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Open Settings to browse configuration pages grouped by purpose. The pages you see depend on your permissions and the modules your clinic uses.

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Use Settings Home

Click Settings at the top of the Settings sidebar to open Settings Home. Choose a page from one of these groups:
  • My Decoda — your profile, preferences, notifications, and personal connections
  • Scheduling — clinic scheduling, availability, locations, and calendar setup
  • Patient Experience — patient-facing forms, communications, branding, and booking
  • Clinical — clinical documentation, prescribing, and care workflows
  • Billing — payments, insurance, invoicing, and accounting defaults
  • Growth — growth tools, integrations, offers, and loyalty
  • Staff — users, roles, teams, shifts, and workspace access
  • Catalog — products, services, medications, packages, and stock
  • Assistants — calling, texting, scribe, chat, and task assistants
If Ask Decoda about your settings appears, enter a question or choose a suggested question. Decoda opens the assistant and sends your question. Commonly visited gives you quick access to settings pages you use often.

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My Decoda

Profile & Security

Update your profile, password, security, and personal account details.

Preferences

Set your personal Decoda preferences.

Notifications

Choose which alerts you receive and how they are delivered.

Google Calendar

Connect your personal Google Calendar.

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Scheduling

Scheduling Configuration

Configure self-scheduling rules and clinic-wide scheduling defaults.

Bookable Resources

Manage rooms, devices, and other resources patients can book.

Calendar Appearance

Control how appointments appear on the calendar.

Locations

Manage clinic addresses, hours, and location details.

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Patient Experience

Forms

Create forms and manage how patients receive and complete them.

Patient Portal

Configure the patient portal and patient access.

Brand

Customize clinic branding and patient-facing materials.

Online Shop

Configure your patient-facing online shop.

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Clinical

Note Templates

Create reusable templates for clinical notes.

Treatment Plan Templates

Create reusable treatment plan templates.

Care Plans

Configure and use care plan templates and tags.

Medications

Manage medication templates and details.

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Billing

Payment Management

Manage merchant accounts, payment devices, tax rates, tips, and payment methods.

Insurance Carriers

Save insurance carriers and plans.

Billing Rules

Configure automatic billing actions.

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Growth

Pipelines

Configure opportunity pipelines and stages.

Memberships

Create recurring membership plans with credits and benefits.

Promotions

Create promotions, discount codes, and loyalty offers.

Social

Connect and manage social messaging accounts.

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Staff

Users, Roles & Permissions

Manage staff accounts, roles, and access.

Teams

Organize staff into teams.

Shifts

Manage staff shifts and availability.

Commissions

Configure commission rules for staff.

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Catalog

Products

Manage retail products and pricing.

Services

Configure treatments, pricing, and booking requirements.

Packages

Bundle services and products for patients to purchase and redeem.

Stock

Manage stock levels and suppliers.

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Assistants

AI Assistants

Configure calling, texting, scribe, chat, and task assistants.

Phone Numbers

Manage clinic phone numbers and routing.

Desk Phones

Configure desk phones for staff.