As your practice grows you may find that you need additional licenses. You may also find that you occasionally get a prompt reminding you to pay your Genie invoice. The following article outlines issues relating to Licenses and Registrations, and how to deal with them.
Before you begin
If you need to contact our Sales, Support or Accounts Teams for help with your licenses or registrations, please have your GEN number ready. This can be found in the top right corner of your Appointment Book.
The number of Licenses allocated to your practice dictates the number of users you can have logged in at a single time.
For example, if you have 6 staff members but will never have more than 3 users logged into Genie at once, then you will only need 3 licenses. However, if you were expecting that at times you would have all 6 staff members logged into Genie, then you would need a total of 6 licenses for everyone to be able to log in at once.
You can confirm your current number of licenses by navigating to Special> Update Genie Registration. No. of Clients will tell you how many Genie Client licenses you have. No. of Web Clients will tell you how many GenieWeb licenses you have. You will only have Web Client licenses if you are a current GenieWeb user. This information can also be found in Help > About Genie (Windows) or Genie Client > About Genie (Mac).
If you would like to purchase additional licenses, please contact our Accounts Team who will be able to assist you with this.
When it’s nearing the end of your registration period, you may be prompted with a window letting you know that you haven’t paid your invoice:
To resolve this issue please follow the below steps:
- Ensure that your Genie invoice has been paid. If you’ve not yet received this or would like us to resend it, please contact our Accounts Team.
- Once your invoice has been paid, please navigate to Special> Update Genie Registration and select Register. The window should simply disappear. To confirm this has updated, open the Update Genie Registration window again and confirm that the expiry date in here has updated.
If you find that you are still receiving the prompt after completing the steps above, please contact our Support Team who can look into this issue further for you. To make the resolution process easier, if you can please have your GEN number ready, as well as the date and method you paid your invoice.
What happens if I don’t pay my registration before the expiry date?
You will still have access to Genie for 90 days from your expiry date if you’ve not yet paid your invoice. However, once it passes the expiry date you will not be able to access the Software Updates window.
Once the 90 day period elapses, your database will revert into a single-user, read-only mode whereby you cannot add to your data file or make changes to your existing data. You can, however, continue to perform actions like printing your patient records and reports. After 90 days, you will have limited billing functionality and will no longer be able to access the Billing vs. Income or the Aged Debtors reports
If, for any reason, you are unable to pay your Genie Invoice, please contact our Accounts Team as soon as possible to discuss.
As time goes on your staff may change and you may find that you need to update the Licensee or Primary Contact with Genie Solutions. If you do have any changes such as this, it is best to let Genie Solutions know as soon as possible. Our Sales Team will be the best people to help you with this transition.
It is also important to let us know if your contact details change. This includes your phone number, site address, and email addresses as well as if you want correspondence sent to a different email.
If you would like to change the current Administrator, this can simply be done through your Genie software. For instructions on how to update this, please see our Changing the Administrator article.
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