A collection of articles to help with your practice admin
How to mark that a patient did not attend🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Marking a patient as DNA/FTA when they did not attend their appointment, and how to report on FTAs.
How to enable and use notifications🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - How to turn on and manage desktop notifications
Bulk Editing Appointments🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - Edit a group of appointments in one go, eg to inform all patients of a cancellation by the practice.
Site Settings🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Settings for your site: Opening Hours, Name & Address, Default Payment Plan, Logo, Referrals
How to book appointments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to book an appointment from the calendar and the Treatment Plan
How to audit a patient's appointment🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only -How you can audit a specific appointment against a patient to see the journey of that appointment.
How to show practitioner availability in the calendar🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - Updating your calendar to reflect working patterns, expected and unexpected absences.
How to use the calendar override to update practitioner availability🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Mark a practitioner as unavailable in the calendar
How to use schedules to show practitioner availability🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Use schedules to build practitioner calendars and diaries, and set working patterns
How to show annual leave/time off in the calendar🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - Use schedules or the calendar override feature to block the calendar off for time off.
How to edit or delete an existing schedule🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Editing and deleting schedules which have previously been created.
How to layer multiple schedules at the same time🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to layer schedules to account for varying availability throughout the month/year.
How to add and amend practitioner breaks in the calendar🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Adding, amending and deleting breaks in the calendar using the schedule and override features.
How to use the 'Visits' tool🇦🇺🇬🇧🇮🇪🇨🇦 AU, UK, ROI, CA - Accessing the 'Visits' panel to manage arrivals and patient actions.
How to use lab status to track lab work🇨🇦 🇦🇺 🇬🇧 🇮🇪 CA, AU, UK, ROI - Managing lab status to keep track of current and overdue lab work for lab-dependent appointments