# Related FAQs #### 1. How to enable the Request Claim Form option for a user? An admin or authorized staff can enable the setting by following the below steps * Open the **Application Configuration** screen by navigating to **Home > Setup > Application Configuration**. * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * From the left panel, select **Visit Queue**. * In the right panel, expand the **Patient Visit Queue Claim Form** and configure the options. Once configured, the **Request Claim Form** option will be available to the user based on the selected settings. #### 2. Why am I not able to add multiple items with the same CPT code, and how do I resolve it? By default, there is a restriction that prevents adding multiple items with the same CPT code to prevent duplicate entries. However, if your workflow requires items with the same CPT code but different internal codes, an admin or authorized staff can disable this restriction using the Application Configuration screen. * Open the **Application Configuration** screen by navigating to **Home > Setup > Application Configuration**. * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * From the left panel, select **Application**. * In the right panel, expand the **Price List Import Restriction Based On Item Level** section. * Toggle on **Allow Or Not The Item Import With Same CPT With Different Internal Code And Vice Versa** switch. This allows the selected users to add multiple items with the same CPT code, provided each item has a unique internal code. #### 3. How do I add a user to another branch? If a user works at multiple branches of the clinic, an admin or authorized staff can assign the user to additional branches by following these steps: * Open the **Users (Home > Admin > User Setup > Users)** screen. * Use the **Search** field to locate the specific user. Click the **Edit** icon to open the user account. * Navigate to the **Clinic Access & Permissions** tab. * Use the **ADD CLINIC** dropdown to select another branch. * Click **SAVE** to apply the changes. The user will now have access to the selected additional branches. #### 4. Why are items not reflecting in the Price Card? If items are not appearing in the **price card**, check the following to ensure the relevant **pricelist** and items are properly configured: **Verify Insurance Mapping** * Navigate to the **Patient Register (Home > Patient > Patient Register)** screen. * Confirm that the correct **insurance** is mapped to the patient’s profile. **Verify Pricelist Availability** * Open the **Price Master (Home > Admin > Items > Price Master)** screen. * Confirm that a **pricelist** exists based on the visit type. **Check Item Inclusion in Pricelist** * Open the **Price Master (Home > Admin > Items > Price Master)** screen. * In the **Price Master** screen, confirm that the item is included in the selected pricelist. * If not, add the item to the appropriate pricelist. **Validate Pricelist Mapping** * Open the **Price Master (Home > Admin > Items > Price Master)** screen. * Ensure the **pricelist** is correctly mapped to the Pricegroup, Insurance, and Network mapping. **Check Pricelist Status** * Open the **Price Master (Home > Admin > Items > Price Master)** screen. * Ensure the pricelist is **Active** in the **Price Master**. * Inactive or expired pricelists will not reflect in the price card. **Confirm Visit Date Within Validity Range** * Confirm that the **patient visit date** falls within the **validity period** set for the pricelist. #### 5. How to delete a consent form configured at the clinic level? Only an admin or authorized staff member has the access rights to delete the consent forms available in **Consent Form Builder.** Follow these steps to enable the setting: * Open the **Consent Form Builder** screen by navigating to **Home > Configurator > Consent Form > Consent Form Builder.** * On the dashboard, select the consent form you want to delete. * Select the **Delete** icon on the form’s card. In the confirmation prompt, select **Yes**. #### 6. How to configure the Pricelist settings to avoid CPT code mismatches? Only an admin or authorized staff member has the access rights to update the settings in **Application Configuration.** Follow these steps to enable the setting: * Open the **Application Configuration** screen by navigating to **Home > Setup > Application Configuration**. * Select the appropriate user from the **Users** dropdown to enable the setting. * From the left panel, select **Application**. * Expand the **Price List Import Restriction Based On Item Level** section. Then, turn on the appropriate toggle switch in the section. #### 7. How do I rename the "Lab Request" heading in the Lab Request print? Admin or authorized staff member can rename the **Lab Request** heading in the print format by following these steps: * Open the **Application Configuration** by navigating to **Home > Setup > Application Configuration**. * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * In the left panel, select **Laboratory.** * In the right panel, expand the **Laboratory Request Report** section. * Select the **Edit** icon next to the **Report Name** field. * Enter the desired name in the **Report Display Name** field. * Select the **Save** icon to apply the changes. Once saved, the updated heading will appear in the **Lab Request** print format. #### 8. How do I delete a consent form from the Builder? To delete a consent form from the **Consent Form Builder**, follow these steps: * Open the **Consent Form Builder (Home > Configurator > Consent Form > Consent Form Builder)** screen and choose the respective consent form available in the dashboard. * Click the **Delete** icon available on the card. * Clicking the **Delete** icon opens a prompt to confirm the deletion. Select **YES** to remove the form from the screen. Once deleted, the consent form will be permanently removed and will no longer appear on the dashboard. #### 9. How do I map a consent form to a specific clinic and department for use? To map a consent form for use in the Patient Queue and Medical Records screens, follow these steps: * Open the **Consent Form Mapping (Home > Configurator > Consent Form > Consent Form Mapping)** screen. * From the list, select the appropriate **Consent Form**. * In the **Consent Form Mapping** section: * Select the **Clinic** and **Department** using the drop-down lists. * Choose the **effective date** using the **date picker**. * Select the **Add** hyperlink to apply the mapping. * The consent form will now be mapped to the selected clinic and department and listed in the table. To remove a mapping, select the **Delete** icon next to the specific entry. Once mapped, the consent form will appear in the **Request Consent** pop-up in both the **Patient Queue** and **Medical Records** screens. #### 10. How to enable the Start Consultation button for a user? Only an admin or authorized staff member has access rights to enable the settings in **Application Configuration.** * Open the **Application Configuration** screen by navigating to **Home > Setup > Application Configuration.** * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * In the left panel, select **Visit Queue**. * In the right panel, expand **Patient Visit Queue Start Consultation,** and configure the options. Once configured, the **Start Consultation** option will be available to the user based on the selected settings. #### 11. How do I modify a doctor's speciality? An admin or authorized staff can update a doctor's specialty, by following these steps: * Open the **Users (Home > Admin > User Setup > Users)** screen. * Use the **Search** field to locate the specific user. Click the **Edit** icon to open the user account. * Navigate to the **User Group Settings** tab. * Select the appropriate entry from the **Speciality** drop-down list. * Click **SAVE** to apply the updates. #### 12. How do I enable or disable the delete option in the Documents tab? To manage the **Delete** option in the **Documents** tab, an admin or authorized staff can update the setting by following these steps: * Open **Application Configuration** by navigating to **Home > Setup > Application Configuration**. * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * In the left panel, select **Medical Records**. * In the right panel, expand the **Document Configuration** section. * Use the **Delete** toggle switch to manage the setting: * **Toggle on** to enable the delete icon in the Documents tab. * **Toggle off** to disable the delete icon. #### 13. Can I change or rename a user’s account name? No, renaming a user’s account name is not allowed as per health regulatory compliance standards. Changing the username can affect the integrity of past records, including appointments, invoices, and medical records, and is therefore not allowed. Instead, it is recommended to **deactivate** the existing user account and **create a new account** with the desired username. All historical data (appointments, invoices, collections, and medical records) will remain intact and can be viewed in reports. #### 14. How can I disable VAT for an item? Only an admin or authorized staff members have access to update the VAT details for an item. To disable VAT for an item, please follow the steps below: * Open the **Service Master** screen by navigating to **Home > Admin > Items > Service Master**. * Locate and select the item. * From the **Tax Category** dropdown, select **ZR**. If needed, turn **ON** the **Overwrite VAT** toggle. This will allow the tax category to be edited on the invoice. * Click **SAVE** to apply the changes. VAT will now be disabled for the selected item. #### 15. How do I export a price list from Unite? * Open the **Price Master (Home > Admin > Items > Price Master)** screen. * Locate and select the desired **price list** to open its details. * Select the **Export** button. The price list will be downloaded to your local device. #### 16. What should I do if a user account is blocked after multiple failed login attempts? If a user enters an incorrect password three consecutive times, their account will be automatically blocked. To remove the block, an admin or authorized staff member must reset the user’s password. Follow the steps below to reset the password: * Open the **Users** screen by navigating to **Home > Admin > User Setup > Users**. * Use the **Search** field to locate the specific user. Click the **Edit** icon to open the user account. * In the **User Profile** tab, click the **Reset Password** button to initiate the reset. A pop-up will appear displaying a **temporary password**. If the user has a registered email address, the temporary password will also be sent to that email. Please note that the username and password are case-sensitive, and the last three passwords cannot be reused. * Click **COPY & CLOSE** to copy the password and close the pop-up. * Share the temporary password with the respective staff member. * Using this temporary password, the staff member can log in and reset their password. #### 17. How can I change the item type of an existing item? Only an admin or authorized staff member has the access rights to change the item type. Follow the steps below to change the item type: * Open the **Service Master** screen by navigating to **Home > Admin > Items > Service Master**. * Search and select the respective item you want to update. * In the **Item Details** tab, update the item type using the **Item Type** dropdown menu. * Click **SAVE** to apply the changes. #### 18. How to provide access to specific menus available in the left-side panel? Only an admin or authorized staff member with the necessary access rights can enable settings in the application. To enable the setting, follow the steps below: * Open the **Menu Mapping** screen by navigating to **Home > Admin > User Setup > Menu Mapping.** * Under the **Role** or **User** tab: * To grant access to all users under a specific role, select the appropriate role from the **Role** dropdown. * To grant access to a specific user, select the user's name from the **User** dropdown. * In the menu list below, locate the specific menu item. * Tick the checkbox next to the menu item and click **SAVE** to apply the changes. #### 19. How to enable New Casesheet Report? Only an admin or authorized staff member with the necessary access rights can enable settings in the application. To enable the setting, follow the steps below: * Open the **Application Configuration** screen by navigating to **Home > Setup > Application Configuration.** * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * On the left-side section, click **Medical Records**. * Search the **New Casesheet Report** in the right-side section and enable the corresponding switch within the section. #### 20. How to enable New Visit Report? Only an admin or authorized staff member with the necessary access rights can enable settings in the application. To enable the setting, follow the steps below: * Open the **Application Configuration** screen by navigating to **Home > Setup > Application Configuration.** * In the **Users** dropdown, select the required user. If no user is selected, the configuration will apply to all users in the clinic. * On the left-side section, click **Reports**. * Search the **New Visit Report** in the right-side section and enable the corresponding switch within the section. #### 21. How can I view and export all items under a specific item type? Only an admin or authorized staff members has access rights to view items under a specific item type. Follow the steps below to locate items categorized under a specific item type: **Using the Service Master** * Open the **Service Master** screen by navigating to **Home > Admin > Items > Service Master**. * From the **Item Type** dropdown, select the required item type (for example: *Service*, *Procedures*, *Investigations*, *Dental Procedures*, or *Radiology*). * All items listed under the selected item type will be displayed. * Click on any item to view its details. **Using the Price Master** * Open the **Price Master** screen by navigating to **Home > Admin > Items > Price Master**. * Select the desired **Price List** (e.g., Insurance or Self-pay). * From the **Item Type** dropdown, select the required item type (for example: *Service*, *Procedures*, *Investigations*, *Dental Procedures*, or *Radiology*). * The corresponding list of items will appear. * Click the **EXPORT** button if you want to download the list. #### 22. How to allocate the treatment or machine room for an existing procedure? Only an admin or authorized staff member has the access to allocate a treatment or machine room for an existing procedure.\ To allocate the room, follow the steps below: * Open the **Service Master** screen by navigating to **Home > Admin > Items > Service Master**. * Locate and select the item. * Navigate to the **Resource Master** tab. * Select the **Machine Name** and **Treatment Room** from the dropdowns. If the options aren’t available, click **Add Resource** to enter new details. * Click **SAVE** to apply the changes. #### 23. How to create new insurance at the clinic level? Only an admin or authorized staff member has access to add new insurance details in the **Insurance Master** screen.\ To update the details, please follow the steps below: * Open the **Insurance Master** screen by navigating to **Home > Admin > Insurance > Insurance Master**. * Click the **Plus** icon which will open the entry sections for the insurance details. * Fill in the required details including **Insurance Name, Long Name, Insurance Code, Account Code, Account Name,** and select the associated **Price Group**. * Set the **Clearance Days** and, if applicable, enter the **VAT Registration Number**. * Choose the **PostOffice Type**; note that the **Claim Receiver ID** will auto-populate based on your selection. * Below these fields, configure any additional settings by selecting or clearing checkboxes (for example, **Should Submit Eclaim**, **Correction Mode Resubmission With Full Amount**, **Mark as active**, **Enable Custom File Naming**, and **Enable File Splitup**). * Finally, click **SAVE** to create the new insurance entry. #### 24. How can I enable VAT on an item? Only an admin or authorized staff member has the access to update the VAT details for an item.\ To enable VAT for an item, please follow the steps below: * Open the **Service Master** screen by navigating to **Home > Admin > Items > Service Master**. * Locate and select the item. * From the **Tax Category** dropdown, select **SR**. If needed, turn **ON** the **Overwrite VAT** toggle. This will allow the tax category to be edited on the invoice. * Click **SAVE** to apply the changes. #### 25. How to associate a doctor with a nurse user in the User Master screen? Only an admin or authorized staff member must enable the appropriate access rights in the **Users** screen. * Open the **Users** screen by navigating to **Home > Admin > User Setup > Users**. * Use the **Search** field to locate the specific user. Click the **Edit** icon to open the user account. * Navigate to the **User Group Settings** tab. Use the **Associated User** section to link the appropriate doctor to the account. * Click **SAVE** to apply the changes. #### 26. How do I create a new insurance (sub-insurance)? An admin or authorized staff can add a new insurance (sub-insurance) by following these steps: * Open the **Insurance Master (Home > Admin > Insurance > Insurance Master)** screen. * Click the **Plus** icon to open the sections where you can enter the details. * Enter the Insurance Name, Long Name, Insurance Code, Account Code, and Account Name. * Select the associated **Price Group.** * Set the **Clearance Days** and enter the **VAT Registration Number** (if applicable). * Choose the **PostOffice Type,** and the **Claim Receiver ID** will auto-populate. * Select the appropriate checkboxes. * Click **SAVE** to create the sub-insurance entry. #### 27. How do I update the latest DDC/Drug list in Unite? Whenever the latest DDC or drug list is released by UAE health authorities, it must be updated in Unite to maintain compliance and ensure accurate medication data. An admin or authorized staff can update the list by following these steps: * Open the **Medicine** screen by navigating to **Home > Admin > Masters Import > Medicine**. * Click **SELECT FILES** to browse and upload the drug list from your local system, or drag and drop the file into the upload area. * Click **UPLOAD** to process the drug data in the file. * Once uploaded, the grid displays the changes (eg, **Discontinued**: 87, **Grace**: 545, **New**: 141). * After reviewing, click **PUSH TO UNITE** to finalize the update. #### 28. How do I deactivate a user? Only an **admin or authorized staff member** can deactivate a user. If the user has any **upcoming appointments**, these must be rescheduled or removed before deactivation. Otherwise, the appointments will be removed along with the user's access. To deactivate a user: * Open the **Users (Home > Admin > User Setup > Users)** screen. * Use the **Search** field to locate the specific user. Click the **Edit** icon to open the user account. * In the **Access Permission** section, turn off the **Active User** toggle. * Click **Save**. Once deactivated, the user's login access and associated credentials will be revoked. #### 29. How do I add the seal and signature to a doctor's account? Only an admin or authorized staff member can add a seal and signature to a doctor's user profile. To add a seal and signature for a doctor: * Open the **Users (Home > Admin > User Setup > Users)** screen. * Use the **Search** field to locate the specific user. Click the **Edit** icon to open the user account. * Navigate to the **Uploads & Integration** tab. Upload the **Seal** and **Signature** in the respective fields. * Click **Save** to apply the changes. Once added, the seal and signature will automatically appear on consent forms, prescription print, lab requests, etc., helping save time. #### 30. How to add items (such as Services or Procedures) to a specific Pricelist? Only an admin or authorized staff member has permission to add items to a specific pricelist. * Open the **Price Master** screen by navigating to **Home > Admin > Items > Price Master**. * Locate and select the desired pricelist. The selected pricelist appears in the right panel. * Click the **Add (+)** icon. The **Add New Items** pop-up appears. * Search for and select the items you want to add. * Click **Add**. The selected items are added to the pricelist. * In the **Base Price** field, enter the item's price. If applicable, update the discount details. * Finally, click **SAVE.** *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/master-modules/related-faqs.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.