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Settings
Settings
General settings for your practice and your personal profile
24 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 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