Settings and Configuration
Settings and Configuration
The Settings page lets administrators configure system-wide preferences for billing, appointments, notifications, and more. Changes take effect immediately across the entire clinic.
Admin or Owner role required to access Settings.
Accessing Settings
Go to Settings in the sidebar.
Billing Settings
Configure how invoices are generated and displayed.
| Setting | Description |
|---|---|
| Currency | The currency symbol used on invoices (e.g., PHP, USD, EUR) |
| Tax / VAT Rate | Percentage added to invoice totals (set to 0 to disable) |
| Invoice Prefix | Text prefix for invoice numbers (e.g., "INV-" produces INV-00001) |
| Invoice Starting Number | The first invoice number (useful when migrating from another system) |
| Payment Terms | Default due date for invoices (e.g., Due on Receipt, Net 30) |
| PWD Discount Rate | Percentage discount applied to patients marked as PWD-eligible |
| Senior Citizen Discount Rate | Percentage discount applied to patients marked as senior-eligible |
Appointment Settings
Configure scheduling defaults.
| Setting | Description |
|---|---|
| Default Appointment Duration | Length in minutes for new appointments if not specified (e.g., 30) |
| Appointment Reminder Lead Time | How many hours/days before an appointment a reminder is sent |
| Allow Walk-ins | Toggle walk-in appointment creation |
| Auto-assign Queue Number | Automatically assign queue numbers to walk-in appointments |
| Cancellation Policy | The period within which cancellations are flagged (e.g., 24 hours) |
Notification Settings
Configure how and when alerts are sent.
| Setting | Description |
|---|---|
| Email Notifications | Enable or disable outgoing email |
| SMS Notifications | Enable or disable outgoing SMS (requires Twilio configuration) |
| Push Notifications | Enable or disable browser/PWA push notifications |
| Appointment Reminder | Enable automated appointment reminder emails/SMS |
| Lab Result Notification | Notify patients when lab results are ready |
| Low Stock Alert | Send alerts when inventory falls below reorder level |
| Expiry Alert Window | Number of days before expiry to trigger an expiry alert |
SMTP / Email Configuration
To send emails from the system, configure your SMTP server:
| Setting | Description |
|---|---|
| SMTP Host | Your mail server host (e.g., smtp.gmail.com) |
| SMTP Port | Usually 587 (TLS) or 465 (SSL) |
| SMTP User | Email address used to send messages |
| SMTP Password | App-specific password for the email account |
| From Name | Display name shown in outgoing emails (e.g., "My Clinic") |
| From Email | Sender address (e.g., noreply@myclinic.com) |
For Gmail, use an App Password, not your regular Gmail password. Enable 2-Step Verification first, then generate an App Password in your Google Account Security settings.
SMS Configuration (Twilio)
To enable SMS notifications:
| Setting | Description |
|---|---|
| Twilio Account SID | Found in your Twilio Console dashboard |
| Twilio Auth Token | Found in your Twilio Console dashboard |
| Twilio Phone Number | The SMS-capable number purchased in Twilio |
Clinic Information
Set the clinic details shown on printed documents (invoices, prescriptions, referral letters, certificates).
| Setting | Description |
|---|---|
| Clinic Name | Full clinic name |
| Address | Street address |
| City / Province | City and province or state |
| Phone | Clinic contact number |
| Clinic contact email | |
| License Number | PhilHealth or DOH accreditation number (if applicable) |
| Logo | Upload a clinic logo for printed documents |
Report Settings
| Setting | Description |
|---|---|
| Default Report Period | The default time period shown when opening Reports (Today, Week, Month) |
| Fiscal Year Start | Month the financial year begins |
Subscription
View your current subscription plan, usage limits, and billing information. To upgrade or renew:
- Go to Subscription in the sidebar.
- Review your current plan and usage.
- Click Upgrade or Renew and follow the PayPal checkout process.
Tips
- After changing SMTP settings, use the Send Test Email button to verify the configuration before relying on it for patient notifications.
- The currency setting affects display only — no currency conversion is performed. Set it to match the currency your clinic bills in.
- Keep your clinic information up to date, as it appears on all printed documents given to patients.
- If you change the invoice prefix, existing invoices are not affected. Only new invoices will use the updated prefix.