Organizing Global Settings for Stacked Accounts

Stacked Accounts allow you to determine certain elements and configurations that apply to all clinics and sub-clinics.

Each of the following settings can be configured to enable customization at the clinic level, or have the setting remain the same across all clinics:

• Master Patient Profile Template - Toggling this to Yes will make it so the same Patient Profile Template will be used for all patients across all Clinic Accounts.
• Uniform Patient Tags - Toggling this to Yes will make it so there are the same Patient Tags across all Clinic Accounts.
• Sharing Patients between Clinic Accounts - Toggling this to Yes will make it so that patients can be shared across different Clinic Accounts.

To learn more about the features above, please click on the links below to view their Help Article:

• Master Patient Profile Template
• Uniform Patient Tags