Search

Results for “profile” — 20 results

ARTICLE

Editing your profile and photo

Update your name, contact details, and profile picture in your Usystems account.

ARTICLE

Opening a case from the queue or patient profile

Get a patient checked in and start recording their medical encounter.

ARTICLE

FAQ: Profile Details

Answers to common questions about managing your Usystems profile and account settings.

ARTICLE

Setup wizard overview: the six steps

A complete roadmap of the initial setup process, from company profile to admin user creation.

ARTICLE

FAQ: Working with Cases

Answers to common questions about creating, editing, and managing medical cases.

ARTICLE

Editing and deactivating customers

Update customer details or mark a customer as inactive when they stop ordering.

ARTICLE

Managing your personal notification preferences

Create and control rules for system events to receive notifications on your preferred channels.

ARTICLE

FAQ: Balance Problems

Quick answers to common questions about customer, vendor, and account balances.

ARTICLE

A vendor balance looks wrong

Diagnose and fix an inaccurate vendor account balance in Usystems.

ARTICLE

Receipt prints without the shop header

Fix missing business name, logo, or contact details on printed receipts.

ARTICLE

WhatsApp notifications

Receive instant alerts and messages through WhatsApp for your business events.

ARTICLE

Understanding contact balances: receivable, payable and advances

Learn how Usystems tracks what your customers owe you and what you owe your vendors.

ARTICLE

A customer balance looks wrong

Diagnose and fix an inaccurate customer account balance in Usystems.

ARTICLE

Not receiving notifications

Diagnose why you are not seeing alerts and fix common delivery issues.

ARTICLE

FAQ: Creating & Managing Customers

Quick answers to common questions about customer records and customer-related settings.

ARTICLE

Importing employees

Add your entire employee roster to the HR module from a spreadsheet.

ARTICLE

Viewing and printing a statement of account

Generate a statement showing all transactions and the balance owed by or to a contact.

ARTICLE

Settings explained: Company information

Your legal name, logo, contacts, and business identity.

ARTICLE

Changing your username or email

Update your login username or email address associated with your Usystems account.

ARTICLE

Setting the fiscal year start

Configure when your company's financial year begins for accounting and reporting.