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Configurations

2 authors13 articles
Managing Sales TaxesLearn how to add taxes into your settings for automatic application.
Email DefaultsThis article will show what each system default says and will teach you how to make your own custom email defaults.
Appointment Pre-Visit ConfirmationSave your clinic time, and use pre-visit confirmations to collect client and patient information.
How to enable customer booking
Default Clinic Provider ConfigurationThis configuration allows for a record (invoice charge) to be assigned to the clinic, rather than a specific provider.
Sync Appointments to Calendar ConfigurationThere is a configuration that when enabled, allows clients to easily sync their upcoming appointments to their personal calendar
Clinic HoursLearn how to set up your clinic hours, including regular hours and after hours.
Enhanced ViewLearn about our enhanced view, which has moved the modules to a left hand navigation style. Plus, a global search has been added.
Managing Appointment TypesLearn how to create appointment types to be used on your schedule.
Multiple Location Data SharingThis article explains how record sharing works for multiple clinics that have data sharing enabled.
Schedule ColumnsSchedule columns allow you to customize your schedule and keep organized!.
Setting Up and Managing RoomsLearn how to set up specific rooms to easily assign patients and keep your clinic running smoothly and organized.
BCC Forwarding - Copying Emails Into Client CommunicationsLearn how to use the BCC forwarding configuration.