Setup overview
The Setup menu, accessed using the Setup button in the main panel, allows users to change the application's configuration settings related to pricing and insurer coverage, referrer types, repair types, CareCredit integration, service plans, insurers, discount reasons, recall types, journal entry types, patient types, locations, marketing automation, audiometers, documents, templates, text snippets, scheduling, and user administration.
Access to modules in Setup is controlled through user privileges.
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