Admin Settings

The admin menu within Consultationly is used to set various administrative options relating to application Uaers, Roles, Organization Settings, Booking Website and Billing and Plans related settings.

Users

Additional application users can be added in the Users tab. Once a user has been added, they will receive an email prompting them to set a password for their accounts.

Roles

There are three different user roles to which a user can be assigned.

• Admin users have access to all application functionality including admin settings.
• Practitioner users have access to patient, visit, diary and non-admin functionality.
• Secretarial has access to diary functionality only.

Organization Settings

Organization settings are used in various areas within the application.

The Organization address is used for referral and prescription generation.

The general settings section has settings for

• Code System The coding system that can be used for coding diseases and diagnoses etc. Available options will depend on your location, with the WHO ICD-10 coding option available fto all regions.
• Practice Type The practice type will determine the Consultationly configuration, displaying different options and modules depending on the practice type.
• Patient Identifiers These are configurable Patient Identifiers that can be saved on patient records.

Client Booking Website

You can create and publish a complete website for your business which will give you an opportunity to outline your business offerings and provide a booking module for your services, giving your clients a professional on-line booking experience.

You choose from several pre-defined themes and supply your contact information, as well as free form information on your business and offerings.

Your contact details will initially be copied from your organisation address settings, but can be custimized here.

You can pick diaries which haven been configured for web booking in Consultationly and they will get added to the booking section of your website.

You can also add the latitude and longitude for your business so that it will appear on the map in your contact section. You can get you latitude and longitude by right clicking on a location on google maps.

Billing and Plans

The billing and plans section contains details about the users active plan and payment details, allowing account holders to change plans and add additional users.

The number of users on existing plans can be adjusted upwards or downwards, or the users plan can be altered from yearly to monthly. Trial users will be automatically be assigned a monthly plan with one user which will be free of charge for 30 days.

Users can view, edit, or add additional payment methods. Users can set one of their payment methods as default for billing purposes.

The invoice panel shows upcoming and past invoices.

A subscription to Consultationly can be cancelled at anytime by clicking on the Cancel Subscription button.

Once a subscription is canceled, a user can still log on Consultationly, but will be prompted to activate a new Subscription in the Billing and Plans section.

If a subscription expires due to a failed payment or because there is no valid payment methods on the account, users will be prompted to add a payment method in he Billing and Plans section.

Any billing or payment related queries can be directed to info@consultationly.com or +353 61 748 111