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Multi-Branch Servers

There is an Application Preference that can be activated to improve single-server multiple branch deployment options where multiple branches connect to one server.

There is only one main Practice Details screen, but you can map the Windows login on each workstation to a physical branch location using Branch to Screen Mapping (Assisi Desktop>Devices>Map Screen Locations> Practice Branch Location).

The feature can be activated by our Support Department, where applicable. Once active, the following branch level options come into effect.

  • Standard Reports

  • Invoice Layouts

  • Consent/Monitoring Forms

  • Email and SMS facilities

Please note that, once the feature is activated and if the Practice Branch Location is not mapped, then the Practice Details will be printed on these layouts and reports and all emails would be transmitted from the main branch only.

Standard Reports

Assisi uses the Practice Name field on the Practice Details screen for standard report headings. If a Practice Branch Location has been mapped for the user printing the report, then the Description field on the Branch Screen will be used instead.

Invoice Layouts

Invoice/Estimate/Statement/Receipt layouts have tokens that link to the practice name, address, telephone numbers and email address on the main Practice Details screen (Assisi Desktop>Practice Setup>Practice Details). These tokens can be used for practice headers on these documents.

If a Practice Branch Location has been mapped for the user printing the layouts, however, then the practice name, address, telephone numbers and email address tokens will default to those of the mapped branch instead (Assisi Desktop>Practice Setup>Branches).

Consent/Monitoring Forms

Consent/Monitoring forms use tokens that link the practice name, address, telephone numbers and email address on the main Practice Details screen and this is not affected by mapping the Practice Branch Locations so you would still need to create separate consent/monitoring forms for each branch with hard-coded branch headers instead of embedding consent form tokens into the layouts.

Templates for these forms are normally stored in Consent or Monitoring Forms folders within your Assisi Documents folder. These are the default locations that are automatically displayed when you browse for consent/monitoring forms to print. You can, however, store the templates in branch sub-folders – using the Branch Codes as the names for these sub-folders.

To prevent each branch having to browse to a different folder to print their version of consent/monitoring forms, Assisi will default to the branch sub-folder that is mapped to the Practice Branch Location on the Branch to Screen Mapping screen. If no branch has been mapped, then the path will default to the standard path.

Branch Emails

Assisi can now map SMTP email details (ie the details that are needed to allow you to send emails directly from within Assisi) for each branch and will use them if the screen user is mapped to the Practice Branch Location.

Branch to Screen Mapping

  1. Click Settings on the Assisi Desktop.

  2. Click Devices on the System Setup Menu and then click Map Screen Locations.

  3. This screen can be configured for each of your Windows (not Assisi) users and is usually set up by our Engineers when the system is installed. You can, however, subsequently edit them yourselves, if you wish.

  4. The Windows User will default to the user currently logged on to that workstation so the most accurate way to configure your users is to access this screen from each workstation. That way, you can ensure that you are configuring the settings for the correct user name.

  5. Default Branch and Stock Location: These settings will define the default branch and stock location for this user when adding consultations.

  6. Payment Waiting List: Select the default Waiting to Pay list for this user from the down box.

  7. Default Appointment View: Select the Default Appointment View for this user from the drop down box.

  8. Default Hospital View: Select the Default Hospital View for this user from the down box.

  9. SMS From Text: If any SMS messages are sent from this user’s mapped Default Branch Location, then this is the text that will identify the practice from which the text message has been sent.

  10. Practice Branch Location: If the Application Preference BranchMapPracticeDetails has been set to True, the Branch headings will be used on invoice layouts, consent/monitoring forms and standard reports instead of those on the Practice Details screen.

  11. Default Card Machine: If you have more than one card machine linked into Assisi to sync payment details between Assisi and the card machine, then choose the default card machine for this Windows user.

  12. When you have completed Branch to Screen Mapping for this user, click Save.