Settings & Administration
Settings & Administration
Configure practice operations, users, notifications, workflow rules, integrations, and security.
Practice Configuration
Core profile information and operating defaults for the medical practice.
Appointment Types
Define visit categories, default durations, and scheduling behavior.
Users & Roles
Manage access to patient, clinical, billing, and administrative areas.
Notifications
Control how operational alerts and patient-facing reminders are delivered.
Workflow Rules
Operational rules that control routing, thresholds, and automated handoffs.
Integrations
Conceptual integration points for a future production deployment.
SMS and patient-notification delivery for reminders and communications.
Patient payments and transaction posting for front-desk and online collections.
Future payer/clearinghouse connection for eligibility and claims workflows.
Future lab-order and result exchange through supported healthcare interfaces.
Enterprise sign-on and identity-provider integration for production environments.
Future secure API layer for approved third-party systems and services.
Security
Conceptual controls for access, sessions, and sensitive-system administration.
Require additional verification for privileged and remote users.
Automatically end inactive sessions after the configured period.
Limit screens and actions based on operational responsibilities.
Track important administrative and operational changes.
Audit & Activity
Recent system and administrative actions in the demonstration environment.