Customizing reports, forms, fields, layouts, and appearance settings.
You can add custom fields to the editor for Patient, Staff, Contacts, etc. To do this: Open up the editor/record (Patient/Staff/Contact etc.) Click the DESIGN tab at the top Now click ENTER DESIGN MODE You will see a button called ADD FIELD Click this and select the field you want to use Give the field […]
You may find that some grids have more information than you need and that you wish to simplify the layout by hiding some of the unwanted columns. There are a couple of ways that you can do this. Method 1 Right click on the column header you wish to hide Select Hide This Column Repeat […]
Click the three bars at the top-left of the report (circled in red). In the menu that appears, find the “Measure Units” option and select “Tenths of a Millimetre”. On the right-hand side, look for the Properties panel. Locate the “Paper Kind” field and open the dropdown menu. If you can’t see this field, go […]
You can disable the sounds by adding the “/nosound” parameter to your ClinicOffice shortcut. To add the parameter please do the following: Close down ClinicOffice Right-click on the ClinicOffice shortcut on your desktop (the one which you usually use to launch the program) Click Properties Click in the TARGET box, move the cursor to the […]
If a pop-up message doesn’t appear (for example, the message you receive when you have an appointment scheduled outside of regular working hours), then you can switch it back on. Under the View tab click Program Settings. Then under the User Settings tab you have a list of Optional Messages, which you can turn on or […]
The grids in ClinicOffice are very versatile. You can swap columns around, resize them, apply filtering and so forth. After making all these changes, you will probably want to SAVE the edited grid layout. Here’s how to do this :- After changing the grid layout, click Grid Options which is located to the top right […]
Surprisingly, many users don’t seem to be aware of the SORTING and GROUPING functionality that is available in ClinicOffice.
Clinic Names and Addresses can be accessed as follows :- Click the View tab Click Program Settings Go to the Clinic Settings tab Select the appropriate Clinic and click the Edit Clinic Address button You can now edit your Clinic’s address and the new address will appear on all the appropriate Reports & Templates. As an alternative, […]
To update the format of a particular date field please follow the instructions below. Click on the Reports and Templates button at the top of ClinicOffice. Right-click on the layout report (i.e. Invoice report), and select Design Report. A new window will open up allowing you to edit the Report/Template, left-click on the label which […]
Sometimes you may accidentally make unwanted changes to a form layout and then decide you would like to restore a previous layout. Fortunately, ClinicOffice makes automatic backups of your form layouts whenever you change them. Here’s what to do :- [1] Click TOOLS | FORM DESIGNER [2] Select the Form in question and click DESIGN […]
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