- Entity Custom Groups
- Payment Methods
- Standard Procedures
- Waiting List
You can customise DCM by adding your own detail to many of the database tables. In here is a list of Lookup tables for you to use as well as keep up to date. A number of these tables may not be relevant to you.
Click on the '+' sign next to the Category you want to expand the list for that category or subcategory.
Click on the '-' sign to close that particular category or subcategory.
Only add/edit these tables if you really know what you are doing. Making a change in here could impact on all client records.
Entity Custom Groups
- Select Entity Custom Groups to add Entity Groups
- Allocate this Group to the Entity in Utilities - Lookups - General - Entity Custom Group
- This results in:
- Listing all Entities in the Group together in the Calendar View
- Using the Entity Custom Group Category to run Reports