Skip to main content1. Account Settings
Manage clinic-level configurations and general preferences.
- Account → Manage clinic details and system preferences.
- Subscription → View and update your billing plan.
- Schedule → Configure appointment rules and booking settings.
- Work Hours → Set staff and clinic availability times.
- Locations → Add or manage clinic branches.
- Grantor → Register individuals authorized to act for patients.
2. User Management
Control access and roles within the system.
- Users → Create, edit, and deactivate user accounts.
- Roles & Permissions → Assign what each user can see or do.
3. Records Management
Set up and maintain data used throughout the system.
- Lookups → Configure predefined lists (diagnoses, services, etc.).
- Tags → Organize and classify patients, conditions, or media.
- Drugs → Maintain and update drug lists.
- **Forms **→ Access and manage all patient records.
4. Corrections
Tools for data correction and integrity.
- Lookups → Predefined lists used across the system (e.g., diagnosis types, exam categories). Corrections here ensure that dropdowns and selections remain standardized and error-free.
- Patient Name → Allows authorized users to correct spelling mistakes or update a patient’s name while keeping an audit trail for record accuracy.
