User Manual

About

• Logging in and out of Manage
• Integrations
• About

Manage AI Notes Assistant

• Best Practices for AI Notes Assistant Guide
• AI powered Notes Assistant Manage - Getting started

My Profile

• My profile
• Tab count settings

How to use the Menu

• Reports
• Global search
• Tasks
• Scheduler
• Leads
• Patients/Leads
• Dashboard

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Clinic/Company Settings

• Manage Permissions Catalog
• Company settings
• Creating new users

Environment Settings

• Print settings
• Finance settings
• Scheduler settings
• Dashboard settings
• Inventory settings
• Patient letters
• Marketing management
• Location settings
• VAT split – sales that contain the product price and service in one price.
• Document management
• GP Configuration
• Online booking
• Workflows
• Report Designer: Printout Template Customization
• Notification settings
• Patient settings
• HSP configuration
• Survey settings
• Task management

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Audit Trail

• Audit trails