How to Configure Practice Settings, Services and Locations

Configure your Practice Settings and Locations to keep your practice's details up to date, add new locations, and manage essential settings. By following this guide, you'll streamline your workflows and ensure your information is always accurate.

Step 1: Start on the main calendar view.

Step 2: Go to Settings to access configuration options.

Step 3: Select Practice settings. Review and update your practice's contact and address details in the general information tab.

Step 4: Add a location by clicking the Add location button. Complete the form with the required details, then click Add Location to save.

Step 5: To add a new service, open the Services tab and click Add new. Fill in the service information, then select Add Service to confirm.

Step 6: Platform will update and display your new or updated service.

Step 7: Switch to the Appointment Cancellation tab to review or modify your cancellation policies.

Step 8: Select the AI Assistance tab to explore additional features. To enable the Omni Recorder for telehealth transcripts, navigate to AI Note Taker, then click Add to Chrome. Follow the prompts to install and pin the extension for easy access.

Once you finish these steps, your practice settings, locations, services, and AI Assistance features will be set up and ready to use!