The General Settings section allows you to configure your account, manage team members, set up payment preferences, integrate with external systems, and customize notifications. Here’s a detailed guide to help you navigate each tab within the General Settings.
1. Account Details
The Account Details tab is where you manage the foundational information for your account.
Key Features:
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Basic Information:
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Add or update your practice logo.
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Edit the account name and address.
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Select your time zone.
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Specify the PMS/EHR integration (e.g., OpenDental).
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Contact Information:
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Update your primary contact phone number and email address.
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Configure reply-to phone numbers and email addresses to ensure smooth communication.
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2. Manage Team
The Manage Team tab enables you to oversee and update the users who have access to your account.
Key Features:
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Add Team Members:
- Use the Add button to invite new team members by entering their name and email.
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Search Filters:
- Search by location or email address to find specific team members.
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Manage Permissions:
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Assign users to specific locations or roles.
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Remove team members when access is no longer needed.
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Actions:
- Easily remove members using the Remove button next to their profile.
3. Payment Settings
The Payment Settings tab allows you to configure your practice’s payment preferences and manage payment hardware.
Key Features:
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Payment Portal:
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Customize and generate a secure Payment Portal Link for your patients to make payments online.
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Embed the link in emails, text messages, or on your website.
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Credit Card Terminals:
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View all connected terminals, including model, device name, and transaction history.
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Request a new terminal or manage existing ones.
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Surcharge Settings:
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Enable or disable surcharges for specific payment types, such as:
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AR Payments
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Virtual Payments
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Terminal Payments
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Payment Plan Payments
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Membership Payments
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Payment Portal
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4. Integrations
The Integrations tab is where you can manage the connection between your account and external systems like PMS/EHR platforms.
Key Features:
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Integration Status:
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View the current integration (e.g., OpenDental).
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Check the last sync date to ensure data is up-to-date.
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Upload Files:
- Use the Upload button to update integration settings or upload configuration files.
5. Notifications
The Notifications tab helps you set up how and when your account receives updates or alerts.
Key Features:
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Configure email and SMS notifications for:
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Payment processing updates.
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Integration sync status.
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Team activity alerts.
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Other account-related updates.
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Tailor notifications for specific team members to ensure they receive relevant alerts.
How to Access General Settings
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Log in to your account.
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Navigate to the Settings section in the dashboard.
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Use the tabs at the top to access each section (Account Details, Manage Team, Payment Settings, Integrations, Notifications).
Frequently Asked Questions
Can I restrict team members' access to specific settings?
Yes, you can customize user permissions in the Manage Team tab to limit access to certain sections.
How do I add a payment terminal?
Go to the Payment Settings tab, select the "Request Terminal" option, and follow the prompts.
What if my integration stops syncing?
Check the Integrations tab for the last sync date. If there’s an issue, click Upload to refresh the configuration or contact support.
Can I disable surcharges for certain payment types?
Yes, in the Payment Settings tab, you can toggle surcharges on or off for each payment method.
With these settings, you have full control over your account, team, and integrations, ensuring your practice operates smoothly and efficiently. For additional assistance, contact support or reach out to your account manager.