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Setup & Configurations
Setup & Configurations
General setup for your practice and your personal profile
By Sophia and 1 other
2 authors
26 articles
Personal Settings
Customize your Profile
Set your Schedule
Change your Password
Two-factor authentification with TypingDNA
Clinic Settings
Set up the Clinic's Profile
Set up User Roles and Permissions
Add or Update Users
Set up Client Discounts
Set an Automatic Logout
Set up forms and certificates
Set up the Clinic's Fiscal Information
Set up Series & No. for Documents
Appointments Settings
Set up Visit/Appointment Types
Set up the Clinic's Schedule
Set up Schedule Templates
Configure Rooms or Kennels
Set up Reminders for Upcoming Appointments
Set up Notifications for Upcoming Appointments
Records Settings
Set up canned Treatment Plans (Estimates)
Set up Services and Prices
Create shortcuts for diagnoses
Set reference values for lab results
Personalize records with your signature or stamp
Set up product reminders
Set up Reminder Protocols
Inventory Settings
Create stock alerts