Organization Setup
General Preferences
Branding, communication templates, invoicing rules, and clinic-wide defaults.
Locations & Facilities
Physical addresses, operating hours, and location-specific settings.
Users, Roles & Permissions
Staff accounts, custom roles, and module-level access control.
Notifications & Alerts
Configure which events trigger alerts and how they are delivered.
Profile & Security
Personal profile, credentials, password management, and account security.
Services & Inventory
Services
Treatments, pricing, scheduling rules, and appointment requirements.
Categories
Organize services, products, medications, and packages into logical groups.
Products
Physical products and retail items with pricing and stock tracking.
Medications
Medication inventory, dosages, and per-location stock levels.
Memberships
Recurring membership plans with credits, discounts, and automated billing.
Packages
Bundled services and products patients purchase and redeem over time.
Billing & Payments
Payment Management
Merchant accounts, POS devices, tax rates, tips, and payment methods.
Billing Rules
Automated billing workflows with rule-based triggers and actions.
Clinical Tools
Note Templates
Reusable clinical note templates with provider access controls.
Care Plan Templates
Reusable care plan templates with appointment and task steps.
Care Plan Tags
Colored tags to organize and categorize care plans.
Document Types
Manage categories used to classify and filter patient documents.
AI Assistants & Suggestions
AI phone assistants, scribes, text messaging automation, and quick-reply snippets.
Scheduling & Integrations
Scheduling Configuration
Self-scheduling rules, bookable resources, and calendar appearance.
Developer Settings
Webhooks, API access, custom email domains, and third-party integrations.