Setup & Configurations
General setup for your practice and team
34 articles
QuickSOAP Classic is Being Retired: How to Switch to QuickSOAP AdvancedQuickSOAP Classic is being retired on June 17, 2026. All accounts move to QuickSOAP Advanced automatically on that date. This guide shows you how to try Advanced and, if needed,…
Manage Login and Security Settings in DigitailLearn how to protect your Digitail account with 2FA, IP whitelists, PIN login, TypingDNA, and annual password updates.
Create and manage user TeamsGroup staff into Teams so you can mention them all at once and assign tasks that anyone on the team can pick up.
Tax Rates | Setup & ManagementLearn how to add, manage, and disable tax rates in Digitail, and how the new unified tax rates table works.
Set up the Clinic's ProfileLearn how to set up the clinic's profile
Set up the Clinic's PreferencesLearn how to set up advanced clinic's preferences
Add, Edit, or Delete User Roles & PermissionsLearn how to add, edit, or delete standard user roles and permissions for your team.
Add or Edit Users/Staff MembersUse this guide to add or edit staff and configure working hours and/or booking access
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.
Manage your Digitail SubscriptionUpdate your details or card using dedicated Customer Portal.
Label Printer Customization & IntegrationCustomize and print Labels directly from Digitail.
Set up Visit/Appointment TypesLearn how to set up and manage the appointment types that you are providing in the practice.
Customize your ProfileSet up your name, photo, user type, signature, password, and account preferences on the My Profile page.
Set your ScheduleLearn how to set up your personal schedule and working hours shifts in Digitail.
Redirect Emails to a specific FolderKeep you inbox organized with Labels.
Why does a team member fail to save when their details are added?Cannot save Team member in Digitail
Create SOAP/Record Templates (V1 Records)Customizing 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.
📝 Record Templates | Our New UpdateCustomizing SOAP Templates for your Clinic Workflows
Customize Client Notifications & RemindersAdjust Digitail's default messages to your needs and set up your preferred communication channels and reminders.
Set up Forms and CertificatesLearn how easy it is to create templates for consent forms or certificates.
Setting Up Discount TemplatesSet up discount templates and link them to your client profiles, or apply them to sales directly.
Add and Manage ServicesLearn how to set up your billable services.
Adjust Service PricesLearn to adjust the price of your services in bulk or one by one.
Manage Stock AlertsReceive notification when your stock is running low.
Linking Midwest Products to Digitail Products (Coming Soon)Understand how to link Midwest and Digitail products