Learning
Daily Close Processing
Daily Close Processing is the End of Day Cash-Up If you have Xero Integration , transactions are exported to Xero via the Daily Close Processing Note: In Australia, Daily Close Processing must be run for voiding of HSP Rejected Claims. 1.1 ...
New Product Import Information - including cost/list or device options updates
We would be happy to do this data import for you. This is a billable service at your current hourly rate. It takes approximately 1 to 2 hours depending upon the supplied data integrity but may take longer if we have to make corrections. The data is ...
Regions - Location Groupings
A region is a group of locations. There are various types of Regions, as displayed next in the excerpt from the HELP manual. From the list of menus on the left of your screen, at the bottom of the screen look for HELP. Click it, then click ...
Updating Product Prices and Costs; Pricing by Location updates
Once you are live and working in Manage, the original product sheet with new costs/prices cannot be imported because we would have to 'overwrite existing' and that would wipe out any product history. If you have an original product import sheet with ...
Onboarding Financials Changeover Planning for Existing organisations. Allow enough time to train and support staff, say 1-3 days around Go Live
Going live with new software in your existing business is a very busy time. We recommend that you allow enough free time around the Go Live date to prepare financials, and to train and support your staff. We will have already had detailed ...
Using Surveys in Manage
1. Survey Templates - Click on user icon -> select [Survey] menu item: Survey Templates window is shown - Click [+ Survey Template] button -> design your own template -> click [Save] -> your template is stored, it's in 'Edit' ...
Appointment Reminder Notifications by Email - editing content template
Email Content Template Enter the path to the HTML email template that will be used when sending patients' emailed invoices For smaller users, Auditdata can provide a Template - email_invoices_template and email_appointment_notification (attached) ...
Xero Overview for Accountants and Administrators of Manage, including Auditdata Staff
Xero Overview Note: in this article Trx means 'Transaction'. OMS means Office Management System. Generally speaking, small businesses do not use the purchase order module in Manage unless they have a full accounts payable department in their ...
Daily Close Overview
Daily Close Overview · Payments & Deposits Report – Daily reconciliation tool. Balance before DC1. o Reconcile daily payment receipts and either go to bank or send to head office. o Send report to head office. · ...
Scheduling Daily Close and Purchase Exports
Scheduling the Daily Closes · DC 2, 3 and Export Purchase Transactions (DC4) may be automated to run at a set time. Reports will be emailed to specified email addresses. Emails for DC 2, 3 & 4 are configured in Configure System ...
Onboarding Go Live - Data Conversions & Due Diligence Testing
This article explains what to expect with a data conversion, and how to do your due diligence testing once the data is in your training environment. Overview of Data Conversion Our standard import covers the following: Patients, Doctors and their ...
Manage Regions
Regions Overview There are four types of Regions that can be set up: 1- Accounting - Regional Information can be set up to run reports and accounting exports based on separate regions or tax corporations. Creating a region and allocating specific ...
Getting started with Manage
Learn about: Navigation Browser Pop-up blocker Signing In/Out Changing Environments Dashboard Side-bar Taking a Tour of Auditdata Functions and licensing IT Overview Download the full PDF version
Browser Configuration for Manage; Troubleshooting File Associations eg a Word doc opens in PDF
Known issues in Chrome When user activity stops for more than 7 minutes, some of the Manage screens will crash in Chrome (version 90 and later). This is caused by the latest Chrome updates. Chrome users can fix the issue by refreshing the blank ...
HSP Activity Wizard Video [Australia only]
Introduction to Auditdata Manage Video
Kapow Account Set up for Appointment and Recall Notifications & Appointment Confirmations by SMS or Email - MANAGE
Kapow Account Set Up Kapow offers credits for SMS messages so Appointment and Recall Reminders/Notifications and Appointment Confirmations can be sent. Kapow also offer a paid service called "Virtual Mobile Number" [VMN] which allows Users to text ...
Forms and Statutory documents - Print from the Patient record
Clinics can upload their own personalized Forms containing data tags for use in PATIENT INFORMATION from the PRINT>FORMS icon. Note: Do not upload Forms for documents such as invoices and quotes; those are already contained within Manage by default. ...
Barcode Scanner SYMBOL LS2208
Barcode scanner product - SYMBOL LS2208 To get a barcode onto a product file within INVENTORY>PRODUCT INFORMATION, under the BARCODES link at the top right go into ADD mode and use your scanner to input the barcode. Once a barcode has been associated ...