Overview of Settings

  This article is an overview of every tab in the Settings page.

Basic information on every tab on the Settings page

Note: To view and change your practice's settings, you must have the 'relevant editing permissions for all settings.

Select a section from the list below to find out more about it:


General

Roles

Users

Locations

Availability

Access groups

Medical settings

Lab settings

Online booking

SMS & email templates

Patient settings

Invoice and payment

Label settings

Letter templates

Consultation templates

Questionnaires

Integrations


General

From here, you can change the basic details and settings of your practice:

  • Clinic details: The name of your practice

  • Outgoing email: The email addresses from where all outgoing practice communications are sent

  • Allow secure sharing: Set the level of security that is required for patients and contacts to access shared documents.

  • Share and email: Enable or disable sharing of various documents across your practice

  • SMS settings: Set the name that will appear on SMS messages sent by your practice. For more information, see here.

  • Incoming email: The email addresses that will be alerted when an online booking or questionnaire is completed

  • Currency: The form of currency that your practice will use. Product pricing, patient invoices, etc will all display this chosen currency

  • Video Consultation: For more information, see here.

  • Logo: Change your practice's logo*. This logo can then be inserted into letters, forms, emails, etc.


Roles

Roles determine the different permissions that users in your practice have to view and edit settings.

For more information, see here.


Users

Create, edit, and delete users for your practice. Users are the people who have access to Semble, such as clinicians who want to manage bookings. Every user has a role assigned to them that determines their permissions to view and edit settings.

For more information, see here.


Locations

Create, edit, and delete locations for your practice. Different locations can be linked to different products and clinicians. Locations can also have individual rooms added to them that can also be uniquely set up.

For more information, see here.


Availability

From here, you can set the appointment availability periods of your locations, rooms, and clinicians.

For more information, see here.


Access groups

An access group is a group of patient or contact records on Semble which you can assign users to. Only the assigned users will be able to see these specific records.

For more information, see here.


Medical settings

There are a variety of settings here:

  • Patient summary: Choose which summary categories you want to be available on patient records

  • Consultations: Configure consultation note settings, and choose which record types you want to be available in consultation notes

  • Prescriptions: Configure prescription settings, and add footers to prescription labels

  • Labs: Choose whether to default the sample date of labs to the date that they are issued.

For more information, see here.



Lab settings

View and link your Semble with registered private laboratories. When linked, you can set up a direct link for submission of lab tests and for receiving results.

For more information, see here.


Online booking

Set up online booking forms for your practice. Online booking allows patients to book themselves into appointments based on the availability of your clinicians.

For more information, see here.


SMS & email templates

Configure your templates for appointment confirmations, reminders, follow ups and cancellations.

For more information, see here.


Patient settings

Set up different types of ID numbers for patients. When set up, patients can have unique identifiers such as their NHS number assigned to their records.

For more information, see here.


Invoice and payment

Configure how you want your practice to generate invoices and take payments from patients:

  • Invoice: General settings for your practice's invoicing, such as how long users can edit invoices for

  • Invoice details: Choose which details are automatically generated on patient invoices

  • Payment terms and bank details: Enter the payment details that you want your patients to pay their invoice to. These details will appear on all invoices

  • Payment Types: The list of accepted payment methods for your practice. Click add payment type at the bottom of the page to add a new payment method

For more information, see here.



Label settings

Categorise your patients and products in Semble with digital labels. When set up, you can add a label to a patient or product on their page, and then search for them using that label.

For more information, see here.


Letter templates

Create fully customisable letter templates for your practice. Letters can be made for anyone, and can be sent either as a PDF, or printed out as a physical copy.

For more information, see here.


Consultation templates

Create consultation templates for clinicians. Consultation templates prompt clinicians to ask patients a certain set of questions during their appointment.

For more information, see here.


Questionnaires

Create questionnaires such as pre-consultation forms and consent forms, which clinicians can send to patients before their appointment.

For more information, see here.


Integrations

Link Semble to other programs:

Xero: A cloud-based accounting software platform. For more information, see here.

Heidi: An AI-powered medical documentation tool designed to streamline note-taking and transcription for healthcare professionals. For more information, see here.

Semble Pay: Payment processing software powered by Stripe. For more information, see here.

Stripe: Payment processing software. For more information, see here.

Healthcode: Practice management software. For more information, see here.

OneWelbeck: A private practice based in London. When integrated, Semble can receive images from external lab results, and securely share bookings with the Compucare database. For more information, see here.

Top Doctors: A platform that connects patients with leading medical specialists for private healthcare consultations and treatments. For more information, see here.



Note: You may have to request access to some of these integrations before you attempt to add them to Semble. For more information, contact our Customer Support team at support@semble.io