Businesses in PracSuite can be used to set up additional practice locations and other business entities that are working in your PracSuite account.
Select the Add Button to create a new business.
Main Business Settings
Customise the following business information:
Business Name
Address
Website
Display name (a short name used throughout PracSuite)
Phone, fax and email
Logo
NDIS Registration Number (optional)
Banking
Select your Settlement Account and enter your Registration Number, such as an ABN or ACN.
Appointment Book
The settings under the Appointment Book header are the absolute limits/boundaries of time displayed on the Appointment Book for this business. You will not be able to schedule appointments outside of these days and times.
Individual practitioner availability, including online booking availability, is defined on a roster that you create per practitioner. Click here to learn more about rosters.
Start Time - The start time of the appointment book. You will not be able to interact with the appointment book before this time.
End Time - The end time of the appointment book. You will not be able to interact with the appointment book after this time.
Interval - This setting determines the time increments available in the appointment book. You can choose from 5, 10, 15, 20, 30, or 60-minute intervals. Appointment book intervals can also be overridden at a practitioner level on their practitioner file.
Work Week - This setting determines what days are available to interact with on the appointment book.
Default Practitioner
All patient files in PracSuite are assigned a default practitioner, which highlights the patient's preferred practitioner or the primary practitioner who is currently treating a patient.
These business settings control who is selected by default when creating a practitioner file. If booking a new patient appointment from the appointment book, the default practitioner will be assigned to the practitioner you're booking the appointment with.
When creating a new patient file manually, select your preferred method of assigning a default practitioner:
No default practitioner - Manually choose a default practitioner every time
Random - Randomly assign default practitioner
Round Robin - Default practitioner will be assigned in a rotating order
Invoice Header
The header is displayed in the top right of invoices and reports and includes essential business information.
Display as Text
By default, all business information is included as text on invoices and reports.
Display as Image
As an alternative to printing the business information as text, you can upload an invoice header to personalise your invoices. If choosing an image header, you must incorporate all essential business information into the graphic you upload.
For the image to display correctly, we recommend:
All content in the image is right-aligned
Include all contact information, including business name, address, phone number, ABN, email and web address.
Compatible image types include SVG (Scalable Vector Graphics), JPG and PNG. SVG is strongly recommended due to its small size and high quality.
Recommended width/height ratio 5:1 (width:height)
Invoice Payment Print Options
When printing invoices with owing amounts, these options control which payment instructions are printed on the invoice.
Direct deposit bank account details are pulled from the settlement account selected on the business.
Credit Card Tear-Off Slip - A tear-off slip will be printed at the bottom for the patient to return it the practice.
Direct Deposit - BSB and account number details will be listed on invoices.
Include on Statements - When creating statements (collections of invoices) where there are owing amounts, payment instructions will be included.
Invoice Terms & Conditions
Terms and Conditions allow you to include a line of text on the various types of invoices that PracSuite generates.
This is included as a simple line of text at the bottom of the invoice.
Outbound Email Settings
The Outbound Email Settings control the appearance of the sender name and sender address when emailing from PracSuite.
PracSuite also integrates with Outlook and Gmail to be able to send emails directly through your email account. Click here to learn more about sending emails through PracSuite.
Customise the default sender email address and sender name for emails sent from PracSuite. You also have the option to override the sender email address and sender name for:
Invoices/Statements - Apply a different email address when emailing invoices.
Appointment Confirmations & Reminders - Apply a different email address when sending appointment correspondence.
Email via Reports - Apply a different email address when using the bulk email feature on reports and when using the Campaigns feature.
Default Email Templates
Customise the email templates when sending Patient Emails and Third Party Emails, such as for general emails, invoices, payment receipts, invoices paid in full, statements and quotes.
Select Save at the top of the page to save your new Business.
