Category: General Settings

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Accounts – Bill Numbering: fixed text, start number and a token-built format, with a live preview of your next bill number. Design how invoice numbers are built. Set a Bill Fixed Text (up to 10 characters, e.g. your initials), a Bill No. Start (the first number in the sequence — locked once a bill exists)…

Clinic security & access control

Aug 19, 2026

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Clinic Security on the General page: choose Open Access or restrict logins to specific IP addresses. Clinic security controls where your team can log in to CAPS28. It lives in the Clinic Security section of the General page and is one of the most important settings for protecting patient data. Two access modes Open Access…

Dashboard Refresh

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Dashboard Refresh: pick an auto-refresh interval (1–15 minutes, or never) for the dashboard. Set the dashboard to auto-refresh every 1–15 minutes (or never), then Update — handy for a front-desk or reception screen that should always show the latest waiting room and appointments without anyone pressing reload. The setting lives under General settings and applies…

General settings & branding

Aug 19, 2026

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The General page: clinic profile and logo at the top, with settings for tooth numbering, bill numbering, dashboard refresh, clinic security and WhatsApp below. The General page holds your clinic’s identity and the practice-wide preferences that touch every screen. It opens with your profile card — logo, name, address, phone, fax, email and website —…

Tooth Numbering System

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Tooth Numbering System: pick Universal or FDI — the choice applies to every tooth chart across the app. From General settings, choose Universal or FDI (Federation Dentaire Internationale), then Update. This drives the tooth chart everywhere in CAPS28 — treatment planning, radiographs and lab orders — so set it to match how your team charts.

WhatsApp Integration

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