General System Settings
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General System Settings

The General System Settings window enables you to configure the settings for several areas of the software, including checkout preferences, default codes, service tax, patient budget plan, and account budget plan.

To configure system settings:

  1. Select System > Change System Settings > General System. The General System Settings window is displayed.

  2. Click Edit and make changes to the following sections:

  3. System Date:System Date:To set the system date, click the drop-down arrow to select the system date from a calendar.

  4. Ledger Preferences:Ledger Preferences:To specify whether the software should display insurance, walkout, or appointment prompts, click the drop-down arrow and select Ask to process, Do not process, or Automatically process.

                                  To automatically display the Payments window when you post a payment code during checkout or when manually adding a payment, select Automatically display the Payments screen when posting a payment code.

  5. Service Tax Settings:Service Tax Settings:To specify whether the software should charge service tax, click the drop-down arrow in the Tax Method field, and select Pro Rata or Non-Pro Rata. Type the tax rate in the field. See Setting Up Service Tax for more information.

  6. Patient Budget Plan:Patient Budget Plan:To specify the patient budget plan code and default number of plan months, click the drop-down arrow in the Credit Code field and select the code from the ADA/Transaction Codes window. Type the number of months in the Default no. months field.

  7. Account Budget Plan:Account Budget Plan:To enable revolving credit for account budget plans, select Enable REVOLVING CREDIT.
     

  8. Mobility:Mobility:To enable Mobility for your SoftDent Cloud practice and allow users with a valid email address (defined in their Rights by User window) to access practice data from their mobile device and the web, select Enable Mobility.
    Note: This option is available only for SoftDent Cloud users.

  1. Click Printer Preferences to configure system printing preferences for routing slips, walkout statements, deposit slips, and so on. See Configuring System Printing Preferences.

  2. Click Phone Preferences to configure system phone preferences. See Configuring System Phone Preferences.

  3. Click OK.

 

Related Topics

Configuring System Printing Preferences

Configuring System Phone Preferences