Advanced settings - Dentolize & Medicolize University

Go to Settings → Clinic → Advanced. Only users with every permission (the Owners group) can open this tab. Change what you need and click Update at the bottom. The button stays greyed out until you change something. Changes apply right away for you; other users get them the next time their page reloads.

⚙️ General

Option	What it does	Default
Confirm before sending SMS	Before an automatic message goes out, staff are asked “send message?” and can skip it. It applies to every automatic message: appointment changes, payments, invoices, quotations, prescriptions, forms, lab orders and new patients. Only events with an active message template ask. When off, messages are sent automatically.	Off
Allow Delete	Allows permanently deleting insurance companies, policies, labs, suppliers and treasuries that already have records, and inventory items. When off, these can only be disabled.	Off
All transactions must have a treasury connected from branch settings	Every payment, expense and income must go into a treasury. If no treasury is chosen and the branch has no default treasury, saving is blocked. Monthly expenses without a treasury are skipped. Online payments are not affected.	Off
Date Format	How dates are shown in date fields across the app and inside messages (for example 14 Sep 2021 or 14/09/2021). Printed documents use the date format in Print settings.	DD/MM/YYYY

Allow Delete can’t be undone: deleting an insurance company, lab or supplier deletes its records too. Keep it off unless you need it.

🧑 Patients

Option	What it does	Default
Required Fields for Patient Form	Fields that must be filled in when adding or editing a patient, for example Email, Birth Date, Gender or National ID. They’re also required on the patient’s QR self-registration page, and before a pending patient gets a file number.	None
Patient Fields for QR Code Page	Which fields patients see when they register themselves by QR code or link. Staff always see every field.	Birth date, gender, address, job, second phone
Allow Temporary Patients	Adds a Temporary patient box to the new-patient form. A temporary patient gets file number 0 until a treatment or payment is added, so walk-ins don’t use up file numbers.	On
Pending Online Registrations	Patients who register themselves online get file number 0 until a staff member completes their file.	On
Force National ID Validation (For Egypt And Saudi Arabia)	Checks that the National ID has the right format for the patient’s nationality. When off, any text is accepted.	On

📅 Appointments

Option	What it does	Default
Cancellation Reason	Ready-made reasons offered when cancelling an appointment. Staff can pick one or type their own; a reason is always required.	None
Initial Appointment for Appointment Form	The status a new appointment starts with, for example Confirmed instead of Open.	Open
Hide Queue in Appointment QR-Code	Hides the patient’s turn number (how many people are before them) on their appointment QR page.	On
Dark Calendar Colors	Uses darker colors for appointment statuses in the calendar, dashboard and lab orders.	Off
Allow Patient to Confirm Appointment	Shows a Confirm button on the patient’s appointment QR page and in the WhatsApp bot. Only Open appointments can be confirmed.	Off
Allow Patient to Cancel Appointment	Lets patients cancel their appointment from the QR page and the WhatsApp bot.	Off
Force New Appointment With Cancel	When staff cancel an appointment, the new-appointment form opens. The old appointment is cancelled only when the new one is saved, so every cancelled patient gets rebooked.	Off
Patient Access	When a new appointment is booked, gives the appointment’s doctor and assistants access to the patient. Replace old users keeps only them; Add to old users adds them to the people who already have access.	Not set

With Force New Appointment With Cancel on, appointments with no patient (for example blocked time) can’t be cancelled. Turn it off to cancel those.

🦷 Operations

Option	What it does	Default
Default Selected Operations in Chart	Which treatment statuses are selected automatically when you create an invoice from the chart.	Completed, In Progress
Alert before operation expiration pulses	For treatment packages (sessions), sends a notification this many days before a package expires with sessions left. Leave empty for no notification.	Empty
Minimum Required To Pay After Appointment	The Required To Pay percentage filled in on new invoices. Staff can still change it on each invoice.	100%
Confirm before operation actions	When a treatment would create prescriptions, forms or lab orders automatically, staff are asked first and can skip creating them.	Off
Prevent Auto Doctor Update	Normally, the doctor who changes a treatment’s status becomes its doctor (and gets its percentage). When on, the original doctor stays.	Off
Disable Automatic Inventory	Stops the inventory-usage window and the automatic stock deduction when a treatment is completed.	Off

🛡️ Insurance

Option	What it does	Default
Pre Auth.	The Pre Auth. number is required on invoices with an insurance share.	Off
Require Operations Pre Auth.	A Pre Auth. number is required when marking a treatment as approved by insurance.	Off
Prevent Pending Operations Status Change	For patients whose insurance needs approval, a treatment’s status can’t be changed until it’s marked Approved or Not Approved.	Off

See Insured patients for the approval steps.

📦 Inventory

Option	What it does	Default
Require Inventory Expiration Date in Purchase Orders	An expiry date is required when adding stock (purchases, positive adjustments and returns).	On
Alert Before Inventory Expiration With … Days	How many days before expiry branch stock shows as expiring, in alerts and the Dashboard’s Inventory tab.	0
Alert Before Master Expiration With … Days	The same for the master (main) storage.	0

🔳 QR Code Settings

Each box shows or hides the QR code (to share with the patient) on that kind of document: Prescription, Patient Form, Invoice (also payments and quotations), Chart, Patient Medical (also adds the medical history step to QR registration), Lab Order, Patient Encounter and Expenses. All are on except Chart. Show Clinic Logo inside QR Code puts your logo in the middle of the QR code; when off, the logo is shown above it.

✍️ Patient Signature

Option	What it does
Patient Required Forms	Forms every patient must sign, such as a general consent. Patients who haven’t signed them show a warning and a Fill required forms button. It doesn’t block anything.
Patient ID Required / Patient Name Required	The signer’s ID / name must be entered when signing a form.
Witness Required	A witness must sign after the patient.
Witness ID Required / Witness Name Required	The witness’s ID / name must be entered.

All are off by default. To create forms, see Templates.

🚫 Disabled Features

A ticked box hides that feature for everyone:

Lab Orders: hides lab orders from the side menu, the + menu, the dashboard and the patient file.
Encounters: hides encounters from the side menu, the + menu, the dashboard, the patient file and the questionnaire settings.

New dental clinics start with Encounters hidden; other clinics start with Lab Orders hidden.