Settings

  1. Overview
  2. Settings

Settings Overview

The Settings section serves as your practice management system's control center, providing access to configuration options across all aspects of your clinic's operations. This area ...

Clinical Records - Overview

Overview The Clinical Records Settings page provides options for customizing how you document and access patient clinical information. This area contains tools to enhance your cli ...

Clinical Records - Background Image Library

Overview The Clinical Notes Background Image Library allows you to upload and manage background images that can be used in your patient clinical documentation. These images typica ...

Clinical Records - Macros

Overview The Clinical Macros feature allows you to create and manage text templates for efficient clinical documentation. These predefined text blocks can be quickly inserted into ...

Diary Settings Overview

Overview The Diary Settings section allows you to customize how your appointment calendar functions and appears. These settings control the scheduling system's behavior, visual or ...

Diary Settings Configuration

Overview This section allows you to customize the appearance and behavior of your appointment calendar. These settings control how your diary displays appointments, time divisions ...

Diary Settings - Annotations

Overview The Diary Annotations feature allows you to mark special periods or recurring time slots in your appointment calendar. These visual indicators help organize your schedule ...

Diary Settings - Practitioner Hours

Overview The Practitioner Hours settings allow you to configure when practitioners are available to see patients and establish specific time blocks for different appointment types ...

Diary Settings - Resources

Overview The Diary Resources section allows you to define and manage appointment locations or assets that need to be allocated to patient appointments. These resources appear as c ...

External Practitioners - Overview

Overview The External Practitioners section allows you to manage healthcare providers outside your practice who refer patients to you or receive referrals from you. This feature h ...

External Practitioner Management

Overview The External Practitioners section allows you to manage healthcare providers outside your practice who refer patients to you or who you refer patients to. This database h ...

External Practitioner Types

Overview The External Practitioner Types page allows you to manage categories for classifying external healthcare providers. These classifications help organize your referral netw ...

Integrations - Healthengine

Healthengine is an Australian booking portal. iconpractice has an integration with Healthengine which allows for the sharing of appointment availability. iconpractice bases its He ...

Integrations - Mailchimp

MailChimp is an email list management service that can schedule and deliver emails to your patients, as well as manage their subscriptions to your emails. It is important to use a ...

Integrations - Physitrack

Physitrack is a leading exercise prescription platform. iconpractice has an integration which will allow you to send patient details to Physitrack and open Physitrack in a new wind ...

Integrations - PostureScreen

PostureScreen is a comprehensive software designed for posture, movement, and body composition analysis. It uses augmented reality and AI for accurate measurements, enabling detail ...

Integrations - Zapier

Zapier is a tool that allows you to pass information between different web applications. Example uses include passing new patient data to email management programs or to Facebook C ...

Online Booking Link/Widget Customization

With the online booking service in iconpractice you have the option to preselect practices, practitioners and the appointment type. The most likely situation in which you would us ...

Online Booking Pre-payment

You can configure your online booking to require pre-payment for specified appointment types. This is done on a per service basis. A Stripe account is required for this service. On ...

Online Booking Settings

iconpractice has a highly customizable online booking facility. To turn on the Online Booking and make your booking page available, tick the Activate Online Booking checkbox. Then ...

Online Booking Service Settings

Use this section to define which services are available for patients to book from the online booking. If you are integrating with Healthengine, these settings will also be used for ...

Patient - Gender Options

Overview The Gender Options settings allow you to customize the gender choices available when registering patients in your practice management system. Managing Gender Types T ...

Patient - Occupations

Overview The Occupations settings page allows you to manage the list of occupations available when entering patient information. This helps standardize occupation data for your pa ...

Patient - Payment Categories

Overview The Payment Categories page allows you to manage the different payment classification options available when processing patient transactions. These categories help track ...

Patient - Referral Sources

Overview The Referral Sources page allows you to manage the list of options that track how patients discover your practice. This feature helps you understand which marketing chann ...

Patient - Tags

Overview The Patient Tags page allows you to create and manage labels that can be applied to patient records for easy categorization and identification. These tags are customizabl ...

Practitioners

Overview The Practitioners section allows you to manage healthcare providers who work in your practice. This area provides tools to add, edit, delete, and restore practitioner rec ...

Reminders Settings Overview

Overview The Reminders section allows you to configure how your practice communicates with patients about upcoming appointments. These settings control both email and SMS notifica ...

Reminder Settings - Email Templates

Overview The Email Reminder Templates section allows you to create and manage the email messages sent to patients regarding their appointments. These templates help maintain consi ...

Reminder Settings Section

Overview The Reminder Settings section allows you to configure how and when appointment reminders are sent to patients. These settings control both SMS and email communications to ...

Reminder Settings - SMS Credit Settings & Credit Recharge Receipts

Overview This section allows you to manage your SMS credit account, set up automatic recharging, and view your transaction history. SMS credits are used for sending appointment re ...

Reminder Settings - SMS Templates

Overview The SMS Reminder Templates section allows you to create and manage the text messages sent to patients about their upcoming appointments. These templates help maintain con ...

Service/Stock - Group Appointment Types

Overview The Group Appointment Types section allows you to configure services that accommodate multiple patients in a single appointment slot. This feature is ideal for classes, w ...

Service/Stock - Services

Overview The Services section allows you to manage all billable services offered by your practice. These services appear in your appointment booking system and financial records. ...

Service/Stock - Stock Management

Overview The Stock section allows you to manage retail products and inventory for your practice. This feature helps track product quantities, costs, and sales. Stock List The ...

Service/Stock - Suppliers

Overview The Suppliers section allows you to manage vendors that provide products for your practice. This feature helps maintain accurate contact information for ordering and acco ...

Service/Stock - Tax Codes

Overview The Tax Codes section allows you to configure different tax rates that can be applied to products in your inventory. This feature helps ensure correct tax calculations on ...

Super Admin - API Keys

Overview The API Keys section allows administrators to create and manage API keys that enable integration between the practice management system and third-party services. API keys ...

Super Admin - Subscription

Overview The Subscription section allows practice administrators to manage the subscription plan, payment methods, and view payment history. This area provides tools to adjust you ...

Super Admin - Users

Overview The Users section allows administrators to create, edit, and manage user accounts for staff members who need access to the practice management system. This feature helps ...

System - System Email Templates

Overview The System Email Templates section allows administrators to customize standard emails sent by the system to patients and staff. These templates control the content and ap ...

System Configuration

Overview The System Configuration section allows administrators to customize global settings that affect how the entire practice management system operates. These settings control ...

System - Invoice Image

Overview The Invoice Image section allows you to upload and manage the letterhead image that appears on invoices and statements generated by the system. This feature helps maintai ...

System - Practices

Overview The Practices section allows administrators to manage multiple practice locations within the system. This feature helps organizations with multiple sites or branches main ...

Quick Start Checklist

This checklist will guide you through the setup of iconpractice. If you’d like to go through it on a Zoom call we’d be happy to do so. Otherwise: Under Settings-> ...

Templates - Birthday SMS

Overview The Birthday SMS feature allows practices to automatically send personalized birthday messages to patients. This feature helps maintain patient relationships and enhances ...

Templates - Email Attachments

Overview The Email Attachments section allows administrators to upload and manage files that can be included in system and other emails. These attachments can include forms, infor ...

Templates - Email Templates

Overview The Email Templates section allows practitioners to create, edit, and manage customized email templates for patient communications. These templates streamline communicati ...

Templates - Letters

Overview The Letter Templates section allows practitioners to create, edit, and manage customized letter templates for professional communications. These templates streamline the ...

Templates - SMS Templates

Overview The SMS Templates section allows practitioners to create, edit, and manage customized text message templates for patient communications. These templates streamline follow ...

Third Party Payers

Overview The Third Party Payers section allows practices to manage information about insurance companies, workers' compensation schemes, and other organizations that may be respon ...