From your clinic's Account Information settings, you can set a number of clinic-wide CHR default settings. This includes:

  • The clinic contact information that displays in the footer (at the bottom) of any notifications sent to patients through email or text message.

  • The clinic name that appears at the top of your eBooking site

  • The region (province), the CHR should default it's features for (for example, for billing defaults)

πŸ“Œ Note: To update your clinic's account information, you must login to the CHR using your clinic's account owner account.

Steps

1. From the main menu, choose Settings > Profile.

2. Scroll down to the Account Information area and then, using the following table, add or modify your clinic's account information.

Field

Description

Account Name

Enter your clinic name.
When patients book appointments through your eBooking site, this name appears at the top of the site pages, and in the site footers.

πŸ“Œ Note: If your clinic has multiple locations, this name appears on the eBooking site for all locations.

Street Address

Enter your clinic's street address.
πŸ“Œ Note: This address does not appear on any of your patient-facing CHR sites, apps, or notifications.

Additional Address

If your clinic's address requires two address lines, enter the second address line here.
πŸ“Œ Note: This address does not appear on any of your patient-facing CHR sites, apps, or notifications.

City

Enter your clinic's city.

πŸ“Œ Note: This information does not appear on any of your patient-facing CHR sites, apps, or notifications.

State

Enter your clinic's province or state.

⚠️ Important: The CHR automatically applies province-specific defaults to various CHR features based on the province you select. For example, billing defaults.

πŸ“Œ Note: This information does not appear on any of your patient-facing CHR sites, apps, or notifications.

Country

Enter your clinic's country.

πŸ“Œ Note: This information does not appear on any of your patient-facing CHR sites, apps, or notifications.

Zip/Postal Code

Enter your clinic's postal code or zip code.

πŸ“Œ Note: This information does not appear on any of your patient-facing CHR sites, apps, or notifications.

Time Zone

Enter your clinic's default Time Zone. The time zone determines how appointment times display on your CHR appointment schedules and on your eBooking site.

If your clinic has multiple locations that are located in different time zones, for each location, you can set a unique time zone. See Creating and modifying clinic locations.

⚠️ Important: For eBooking, virtual visit appointments (both appointment time selection and appointment times on notifications) use this Time Zone. They do not use the location's time zone.

Date Format

Select the default format dates are to display in throughout the CHR.

Time Format

Select the default format times are to display in throughout the CHR.

Facebook

If your clinic has a Facebook site, and you want a link to the site to display on your eBooking site and at the bottom of any notifications sent to patients through email or text message, enter your Facebook site URL.

Twitter

If your clinic has a Twitter handle, and you want a link to your Twitter profile to display on your eBooking site and at the bottom of any notifications sent to patients through email or text message, enter your Twitter profile URL.

Clinic Website

If your clinic has a website, and you want a link to your website to display on your eBooking site and at the bottom of any notifications sent to patients through email or text message, enter your website URL.

Clinic Phone

If you want your clinic's phone number to display on your eBooking site and at the bottom of any notifications sent to patients through email or text message, enter your phone number.

Clinic Fax Number

If you want your clinic's fax number to display on your eBooking site and at the bottom of any notifications sent to patients through email or text message, enter your fax number.

Clinic Email

When patients reply to messages your clinic sends through the CHR, if you want their responses to come back to you as emails (instead of CHR Inbox messages), enter the email address here.

⚠️ Important: If you want patient message replies to appear in your CHR Inbox, leave this field blank.

3. Click Save Account Information.

4. Refresh your browser for your changes to take effect.

Updated October 21, 2021

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