Learning Lab Articles & Resources

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

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

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

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

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

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

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

Commonly asked questions, Resolution & Troubleshooting Guides

New OB released Januaru 2026