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.
You’re running the business, not just the front desk. The tools that matter most are the ones that tell you how the clinic is doing and keep the day-to-day running on its own. This is the short path to all of them.
By the end of your first day, you’ll be able to:
- Ask questions about your business in plain language
- See how the clinic is performing at a glance
- Pay staff accurately from the work they’ve already recorded
- Plan shifts and catch scheduling conflicts early
- Keep products and medications in stock
- Make sure your AI assistants sound like your clinic
Learn these first
Ask Decoda
Instead of digging through reports, just ask. Click Ask Decoda in the top navigation to ask questions about your clinic’s data in plain language — and have it take actions like drafting a form or sending a blast. It always shows a plan and waits for your approval first, so you stay in control.Ask Decoda
Track performance with Analytics
Analytics is how you spot trends before they become problems — slow weeks, top providers, revenue dips. Open Analytics for dashboards on appointments, revenue, patients, providers, and memberships, viewable on a cash or accrual basis depending on the question.Analytics
Pay your staff
Payroll is error-prone by hand, so Decoda builds it from work already recorded — commissions, hourly rates, and tips. Review earnings and run payouts from the Staff Pay tools, and confirm your commission rules are set up the way you intend.Staff Pay · Commissions
Plan shifts
Knowing who’s working when — and catching conflicts early — keeps the schedule from breaking down. Use Check-In > Shift Management to plan availability across all providers and locations in one view, resolve overlaps, and clear shifts for holidays.Shift Planning
Manage inventory
Running out of a product or medication means lost revenue and cancelled treatments. Track stock levels, create purchase orders, and manage suppliers so you reorder before you run dry.Inventory
Review your AI instructions
The AI assistants answer calls, transcribe notes, and reply to texts on your clinic’s behalf — so the instructions behind them are effectively your staff’s script. Review and tune them so the AI sounds like you and follows your policies.AI Assistants
Set up your notifications
As the owner you don’t need every alert — you need the ones that signal something needs your attention, like a failed payment or low inventory. Notifications are per-user, so turn on what matters to you and choose in-app, email, or text.Turn these on in-app to start: failed payments and planned payments; failed refunds and adjustments; chargebacks that need action or were lost; failed deposits; low stock; and low patient reviews. Leave the routine “succeeded” and “created” alerts off — you’ll see that activity in your dashboards.Notification Settings
A rhythm that runs itself
You won’t touch all of these every day. Here’s a cadence that keeps the clinic healthy without living in the software:- Each morning — Glance at Analytics, or ask Ask Decoda “how did yesterday go?” to catch anything off.
- Each week — Plan next week’s shifts, review staff pay, and check inventory levels before they run low.
- Ongoing — As you learn how patients respond, tune your AI assistant instructions so calls and texts keep getting better.