Gist Clinic provides centralized settings that allow authorized administrators to configure how the organization operates.
Settings are permission-controlled and may not be available to every user.
General Settings
General Settings control organization-wide information and display preferences.
They include areas such as:
- Organization branding
- Organization logo
- Site timezone
- Date format
- Portal time display
Financial Settings
Financial Settings control the financial options used throughout the platform.
They include:
- Base currency
- Available payment methods
The current standard payment methods include:
- Cash
- Credit / Debit Card
- Bank Transfer
- Wallet Transfer
Appointment Settings
Appointment Settings control important scheduling policies.
These include:
Waiting List
Configure the maximum number of Waiting List entries permitted per slot.
No Show
Configure:
- Whether penalties are enabled
- Penalty percentage
- Whether authorized users can waive the penalty
Late Cancellation
Configure:
- Cancellation window
- Whether penalties are enabled
- Penalty percentage
- Whether authorized users can waive the penalty
Clinical Settings
Clinical Settings currently include the site-wide:
Session Note Lock Period
The default is:
15 days
New Session Notes use the configured lock period to determine their locking deadline.
Changing this setting affects new notes rather than changing the established deadline of existing notes.
Notification Settings
Notification Settings provide configuration for the platform’s notification foundation.
Current email-related areas include:
- Email Configuration
- Appointment Email Notifications
- Email Log
Appointment email events can include:
- Appointment Created
- Appointment Confirmed
- Appointment Rescheduled
- Appointment Cancelled
- Late Cancellation
- Appointment Reminders
Important
Only authorized users should change organization-wide settings.
Changes to operational settings may affect future appointments, clinical workflows, financial behavior, or communications.