Settings Setup
Forms
Find, send, and build intake and consent forms.
Services
Set pricing, scheduling rules, and appointment requirements.
Note Templates
Structure clinical notes so providers chart faster.
Medications
Configure the medication catalog, dosing, and inventory links.
Products
Set up retail products and internal supplies with inventory tracking.
New Checkout
What’s new in the redesigned Decoda checkout.
Front Desk
Clinic Dashboard
See the day’s appointments, pending forms, and alerts at a glance.
Search Bar
Jump to any patient, page, or action with Cmd + K.
Create a New Patient
Add a patient record and fill in their details.
Create an Appointment
Book a visit from the calendar.
Reschedule Appointments
Move a visit by dragging it or editing the time.
Check In Patients and Verify Consents
Check a patient in and confirm their forms are complete.
Add or Manage Patient Credit Cards
Save a card on file and update payment methods.
Communications Features
Text patients, review calls, and keep every conversation in one inbox.
Patient Profiles
Find your way around a patient’s chart.
Providers
Navigate the Calendar
Switch views, filter by provider, and find appointments fast.
Take Notes
Write and sign clinical notes.
Dose Details and Photos in Notes
Edit dose details and add photos to a note.
Conduct a GFE Exam
Run a Good Faith Exam through Spakinect.
Admins
AI Assistants for Clinics
Set up phone, text, and scribe assistants.
Ask Decoda
Ask questions about your clinic’s data in plain language.
Managing and Creating Shifts
Plan provider shifts and blocks for the week.
Staff Pay and Commission Setup
Review commissions, tips, and hourly pay.
Memberships
Create membership plans and add members.
Notification Settings
Choose which alerts you get and how they reach you.

