Environment Settings
Online booking
Auditdata Support activates the Online Booking module, which is fully integrated with Manage. As part of the setup, they configure how appointment time slots are generated and tailor key options such as: The start day of the week The booking window ...
Dashboard settings
REQUIRED PERMISSIONS Access to Dashboard Settings is controlled by user roles. Two permissions determine access: ViewDashboard Settings – allows users to open and review dashboard settings. EditDashboardSettings – allows users to modify dashboard ...
Report Designer: Printout Template Customization
Overview Printout templates are used to generate item-based documents such as invoices, credit notes, quotes, and other printable patient sale records. A printout is generated from the context of a specific item (for example, from a Credit Note or ...
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 ...
VAT split – sales that contain the product price and service in one price.
What is VAT Split/Bundle sale, and how it works A situation when an invoice contains only the hearing aids, but the price of those hearing aids consists of the hearing aids as well as the cost of the service. The Hearing Aid price must have VAT ...
Print settings
Managing printing templates In the PRINT SETTINGS > PRINTING TEMPLATES tab, you can manage the templates used for generating various commercial documents such as invoices, quotes, maintenance agreements, reimbursement claims, and other ...
Patient letters
Appointment report templates Create customizable templates with dynamic clinical data to quickly generate reports from appointments and save them as patient documents. Add an appointment report template Click +TEMPLATE. Fill in the mandatory fields - ...
Marketing management
For marketing purposes, users can create a number of campaigns. The list of available campaigns can be ordered by status (active/inactive), name, start date, end date. Manage campaigns To add a campaign, use the corresponding control +CAMPAIGN. Make ...
Workflows
A workflow is a list of steps (tasks) that a user needs to complete with a patient in order to successfully provide services to the patient. On this tab, you can view available activities. Workflows Prior to creating a workflow, it is necessary to ...
Survey settings
General Use this tab to set how long a survey remains editable after it is created. You can enter a value in hours, with the following limits: Default: 24 h Minimum: 0 h Maximum: 10,000 h Format: Whole numbers only This helps ensure surveys stay open ...
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] ...
Document management
Document management settings allow users to configure custom categories, tags and types that can be used for various patient documents. To ADD a category, tag or a type, employ the corresponding control in the top right corner (+CATEGORY, +TAG, ...
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 ...
Patient settings
Consents Patient notification consents are pre-configured. You can add consent text, change the contact method and determine the expiration period for this type of consent. To do so, hover over the respective field, click < EDIT or click into the ...
Notification settings
Patient notification functionality allows clinics to send information to their patients about scheduled appointments. Notifications are sent if: Notification/Message template exists; A patient gave their consent to receive notifications; During ...
GP Configuration
GP configuration settings allow users to manage practices and general practitioners. GPs and practices can be imported from a CSV file or added manually. For UK, bulk import from the NHS Digital website is available via the IMPORT NHS control. NOTE: ...
HSP configuration
HSP configuration module provides integration with Australian Government Hearing Services Program. It enables Manage users to prepare claims for the HSP portal and import claims processed by HSP. General In General, you can specify whether your ...
Scheduler settings
General Default working hours The DEFAULT WORKING HOURS are universally applied within the company unless specific working hours are indicated in the LOCATION SETTINGS. Specialist working hours can either follow the default schedule or be customized ...