We’ve relocated and redesigned the settings most relevant to the ongoing services you provide your clients, with the intention of organizing related settings and making key features more easily accessible. We kept our customers’ needs top of mind, to make sure the updates to your account settings are considerate, useful, and beneficial to providing optimal care to your clients.
In this guide, we’ll cover:
Note: For more information on the entire settings update, see Navigating the new settings experience.
Scheduling
The Scheduling section includes settings related to your Client Portal, your calendar, cancellation policy, and the online appointment request widget. We grouped these features together to streamline the process for setting up your appointment management workflows, as well as the way you present your practice to clients in the Client Portal upon first login.
Client Portal permissions
Previously, in Settings > Client Portal you’d find three separate tabs: Settings, Emails, and Shared Documents and Files.
Now, the Settings tab has been made a standalone page at Settings > Scheduling > Client Portal permissions.
Note: The Emails and Shared Documents and Files settings have been relocated to the Client Notifications and Documentation sections, respectively. For more information, see the relevant section below.
Calendar
Your Calendar display and Calendar sync settings were located at Settings > Calendar.
With the new settings experience, you can navigate to Settings > Scheduling > Calendar to adjust your Calendar display, Calendar sync preferences, as well as your Cancellation policy.
Appointment request widget
With the original settings experience, you’d navigate to Settings > Widget to access the appointment request widget code.
Now, you’ll find this at Settings > Scheduling > Appointment request widget.
Documentation
To simplify the process for creating and updating your notes and forms, we’ve grouped together settings related to your intake documentation and template library.
Template library
Previously, at Settings > Notes & Forms > Template Library you’d find the available catalog of pre-made templates.
Now, at Settings > Documentation > Template library, you'll find the templates you've created or saved, which were previously housed under My Notes & Forms with the original settings experience.
You’ll find the option to view the available selection of pre-built templates or create your own from the navigational buttons in the upper right corner.
Shareable documents
The documentation settings housed on the Shareable documents page were located at Settings > Client Portal > Shared Documents and Files with the original settings experience.
Now, you’ll find your intake documentation and uploaded files available at Settings > Documentation > Shareable documents.
Client notifications
Previously, your client notifications were located on separate pages and tabs in your settings. Now, we’ve centralized these notifications and made them standalone pages so it's quicker and easier to find the notification setting you’re wanting to update.
Email notifications templates were located in two different areas of your account with the original settings experience:
- At Settings > Client Reminders > Email for appointment reminder templates
- At Settings > Documents for billing email templates
With the new settings experience, you can find all types of email templates, including automated emails, at Settings > Client notifications > Email.
Text
Text reminders were previously a tab at Settings > Client Reminders > Text.
Now, these are a standalone page at Settings > Client notifications > Text with tabs for Appointment reminders, Telehealth reminders, Document reminders, and your Cancellation message templates.
Voice
Previously, voice reminders were located at Settings > Client Reminders > Voice.
With the new settings experience, navigate to Settings > Client notifications > Voice to adjust these reminder templates.
Messaging
Under Messaging you’ll find your Secure Messaging preferences for clients and clinicians.
Secure messaging
With the original settings experience, you could navigate to Settings > Secure Messaging.
Now, navigate to Settings > Messaging > Secure messaging to enable or disable Secure Messaging for clients and team members.
Note: To learn more about the Billing and Operations settings sections, see Understanding the new Billing settings experience and Understanding the new Operations settings experience.