Entity Settings

Entity Settings are essential for ensuring that a Practice's operational and administrative processes run smoothly and efficiently. Since these settings are configured per Entity rather than per User, they allow for a customised system setup that aligns with the specific needs and workflow of the Practice. By defining how key functions operate - such as Invoicing, Payment Requests, Cash Register usage, and Diary Access - Entity Settings ensure consistency across the Practice while still allowing flexibility in how different entities function. This level of customisation enhances efficiency, improves financial and administrative control, and ensures that the system supports the Practice's unique requirements, ultimately contributing to better overall management and service delivery.

Web App:

Roadmap: NW > MOD Diary  > B Settings - S Settings > T Entity Settings > P Entity Settings

User Manual Link: Entity Settings

  

Desktop App:

Roadmap: Supervisor > MOD Options - S System Options > B System Options - S Entity Setup > T Entity Setup

User Manual Link: Entity Setup


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