Settings

General settings

Go to settings. Then click general. N ame updating the practice/office name. W ebsite updating practice/office website link. T imezone in putting the timezone, it depends where are the office is loca…

Shayan Nafisi
Updated 1 week ago by Shayan Nafisi

How do I add a new user?

There are multiple ways to add a new user: From the "Staff" Menu Click on the "Staff" Menu on the left side of the dashboard. Click on the invite button ("+") at the top right side of the staff list.…

Shayan Nafisi
Updated 4 months ago by Shayan Nafisi

How do I turn on/off automated reminder and confirmation calls?

Go to "Settings" (You have to be an account admin). Go to "Patient Care Journey". Under "VOICE REMINDERS", you can choose "Inactive" for "Reminder Calls" or "Confirmation Calls". Note: Turning off co…

Shayan Nafisi
Updated 6 months ago by Shayan Nafisi

Locations

How to add & edit the location? Go to the Settings. Then click the Locations. Add location to your account. Just click the Add.. ----------------------------------------------------------------------…

Shayan Nafisi
Updated 1 week ago by Shayan Nafisi

Messaging Templates

1. To find the messaging templates, go to setting > messaging templates. This is where you can edit templates. 2. To check for the language option go to settings > messaging templates > drop down men…

Shayan Nafisi
Updated 5 months ago by Shayan Nafisi

To edit / add date of birth

1. To edit or add date of birth of the patient, go to Patients > choose a patient > on the upper right click on Edit.

Shayan Nafisi
Updated 4 months ago by Shayan Nafisi

Users

Go to settings. Go to U sers. Just click add. E mail address put the email address of the new user. Prefix if the user has a "Dr." on his name. First name of the user. Last name of the user. S uffix…

Shayan Nafisi
Updated 1 week ago by Shayan Nafisi

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