Company Details

Setup your head office details

• Address
• Practice Number
• Telephone Number
• Contact Person Details
• Website
• Company Logos
  • Favicon should be 186px x 186px

Email address setup

It is recommended that you setup email groups where you can manage the users.

• Account Email Address
  • This address will appear on your Reports for patients to make account queries.
• Generic Queries
  • This address will appear on your Reports for patients to make general queries.
• Whole Team Email Address
  • The daily Appointment Stats and Goals will be sent to this email address.
• Technical Queries
  • This address will appear on your Reports for patients to make technical queries.
• Referral Queries
  • This address will be used when referral queries are made.
• Patient Review Email
  • When a patient submits a review after their appointment, this email address will be notified.
• Flagged Post Email
  • When a timeline post if flagged, this email address will be notified.
• Lab Order Email
  • When a model is submitted to the lab, this email address will be notified.
  • If you have an internal lab you can use the person responsible for the lab’s email address
  • If you make use of an external lab, you can use their email address and the lab order will be emailed to the lab
• Allow patient to search across all location and doctors
  • Choose if you would like patients to be able to search for new patient appointments across all locations and doctors.
• Patient Portal Link
  • Choose if you would like patients to be informed about their ability to access the patient portal.

Quote Setup

Logo URL

For emails to render correctly it is required that you use a hosted logo for all email communications. You can either copy the url of the logo on your website OR make a file public with your logo using Google Drive or another file sharing service.

1. Right click on your logo on your website > Click Copy Image Address

2. Paste this address into the Logo URL field

Quote Title

Setup the information to populate your quote’s letterhead.

Quote Footer

Setup the information to populate your quote’s footer.

Contract Details

IF your are using the Xero Integration setup your company settings.

• Contract Active
  • Yes (If using Xero integration)
  • No (If not using Xero integration)
• Billing Cycle for Contracts
  • Day of the month for contracts to be setup
  • The day should be between 1 and 28th of the month for consistency

Banking Details

Setup your bank details for communications to patients about their accounts

Flag account if in excess of amount

• You can set the amount beyond which the account will be flagged on the day sheet

Online Payment Portal

Setup an online payment portal to make paying accounts a cinch.

• We recommend using Yoco for online payment
  • https://www.yoco.com/za/

Website links

Add a link to your company terms and conditions on your website, or a link to a shared file online.

Doctor Portal incoming Referral

Turn on or off the ability for your referring doctors to refer into your practice using their online portal.

Appointment Reminders

• Turn on/off appointment reminders
• Select how far in advance and how often you would like to send an appointment reminder (0(same-day) - 21days in advance)

Language Pack

• Change the Hugo Systems Language Pack
  • currently only English is available