Knowledge base

Dashboard (1)

Dashboard

Dashboard (7)

• Dashboard Overview
• Understanding Appointment Dashboard
• Managing Surgery Arrival Times from the Dashboard

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Manage Patient Records (1)

Patients & Profiles (7)

• Overview of Patient360
• Create a Journal Entry
• Upload and Share Patient Files

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Finances and Invoices (3)

Create and Manage Invoices (10)

• Create an Invoice for an Appointment
• Create an Editable Invoice
• Create a Product Invoice from Patient360

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Pay Invoices (3)

• Send Invoices with Pay by Link
• Mark an Invoice as Paid by Cash or Bank Transfer
• Mark an Invoice as Partly Paid by Financing

Create and Manage Quotes (6)

• Create a Quote
• Sharing a Quote with Patient
• Approving a Quote

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Services and Products (3)

Services (6)

• Overview of Services
• Add a New Service
• Create a Customized Service

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Products (3)

• Add a product
• Edit a product
• Delete a Product

Updating software (1)

• How to Update Software Settings

Clinic and Team Setup (2)

Team setup (3)

• Add a Team Member to a Location
• Add Team Member Information
• Set Up Provider Availability

Clinic setups (7)

• Set Up a New Location
• Set up Permissions
• Set Up Cancellation, Rescheduling and Payment Policies

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Troubleshooting (2)

Software glitches and crashing (1)

• What to Do if the Software Crashes Frequently

Login issues (1)

• How to Fix Login Issues

Understanding the Patient Journey (1)

The Patient Experience (2)

• What Notifications Do Patients Receive?
• What Patient Information is Shared with the Clinic?