Appointment reason:
Appointment reasons allow for creating appointments in the system and organizing your work. Duration, Color and Outcomes can be modified at any time. You can also create more reasons and even completely replace them with ones closer to your needs.

Appointment Statuses

Appointment statuses will allow you to manage your appointments by applying a status to them. You will be able to mark appointments as completed and even make then non-editable based on status, for example ‘Completed’ can have Lock Appointments status changed to Yes (checkbox marked) which will mean they are no longer editable.

Outcomes:

Appointment outcomes will allow you to manage the results of your appointments for future tracking. The default ones cover all of the most common scenarios. You can add more or remove the not needed one at any moment.

One default user will also be created alongside the Auditdata admin user, the remaining user can be added during the configuration period.

Those configurations will allow you to book your appointments and track them. Standard Cancellation Reasons will also be present in the system, to make sure full process of scheduling can be followed.

Existing configurations are also enough for setting up 3^rd party integrations with SMS services.

In Manage, you will have the ability to store electronic versions of documents directly on the patient records. You will also have the ability to attach attributes to them so that you can easily sort and find the relevant ones later:

Document Categories

Document Tags

Document Types

All of those configurations come with default choices; they can be added at any time, whether during the configuration period or later.

Within Manage there is a robust invoicing module that requires configuration.

Prefixes

Manage prefixes for invoices, Quotes and all other documents generated by the system are configured in a way that makes sure that the numbering will never repeat with any of your existing invoices – it will contain both the document type prefix as well as location code indicator and nine digits, ensuring absolute uniqueness of the numbering system.

Payment/Refund methods

Manage allows you to track not just the products and serial numbers of them, the warranty periods but also the type of payment received. The system will come equipped with a default list that can be expanded if needed.

Credit note/Exchange Reasons

Manage allows you the ability to also track the reasons why patients return their hearing aids or why you might have needed to exchange them for a different item.

Manage has an advanced Inventory module. The default configuration will include things like:

Battery Types

Product Categories

Thise are fixed values, not editable:

Repair Reasons

Repair Order Statuses

The above-listed categories will come with default choices, like with the previously mentioned configuration, those can be expanded at any time.

The Product Catalog, Manufacturers, and Suppliers will be configured during the configuration period. You can choose to create those records manually or use an Import table to enter all your Product Catalog details, which will then be imported into Manage.

Manage has a task module that allows you to create electronic tasks to track tasks such as the need for a follow-up call to a patient and reminders about recalls.

To be able to do that, there are two configurations in the system:

Statuses

Categories

Both are configured with standard choices; you can expand them to meet your needs.

In Manage, you have the ability to create surveys which then can be filled out and added to the patient record fully electronically, allowing you the ability to go paperless. The surveys also work well with all kinds of touchpads so your patients can even sign them electronically. You will start with a list of default surveys such as Wax Removal consent and History, Medical History, COSI and you can add more at any time yourself

There is a whole host of additional configurations that you can use to customize your system to your specific needs, including specific Discounts, Mandatory Fields, Consent expiration dates, Additional Fields to track unique data, appointment tags and many others. You will have access to e-learning courses and configuration guide document to help you in your journey.

Our solution is managed through Azure UK cloud. Further specifications of Azure accreditation can be found here: https://docs.microsoft.com/en-us/compliance/regulatory/offering-home       

Our software is hosted on Microsoft Azure, one of the most secure hosting platforms in the world, and we adhere to the highest global safety standards, including ISO certification. We also offer advanced security features like Azure AD 2-factor authentication.

Yes, our software offers extensive configuration options to help you tailor the platform to your specific requirements.

Our software includes automatic data backups to ensure your clinic's data is always protected in the event of an outage or other disruption.