Customizing your Ilara HMIS organization's account

Open the admin panel

Start with the organization settings. Here you could edit the Name of your organization and the physical address if not correctly presented. Add a logo for branding purposes. The uploaded logo will appear in documents generated on the Ilara HMIS.

Confirm default payment methods, edit them as per your preference or even add new ones using the **add payment method** button

To edit an existing payment method. Click on 3 dots next it to open its list of actionable items.

Click "Edit payment method"

Edit as per your need.

Click "Confirm" to save the edits or discard to cancel the operation

Manage roles and permissions specifying level of access to the roles staffs will be assigned. Simply select a role to edit.

Ensure to save changes if made. Navigate to branch management to proceed with more customizations.

Click on the 3 dots of your organization's branch to open the list of actionable items.

Click "Edit"

Edit your branch details providing details not captured and editing wrongly captured.

Click "Preview thermal receipt" to have a glimpse of how your thermal receipts will look like.

Click "Cancel" to go back.

Click "Preview regular receipt" to have a glimpse of how your A4 generated receipts will look like.

Click "Cancel" to go back

Click "Add new invoice recipient"

Enter the name of an invoice receipt you will need to generate invoices to

Enter the invoice recipient's additional details like address.

Click "Confirm" to add the invoice recipient