Knowledge base

Bookings and Appointments (2)

Advanced Appointments Settings (4)

• Add Internal Notes To an Appointment
• See Who Created or Edited an Appointment
• Send out Patient-specific Instructions

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Creating and Managing Appointments (8)

• Cancel an Appointment with an Invoice
• Cancel an Appointment without an Invoice
• Create a Consultation Appointment

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Services and Products (2)

Products (3)

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

Services (6)

• Add a New Service
• Add Instructions To a Service
• Assign a Service To a Treatment Provider

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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)

• Add Room and Devices
• Set up Permissions
• Set Up Cancellation, Rescheduling and Payment Policies

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Finances and Invoices (2)

Create and Manage Invoices (6)

• Cancel an Invoice without Refunding
• Create a Product Invoice from Financials View
• 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

Manage Patient Records (1)

Patients & Profiles (4)

• Register a New Patient
• Navigating Patient 360 (Part 1)
• Understanding Patient 360 (Part 2)

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Understanding the Patient Journey (1)

The Patient Experience (2)

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