Entity Setup Navigation

Why This Matters?

Entity Settings are essential for ensuring that a practice’s operational and administrative processes run smoothly and efficiently. Configured per Entity rather than per User, they allow the system to be tailored to the specific needs, workflows, and requirements of each Entity within the practice.

By defining how key functions operate, such as Invoicing, Payment Requests, Cash Register usage, and Diary Access, Entity Settings provide consistency across the practice while still allowing flexibility for individual Entities. 

This level of customisation enhances efficiency, improves financial and administrative control, and ensures the system fully supports the practice's unique requirements, ultimately contributing to better overall management, streamlined workflows, and improved service delivery for Patients.

• Start on the Entity Setup tab screen.

• • For navigation, see How to Navigate the Settings Screen.
    
    

Sections

• Treating Practitioner Setup
• Assistant Setup
• User Setup
• Services
  
  

Treating Practitioner Setup

• • For details, see: Adding a Treating Practitioner from the Settings Screen.
    
    

💡Please Note: You can also add practitioners from the Practitioner List tab. For details, see: Practitioner List Screen: Navigation and Use.

Assistant Setup

• • For details, see Assistant Setup.
    
    

User Setup

• • For details, see: User Setup.
    
    

Services

• • For details, see Services.
    
    

ScriptSure

💡Please Note: This feature is region-specific. Ensure that your practice has an active ScriptSure account. For details, see Setup ScriptSure Navigation.