Setting
Duplicate Insurance Details
Go to 'Settings' Under Registration select 'Insurance' Find the insurance you want to duplicate and click on the pen 'edit' icon under insurance details click on the button 'duplicate' click on 'ok' Create new insurance by clicking onto the 'create' ...
Add new insurance policy for all medication or individual medication
Go to 'Settings' Under Registration select 'Insurance' Click on 'create' button to create new company Enter in the insurance details, a company is required in order to make insurance see helpdesk link -> here insurance can either cover all items ...
Add new insurance company
Go to 'Settings' Under Registration select 'Company' Click on 'create' button to create new company Enter in the company details click on 'save' to save changes
Add new or Edit existing Doctor Room
Go to 'Settings' Under Queue select 'Queue Status' doctor with no doctor room will have 'room name' text field Doctor with a room will have the room name, click and edit accordingly click on 'save' to save changes
Edit queue status color
Go to 'Settings' Under Queue select 'Queue Status' Click on each view to change Edit color under 'color' you can use the link below it to choose your color, then click 'save'
Set Tax as Default for all invoices
Video Tutorial Go to 'settings' under the 'sales' tab 'tax' page make sure there is no existing set default tax or an error will be shown to deactivate it, go into the edit tab and toggle off 'default' save to update changes find the tax rate in the ...
Add / Change Document Reference Number
Video Tutorial Click on ' Setting ' Under ' administrative ' go to ' Document Ref No. ' To add click on ' + Create ' To edit click on the edit icon Edit doc ref type, prefix, default, sequence and length List of Document reference types Example of ...
Setup print server
Video Tutorial Download JSPrinterManager Client App here . Select the Unified installer for Windows 32/64 bit Open the setup wizard, click next, and Finish After installing JSPM App, there will be a JSPM_CA.CER file under ...
Add new vaccination plan
Video Tutorial Click ' Setting ' Under Catalogs , select ' Vaccination Plan ' Click ' Create ' Enter vaccination plan details and save . New vaccination plan will be shown
Add new payment method
Video Tutorial Click ' Setting ' Under Sales , select ' Payment Method ' Click ' Create ' Enter payment method name, description, and save . New payment method will be shown
Setup visit purpose
Video Tutorial Click ' Setting ' Under Queue , select ' Visit Purpose ' Click ' Create ' Enter code, description, and save . New visit purpose will be shown
Setup tax rate
Video Tutorial Click ' Setting ' Under Sales , select ' Tax ' Click ' Create ' Enter tax code, tax rate, and save . New tax rate will be shown
Popular Articles
HSSE Inspection
A. Conduct HSSE Inspection by Inspector (HSSE) Login to CTMS Click on the Conduct HSSE Inspection menu Click the + (plus) button on the Inspection list Fill in the required information, Organization, Function, Designation, Remark if needed, Start ...
Assign/unassign worker to Project
1. How to Assign a worker to Project When you want to include a worker's name in the list of Toolbox Meeting Form, you must assign the worker to the project first. Login to CTMS as an Administrative or Project Admin user. Click on Project Setup, then ...
CTMS Release notes v2.6.12
Thursday, 30 March 2023 What's New? A. HSSE Inspection Update Can delete individual findings (draft) Findings with any status (submitted not draft) can be voided with reasons Users who can void the finding are users with Project Role Inspector ...
01. Getting Started
To use CTMS as a user you need a few things to prepare Google Authenticator Telegram Chrome Browser Google Authenticator Google Authenticator is a software-based authenticator by Google that implements two-step verification services using the ...
02. How to Login CTMS
Update New No Need select company Able login with Email or Login Name A. Desktop Login Access CTMS through your browser Input your email or login name Login with email Login with login name Please note, Login name and email can be very different. ...