The data in the Account Settings is used to populate the merge fields in text and email messages. Did you move to a new location? No problem! Update your address in Account Settings and all of your text and email message templates that reference those merge fields will be updated automatically.
You can also upload images such as your company logo, signature and map location to use in your marketing campaigns and patient communications. File type .png is preferred.
Need to update a link? The following links are located in Account Settings:
website
review links (Google, Facebook, and Yelp)
map link
directions link
form link
online scheduling link - new patients
online scheduling link - existing patients
Need to change settings for a report or a calculation? Settings for the following items are located here:
Weekly Patients (visit frequency and total visits default values)
PVA (patient visit average can be calculated by new patients shows or new patient starts)
Phone field mapping (for Vericle users only)
Account Settings can be located by clicking on the triangle in the upper right corner of the screen. Make sure to save your changes!
