📄️ Clinic Settings
Overview of the six clinic configuration tabs: Configuration, Providers, Services, Staff, Teams, and Insurance.
📄️ Configuration
Set clinic-wide identity, operating hours, booking rules, and copago messaging.
📄️ Providers
Manage provider profiles, schedules, break windows, and per-provider rescheduling rules.
📄️ Services
Manage the service catalog including durations, private services, team assignments, and deferred start scheduling.
📄️ Staff
Manage user accounts and assign role-based permissions for Admin, Staff, and Provider users.
📄️ Teams
Create and manage provider teams for multi-provider services and coordinated care delivery.
📄️ Insurance
Configure insurance providers, manage plans, and set up Copago Plus alerts for additional patient fees.