Overview
This article walks you through how to update your practice details, customize your branding for patient-facing documents, and set up helpful tools like the QR code for self-check-in. These settings help ensure your schedule, invoices, and patient communications are accurate and on-brand.
Practice Settings & Calendar Format
Start calendar on Sunday or Monday
Choose how the mini calendar appears in your schedule view (Sunday or Monday start).
➜ Go to: Settings > General > Practice Information
Change Practice Name, Email, and Website
If your clinic name changes or you incorporate, update your name here. You can also add your contact email, website, and upload a logo.
Invoice, Superbill & Document Branding
Customize the header and footer content for your clinic documents:
Header: Add a tagline like “Treating your most important health concerns.”
Footer:
Line 1 (Bold): Ideal for your website or practice slogan.
Line 2: Email, phone number, clinic address, etc.
Click the “Copy” button to auto-fill your info, then adjust as needed.
You can preview a sample document showing your logo, tagline, and footer before saving.
QR Code for Patient Self Check-In
This tool is excellent for solo or front-desk-light practices:
Print a QR code with your logo and welcome message.
Patients scan it to check themselves in.
Optionally, auto-charge the patient for their scheduled service (note: it does not collect payment—only applies the charge to their record).
Customize the displayed message to match your policies, especially for insurance-based practices where pre-charging may not apply.
Initial Setup Wizard
If you already completed the 6-step setup wizard, no need to redo it. It covers:
Number of rooms
Sales tax
Services
Offices
Staff
Scheduling basics
Afterward, all updates should be made through their respective pages: Services, Offices, Schedule, etc.