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  3. System Setup & Management

System Setup & Management

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  • How to Set Up Follow-Up Categories and Schedule Follow-Up Tasks and Calls
  • How to Track and Manage Inventory
  • How to Set Up Third Party and Insurance Companies
  • How to Access Help Chat & Support
  • How to Adjust Your Settings to View Select Practitioners' Availability on the Home Schedule Page
  • How to Set Up User Types
  • How to Set Up User Types
  • How to Set Up Schedule Types
  • How to Set Up Products and Services
  • How to Adjust Your Appointment Reminder Settings
  • How to Use the Patient Loyalty Program
  • How to Create a Giftcard
  • How to Adjust Inventory
  • How to Create a Purchase Order and Receive Inventory
  • How to Create Payables
  • How to Set Up Your Telus System
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