Overview
This guide outlines how to configure and manage your Compulink practice management software information within OneSpot. Entering key details—like login links, support contacts, and software version—can help centralize important information for easy access by your team.
Instructions
1. Select Admin > Externals.
2. From Your PM Software, select Setup or Manage PM Software.
3. Open the Your PM Software drop-down and select Compulink.
4. Optional: Fill in the following fields:
-
PM Software Website/Login URL: Enter a link to your PM software’s login page, customer support site, knowledge base, or any other relevant web resource.
- Tip: If you have multiple helpful links, you can paste them into the Special Instructions field.
- Phone/Alternate Phone: Add your PM software’s customer support number or any other phone number you'd like associated with the software.
- Special Instructions: Include any additional notes that may assist users—such as login guidance, troubleshooting steps, or access instructions for the knowledge base.
- Remit Information: If your PM software receives remits and you’d like a reminder to check for them, select a frequency from the Check for Remits dropdown. This setting determines how often your software will appear in the Posting Worklist, helping ensure remits are reviewed consistently and not missed during your posting workflow.
5. When finished, select ‘Save’ to apply your changes, or select ‘Cancel’ to discard them.
6. The 'What version of Compulink are you using?' field will now display:
- Enter the current version of Compulink your practice is using. This can be helpful for support or troubleshooting purposes.
Documents, Notes, and History Tabs
Refer to the Documents Tab, Notes Tab, and History Tab documentation for instructions on configuring the data within those tabs.