FLEX Bite-Size Guides

These bite-sized guides will be a short list of steps that can be followed to achieve your goals.

Appointments - How to change the staff member in the diary
This guide will take you through the process of changing the staff member in the appointment diary in FLEX. Please proceed to the following section of F...
Tue, 14 May, 2024 at 11:44 AM
Appointments Setup - Adding SMS/Email confirmations
This guide will take you through the process of adding appointment confirmations in FLEX. To access this part you will need access to the Setup of FLEX,...
Tue, 14 May, 2024 at 11:48 AM
Appointments Setup - Adding SMS/Email reminders
This guide will take you through the process of adding appointment reminders in FLEX. To access this part you will need access to the Setup of FLEX, spe...
Tue, 14 May, 2024 at 11:51 AM
Appointments Setup - Adjusting staff hours
This guide will take you through the process of adjusting the staff hours in FLEX. To access this part you will need access to the Setup of FLEX, specif...
Tue, 14 May, 2024 at 11:56 AM
Appointments Setup - Updating the Appointment Diary
This guide will take you through the process of updating the appointment diary in FLEX. To access this part you will need access to the Setup of FLEX, s...
Tue, 14 May, 2024 at 11:58 AM
Patient account - Patient spend
This guide will take you through the process of using the patient account facility in FLEX, where the patient is spending the money from their patient accou...
Tue, 14 May, 2024 at 12:00 PM
Patient account - Patient top up
This guide will take you through the process of using the patient account facility in FLEX, where the patient is topping up their account. This guide i...
Tue, 14 May, 2024 at 12:01 PM
Recall Setup - Changing your recall schedules
This guide will take you through the process of how to adjust your recall schedule in FLEX. To access this part you will need access to the Setup of FLE...
Tue, 14 May, 2024 at 12:03 PM
Refunds - Refunding a voucher
This guide will take you through how to do a refund (voucher) for a patient who may not have paid for anything For instance a patient may not have been enti...
Tue, 14 May, 2024 at 12:03 PM
Refunds - Refunding money to a patient
This guide will take you through how to do a refund (money) for a patient who has paid in the past and has since been cashed up. Once you have found the...
Tue, 14 May, 2024 at 12:05 PM