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Setup & Configurations
General setup for your practice and team
30 articles
Customize your ProfileLearn how easy it is to personalize your profile.
Add your Signature or StampMake your documents more professional with your signature and stamp.
Set your ScheduleLearn how to set up your personal schedule and shifts.
Change your PasswordLearn how to change your password.
Two-factor authentification with TypingDNAKeep accounts secure and avoid data tampering or loss.
Set up the Clinic's ProfileLearn how to set up the clinic's profile
Set up User Roles and PermissionsLearn how to set roles and permissions for your team.
Add or Update UsersLearn how to add, update or delete users from your practice.
Set an Automatic LogoutKeep your account and data secure with auto-logout.
Set up the Clinic's Fiscal InformationLearn how to set up your company's fiscal details.
Set up Series & No. for DocumentsLearn how to set up series & numbers for patients, records and invoices.
Set up Visit/Appointment TypesSet up the services that you are providing in the practice.
Set up the Clinic's ScheduleLearn how to set up the clinic's schedule and exceptions.
Set up Schedule TemplatesLearn how to define schedule templates and blocks.
Configure Rooms or KennelsSee how you can manage the location of patients for surgery / boarding workflows.
Create SOAP/Record TemplatesCustomizing record templates for your practice.
Set up Canned Treatment Plans (Estimates)Configure your most used estimates and reuse them with one click.
Set up Reminder ProtocolsIncrease reminder compliance with customizable protocols.
Automate Dose GuidelinesSave time with prefilled quantities based on patient weight.
Create Shortcuts for DiagnosesBuild a diagnoses database for easy use.
Set Reference Values for Lab ResultsMake it easy for your clients to understand their lab results.
Customize Client Communication Content & RemindersAdjust Digitail's default messages to your needs and set up your preferred communication channels and reminders.
Set up Reminders for Upcoming AppointmentsRemind clients automatically about their upcoming appointments.
Set up Notifications for Upcoming AppointmentsSet up notifications to keep your clients informed.
Set up Forms and CertificatesLearn how easy it is to create templates for consent forms or certificates.
Label Printer Customization & IntegrationCustomize and print Labels directly from Digitail.
Set up Client DiscountsConfigure discount types and associate them to clients.