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Getting to Know Your Settings

Clinical Settings

Krystle Thornton avatar
Written by Krystle Thornton
Updated over a month ago

To access your settings, click the "Settings" icon on the toolbar:

From here, you can view/edit your current settings by navigating to it's corresponding settings tab:

  1. Practice Info: Here, you'll see your Practice Name, Practice Logo and Practice Phone including voicemail, SMS & Call Forwarding settings

  2. Locations: This is where you can view your practice location(s) and update details such as address, website, email, time zone, and hours of operation. You can also toggle online booking on and off for each location

  3. Team: Add, edit, and remove Hint users.

    -To add a new user: click the "+ New User" button, add in the Users information, and assign them to a user role. Different user roles have different account access and abilities:

    - Admins: can do everything in a practice including updating practice information and creating new users. They may also prescribe medication (If they are configured to do so, with their ePrescription Permissions).

    -Providers: can do everything an admin can do except they cannot create new users.

    -Employees: can do all a provider can do except prescribe medication (depending on the eRx configuration).

    is where you may assign different administrative roles to employees in your practice. You may also add new employees or colleagues.

    -To remove a user: Type their name into the search bar,> click into their user profile,> then click the red "Delete User" button to delete and remove a User from your Hint account.

    -To Edit a User: Type their name into the search bar,> click into their user profile. From here you can edit their Name, Email, Cell Phone Number, Permission Role, Degree, ePrescription Permissions (i.e. Prescriber Type, NPI Number, DEA Number, DEA Expiration Date, and you can add or remove State Licenses by clicking "+ Add License").

  4. Appointment Types: Here, you can configure appointment types. You'll set the name, duration, virtual only toggle, providers accepting the appointment type, instant book toggle, SMS and email reminders, cancelation policy and more. The red rectangle indicates where you can copy the booking URL for all of your appointment types and the arrow indicates where you can add appointment types. Additionally, each appointment type has an individual appointment URL.

  5. Templates: is where you may create and edit new shortcuts to create templates. These can be used in all text editors, including notes and emails.

  6. eRx: is where you will connect your Dose Spot account to your Hint account when you use Dose Spot for the first time.

  7. Charges and Labs: opens in Hint Core, where you can manage your charge items

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