Global Settings

Some settings are common for all the users in your account

Global settings are the following:

  • Shared patient information
  • Appointment transfer among users
  • Overlap of appointments
  • The user’s last name shown first in the CRM

 

To change any of these settings:

  1. Go to Settings under the User menu
  2. Access the Global Settings tab
  3. Click the box you want to select 
  4. Click Save.