ORGANISATION AND BRANCH SETTINGS

Manage payment methods, templates, print setup, and test types

Keep branch tools aligned with clinic policy.

For Owner · Admin

01 / HOW TO

Steps

01
Open the relevant Settings section for the task.
02
Review the active branch or organisation scope where it is available.
03
Make the approved change and preview or test the result before routine use.

02 / SEE IT

Visual guide

Payment Methods settings with active Cash, Card, and Bank transfer options. — Review which payment methods are active for the clinic. Select image to explore.

Templates settings with MC, letterhead, letter, email, and WhatsApp tabs. — Use Templates for MC, letterhead, letter, email, and WhatsApp wording. Select image to explore.

Print Setup settings with empty branch header and footer fields. — Use Print Setup to enter and check the branch header and footer before producing documents. Select image to explore.

Test Types settings with Add Test Type and an empty list. — Add or maintain lab test names and descriptions in Test Types. Select image to explore.

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