---
title: How to add & manage Account Settings?
description: Account Settings control global system behavior in Helix. Any configuration done here applies to all branches in the account unless specifically overridden at the Branch Settings level. These settings define patient flow behavior, EMR usage rules, security enforcement, and system-wide defaults.
---
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3. [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
January 21, 2026
# How to add & manage Account Settings?
## Account Settings control global system behavior in Helix. Any configuration done here applies to all branches in the account unless specifically overridden at the Branch Settings level. These settings define patient flow behavior, EMR usage rules, security enforcement, and system-wide defaults.
### 📍 Navigation
#### Control Panel → System Settings → Account Settings
---
### 🚀 Quick Start
1. Open **Account Settings**
2. Complete **Company Information**
3. *(Optional)* Upload relevant documents(e.g., Trade License, DHA License, VAT Certificate) and select expiry dates
4. Review and configure **Global Switches/Patient Flow & EMR Settings, Security and Email Settings**
5. Click **Save**
> After saving, the system logs you out.
> Log back in for changes to take effect.
---
### 🏢 Company Information
The following fields define account-level company details:
- Company Name
- Country
- City
- Address
- Documents
Documents can be uploaded for reference (for example, licenses or certificates).
**Supported actions**
- Upload documents (PDF or image formats)
- Set an expiry date for each document
**Behaviour**
- When a document expires, a **bell notification** is shown to administrators
---
### 🔄 Global Switches — Patient Flow & EMR Behaviour
All switches listed below apply **to every branch** in the account.
**🩺 Show unbilled services on Home**
- **ON:** Services added during a visit appear on the Home screen even if they are not yet invoiced
- **OFF:** Services appear on Home only after invoicing
**🏥 Use Patient Rooms**
- **ON:**
- Services can be started in a room
- The right-side **Patient Rooms** panel is enabled
- Users can see which patients are in which rooms and move them between rooms
- **OFF:** Patient Rooms functionality is disabled
**📅 Use Today’s Services**
- **ON:** Home screen shows four tabs:
- Clinic
- Investigations
- Surgery
- Discharged Patients
- **OFF:** Home screen shows:
- Outpatient Admissions
- Inpatient Admissions
- Discharged Patients
- Cancelled Admissions
**💾 Enable auto-save in Medical Chart**
- **ON:** Medical chart notes are saved automatically while documenting
- **OFF:** Notes require manual saving
**📖 Auto-expand history in Medical Chart**
- **ON:** Medical history panel is expanded by default
- **OFF:** History panel is collapsed by default and can be toggled using Hide / Show
**👨⚕️ Doctors can access Patient Rooms**
- **ON:** Doctors can view and use the Patient Rooms panel
- **OFF:** Patient Rooms panel is not available to doctors
**🔐 Cross-branch access approval**
- **ON:** Opening a patient file from another branch requires an approval request. Access is granted only after approval
- **OFF:** Patient files from other branches can be opened without approval
**🧾 Require ICD-10 in medical template**
- **ON:** If a clinician tries to leave the medical chart without adding ICD-10, a notification prompts them to add it
- **OFF:** ICD-10 is not enforced at chart exit
**🖨️ Show logo on print / Show print**
- Controls whether branding and print options appear on clinical outputs such as prescriptions
**⏱️ Limit medical file editing to 48 hours**
- **ON:** Clinicians can edit visit notes only within 48 hours after discharge
- **OFF:** No time limit on editing visit notes
- All edits are timestamped with date, time, and user
**👥 Allow multiple doctors in the same invoice**
- **ON:** A single invoice can include services under different doctors
- **OFF:** All services in an invoice must be under one doctor
**💰 Allow edit service price on invoice**
- **ON:** Service prices can be edited while creating an invoice
- **OFF:** Service prices cannot be edited on invoices
**🧾 POS invoice template (thermal)**
- Allows selection of a **thermal invoice format** for POS thermal printers
**🔬 Use Investigation Types**
- **ON:** External investigations in the medical chart can be selected by Investigation Type
- **OFF:** Investigations are selected from the standard list
---
### 🔐 Security Settings
Enforce Two-Factor Authentication (2FA)
**Steps**
1. Toggle **Enforce 2FA** ON
2. Click **Save** (system logs you out)
3. Users must then:
- Log in
- Open **Profile**
- Enable **Two-Factor Authentication**
- Complete the on-screen setup
---
### 📧 Email Settings (If Used)
- Enter the sending email address
- Complete the verification step
- Click **Save**
- Log out and log back in to apply changes
---
### 💾 Save & Apply Changes
- Clicking **Save** logs the user out automatically
- All changes become active after logging back in
- Settings remain in effect until changed again
---
### 💡 Tips & Good Practice
- **Global vs. Branch Settings:**
If a configuration needs to vary across branches, keep the toggle **disabled** at the Account level and set it up under **Branch Settings** instead.
- **ICD-10 Coding Prompts:**
Enable **Require ICD-10** and align it with your **Medical Templates** to reduce missed or incomplete diagnosis coding.
- **48-Hour Edit Window (Compliance):**
It is recommended to keep this **enabled** to maintain data integrity and audit compliance. Disable it only in exceptional cases (e.g., historical backfills) and re-enable it immediately after.
- **Cross-Branch Access & Approvals:**
In multi-branch setups, enable cross-branch approval controls to protect patient privacy and ensure a clear audit trail for sensitive actions.
- **Price Editing Controls:**
If **Allow Edit Price** is enabled, it’s best practice to configure **approval workflows** (User Settings → Approvals) to prevent unauthorized price modifications or uncontrolled discounting.
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- [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
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