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Knowledge base
Dashboard (1)
Dashboard
Dashboard (7)
Dashboard Overview
Understanding Appointment Dashboard
Managing Surgery Arrival Times from the Dashboard
View all 7
Bookings and Appointments (2)
Creating and Managing Appointments (8)
Schedule - Overview
Create an Appointment
Edit an Appointment
View all 8
Advanced Schedule and Appointment Settings (6)
See Who Created or Edited an Appointment
Add Internal Notes To an Appointment
Send out Patient-specific Instructions
View all 6
Manage Patient Records (5)
Patient360 (5)
Overview of Patient360
Register a New Patient
Upload and Manage Images and Files
View all 5
Journal entries (4)
Create a Journal Entry
Hide Published Journal Entries and Delete Drafts
Link Journal Entries to an Appointment
View all 4
Paperworks (5)
Paperwork - Overview
Create a Paperwork Packet
Manage a Paperwork Packet
View all 5
AI Scribe Journal entries (3)
Get started with AI Scribe
Record a session and create a journal entry with AI Scribe
Create additional documents from the transcript
Tags (8)
Understanding Tags
Create Custom Tags
Assigning and Removing tags
View all 8
Finances (4)
Understanding Financials (3)
Financials - Overview
Add Branding to Invoice PDFs
View Linked and Not Linked Appointments from Financials
Invoices (6)
Create an Invoice
Edit an invoice
Cancel an Invoice
View all 6
Quotes (6)
Create a Quote
Sharing a Quote with Patient
Approving a Quote
View all 6
Gift Cards (4)
Manage Gift Cards
Sell a Gift Card
Transfer a Gift Card
View all 4
Services and Products (3)
Services (6)
Overview of Services
Add a New Service
Create a Customized Service
View all 6
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 (6)
Set Up a New Location
Set up Permissions
Set Up Cancellation, Rescheduling and Payment Policies
View all 6
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?
