Services
Entity Setup is set per Entity to customize the program to the specific needs of the Practice.
The Purpose of Services is so you can set up and enable the following Services that will transport information electronically for you on the System, as seen below, SMS, Emailing, Invoicing,
Switching of Claims and Payments.
TAKE NOTE: Please be advised that the following services will have a fee and a contract needs to be signed before activating the service:
- SMS
- Switching
- Dial
To access the Settings:
- From the Diary screen, click on the Settings button on the Menu bar in the top right corner.
- Click on Entity Setup

- Click on the Services Panel. The different services will open.
- You can tick the box next to each service if you want to activate/deactivate the service that you want to use or not use.
- SMS: Enable functionality for SMS.
- Emailing: Enable functionality for emailing.
- Invoicing: Enable functionality for creating invoices.
- Switching: Enable functionality for medical aid switching and info.
- Payments: Enable functionality for payments.
- Dial: Enable functionality for VoIP calling.
SMS Service
- The Actions button is there to TEST if the service is working after activating it. Click on the Test button in the Actions column.
- An Attention pop up will appear where you need to enter a valid cellphone number. Click on OK when the number is entered.
- A Test Services pop up will appear - this will track the status of the SMS. Wait for the tracking to complete. The status will show you where the tracking is at eg. Busy or Done.
- Click on OK when the tracking is completed.
- The SMS will display as follow on your mobile device. The test is completed and the service is working 100%.
Email Service
- The Actions button is there to TEST if the service is working after activating it. Click on the Test button in the Actions column.
- An Attention pop up will appear where you need to enter a valid email address. Click on OK when the email address is entered.
- A Test Services pop up will appear - this will track the status of the Email. Wait for the tracking to complete. The status will show you where the tracking is at eg. Busy or Done.
- Click on OK when the tracking is completed.
- A Test Email will appear in your inbox OR spam folder.
- Click on Save when done in Settings to save all changes made.
- Click on Close when you want to close the settings and not save it.
Last modified: Monday, 16 November 2020, 8:23 AM