2.0 Dashboard

Learn more about key features, quickly accessible and available from the left-hand menu.

Practice Settings

When updating and creating preferences for an entire practice, clicking on Practice Settings allows you to manage office locations, staff billing and insurance, chart templates, and more.

My Profile

For access to personal preferences and individual practice information, navigate to the My Profile option on the left-hand menu. Here you will manage individual practice settings that include standard forms, templates, staff permissions, and client portal settings.

My Schedule

Appointments can be created anywhere in the calendar by clicking on My Schedule. Here you will have the option to view by Day/Week/Month. You can set your calendar setting based upon appointment availability or remote office location. Left click and hold to activate a  drag and drop feature, moving your appointments to make calendar adjustments quite efficient.

Master Schedule

The Master Schedule provides an overall view for everyone in the practice group. This easily accessible option provides daily and weekly availability showing for all therapist schedules and locations.


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