Practice Settings
Set Practice Defaults
Set calendar and patient numbering defaults.
Set practice defaults when your team needs consistent schedule views and patient ID prefixes.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Organization, then select Practice Defaults.
Choose Default calendar view in Schedule Defaults.
Set Working day starts and Working day ends.
Edit MRN Prefix and PAT Prefix in Patient Prefix.
Select Save changes.
The practice uses the updated calendar and patient numbering defaults.
Common pitfall: The working day end time must be after the start time.
Troubleshooting
The calendar opens in the wrong view. Check Default calendar view.
A prefix will not save. Use uppercase letters and numbers only.
Related
- Before this: Set Timezone and Locale
- After this: Use Calendar Views
- Instead: Configure Appointment Types
Need help? Contact your administrator or reach out to support.