The information in your Account Settings powers the merge fields used in your text and email message templates. When you update a field here — like your office address — every template that references that field updates automatically. No need to edit messages one by one.
Practice Information & Merge Fields
Keep your office details current here so your patient communications always reflect accurate information. If you move to a new location, update your address in Account Settings and your text and email templates will reflect it right away.
Images & Branding
You can upload images directly in Account Settings for use in your patient communications and marketing campaigns. Supported image types include your:
Company logo
Signature
Map location image
Image type must be ".png"
Links
The following links are managed in Account Settings and can be updated at any time:
Website
Review links (Google, Facebook, and Yelp)
Map link
Directions link
Form link
The following links are visible in Account Settings but cannot be edited:
New Patient Online Scheduling Link
Existing Patient Online Scheduling Link
Patient Mobile App Link
Report & Calculation Settings
A few report behaviors and calculation preferences are also controlled from Account Settings:
Weekly Patients – Set default values for visit frequency and total visits
PVA (Patient Visit Average) – Choose whether PVA is calculated based on new patient shows or new patient starts
Phone field mapping – For ClinicMind product users only (Genesis, ClinicMind, and Billing Dynamics)
How to Access Account Settings
Click the triangle icon in the upper-right corner of the screen to open Account Settings.
Don't forget to save your changes before leaving the page.
