.
COUNTRY - The country will show in this field.
*** NOTE *** When editing the Clinics address, the user will be prompted to archive the old address information. This will allow old documents to be reprinted with the applicable address information as it was at the time of creation.
TIMEZONE - If utilizing Auditdata Primus Arc then set the Clinic time zone.
TELEPHONE - Type in the Clinics area code and main business telephone number.
FAX - Type in the Clinics fax area code and number.
TELEPHONE FORMAT - Indicate the Clinics telephone number format. (IE: xxx-xxx-xxxx )
MOBILE FORMAT - Indicate the Clinics mobile number format. (IE xxx-xxx-xxxx)
FAX FORMAT - Indicate the Clinics fax number formats. (IE: xxx-xxx-xxxx )
PROVIDER NUMBERS - (Canada only) If your clinic is located in Ontario Canada, you can enter your Clinics AVDP NUMBER, WSIB NUMBER and VAC NUMBER. If your clinic is outside of Ontario Canada, you can enter your Clinics WCB NUMBER and VAC NUMBER. (Note: If you have multiple locations with separate provider numbers, then leave this clinic provider number set up blank. Instead, enter the provider numbers under each location's settings in LOCATION INFORMATION.)
EMAIL CONFIGURATION - This option is either for those clinics who have customized integration points between another database and Manage or who wish to utilize the option to email customers their invoices.
OUTGOING MAIL SERVER (SMTP) - Enter the outgoing mail server address.
OUTGOING MAIL SERVER PORT - Enter the outgoing mail server port.
USER NAME - Enter the email user name for the account being used to send emails from.
PASSWORD - Enter the password for the account being used to send emails from.
FROM EMAIL ADDRESS - Enter the "from" address to be used on outgoing emails.
EMAIL INVOICES TO PATIENTS - Indicate that you wish to activate the "email invoices to patients" option.
EMAIL SUBJECT - Enter the email subject line that will be used when sending emailed invoices to patients.
EMAIL CONTENT TEMPLATE - Enter the path to the HTML email template that will be used when sending patients' emailed invoices.
SECURITY TYPE - Choose either NONE, TLS or SSL security email platform.
Click SAVE to store changes. Click EXIT to close the window.