Settings

Administrative setup and configuration for various clinic-wide settings

Facility Setup Overview
The Facility Setup module helps you configure the essential operational details of each practice location. It ensures consistency, personalization, and comp...
Fri, 8 Aug, 2025 at 8:40 AM
Facility Setup - Name & Location
Video Walkthrough View the walkthrough video below on Box 33 & 34 in Facility Setup This articles explains the information that needs to be ad...
Tue, 11 Nov, 2025 at 1:42 AM
Facility Setup - Holidays Setup
This article explains how you can add personal holidays or federal US holidays. Video Walkthrough For a live demonstration of Holiday Setup.  see the b...
Mon, 10 Nov, 2025 at 7:05 AM
Facility - Payroll Setup
This article explains how you can create or edit payroll setup. Video Walkthrough For a live demonstration of Facility Payroll Setup.  See the below v...
Mon, 10 Nov, 2025 at 7:28 AM
Facility Setup - Logo
This articles explains how you can upload your logo. How to Upload Your Facility Logo? In the Settings tab, navigate to Facility Setup. Click on L...
Wed, 22 Jan, 2025 at 8:05 AM
Facility Setup - Business Files
This article explains how to add/manage business related documents. How to Add/ Manage Business Documents? Select the Business Files option from the le...
Wed, 22 Jan, 2025 at 8:08 AM
Facility Setup - Intake Form
This article explains how to upload intake forms for the facility and manage them effectively. Video Walkthrough For a live demonstration of Facili...
Mon, 10 Nov, 2025 at 7:29 AM
Facility Setup - Forms Builder
This article explains how to create a new form using the form builder in the settings module. Video Walkthrough For a live demonstration of Facility Fo...
Mon, 10 Nov, 2025 at 7:31 AM
Facility Setup - Create A New Form
This article explains how to create a new form in the Form Builder. Video Walkthrough For a live demonstration of Create A New Form.  See the below video:...
Mon, 10 Nov, 2025 at 7:31 AM
Facility Setup - Forms & Library
This articles explains how you can assign and un assign forms for your facility. Video Walkthrough For a live demonstration of Forms & Library.  Se...
Mon, 10 Nov, 2025 at 7:32 AM