Clinic Settings control how your organization is configured — forms, automations, worklist layout, and more. Click Clinic Settings in the top navigation to access them.
Note: Clinic Settings are only accessible to clinic owners and admins.
| Setting | What It Does |
|---|---|
| Clinic Info | Update your organization name, logo, and verification settings. See Managing Clinic Settings |
| Collection Notice | Add a custom collection notice that patients must agree to during consent. See Managing Clinic Settings |
| Custom Fields | Create fields that appear as columns on your worklist, specific to your practice. See Customizing Your Worklist |
| Lists | Set the default columns, sorting, and layout for all users in your organization. See Customizing Your Worklist |
| Templates | Build and manage the forms patients fill out. See Building Form Templates |
| Automations | Set up rules that trigger actions automatically. See Automating Workflows |
Managing Your Account
Account Settings are available to all users. Access them from the top navigation to change your password, email address, and personal preferences.
What to Do Next
Now that you're set up, here's the recommended order to get started:
- Create your forms. Build forms to collect the data you need from your patients. See Building Form Templates
- Set up summary templates. Define how form responses get summarized. See Creating Clinical Summaries
- Customize your worklist. Add custom fields and columns relevant to your practice. See Customizing Your Worklist
- Add patients. Start creating encounters and assigning forms. See Managing Patients & Encounters
- Set up automations. Automate repetitive tasks to save time. See Automating Workflows