How to Add your Company Logo to Email Templates

Stand out with professional branding by adding your company logo to email templates. It’s a simple step that goes a long way in building trust and consistency with families and staff.

Catalog- Insurance

This is where you will update insurance and funder information.

Catalog - Auth Code

This is where you will configure various settings for the platform

Catalog - Employee type

This is where you will enter various tags and types for your employees

Catalog: Diagnosis Type

This is where you can customize diagnosis used by the system.

Catalog- Client Cancelation Reasons

This section allows you to customize the reasons for client cancellations.

Catalog - Employee Cancel Reasons

This is where you will customize and add cancellation reasons for your employees.

Catalog- Billable Activity

This is where you will customize the billable activities you will use in your practice.

Catalog - Non Billable Activity

This is where you will be able to customize types of non-billable activity.

Catalog- Provider Specialty

This is where you will add/edit provider specialties for your clinic.

Catalog - Task Type

This is where you will add and edit tasks to be assigned.

Parent Portal

Setting up access to scheduling options for parents through the portal.

How to Update Employee Portal Settings: View/Change Availablity

This is where you will update employee's access to set and view their availability.