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Knowledge base
SimpleClinic Platform
Getting Started
11
Getting Started Checklist
How to fill out your services import spreadsheet
Using pre-loaded products (feeds) in SimpleClinic
Logging into your account
The Dashboard and SimpleClinic menu
View all 11
FAQ
8
How do I get support on SimpleClinic?
How to disable and clear autofill
How to add to home screen on your mobile device
How to clear cache
How to add documents to your website
View all 8
Training Videos
13
Business Setup video
Online Booking Process video
Editing working hours video
Managing the Diary video
Treatment Note Workflow video
View all 13
Templates
0
Patient Management
10
Introduction to Patient Management
How to add a new patient
Adding General Files
Can multiple pracs share a client record?
How to archive & unarchive a patient
View all 10
Patient Portal
10
Invite for Patient Portal
How to use the Patient Portal (for praccies)
Patient Portal Troubleshooting (for praccies)
Patient Portal - Password Reset
Online Patient Prescription Ordering & Prescription Expiry
View all 10
Treatment Notes
3
Introduction to Treatment Notes
Sharing treatment notes between practitioners in a multi-practitioner clinic
Hiding empty fields in consolidated view
Prescriptions
10
Introduction to Prescriptions
Customise Portal Configuration for Online Prescription Invoice View
Change Title of Prescription
How to clone a prescription
Create & insert favourite protocols
View all 10
Label Printing
4
How to use label printing
Create a printing preset on Mac
Creating a printing preset on Windows
Brother QL-700 Troubleshooting
Invoices
9
How to create a new invoice
Send patient copy of invoice
How to add provider numbers to an invoice
Add T&C's/Bank Details to an invoice
Create invoice email templates
View all 9
Expenses
1
How to create new expenses
Payments
8
Payment Integrations
Integrating Stripe & SimpleClinic
Integrating Square & SimpleClinic
Square Payment Integration Workflow
Adding Credit Card Details
View all 8
Vouchers
4
Introduction to Vouchers
Hiding vouchers from the Dashboard
Invoicing appointments from pre-payment (vouchers)
Setup Billing Schedules OLD
Diary Management
10
Introduction to Diary Management
How to change the timezone for your clinic
How to edit working hours
Colour coding the Diary
How do I change my profile picture?
View all 10
Online Booking
9
Set up Online Booking for your website
Online Booking Workflow Video
How to prevent services from displaying in online booking
How do I enable pre-payment for online booking?
Multiple timezone support for online booking
View all 9
Workshops
2
Create workshops, webinars and events
View Workshop Registrations
Online Programs
13
Checklist for creating course material
Add a Course Material (NEW)
Add a New Course Lesson (NEW)
How to Create a Program (NEW)
Create and View Program Enrolments (NEW)
View all 13
Inventory
8
How to add new inventory items
How to create pricing rules
Items not showing in the inventory
How do I hide & unhide items?
Create Herbal Cream
View all 8
Orders & Stock
6
READ FIRST - Introduction to Orders & Stock management
Orders & Stock Tutorial Video
Managing Supplier Information
Creating and editing an Order
Low stock notifications in prescriptions and invoices
View all 6
Liquid Herbal Dispensing
5
Creating containers for liquid herbs
Adding liquid herbs to Inventory
Using the Liquid Herbal Builder
Can I hide the liquid herbal amounts from the prescription?
Set an expiry date on herbal formulas & compounding
Compound Dispensing
2
Creating containers for compounds
Adding compounding ingredients to Inventory
Billing Schedules
2
Setup Billing Schedules
Cancel Billing Schedule
Discount coupons
2
Creating discount coupons
Applying a discount coupon
Services
10
How to add new services/consults
How to add a Discovery Call
Set Up Metabolic Balance Services
Setting up online & in clinic consultations
How to increase service/consult prices
View all 10
Reporting
1
SimpleClinic reports
Content
5
How do I create custom fields?
How do I create content blocks?
How do I create appointment types?
How to access Marketplace Content Blocks
How to access Marketplace Protocols
Content Library
0
Forms
5
How to create or edit Intake Forms
How do I add an electronic consent form?
Common Scenarios for not receiving an online form
How to move an unlinked intake form
How to ensure Intake Form is completed
Document Library
3
Uploading documents to SimpleClinic Document Library
How do I add PDF's to my automatic booking email?
How to send document attachments to patients
Employees
5
Introduction to Employees
What are the different user roles and their access in SimpleClinic?
Create an employee
How to create a practitioner branding override
Resetting an employee's password
Multi Location
3
Setup multiple locations
Defining a location on invoices
Offer Services on a particular day
Messages
16
SMS options
Setting a SMS identity
Supported merge tags in messages
Common Reasons for SMS failure
Common reasons for confirmation & reminder message failure
View all 16
Marketing
6
How to link SimpleClinic to MailChimp
How to link SimpleClinic to ActiveCampaign
How to link SimpleClinic to MailerLite
Prevent patients being added to email marketing
How to export clients
View all 6
Ariya Health
2
Ariya Health Integration - setup and ordering
Ariya Health Liquid Herbal Dispensary
Metagenics
1
Metagenics Integration - setup and ordering
Xero integration
9
Getting Started with Xero
Configuring Xero Integration
Reconcile in Xero by matching invoices
Reconciling in Xero using a Settlement Account
Common Xero Errors
View all 9
Naturopathic Yoga
0
External Calendars
3
Introduction to synchronising with external calendars
Configuring external calendar integration
Removing calendar synchronisation
Online Telehealth Consultations
9
Telehealth Introduction
How to connect your SimpleClinic account to Zoom
How to use the SimpleClinic Telehealth Platform
How to enable video conferencing for services
How to include the Zoom meeting link in your booking emails
View all 9
Vitae Mosaic
2
How to use Vitae Mosaic
Using Vitae Mosaic for Follow Up Appointments
Pathology Integration
0
Tests
3
How to record pathology & tests for each patient
How to define custom tests
How to set default pathology test markers for all patients
Metabolic Balance
9
Metabolic Balance Overview
Metabolic Balance Complete Setup Video
Connecting to Metabolic Balance
Setting up Metabolic Balance forms
Set Up Metabolic Balance Services
View all 9
Bundles
2
How to create and redeem a Bundle
Bundle Examples
i-screen
3
How to connect your SimpleClinic account to i-screen
How to send a pathology referral to your patient using i-screen
How to view your i-screen results
Emotional Release Technique (ERT)
2
Connect Emotional Release Technique (ERT) {formally NER}
How to use Emotional Release Technique (ERT) {formally NER}
Meal Planning
1
Create a Meal Plan (BETA)
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