Clinic Features

Features available on Clinic account

28 articles in this collection
Written by Schuyler Welch

Clinic Account Overview

The benefits of using a Clinic solution for your practice

Written by Schuyler Welch
Updated over a week ago

Upgrade to Clinic

Step by step instructions

Written by Schuyler Welch
Updated over a week ago

Upgrade from Free/Pro to Clinic

How to upgrade an existing account and things to consider

Written by Schuyler Welch
Updated over a week ago

Set Up Your Clinic Account

Clinic Login

To access your Clinic account, you must go to your subdomain

Written by Schuyler Welch
Updated this week

Free and Clinic Logins are Different

Be mindful when you have a Free account and a paid Clinic account

Written by Schuyler Welch
Updated over a week ago

Customize Your Clinic Account

Add personalized branding and a landing page to your Clinic account

Written by Schuyler Welch
Updated over a week ago

Branded Clinic Account Examples

Create a more personalized experience for your patients

Written by Schuyler Welch
Updated over a week ago

Setting Up Clinic Workflows

Find out the optimal set up for your organization

Written by Schuyler Welch
Updated this week

Personalized Getting Started Tips

Get your room link on the Getting Started flyer

Written by Schuyler Welch
Updated over a week ago

Managing Users

Manage Users: Add Seats

Add licenses to invite more users

Written by Schuyler Welch
Updated over a week ago

Manage Users: Add Providers

Invite new users to the Clinic account

Written by Schuyler Welch
Updated over a week ago

Manage Users: Remove Providers

Remove users from your Clinic account

Written by Schuyler Welch
Updated over a week ago

Manage Users: Remove Seats

Reduce the number of licenses to lower your bill

Written by Schuyler Welch
Updated over a week ago

Add Non-Provider Seats to a Clinic Account

Request licenses for assistants, admins, or IT users.

Written by Schuyler Welch
Updated over a week ago

Provider Not Receiving Invite Email

What might cause invitation emails to not arrive in user's inbox

Written by Schuyler Welch
Updated over a week ago

Pending Invitations

Remove or resend pending invitations

Written by Schuyler Welch
Updated over a week ago

Change Member Roles

Switch your providers to Owner/Admin/Member/Disabled

Written by Schuyler Welch
Updated over a week ago

Clinic Features

Transfer Patient: Overview

Get your patient to the right places for a successful visit

Written by Schuyler Welch
Updated this week

Create a Shared Room

Connect with multiple patients in one convenient place

Written by Schuyler Welch
Updated this week

Change Shared Room Display Name

Change the name that patients see when checking in

Written by Schuyler Welch
Updated over a week ago

Grant Access to Your Room

Let other providers in your Clinic access your room as a provider

Written by Schuyler Welch
Updated this week

Invite Patients to Another User's Waiting Room

Clinic staff can send invitations on behalf of providers right from their own dashboard

Written by Schuyler Welch
Updated over a week ago

Get Digital Signatures with Teleconsent

Every clinic has standard teleconsent enabled by default

Written by Schuyler Welch
Updated over a week ago

Meeting History: Clinic Overview

Review the meeting room history of anyone in your Clinic account

Written by Schuyler Welch
Updated this week

Turn Features On or Off

Control what features are available to providers

Written by Schuyler Welch
Updated over a week ago

Make Changes for Your Clinic Providers

Step by step instructions

Written by Schuyler Welch
Updated over a week ago

Clinic Landing Page

How to use the clinic landing page for check in

Written by Schuyler Welch
Updated over a week ago

Clinic Landing Page: Hide Rooms

Use Clinic Settings tab to hide rooms from dropdown list of providers

Written by Schuyler Welch
Updated over a week ago