> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Find and configure clinic, staff, patient, billing, and personal settings.

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

## 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
* **Phones** — phone numbers, desk phones, extensions, and call tagging
* **Assistants** — calling, texting, scribe, chat, and task assistants
* **Developers** — API keys and webhooks

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.

## My Decoda

<CardGroup cols={2}>
  <Card title="Profile & Security" icon="shield" href="/modules/settings/profile-security">
    Update your profile, password, security, and personal account details.
  </Card>

  <Card title="Preferences" icon="sliders" href="/modules/settings/preferences">
    Set your personal Decoda preferences.
  </Card>

  <Card title="Notifications" icon="bell" href="/modules/settings/notifications">
    Choose which alerts you receive and how they are delivered.
  </Card>

  <Card title="Google Calendar" icon="calendar" href="/modules/settings/google-calendar">
    Connect your personal Google Calendar.
  </Card>
</CardGroup>

## Scheduling

<CardGroup cols={2}>
  <Card title="Scheduling Configuration" icon="calendar-check" href="/modules/settings/scheduling">
    Configure self-scheduling rules and clinic-wide scheduling defaults.
  </Card>

  <Card title="Bookable Resources" icon="calendar-days" href="/modules/settings/bookables">
    Manage rooms, devices, and other resources patients can book.
  </Card>

  <Card title="Calendar Appearance" icon="palette" href="/modules/settings/calendar-appearance">
    Control how appointments appear on the calendar.
  </Card>

  <Card title="Locations" icon="location-dot" href="/modules/settings/locations">
    Manage clinic addresses, hours, and location details.
  </Card>
</CardGroup>

## Patient Experience

<CardGroup cols={2}>
  <Card title="Forms" icon="file-lines" href="/modules/forms">
    Create forms and manage how patients receive and complete them.
  </Card>

  <Card title="Patient Portal" icon="mobile-screen" href="/modules/patient-portal">
    Configure the patient portal and patient access.
  </Card>

  <Card title="Brand" icon="paintbrush" href="/modules/settings/brand-colors">
    Customize clinic branding and patient-facing materials.
  </Card>

  <Card title="Online Shop" icon="store" href="/modules/settings/online-shop">
    Configure your patient-facing online shop.
  </Card>
</CardGroup>

## Clinical

<CardGroup cols={2}>
  <Card title="Note Templates" icon="file-medical" href="/modules/settings/note-templates">
    Create reusable templates for clinical notes.
  </Card>

  <Card title="Treatment Plan Templates" icon="clipboard-list" href="/modules/settings/treatment-plan-templates">
    Create reusable treatment plan templates.
  </Card>

  <Card title="Care Plans" icon="notes-medical" href="/modules/care-plans">
    Configure and use care plan templates and tags.
  </Card>

  <Card title="Medications" icon="pills" href="/modules/settings/medications">
    Manage medication templates and details.
  </Card>
</CardGroup>

## Billing

<CardGroup cols={2}>
  <Card title="Payment Management" icon="credit-card" href="/modules/settings/payment-management">
    Manage merchant accounts, payment devices, tax rates, tips, and payment
    methods.
  </Card>

  <Card title="Insurance Carriers" icon="building-shield" href="/modules/settings/insurance-carriers">
    Save insurance carriers and plans.
  </Card>

  <Card title="Billing Rules" icon="scale-balanced" href="/modules/settings/rules">
    Configure automatic billing actions.
  </Card>
</CardGroup>

## Growth

<CardGroup cols={2}>
  <Card title="Pipelines" icon="filter-circle-dollar" href="/modules/growth/pipelines">
    Configure opportunity pipelines and stages.
  </Card>

  <Card title="Memberships" icon="id-card" href="/modules/settings/memberships">
    Create recurring membership plans with credits and benefits.
  </Card>

  <Card title="Promotions" icon="tag" href="/modules/settings/promotions">
    Create promotions, discount codes, and loyalty offers.
  </Card>

  <Card title="Social" icon="comments" href="/modules/comms/social">
    Connect and manage social messaging accounts.
  </Card>
</CardGroup>

## Staff

<CardGroup cols={2}>
  <Card title="Users, Roles & Permissions" icon="users" href="/modules/settings/users">
    Manage staff accounts, roles, and access.
  </Card>

  <Card title="Teams" icon="people-group" href="/modules/settings/teams">
    Organize staff into teams.
  </Card>

  <Card title="Shifts" icon="clock" href="/modules/check-in/shifts">
    Manage staff shifts and availability.
  </Card>

  <Card title="Commissions" icon="money-check-dollar" href="/modules/settings/commissions">
    Configure commission rules for staff.
  </Card>
</CardGroup>

## Catalog

<CardGroup cols={2}>
  <Card title="Products" icon="box" href="/modules/settings/products">
    Manage retail products and pricing.
  </Card>

  <Card title="Services" icon="list-check" href="/modules/settings/services">
    Configure treatments, pricing, and booking requirements.
  </Card>

  <Card title="Packages" icon="gift" href="/modules/settings/packages">
    Bundle services and products for patients to purchase and redeem.
  </Card>

  <Card title="Stock" icon="boxes-stacked" href="/modules/inventory/stock">
    Manage stock levels and suppliers.
  </Card>
</CardGroup>

## Phones

<CardGroup cols={2}>
  <Card title="Numbers" icon="phone" href="/modules/settings/phone-numbers">
    Manage clinic phone numbers and routing.
  </Card>

  <Card title="Devices" icon="phone-office" href="/modules/settings/desk-phones">
    Configure desk phones for staff.
  </Card>

  <Card title="Extensions" icon="hashtag" href="/modules/settings/extensions">
    Assign short dial codes for transferring calls.
  </Card>

  <Card title="Tagging" icon="tags" href="/modules/comms/calls#call-tags">
    Choose the labels Decoda applies to calls.
  </Card>
</CardGroup>

## Assistants

<CardGroup cols={2}>
  <Card title="AI Assistants" icon="robot" href="/modules/settings/assistants">
    Configure calling, texting, scribe, chat, and task assistants.
  </Card>
</CardGroup>

## Developers

<CardGroup cols={2}>
  <Card title="API & Webhooks" icon="code" href="/modules/settings/developers">
    Create API keys and send events to other software.
  </Card>
</CardGroup>
