Configuring the Info Section in the Web Portal

You can customize the messaging displayed on your home and clinic info pages. Adding content to this area will enrich the look and feel of the Web Portal.

Customize the Message on Your Web Portal

1. Log in as the Admin.
2. Click on the Gear icon in the top right header.
3. Select Web Portal & App from the dropdown menu.
4. Scroll to the Info section.
5. Notice Bar

The Display Notice Bar is a customizable messaging bar at the top of your Web Portal & App. It should be used to display important announcements or updates you don't want Patients to miss. To configure the Notice Bar, follow these steps:

1. Check Display Notice Bar.
2. Add your Content.
3. Click Save at the bottom of the page.

Clinic Info

This is a great opportunity to provide an overview of your clinic. We recommend including some information about your facility, staff, and services.

1. Add your Content.
2. Use the desired Formatting tools.
3. Click Save at the bottom of the page.

Resource Sequencing

Resource Sequences allows you to define the order in which your Services, Practitioners, and Locations are sequenced and displayed on the Web Portal & App homepage. To configure Resource Sequencing, follow these steps:

1. Check which Resources you want displayed, such as Services, Practitioners, or Locations.
2. Change the Sequence by clicking and dragging the six-dot icon.
3. Click Save at the bottom of the page

Service Display Style

You can choose how your services are displayed within the Web Portal & App. Whether you prefer a card view or a list view, you can configure it to suit your preferences. To set up the Service Display Style, follow these steps:

1. Select Card View or List View.
2. Click Save at the bottom of the page.

Important Note: List view is ideal if you have many services. Card View might be preferred if you have fewer services, especially if they have nice imagery.