Settings
The eight configuration areas that shape how the rest of the platform behaves.
Settings is organised as eight tabs, each covering one area of configuration. Most of it is set up once during onboarding and then touched only when something real changes — a new doctor, a holiday, a new laboratory.
What you can do here
- Change the interface appearance
- Configure external laboratories
- Maintain providers and their billing identifiers
- Set doctor working hours and days off
- Block dates for the whole clinic
- Configure the MediData connection
- Maintain WhatsApp message templates
The eight tabs
| Tab | What it controls |
|---|---|
| Appearance | How the interface looks. |
| External labs | The laboratories the clinic sends work to. |
| Providers & billing | Billing entities, doctors and the identifiers used on invoices and insurance submissions. |
| Doctor scheduling | Working hours and appointment slot durations per doctor. |
| Doctor days off | Individual absences per doctor. |
| Blocked dates | Dates closed for the whole clinic. |
| MediData connection | The connection used to submit invoices to insurers. |
| WhatsApp templates | The message templates used for patient WhatsApp. |
Providers & billing
This is the most consequential tab. The identifiers held here appear on every invoice and every insurance submission, and a wrong one causes rejections that are hard to diagnose from the invoice itself.
- Billing entities are who invoices are issued by
- Doctors are the treating providers, with their own identifiers
- Other provider roles such as nurse and technician are supported for reporting
- Statistics reports filter by billing entity and by doctor using exactly these records
Careful
Do not edit a provider's identifiers to correct a single invoice. Fix the invoice, and change the provider record only when the real-world identifier has changed.
Scheduling: hours, days off and blocked dates
Three tabs, three different jobs. Together they decide what can be booked, internally and by patients.
- Doctor scheduling — the recurring pattern and the slot durations, from 5 minutes up to 2 hours
- Doctor days off — one doctor, specific dates
- Blocked dates — every doctor, specific dates
Note
Blocking a date does not cancel appointments already booked on it. Check the agenda afterwards.
MediData connection
- Configured once, then used by every insurance submission
- If submissions stop leaving the platform, this is the first place to look
- Responses and network notifications are read on the MediData page, not here
WhatsApp templates
- Used by both manual sending and automated appointment messages
- Keeping them current is what makes automated messages read like your clinic
- Templates carry variables filled from the patient record — check the mapping when you add one
External labs
- Register the laboratories the clinic works with
- Used where clinical work is sent out and results come back
- Keep contact details current so results are not chased by phone
Related pages
Last updated September 2025. Screens may differ slightly depending on your plan and role.