ClearCourse Health

How to add my card details to the system

Discover how to cancel your subscription and extract your data from the system.

Cancelling the Subscription and Extracting your Data

John Allen

Settings

A detailed look at the different sections of the Locations screen in E-Clinic.

Locations Dashboard

Learn how to overwrite and edit the default location details.

How to Overwrite Default Location

Learn how to add a new clinic location and which details are required.

How to Add a location

Discover how to edit details of a clinic location.

How to Edit a Location

An overview of the 'New Location' screen and the different sections within it.

Individual Location Screen in Detail

Set cancellation and did not attend charges

How to Set Clinic CX/DNA Options

Setup: Location

This article is your glossary to find exactly what you're looking when it comes to all things Stock

Stock Glossary

Discover what is meant by Stock in E-Clinic.

What is Stock?

Discover how to search for a specific stock item you have created.

How to Search for stock

Discover the different types of stock item you can have within the system.

Stock Record In Detail

How to Edit a Stock Item

Learn how to add a Physical Stock item into the system.

How to Add a Physical Stock Item

Learn how to create a Consultancy stock item within the system.

How to Add a New Consultancy Stock Item

Learn how to add a new charge for when patients cancel or do not attend their appointment.

How to Add a New Cancellation/DNA Item

Discover how to overwrite the details in a default stock item.

How to Overwrite Default Stock Item

Setup: Stock

This article is your glossary to find exactly what you're looking when it comes to all things Rooms

Room Glossary

Discover how to create rooms to coincide with your clinic allocation.

How to Create Rooms within the system

Discover how to edit the rooms you have created.

How to Edit Rooms

Setup: Rooms

How to Add a New Practitioner

Discover how to assign a practitioner to a specific location.

How to Assign a Practitioner to a Location

Learn how to add practitioner default charges for each location.

How to Add Practitioner Default Charges

Learn how to set up practitioners working days/hours.

How to Set Up Practitioner Working Times

Discover how to edit an existing practitioner's details.

How to Edit an Existing Practitioner

Setup: Practitioner

Learn how to create a new user in your System.

How to Create a New System User

User Levels and the features available to each User Level

User Levels

A detailed look into a User record including all different sections.

User Record

Discover how to disable a User's access when they no longer work at the clinic/need access to the system.

How to Disable a User

How to Reset a User's Password

This Article will show you what Multi-Factor Authentication is and how to Enable it.

Multi-Factor Authentication and Passkey

This Article will show you how to reset a users Multi Factor Authentication (MFA)

Resetting Users Multi Factor Authentication

Setup: User

A full list of configuration settings available, including custom lists and label customisation.

Full List of Configuration Settings

This article will show you how to make your lists appear in alphabetical order and where it will show them

Alphabetical Lists

How to add or remove items from your custom lists

How to Change Custom Lists

Discover how to reset and unlock all records that are currently locked/being used by a specific user.

How to Clear Locks

Configuration

How to set up the working days that apply to your whole clinic.

How to Set Up Certain Working Days

Here is a full list of all of the Diary options within Settings.

Full List of Diary General Settings

Diary

This article is your glossary to find exactly what you're looking when it comes to all things Reminders

Communication Glossary

Find out how to set up scheduled email and SMS reminders to be automatically sent to patients.

How to Set Up Scheduled Email and SMS Reminders

Decrease no shows & admin while increasing revenue

Features that help you manage your practice better

Discover how to edit email and SMS reminders and confirmation communications.

How to Edit Email/SMS Reminders and Confirmations

This article will show you how to generate DNS / DMARC details to add to your email domain

Email Domain Verification

Communication

Here is a full list of the general Finance settings.

Full List of General Finance Settings

This Article will tell you about E-Clinic pay

E-Clinic Pay

Finance

Xero Help Guides - Customers

Xero

This article is your glossary to find exactly what you're looking when it comes to all things Templates

Templates Glossary

Here is an overview of the different templates and the categories they can be created for within the system.

Templates Overview

Discover the full list of merge fields available for personalisation when making documents in E-Clinic.

Full List of Merge Fields

How to Create Email Templates

This article will show you how to change the message your patients receive when you action a payment request

Customising your Online Payment Service (E-ClinicPay / Stripe) Request Communication

Discover how to create print out templates on your system

How to Create Print Out Templates

How to Create SMS Templates

How To Create A Letter Template

Discover how to delete unwanted templates within your system.

How to Delete Templates

Documents

Discover your options for extra security measures when contacting our support team.

Customer Service Password Option

Customer Service

A detailed look at the Audit Dashboard within your system.

Audit Dashboard Overview

Discover how to search the system's Audit for specific information.

How to Search the System's Audit

Audit

Find out how to set up forms in your system.

Forms

This article will walk you through how to utilize NPS Survey Forms

NPS Survey Forms

This article is your glossary to find exactly what you're looking when it comes to all things Forms

Forms Glossary

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Connect the tools your team already uses to bring data in.

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