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Account Settings

The central hub for managing and configuring your account to suit your workflows and needs.

20 articles
Clinical Documentation & Forms Management

Create and manage consents, intake forms, and important instructions for patient visits

6 articles
Patient Management

Patient Information, Patient Portal, Booking & Payment History, Treatment Documentation, Communication

21 articles
Scheduling, Online Booking & eCommerce

Booking Appointments, Managing Your Calendar, Cancellation Policy and No Shows, Email and SMS Communication, Google Tracking, Manage Services Offered, Online Booking and Patient Portal, Patient Waitlist, Telehealth

41 articles
Patient Encounters & Charting Procedures

Consents, Questionnaires, Treatment Instructions, Chart Templates, Dot Phrases, Before and After Photos, Managing a Procedure or Encounter, Provider/MD Room

23 articles
Inventory and Product Management

Adding Products, Services or Medical Supplies, Inventory Reconciliation, Inventory Reports, Pricing Variations, Purchase Orders and Auto-Reordering, Stock Management and Lot Numbers, Stock Transfer Between Clinics, Tax Rates

13 articles
Integrated Payment Processing

Cash Drawer, Clearent, Deposit Report, Disputes, e-Gift Cards, Invoices, Memberships, Patient Wallet, Promotions, Stripe Card Readers, Online Booking, Payments From a Procedure, Third Party POS Integrations, Turn on Integrated Payment Processing

35 articles
Business Insights/Reporting

Breakdown of reports and metrics from transactions, inventory usage, appointments and patient activity

4 articles
AR Integrations Hub

Aspire Rewards, ePrescribe (ERX), Leads Integration, Marketing Integrations, Qualiphy, TouchMD, Zapier

26 articles
AR Marketplace
20 articles
Aesthetic Next

CMEs and Helpful Articles

1 article