Settings

General settings for your practice and your personal profile

25 articles in this collection
Written by Sophia and James

Personal settings

Set your profile

Learn how easy it is to personalize your profile.

Written by James
Updated over a week ago

Change your password

Learn how to change your password.

Written by Sophia
Updated over a week ago

Two-factor authentification with TypingDNA

Keep accounts secure and avoid data tampering or loss.

Written by Sophia
Updated over a week ago

Set your services

Select the services you provide.

Written by James
Updated over a week ago

Set your schedule

Learn how to set up your personal schedule and shifts.

Written by James
Updated over a week ago

Clinic settings

Set up client discounts

Configure discount types and associate them to clients.

Written by Sophia
Updated over a week ago

Set up the clinic's profile

Learn how to set up the clinic's profile

Written by James
Updated over a week ago

Add or update users

Learn how to add, update or delete users from your practice.

Written by James
Updated over a week ago

Set roles and permissions

Learn how to set roles and permissions for your team.

Written by James
Updated over a week ago

Set up forms and certificates

Learn how easy it is to create templates for consent forms or certificates.

Written by James
Updated over a week ago

Set up clinic's fiscal information

Learn how to set up your company's fiscal details.

Written by James
Updated over a week ago

Set up series & numbers for documents

Learn how to set up series & numbers for patients, records and invoices.

Written by James
Updated over a week ago

Appointments settings

Set up services (appointment types)

Set up the services that you are providing in the practice.

Written by James
Updated over a week ago

Set up the clinic's schedule

Learn how to set up the clinic's schedule.

Written by James
Updated over a week ago

Set up reminders for upcoming appointments

Remind clients automatically about their upcoming appointments.

Written by James
Updated over a week ago

Set up notifications for upcoming appointments

Set up notifications to keep your clients informed.

Written by James
Updated over a week ago

Configure rooms or kennels

See how you can manage the location of patients for surgery / boarding workflows.

Written by Sophia
Updated over a week ago

Records settings

Automate Dose Guidelines

Save time with prefilled quantities based on patient weight.

Written by Sophia
Updated over a week ago

Set up canned estimates (treatment plans)

Configure your most used estimates and reuse them with one click.

Written by Sophia
Updated over a week ago

Set up protocols and prices

Learn how to set up protocols and billable services.

Written by James
Updated over a week ago

Create shortcuts for diagnoses

Build a diagnoses database for easy use.

Written by Sophia
Updated over a week ago

Set reference values for lab results

Make it easy for your clients to understand their lab results.

Written by Sophia
Updated over a week ago

Personalize records with your signature or stamp

Make your documents more professional with your signature and stamp.

Written by Sophia
Updated over a week ago

Set up product reminders

Streamline your work by automating reminders for different products.

Written by Sophia
Updated over a week ago

Inventory settings

Create stock alerts

Receive notification when your stock is running low.

Written by Sophia
Updated over a week ago