Setup & Configurations
General setup for your practice and team
36 articles
- 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.
- Enable and Apply Multiple Tax Rates (Beta)How to turn on multiple tax rates per product or service, and how stacked tax rates apply automatically at the point of sale.
- Switch an Existing Clinic from Single-Rate to Multi-Rate Tax (Beta)How an existing clinic already using single-rate tax can move to multi-rate, including what to do with products that already have a tax rate assigned.
- 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 Legacy 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/SOAP TemplatesCustomizing 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 Alerts & FiltersReceive notification when your stock is running low.
- Linking Midwest Products to Digitail ProductsUnderstand how to link Midwest and Digitail products