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Settings (Toolbar Dialogs)

Lab-wide configuration opens from the toolbar Settings icon (gear) — a 3×2 grid of shortcuts. These are separate from the Account page (/account) which handles personal profile and 2FA.

Read-only mode

All settings dialogs show a Read-only mode alert and disable Save when the tenant is locked. Viewing current values still works.

Grid tileDialogPurpose
Patient fieldsPatient FieldsWhich demographics appear on forms
Invoice settingInvoice SettingsInvoice print layout and behavior
Report settingReport SettingsPathology report print layout
Sticker settingSticker PrintingSample tube label dimensions
Account settingAccount SettingLab legal/business identity
SMS templatesSMS TemplatesAutomated message text

Patient fields settings

Controls which fields appear on patient and invoice forms.

ColumnDescription
FieldLabel (e.g. Patient Name, CNIC#, Health Card)
EnabledShow field on forms
RequiredMandatory when enabled

Default configurable fields:

Field keyLabelDefault enabledDefault required
namePatient NameYesYes
phonePhone#YesNo
fatherHusbandNameFather/Husband's nameYesNo
dateOfBirthDate of birthYesNo
ageAgeYesNo
genderGenderYesNo
maritalStatusMarital statusYesNo
cityCityYesNo
cnicCNIC#YesNo
emailEmailNoNo
motherNameMother's nameNoNo
occupationOccupationNoNo
addressAddressYesNo
passportNoPassport#NoNo
bloodGroupBlood groupNoNo
healthCardHealth CardYesNo
referenceNumberReference NumberNoNo

Required depends on enabled

Required checkboxes are disabled when Enabled is off.


Invoice settings

Four tabs:

Paper settings

SettingDescription
Page sizeA4, A5, Letter, Legal, POS-80, POS-58
Plain / letterhead / PDF marginsTop, bottom, left, right (mm)
Line spaceNumeric spacing
Font size12–16 pt
Body font size12–20 pt
Font styleVerdana, Arial, Tahoma, Times New Roman, Calibri

Report pattern

Sub-tabs: Header, Footer, Patient detail, Watermark, Invoice body.

AreaOptions
HeaderLogo upload; header design picker (multiple layouts)
FooterFooter image upload
Patient detailPatient detail design + border design
WatermarkShow on plain/letterhead; transparency; watermark image
Invoice bodyInvoice body design picker
Live previewDemo print preview panel

Patient details to print

Drag-reorder table — toggle Print on Invoice per field (name, collection center, access code, MR#, etc.).

Other

SettingTypeDescription
Auto send message when invoice createEnable / DisableTriggers SMS on new invoice
Show result timeCheckboxOn printed invoice
Show username in bottom textCheckboxStaff name in footer
Shared centersMulti-selectCenters sharing this print profile
Bottom textRich textCollection instructions, portal URL, thank-you

Report settings

Five tabs — structure mirrors invoice settings.

Paper settings

Same fields as invoice paper settings (independent copy).

Report pattern

Header, footer, patient detail, watermark, Report body designs (pathology layouts).

Patient details to print

Toggle Print on Report and reorder fields (includes result date, sampling time, PHC reg#, etc.).

Doctor names

SettingDescription
Show doctor names from softwareCheckbox
Bottom textRich text — legal disclaimer
Doctors sectionRich HTML table — pathologist signatures

Other

SettingDescription
Auto send SMS on report completeCheckbox
Show time with dates on reportCheckbox
Show printing detail at bottomCheckbox
Send report on WhatsAppWeb App · Desktop App
Shared centersMulti-select

Sticker settings

Settings tab

FieldDefaultDescription
Sticker height (mm)28Label height
Sticker width (mm)38Label width
Line height1.2Vertical spacing
Font size7–11 pt radioLabel text size
Print test name on stickerCheckedInclude test name on label

Patient details to print

Toggle Print on Sticker and reorder: name, father name, invoice date, gender, age, invoice #, MR#, mother name, reference #.


Account setting dialog

Lab business identity (distinct from personal profile on /account).

FieldRequiredDescription
Lab nameYesPrinted on reports and portal
Lab taglineNoSubtitle under lab name
Lab phoneYesPrimary contact
Owner nameYesProprietor / director
Owner phoneYesOwner mobile
Country / province / cityLocation picker
AddressYesFull street address
SMS app tokenNoIntegration token for SMS gateway app
PHC reg. #NoProvincial health council registration

SMS templates

SectionContent
Smart tagsInsert buttons: Patient Name, Invoice Number, Access Code, Lab Name, Lab Phone
LinksReport/Invoice URL, Website URL
SMS templateDropdown — e.g. Report Ready, Invoice Created
ContentPlain-text textarea with character / SMS part counter (145 chars per part)

Default templates:

KeyNameTypical use
report-readyReport Ready To Receive SMSAfter verification
invoice-createdInvoice Created SMSAfter new invoice (pairs with auto-send setting)

SMS length

Messages over 145 characters split into multiple billable SMS parts.

Ease Lab — Cloud Pathology Lab Management