Institution¶

On the Institution, you can view and manage the basic information, authentication details, member permissions and other settings of the current institution.

Note

If an user is an ordinary member, the user have no right to change the setting of institution.

Dissolve Institution¶

When the current institution is no longer in use, you can use this function to dissolve the institution. After the institution is dissolved, all institution-related data including orders, relationship networks, members, patients, etc. will be automatically cleared. Please check if there are any unfinished orders and handle them promptly. If you have other institutions still in use, you can use the data transfer function to migrate data from the institution to be dissolved to the institution still in use.

Click the ellipsis in the upper right corner of the page, and click Dissolve Your Institution in the dropdown list to dissolve the current institution.

Note

Dissolving an institution does not affect the normal use of the current account, which can still log in to the cloud platform normally.
After the institution is successfully dissolved, the data cannot be recovered, so please make appropriate backups.

Data Migration¶

If you have multiple institutions and need unified data management, you can merge data from multiple institutions through data transfer.

Click the ellipsis in the upper right corner of the page, and click Data Migration in the dropdown list to export or receive data.

Data Migration¶

Click Data Migration > Data Migration to start the export process and complete the export steps according to the interface prompts.

Note

Cross-border data transfer is currently not supported.
Data migration is only supported to verified institutions of the same nature.
After data export, it will no longer be possible to view and manage data in this institution.
Please contact the receiving institution in advance, as the final step of export requires entering the receiving institution's receive code to initiate the transfer.

Data Reception¶

Click Data Migration > Data Reception to start the receiving process and complete the receiving steps according to the interface prompts.

Note

Cross-border data transfer is currently not supported.
Only institutions that have completed uniqueness verification can receive data.
After successful data receipt, the data will be managed by the receiving institution.
Please contact the exporting institution in advance, as the final step of receiving requires entering the exporting institution's verification code to initiate the receiving.

Data Home Site Settings¶

When using different sites, you can use the site switching function to modify the data storage site.

Click the ellipsis in the upper right corner of the page, and click Data Home Site Settings in the dropdown list to open the site settings window for storage site switching or site data migration.

Note

Site switching can only be changed once per calendar year.
After switching sites, patient data will be synchronized to the new site.
After switching sites, newly uploaded data can be viewed on the new site, but old data still needs to be viewed on the original site. If you need to switch all data to the new site for viewing, please use the data migration function.

Basic information¶

You can view and change the address, contact person, contact information, default conversion format, automatic review mechanism, and other information of the current institution.

Click Reset will undo all the modifications made on this page that have not been submitted.
Click Submit will directly save the changes.

Payment Settings¶

On this page, you can view payment records and cards detail.

Payment Records:

You can view payment records under the current institution, including case No., payment account, payment channel, payment amount (or credits), payment time, and payment status.
You can set filter conditions (e.g., Case No., Account Name, Payment Time, etc.) to filter the payment records.

Note

Click Export in the top right corner to export the payment records under the institution as an Excel.
After setting the filter conditions, you can click Reset to undo the applied filter conditions.

Cards Detail:

You can view the credits value and remaining credits for gift card or stored value card.
You can set filter conditions (e.g., Card Type, Card No., etc.) to filter the cards detail.

Note

Click payment details on the operation column to view the payment records.
After setting the filter conditions, you can click Reset to undo the applied filter conditions.

Credit Cards Purchase History

View credit card purchase history, where you can cancel payments for orders in payment status, make repayments, etc.; if the order has been completed, you can download the invoice for the corresponding order.

Customized settings¶

You can view and change the OEM customization information for the current institution. This includes the institution logo in three language modes, the logo on digital impression assessment report, and background images.

Click Reset will undo all the modifications made on this page that have not been submitted.
Click Submit will directly save the changes. The modification records will be synchronized in the Information List on the right side.
Click Edit allows you to edit the historical upload information.
Click the Delete to delete the specific information.

Uniqueness verification¶

You can perform institution verification or view the authentication information for the current institution. This includes business licenses, declaration letters, and other relevant information.

Image requirements¶

The business license only supports image formats such as JPG, PNG, JPEG, BMP, and WebP, and the size does not exceed 10 M;
It is essential to ensure that the national emblem, the seal of the superior supervisory department, and other elements are clear and complete. The document must include a document border and ensure that there is no obstruction, smudging, watermarking, or damage to the document.
The declaration letter only supports image formats such as JPG, PNG, JPEG, BMP, and WebP are supported, and the size does not exceed 10 M; Please print the template and affix the official seal, then take a photo or scan it for uploading.

Buttons introduction¶

Click the Reset button will undo all the changes made on this page that have not been submitted.
Click the Apply for Verification button will submit the verification information and wait for review.
Click the Cancel Verification button will cancel the currently submitted or approved verification information.

Note

Verified institutions will display a verification badge, which serves as proof of the authenticity of your institution for your customers to confirm.

Third party¶

You can view and add the third party information.

Click Add will open a dialog where you can enter the name of the target third-party platform and Submit it.
Click Cancel Authorization and a two-step confirmation dialog will pop up. Click Confirm to cancel authorization.

Permission settings¶

You can view the basic information of ordinary members from the current institution and change their function permissions, including view members and review digital impression assessments.