Company and Environment Settings
This course is tailored for administrative users of Manage, focusing on mastering navigation across various settings related to your company and environment, which include:
- Scheduler and Patient Configurations
- Notification and Survey Systems
- Location Preferences
- Financial and Inventory Adjustments
- Task Management Tools
- Activity Workflow Procedures
- Strategies for Marketing Management
Upon completion, you'll be equipped to tailor these settings to the unique requirements of your hearing care practice, aligning with industry norms and regulations.
Please note: While this module is accessible via mobile phones, a larger screen is suggested to enhance your learning experience.
Related Articles
Company settings
Default settings These settings are accessible to admins only. They are applied company-wide to users who have not configured their own settings. See how to configure your own settings in MY PROFILE. Default environment: this field will show which ...
Tab count settings
It is possible to enforce a maximum number of tabs that can be opened at once, either for a single user profile (via My profile) or company-wide (via Company settings). Environment settings tab is always excluded from the maximum count (that is, if a ...
Accessing and Configuring Your Company Settings in Auditdata Manage
Within the "Manage" section under "Company settings," you can tailor and adjust settings unique to your organization. Press "CC" to turn on subtitles.
Finance settings
NOTE: If a setting is no longer relevant or applicable, it can be set to INACTIVE using the respective toggle or DELETED using the that appears on hover. When you left click on a specific entry, you can quickly launch the EDIT mode. Sale related ...
Location settings
When configuring location settings, note that: Each AREA can contain one or multiple REGIONS Each REGION can contain one or multiple LOCATIONS Each LOCATION can be associated with a single BRAND By adhering to these guidelines, you can effectively ...