Preferences

Preferences shape how the working screens behave. There are five pages under Administration → Preferences, each with its own Save button — save the page you are on before moving to the next.

Two of the pages are the practice's; the others are yours:

Page	Applies to
General	The whole practice
Front Desk	Your own sign-in only
Insurance	The whole practice
Transaction	The whole practice
SOAP Note	Your own sign-in only

Preferences need the Preference permissions; the Doctor role has them, the OfficeManager role does not.

General

One setting: the Visitometer — how ChiroPad counts a patient's visits, which drives the visit counter on the Front Desk and the diagnosis counter.

Option	Counts a visit when
Use transactions	A charge is entered for the date. Recommended for practices that bill through ChiroPad — the count then matches what was billed
Use SOAP notes	A SOAP note exists for the date. For clinical-only practices, or where charges are entered elsewhere

This applies to the whole practice, not just your own sign-in. Changing it changes every patient's count from the next time their record is opened.

Front Desk

Auto refresh: how often, in seconds, the Front Desk's Scheduled and Signed-In lists reload on their own so a workstation shows patients arriving without anyone pressing Refresh. Set it to 0 to turn auto refresh off. It takes effect the next time the Front Desk is opened, and it is your own setting — every user sets their own.

Insurance

Electronic Clearinghouse Settings — the login ChiroPad uses when the Insurance Manager uploads electronic claims.

Field	Notes
Clearinghouse	Gateway EDI or Claim 837P
User ID, Password	Issued by the clearinghouse. Both are required to save
EDI Website	The upload address
Sender Id, Receiver Id, Port No	Claim 837P only — they are ignored for Gateway EDI

The password is stored encrypted. Change it here whenever the clearinghouse changes it, or claim uploads will start failing silently.

Transaction

Card payments, in two sections. Both are practice-wide and both have a Test Connection button — use it after saving.

Card Processing — card payments keyed on the Transactions screen, processed by Global Payments:

Field	Notes
Global Payments App ID, App Key	The merchant credentials for this clinic. The key is stored encrypted and never shown again
Merchant country	The country the merchant account is registered in
Hosted fields token lifetime	How long, in seconds, the card entry form stays valid
Use the production environment	Off while testing. On means real cards are charged

Card Terminal — card-present payments on an Ingenico terminal attached to a front-desk PC running Global Payments Remote Client Manager:

Field	Notes
Integrated Partner API Key, API Secret	Issued to the practice by Global Payments for the partner API
XWeb ID, XWeb Terminal ID, XWeb Auth Key	This clinic's XWeb merchant credentials
Partner application name	How the practice identifies itself to Global Payments
Default terminal device ID	Copied from the RCM icon in the PC's system tray (right-click it). Remembered on that PC only
Use the production environment for terminals	As above

Production means live money

Both production switches are off until you turn them on. Turn one on only when the credentials are the live ones and a test transaction has been agreed with the processor.

SOAP Note

How generated notes are worded, for your own sign-in. Each provider sets their own.

Section	Options
SmartText Tonacity	Reporting sequence — Severe to Normal or Normal to Severe; Report L/R/B — include left/right/bilateral
Muscle Names	Group or Detail — name the muscle group or each muscle
Diagnosis	Generate Onset Date; Suppress Custom Diagnosis
Ortho/Neuro	Bold Face Positive Tests, Bold Face Present Signs, Generate Test Details, Generate Full Description, Generate Left & Right as Bilateral, Generate Additional Notes, Hide Midline
Default Initials	Which entry from the Initials list signs your notes, and Use Extended Format — the full name and credentials rather than initials
ROM Generation Order	Drag the range-of-motion tables into the order they should appear in the note
SOAP Note Format	Generate list instead of paragraph where possible
History	Auto Accident – Hide Vehicle Speed

Set Default Initials before generating anything

With no default chosen, Generate has nothing to sign the note with. Pick your entry here once; the Generate screen lets you override it per note.

Where the practice uses dictation, a Tidy into SOAP preferences section appears below with its own Save — those settings belong to the dictation feature and are saved separately.