Branch Setup

Branch Setup Overview
Before we look at what the specific tabs do in the Branch setup, lets have a look at the top buttons. New Branch - You should not generally need to us...
Fri, 6 Dec, 2019 at 11:03 AM
Contact
The Contact Screen is shown below. All the practice contact details can be updated as necessary by clicking into the boxes. These details print out on pape...
Thu, 28 Nov, 2019 at 2:21 PM
Data
Last Updated by CG - August 2020 (for FLEX 1.5.4) The Data Screen is shown below. When new functionality comes into FLEX, there will often be a setting or ...
Mon, 17 Aug, 2020 at 3:32 PM
Communication
The Communication Screen is shown below. See also How Do I Top Up My SMS Account? and How Do I Link In My Email Account? Details can be updated here for yo...
Fri, 6 Dec, 2019 at 11:06 AM
Images
The Images Screen is shown below. You may wish to change these images and personalise them for your practice. Whilst many practices do not change the me...
Thu, 28 Nov, 2019 at 2:30 PM
Integration
This tab involves linked integrations into FLEX. For more help with these, please contact Support. As a practice, you should not need to make any changes he...
Thu, 28 Nov, 2019 at 2:32 PM
Timeline
The Timeline Screen is shown below. Trigger Reminders (x) days before due date The slider changes the number of days that are used to calculate the patient...
Fri, 6 Dec, 2019 at 11:07 AM