Digitail

James

Sophia

General settings for your practice and your personal profile

Settings

Learn how easy it is to personalize your profile.

Set your profile

Change your password

Keep accounts secure and avoid data tampering or loss.

Two-factor authentification with TypingDNA

Learn how to set up your personal schedule and shifts.

Set your schedule

Personal settings

Configure discount types and associate them to clients.

Set up client discounts

Keep your account and data secure with auto-logout.

Set an automatic logout

Set up the clinic's profile

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

Add or update users

Learn how to set roles and permissions for your team.

Set roles and permissions

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

Set up forms and certificates

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

Set up clinic's fiscal information

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

Set up series & numbers for documents

Clinic settings

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

Set up services (appointment types)

Learn how to set up the clinic's schedule.

Set up the clinic's schedule

Remind clients automatically about their upcoming appointments.

Set up reminders for upcoming appointments

Set up notifications to keep your clients informed.

Set up notifications for upcoming appointments

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

Configure rooms or kennels

Appointments settings

Save time with prefilled quantities based on patient weight.

Automate dose guidelines

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

Set up canned Treatment Plans (Estimates)

Learn how to set up protocols and billable services.

Set up protocols and prices

Create shortcuts for diagnoses

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

Set reference values for lab results

Make your documents more professional with your signature and stamp.

Personalize records with your signature or stamp

Streamline your work by automating reminders for different products.

Set up product reminders

Records settings

Receive notification when your stock is running low.

Create stock alerts

Inventory settings

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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