Customizing your Ilara HMIS organization's account | Scribe

    Customizing your Ilara HMIS organization's account

    • Software Subscriptions |
    • 8 steps |
    • 4 minutes
    1
    Open 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.
    Open 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.
    2
    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.
    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.
    3
    Click "Edit payment method" Edit as per your need. Click "Confirm" to save the edits or discard to cancel the operation
    Click "Edit payment method" Edit as per your need. Click "Confirm" to save the edits or discard to cancel the operation
    4
    Manage roles and permissions specifying level of access to the roles staffs will be assigned. Simply select a role to edit.
    5
    Navigate to branch management to proceed with more customizations.\ Click "Edit"
    Navigate to branch management to proceed with more customizations.\ Click "Edit"
    6
    Edit your branch details providing details not captured and editing wrongly captured.\ Click "Preview thermal receipt" and "Preview regular receipt" to have a glimpse of how your receipts will look like.
    Edit your branch details providing details not captured and editing wrongly captured.\ Click "Preview thermal receipt" and "Preview regular receipt" to have a glimpse of how your receipts will look like.
    7
    Click "Add new invoice recipient"\ Enter the name and additional details like address.\ "Confirm" to add the invoice recipient
    Click "Add new invoice recipient"\ Enter the name and additional details like address.\ "Confirm" to add the invoice recipient
    8
    Click "Save changes" to save your edits