Care Settings

Healthcare Settings is the master control panel for your home care system. The settings here affect every user, every patient, and every visit in the system. Configure these settings carefully before you go live, and review them whenever your service policies change. Only users with the Healthcare Administrator role can access and change these settings.

Opening Healthcare Settings

Go to Home Care workspace → Healthcare Settings (or search for it in the system search bar)

Healthcare Settings form showing sections for Patient Registration, Notifications, Lab Configuration, Billing, Free Follow-ups, and Inpatient Settings

Section 1: Patient Registration

These settings control what happens when a new patient is registered.

Setting	Plain English Meaning	Recommendation for Home Care
Collect Fee for Patient Registration	Charge a fee when a patient signs up for your service	Enable if you charge a one-time registration or onboarding fee
Registration Fee	How much to charge	Set to your onboarding fee amount
Registration Item	The billing item for this charge	Link to a “Registration Fee” item
Link Customer to Patient	Automatically create a billing account for each patient	Keep ON - required for all invoicing
Patient Name By	How names are stored (First + Last, or Full Name)	Choose whichever matches your records style

Section 2: Notifications (SMS Messages)

Getting the notification messages right is important. Patients receiving home visits need to know when the caregiver is coming and to make sure someone is home to let them in.

Setting	Plain English Meaning	Recommendation for Home Care
Send Registration Message	Send an SMS when a patient is first registered	Enable with a welcoming message
Registration Message	The text of the welcome SMS	”Welcome to [Company Name]. Your home care coordinator will be in touch to schedule your first visit.”
Appointment Confirmation	Send an SMS when a visit is booked	Enable
Confirmation Message	The text of the confirmation SMS	”Your home care visit is confirmed for [Date] at [Time] with [Caregiver Name]. Please ensure someone is home. Call us at [Phone] if you need to reschedule.”
Avoid Confirmation	Do not send a second confirmation if one has already been sent	Enable - prevents the patient getting the same message twice
Appointment Reminder	Send an SMS before each visit	Enable
Reminder Message	The text of the reminder SMS	”Reminder: Your home care nurse will visit you today at [Time]. Please ensure someone is at home to let them in.”
Remind Before	How far in advance to send the reminder	2:00:00 (2 hours before the visit) is a good default

Tip: The confirmation message is the most important message to get right. Include the caregiver’s name, the exact time, and what to do if there is a problem (phone number to call). Elderly patients and their families appreciate clear, specific information.

Section 3: Lab Configuration

These settings control how blood test results are handled.

Setting	Plain English Meaning	Recommendation for Home Care
Do Not Print or Email Lab Tests Without Approval	Results cannot be shared with the patient until a doctor has reviewed them	Enable - the doctor should always review results before the patient is told
Create Sample Collection for Lab Test	Automatically creates a sample collection record when a test is ordered	Enable for better tracking
Result Printed Message	SMS sent when a result is printed	”Your blood test result from [Company Name] is ready. Your doctor will discuss the findings at your next visit.”
Result Emailed Message	SMS sent when a result is emailed to the patient	”Your blood test result has been emailed. Please check your inbox.”

Section 4: Billing

These settings control how billing works across the system.

Setting	Plain English Meaning	Recommendation for Home Care
Show Payment Popup	Shows a payment collection screen when billing is done	Enable for in-person payment collection
Out Patient Consulting Charge Item	The default billing item for home visit consultations	Link to your “Home Consultation” or “Out-patient” billing item
Clinical Procedure Consumable Item	The default billing item for procedure supplies	Link to a general consumables billing item
Allow Discharge Despite Unbilled Services	Lets you close a patient’s care episode even if bills are outstanding	Disable for routine cases; billing should be completed before closing
Process Service Request Only If Paid	Blood tests and investigations only begin after payment is received	Optional - enable if you require upfront payment before sending the lab technician
Income Account	The account in your accounting records where clinical income is posted	Link to your healthcare income account
Receivable Account	The account where outstanding patient bills are tracked	Link to your accounts receivable account

Section 5: Free Follow-ups

If your service includes any free revisits as part of a care package, configure this section.

Setting	Plain English Meaning	Recommendation for Home Care
Enable Free Follow-ups	Allow certain follow-up visits at no charge	Enable if your care packages include free revisits
Valid Number of Days	How many days after the first paid visit a free revisit is allowed	Set based on your package terms (e.g., 7 days for a 1-week wound care package)
Number of Patient Encounters in Valid Days	How many free revisits are included	Set to the number of visits included in the free period

Example: If your wound care package includes the first 3 visits for a flat fee and any extra visits within 2 weeks are free, set Valid Number of Days to 14 and Number of Encounters to 3.

Section 6: Inpatient Settings

These settings apply if your service manages patients who are staying in a facility (not just receiving home visits).

Setting	Plain English Meaning	Recommendation for Home Care
Inpatient Visit Charge Item	The billing item for practitioner visits to admitted patients	Link to your inpatient visit fee item
Do Not Bill Patient Encounters for Inpatients	Do not charge separately for consultations if the patient is already admitted (covered by the admission fee)	Enable if consultations are included in your daily admission rate
Validate Nursing Checklists	Prevent a patient from being discharged until all nursing tasks are completed	Enable for safety compliance

Patient History Settings

This controls which types of records appear in the patient’s history timeline when the care team views their record. Go to Healthcare workspace → Settings section → Patient History Settings Recommended inclusions for a home care service:

Patient Appointment (all visits)
Patient Encounter (all home visit records)
Vital Signs (blood pressure, blood sugar readings from each visit)
Lab Test (home blood test results)
Clinical Procedure (wound dressings and other procedures)
Observation (wound photos, mobility level, feeding ability)
Clinical Note (nurse notes from each visit)
Diagnostic Report (compiled medical reports)

Enabling all of these ensures the care team can see a patient’s complete story at a glance.

Summary of Recommended Settings for Home Care

Setting	Value
Appointment Confirmation SMS	ON
Appointment Reminder SMS	ON, 2 hours before
Lab Test Approval Required	ON
Show Payment Popup	ON
Link Customer to Patient	ON
Validate Nursing Checklists	ON
Allow Discharge Despite Unbilled	OFF
Enable Free Follow-ups	ON (if applicable)
Send Registration Message	ON

Troubleshooting

Confirmation SMS is not being sent when a visit is booked Check that Appointment Confirmation is turned ON in Healthcare Settings and that the Confirmation Message text field has content. Also check that the patient’s mobile number is entered on their Patient record. Blood test results are being shared with patients before the doctor has seen them Turn ON “Do Not Print or Email Lab Tests Without Approval”. Ensure at least one user has the LabTest Approver role assigned to their account. The home visit fee is not auto-filling when creating an invoice Check that the Out Patient Consulting Charge Item is set in Healthcare Settings and that the appointment type has a billing item linked to it. A patient’s nursing tasks are not required to be completed before ending the visit Turn ON “Validate Nursing Checklists” in Healthcare Settings and ensure the Nursing Checklist Template is linked to the relevant procedure templates.

Scheduling Visits: Notification settings directly affect confirmation and reminder messages
Laboratory: Lab approval settings determine when results are shared with patients
Billing and Finance: All billing rules are set here
Nursing Care: Nursing checklist validation settings apply to procedures

Home Care Services

Dental Clinic

Diagnostic and Scan Centre

Eye Care Center

General Clinic

Rehabilitation Center

Opening Healthcare Settings

Section 1: Patient Registration

Section 2: Notifications (SMS Messages)

Section 3: Lab Configuration

Section 4: Billing

Section 5: Free Follow-ups

Section 6: Inpatient Settings

Patient History Settings

Summary of Recommended Settings for Home Care

Troubleshooting

​Opening Healthcare Settings

​Section 1: Patient Registration

​Section 2: Notifications (SMS Messages)

​Section 3: Lab Configuration

​Section 4: Billing

​Section 5: Free Follow-ups

​Section 6: Inpatient Settings

​Patient History Settings

​Summary of Recommended Settings for Home Care

​Troubleshooting

​Related Features

Opening Healthcare Settings

Section 1: Patient Registration

Section 2: Notifications (SMS Messages)

Section 3: Lab Configuration

Section 4: Billing

Section 5: Free Follow-ups

Section 6: Inpatient Settings

Patient History Settings

Summary of Recommended Settings for Home Care

Troubleshooting

Related Features