> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Healthcare Settings
> The master configuration record for the Rehabilitation Center system - control fees, notifications, billing rules, lab approval, and system-wide defaults from one place.
Healthcare Settings is where the system administrator controls how the entire Rehabilitation Center system behaves. It is a single record that applies to the whole center. Changes here take effect immediately across all modules.
***
## Before You Start
* You must have the **Healthcare Administrator** or **System Manager** role.
* Go to: Healthcare workspace → Settings card → **Healthcare Settings**
***
## Section 1: Registration
| Setting | What It Does |
| ------------------------------------ | --------------------------------------------------------- |
| Collect Fee for Patient Registration | Turn on to charge patients when they are first registered |
| Registration Fee | The amount to charge for new patient registration |
| Registration Item | The billing item used for the registration charge |
***
## Section 2: Outpatient and Follow-up Rules
| Setting | What It Does |
| ------------------------------------------ | ------------------------------------------------------------------- |
| Valid Number of Days | The number of days a paid consultation fee covers follow-up visits |
| Enable Free Follow-ups | Turn on to allow free follow-up visits within the valid days window |
| Number of Patient Encounters in Valid Days | How many free follow-ups the patient gets within the valid period |
| Out Patient Consulting Charge Item | The billing item used when charging outpatient consultations |
***
## Section 3: Inpatient Settings
| Setting | What It Does |
| ---------------------------------------------------- | ---------------------------------------------------------------------------- |
| Inpatient Visit Charge Item | The billing item used when a doctor visits an inpatient |
| Allow Discharge Despite Unbilled Healthcare Services | If on, patients can be discharged even if some services are not yet invoiced |
| Do Not Bill Patient Encounters for Inpatients | If on, inpatient consultation visits are not separately charged |
***
## Section 4: Lab and Diagnostic Settings
| Setting | What It Does |
| ------------------------------------------------- | -------------------------------------------------------------------------------- |
| Do Not Print or Email Lab Tests Without Approval | If on, results cannot be sent to patients until a LabTest Approver approves them |
| Create Lab Test(s) on Sales Invoice Submission | If on, a Lab Test record is created automatically when the invoice is submitted |
| Create Sample Collection for Lab Test | If on, a Sample Collection document is auto-created when a lab test is created |
| Create Observation(s) on Sales Invoice Submission | If on, Observation records are created when the invoice is submitted |
| Default Code System | The medical coding standard used by default (e.g., ICD-10) |
***
## Section 5: Billing and Service Request Rules
| Setting | What It Does |
| ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------ |
| Process Service Request Only If Billing Status Is Paid | If on, therapy and lab orders are not processed until the patient has paid |
| Show Payment Popup | If on, a payment collection box appears at key moments (registration, appointment, etc.) |
| Link Customer to Patient | If on, a customer record (for billing) is automatically created or linked when a patient is registered |
***
## Section 6: Notifications and Reminders
| Setting | What It Does |
| -------------------------------- | ------------------------------------------------------------------------ |
| Send Registration Message | Whether to send an SMS/message when a patient is first registered |
| Registration Message | The text of the registration message |
| Send Appointment Confirmation | Whether to send a confirmation when an appointment is booked |
| Appointment Confirmation Message | The text of the confirmation message |
| Avoid Confirmation | If on, skip confirmation for direct (walk-in) bookings |
| Send Appointment Reminder | Whether to send a reminder before the appointment |
| Appointment Reminder Message | The text of the reminder message |
| Remind Before | How far in advance to send the reminder (e.g., 01:00:00 = 1 hour before) |
| Result Printed Message | SMS text to send when a lab result is printed |
| Result Emailed Message | SMS text to send when a lab result is emailed |
***
## Section 7: Nursing and Compliance
| Setting | What It Does |
| --------------------------- | ------------------------------------------------------------------------------------- |
| Validate Nursing Checklists | If on, nursing checklists must be completed before a therapy session can be submitted |
***
## Section 8: Accounts
| Setting | What It Does |
| -------------------------------------- | --------------------------------------------------------------- |
| Income Account | The income account for healthcare services (linked per company) |
| Receivable Account | The receivable account for patient billing (linked per company) |
| Employee Name and Designation in Print | Show the lab technician's name and title on printed lab reports |
| Custom Signature in Print | A custom text or signature block for printed documents |
***
## Field Guide: Healthcare Settings
| Field | Type | What It Controls |
| ----------------------------------------- | -------- | ------------------------------------------- |
| Collect Registration Fee | Toggle | Registration fee on/off |
| Registration Fee | Currency | Amount to charge |
| Valid Number of Days | Number | Free follow-up window in days |
| Enable Free Follow-ups | Toggle | Follow-up fee waiver |
| Max Visits | Number | How many free follow-ups in the window |
| Inpatient Visit Charge Item | Link | Inpatient doctor visit billing item |
| Lab Test Approval Required | Toggle | Mandatory approval before releasing results |
| Show Payment Popup | Toggle | Payment collection prompt |
| Send Appointment Confirmation | Toggle | Confirmation message on booking |
| Appointment Confirmation Message | Text | The confirmation message content |
| Send Appointment Reminder | Toggle | Reminder message before appointment |
| Appointment Reminder Message | Text | The reminder message content |
| Remind Before | Time | How early to send the reminder |
| Validate Nursing Checklists | Toggle | Enforce nursing task completion |
| Allow Discharge Despite Unbilled Services | Toggle | Discharge without full billing clearance |
| Process Service Request Only If Paid | Toggle | Block service until payment confirmed |
***
## Recommended Settings for a Rehabilitation Center
| Setting | Recommended |
| ------------------------------------------------ | ------------------------------------------------------------------ |
| Send Appointment Confirmation | On |
| Send Appointment Reminder | On (set to 24 hours or 2 hours before) |
| Do Not Print or Email Lab Tests Without Approval | On (protects patient safety) |
| Enable Free Follow-ups | Optional (depends on your pricing model) |
| Process Service Request Only If Paid | Optional (depends on whether your center requires upfront payment) |
| Show Payment Popup | On |
| Validate Nursing Checklists | On if nursing compliance is important |
| Allow Discharge Despite Unbilled Services | Off (ensures billing is complete before discharge) |
***
## Troubleshooting
**Appointment reminders are not being sent**
Check that "Send Appointment Reminder" is on and that "Remind Before" is set. Also verify that the patient's mobile number is correct. SMS delivery also depends on the SMS gateway configuration (ask your system Admin).
**Lab results are being emailed without approval**
"Do Not Print or Email Lab Tests Without Approval" must be on. If it was recently turned on, existing approved tests are not affected.
**The payment popup is not appearing**
Turn on "Show Payment Popup" in this settings record.
**A patient was discharged with unpaid services**
"Allow Discharge Despite Unbilled Services" may be on. Turn it off to prevent this in future.
***
## Best Practices
* Review Healthcare Settings when the center first goes live and whenever a new service type is added
* Turn on appointment reminders as early as possible - reduced no-shows are worth the initial setup time
* Enable lab approval to protect patient safety - an unapproved result that is accidentally sent can cause serious harm
* Document any changes to Healthcare Settings in your change log so future administrators understand why settings are the way they are
***
## Related Features
* [Appointments](/health-wellness/rehabilitation-center/appointments): Appointment confirmation and reminder settings affect this
* [Laboratory](/health-wellness/rehabilitation-center/laboratory): Lab approval settings are configured here
* [Billing and Finance](/health-wellness/rehabilitation-center/billing-finance): Most billing rules are set here
* [Inpatient Management](/health-wellness/rehabilitation-center/inpatient-management): Discharge and inpatient billing settings are here