How to Set a Practitioner's Breaks, Schedule Colour, Signature, and Dashboard & To-Do Preferences

Go to Settings>Practitioners>Open>Preferences tab.

1. Action & Follow-Up Display Days: This setting is related to the personal dashboard. 
Set how many days into the future you want to see Calls & ToDos.

2. Dashboard:

My Practitioners: 1 location - this setting is most often set to "My Practitioners".

Clinic Practitioners: 1 or more locations - If you have more than 1 location you can set this to "Clinic Practitioners" in order to switch between clinic schedules. A drop down selector will appear on the Home schedule page when using this setting.

My Schedule & Tasks: Shows a 2 day Schedule, Calls & To Dos and the Message Centre when logging in.

Resource Schedule: If you have resources set up you can toggle between Resources and the Practitioners.

3. Time between appointments: Set up an automatic break to appear after each appointment block.

4. Profile Picture: This photo will be viewed in the patient portal and in the internal chat. Jpeg files are also acceptable.

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5. Signature: Upload a signature you want to appear on the Patient invoices.

6. Item Hot Links: Set this to yes if you would like to set up quick links to quickly select frequently booked Products & Services.

Enter up to 10 items that the practitioner will have access to quickly select from while they are logged in.

A Hot Link button will appear in the patient appointment booking pop for this practitioner to select from.