Help Centre
Clinic Daily Functions
Calendar
- Calendar Icons
- View Practitioner's Appointments
- Practitioner Online Booking Settings
- Enable/Disable Individual Practitioners from Appearing on Online Booking
- Adding an Intake Form from the Calendar
- Bulk Invite Patients/Clients to Create User Accounts for Online Booking
Financial
- Adding Fees to Invoices
- Gift Certificates
- Add Multiple Services to One Invoice
- Adding Credit to a Patient's / Client's Account
- Selling & Tracking Package Deals
- Writing-Off an Unpaid Balance on a Invoice
General
- Adding a Guardian Signature to an Agreement
- Emailing Agreements
- Confirming/Deleting an Appointment from Voice Reminder Not Working
- Supported browsers
- Accessing SOAP Notes in a Cancelled Account
- What Happens if My Trial Expires?
Intake Form
- Auto-send Intake Form with Appointment Reminder Email
- COVID-19 Screening
- Add Intake Form to My Website
- Disabling Insurance Questions on the Intake Form
- Preview Completed Intake Forms
- Add/Send an Additional Intake Form to a Patient/Client
Insurance
- Direct Billing in Canada
- Superbills
- Accessing Legacy Insurance Information on the Patient/Client Profile
- Add Policy to Patient/Client Profile
- Applying a Payment to Claims from an Insurer
- Update the Claim Status
Patients & SOAP Notes
- View Practitioner's Clinical Notes
- Merge Duplicate Patient/Client Profiles
- Documenting Infection Prevention in a Clinical Note
- Booking an Appointment Does Not Work on the iPad
- Drawing Tool is Not Working on the iPad
- Print Blank Intake Form
Reports
- Export Invoices to QuickBooks Online
- Tip Report
- Discount Report
- Accounts Receivable Report
- Clinic Tax Report
- Clinic Transactions Report
Clinic Settings
Locations
Details
- Account Setup Specialist
- Migration Service
- Location (IP Address) Restrictions
- Patient / Client Terminology
- Clinic Access Logs
- Unsubscribe from Email Notifications
Practitioners
- Allowing Practitioner to Manage Their Schedule
- Resend an Invitation to a Practitioner that has been Associated to a Clinic
- Managing a Practitioner/ Assistant Account as an Admin
- Disable/Enable Practitioner
- Remove or Delete a Practitioner
- Allow Practitioners to Manage Other Practitioner's Calendars
Assistant Accounts
Clinic Calendar Settings
Online Booking
- Cluster Booking
- Change the Practitioner Sequence in Online Booking
- Limit Online Booking to Existing Patients/Clients
- Add an Online Booking Message
- Online Booking Payment Policy (Full Payment/Deposit/Credit Card)
- Managing Online Booking Registration
Start End Time
Availability
Clinic Billing Settings
Discounts
Services
Products
Payment Methods
Clinic Taxes
Payment Processing
- Why should Android users disable taxes in their Square account?
- Cannot Connect to Square in iOS
- Over Payment to Square Account
- Applying a Refund when the Invoice was Paid with Square
- Square Integration for Payment Processing
- Allowing Multiple Patients/Clients to Use the Same Credit Card with Bambora