Clinic Settings
15 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.