These settings are global and apply to the system irrespective of the location that you are currently using. The ‘Date Format’ and ‘Phone Format’ list boxes define how dates and phone numbers display in the software.
The ‘Commission formula’ drop-down determines the setting for commission calculations based on the retail or the cost of the item being sold. Commissions based on cost apply to gross and amount commission types only, not to the margin percentage commission type.
Check the ‘Add inventory to all locations’ checkbox if you have more than one location and keep the same inventory at all locations. If checked, inventory entered at one location will be entered in all other locations.
The ‘E-Prescribe Site’ is a unique customer number assigned by Insight Software. This can only be done by an Insight Software representative once you have executed an E-Prescribe Agreement with the company.
‘Procedure Code Pricing’ should be checked if you plan to setup the pricing for your inventory items based on the usual and customary pricing of the procedure codes that apply to them.
The ‘Tax on discount’ checkbox determines whether the system should calculate the sales tax before or after discounts are applied to an item. If the checkbox is checked, it will apply the tax before the discount is taken. If not, the discount will be taken before applying the sales tax.
Check the ‘Synchronize Patient Family Address and Home Phone’ checkbox to automatically synchronize patient family address and the home phone number with other family members.