Settings

Products & Services

• Settings : Inventory 🎥
• Settings : Departments & Categories
• Settings : Products & Services
• Settings : Deleting Products & Services or Moving Categories
• Settings : Products & Services Hot Links
• Settings : Products & Services Groups

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Companies and Contacts

• Settings : Contacts & Contact Types 🎥
• Settings : Third Party Contact & Insurance Forms Set Up
• Settings : Vendors

Groups & Categories

• Settings : Staff Groups
• Settings : Follow-ups 🎥

System & Company Settings

• Settings : Insurance 🎥
• Settings : Company Tab
• Settings : Reminders & Notifications
• Settings : Scheduling Tab
• Settings : Appointment Notifications 🎥
• Settings : Appointment Emails

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System Entities & Types

• Settings : Payment Types
• Settings : Stat Holidays
• Settings : Resources
• Settings : Patient Identifier Types
• Settings : How to set up Schedule Types
• Settings : Practitioner Types

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Forms & Letters

• Settings : Forms
• Settings : Administer Custom Forms 🎥
• How to Create Custom Charts & Intake Forms 🎥
• Settings : Custom Letters 🎥

Treatment Plans

• Settings : Treatment Plans Overview
• Settings : Create a Treatment Plan 🎥
• Settings : Attaching a Treatment Plan to a Patient
• Settings : Scheduling from a Treatment Plan

Programs

• Settings : Programs Overview 🎬

Imports

• Settings : Imports Overview
• Settings : Transaction Import
• Settings : Lens Pricing Import
• Settings : Appointments Import
• Settings : Chart Notes Import
• Settings : SOAP Notes Import

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