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Results for “forms” — 20 results

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Step 4 — Adding your first products and services

Create the items that will populate your sales and purchase forms.

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Enabling multi-currency

Turn on multi-currency support for your business to work with multiple currencies.

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FAQ: Managing the Chart

Answers to common questions about creating, organizing, and maintaining your chart of accounts.

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Creating and editing accounts

Add new accounts to your chart or update existing ones.

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Managing the lab test catalog and normal ranges

Add lab tests to your catalog and set their reference ranges so results can be interpreted correctly.

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FAQ: Patients

Quick answers to common questions about patient registration and management.

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Choosing a theme and font size

Customize the look and readability of Usystems with light, dark, or auto themes.

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Case details and custom fields (extra fields)

A reference guide to standard and custom fields that appear on a medical case.

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FAQ: Common POS Problems

Quick answers to the most frequently asked questions about point-of-sale operation and troubleshooting.

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Template types: A4, A5 prescription, 80mm receipt, queue ticket, diagnostic report

Reference for each template type, its size, and which documents it applies to.

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Importing products from Excel/CSV

Bulk-upload products from a spreadsheet to save time on data entry and manage large product catalogs.

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Missing account errors (receivable/payable/cash not set)

Fix account configuration errors that block cash purchases.

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Currency and conversion-rate problems

Solve currency mismatches and exchange rate errors in cash purchases.

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Receptionist / Front Desk: daily workflow

Manage patient check-ins, queues, and clinic flow from opening to closing.

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Pages are loading slowly

Diagnose and fix slow page load times in Usystems.

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FAQ: Inventory Reconciliation Report

Quick answers to common questions about running and using the reconciliation report.

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Chart of accounts: structure and account types

Understand how accounts are organized and what each type represents.

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Setting Up Your Workspace

Learn how to configure your USystems workspace so your team can start managing patient and billing data right away.

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Editing and deactivating vendors

Update vendor information or temporarily disable a vendor without losing their history.

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Setting your personal language and appearance

Choose the language and theme for your Usystems interface to match your preference.