Practice settings
Name, address, booking rules, logo, prescription look, and which visit measurements to show.
On this page
Admin only. Open More → Practice. Click Save practice when the form is done. One switch on this page saves on its own: reception access to prescriptions.
How the practice is named
Legal name
For records.
Display name
What patients and prescriptions show.
Practice number
The practice’s own number.
Practice contact email.
Phone
Practice contact phone.
Website
Include https://.
Where you are
Street address, line 2, city, province, postal code, and timezone. The address prints on prescriptions.
What patients can book
These limits apply to the patient portal. Staff can still book inside the practice when needed.
Default visit length (minutes)
Used when a booking does not pick a different visit type.
Soonest booking (minutes)
How close to now a patient may book.
How far ahead (days)
The furthest date a patient may book.
Soonest cancellation (minutes)
How close to the visit a patient may still cancel. After that, reception has to help.
Who may do what
Patients can book online
They pick a doctor, visit type, and time from the portal.
Patients can cancel
Only until the cancellation notice.
Reception may edit hours
Lets reception change weekly hours and time off on Schedule.
Reception and prescriptions
Reception may view prescriptions lets reception open issued scripts on a patient chart, including the medication list and the PDF. Access is view-only. Reception cannot write, sign, void, or reissue. Drafts stay with the doctor.
Logo
Upload a practice logo. It is used on printed material such as prescriptions.
Prescription look
Choose a template and accent colour for new scripts. Use the preview before you save.
Simple
A plain typed script.
Modern
Colour bar, cards, and labelled dose chips.
Letterhead
Centred stationery with a ruled medication list.
Banner
A full-width colour header.
Visit measurements
Choose which readings appear on a visit, and which numbers are graphed on the patient chart. Standard readings are temperature, heart rate, blood pressure, respiratory rate, SpO2, weight, and height. Tick Show and Graph, then save.
You can also add a custom measurement: name, optional unit, and type (Number, Decimal, or Text). Text is not graphed. Tick Show on visits and, for numbers, Graph on chart, then click Add measurement.