The General tab holds all the basic information about the Practice, including Company Profile, Skins, Custom Word Forms & Company Logo. This screen can be accessed via Setup > Configuration.

Most of the fields under Company profile are purely information fields & are not compulsory.

There will be occasions when iPracticeHub will want to send notifications to you. For example, software upgrades, system maintenance. As a default, the main Administrator will be emailed. This will be the email address that was originally supplied when iPracticeHub was set up. However, if you would like additional staff members to be notified, the Company Email field & Contact Email field can be used.

We recommend at least one backup email address is entered.

iWorkflow Alert Email addresses are also entered in the Configuration screen. When a new Workflow/Task is received/entered into iWorkflow, an email is sent to the responsible Users to notify them that a Workflow/Task needs to be allocated.

Multiple email addresses can be entered by placing a semi colon (;) to separate the email addresses.

You can change the look of iPracticeHub by selecting an alternate skin. If you know the HEX colour you can enter it in the Current Skin field.

Custom Word Form gives the practice the ability to specify what information they wish to collect when a new Task is created in iWorkflows. Multiple forms can be uploaded.

The Default form collects basic information, however, some practices have internal systems that require specific information to be recorded & a Custom Word Form allows this customisation. Refer to Creating a Custom Word Form for instructions on how to do this.

Once the Form has been created, it is as simple as Dragging & Dropping the word document into the Custom Word Form pane.

If the Custom Word Form is to be replaced, the original form must be deleted first. Click on the x at the top right-hand corner to delete.

A Microsoft Word document containing Header and Footer details can be placed in this area, which will then be automatically applied to letters when downloading them from ATO SmartDocs. Simply drag a drop the template (*.docx file) containing the Header and Footer details to the Letter Template area.

Note that any images in this document need to be in either the Header or the Footer and cannot be placed within the body of the letterhead.

The Company Logo will appear in the top right-hand corner of the screen.

File types accepted are ".ico", ".jpg", ".png", ".bmp", ".gif", ".jpeg", ".tif". The preferred file size is w180px x h90px, however if the file is larger it will be resized.

The file is uploaded by dragging & dropping into the Company Logo pane.

If the Company Logo is to be replaced, the original logo must be deleted first. Click on the x at the top right-hand corner to delete, as well as the top of the email that is sent out to clients.