Adding, editing, and managing user and staff accounts and permissions.
To allow for a new person to be able to login to ClinicOffice using their own username and password, the user will have to be created as a staff member and assigned a username and password to log in with. The steps below explain how to do this. It is better if you do this […]
You can copy all your settings or a colleague’s settings to a different staff member by using the Override User Settings. The steps below will guide you through this. In ClinicOffice go to the View menu. Click the Program Settings button. Located at the bottom is the setting “Override User Settings“, click on this link. […]
Some larger clinics may want to override user’s settings with a global option. For example, you might want to globally set the ‘Diary Appointment Notes’ to show for all users. The steps below will guide you through this but the principles can be applied to any other setting. [1] Under the View tab click Program […]
In order for a Staff Member to appear in the Appointment Diary… They must be flagged as a Practitioner They must have some Working Hours defined for your clinic Here are some more detailed instructions :- [1] Flagging a Staff Member as a Practitioner Go to the Staff Editor for the person in question (go […]
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