When accessing your PracSuite account for the first time, you will need to configure settings that relate to your organisation.

  1. Go to Settings > General > General

2. Customise your contact information, which will be used for Smartsoft to communicate with your practice.

3. Choose your preferred patient descriptor, country, time zone, name display order, currency, tax label, tax rate.

If you will be treating patients from other countries, you can turn on the optional 'show country in addresses' switch, which will allow you to set the country per patient. With this option turned off, all patients will use your main system country.

Choose to enable the Extended Gender list to provide more choice for patient genders.

4. Choose SMS preferences

Please note: you can choose to list a name or phone number that will appear as the Sender on your patient's handset. When choosing a name as the sender ID, a patient will not be able to reply to your SMS at all. When choosing a phone number, all replies will be delivered to that phone number externally to PracSuite.

5. Choose your letter tag formats for SMS, Email and Letter templates.

6. Choose your preferred way to generate patient file numbers

7. Choose your general organisation logo, which will only be used for display purposes within PracSuite

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