Configuring Your Task Management Settings

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• Task management

  General On this tab, administrators can configure task visibility rules to determine whether users can access tasks beyond their designated locations. These settings apply to both Patients and Leads, helping organizations regulate task access across ...

• Inventory settings

  How to manage settings To ADD a battery type, manufacturer, supplier or any other inventory entity, go to the respective tab and click the corresponding control in the upper right corner (e.g., +REPAIR REASON). When adding new inventory entities ...

• 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 [AU] ...

• 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 ...

• Configuring Patient Settings in Auditdata Manage

  Manage allows for various settings related to your patients. Press "CC" to turn on subtitles