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.

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.

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

Name

	

Active status

	

Transaction code

	

Action




CASH

			



MPESA

			



TIBA YAKO

			



M-TIBA

			



AIRTEL MONEY

			



TELKOM MONEY

			



NHIF

			

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

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.

Navigate to branch management to proceed with more customizations.\
Click "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.

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

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

Click "Add new invoice recipient"\
Enter the name and additional details like address.\
"Confirm" to add the 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 

Ilarahealth

This guide provides step-by-step instructions on how to customize your Ilara HMIS organization's account. It covers editing organization settings, adding payment methods, managing roles and permissions, editing branch details, formatting thermal and regular receipts, and adding invoice recipients. By following this guide, you can personalize your organization's account and ensure it meets your specific needs.

Customizing your Ilara HMIS organization's account