New settings tab

We're adding a new "Settings" tab to consolidate in one easy-to-access location all the settings that you can use to fully customize your Embodia account. 

In the top bar, you will now see a "Settings" tab that will take you to a dedicated page that lists all settings that you can customize to make Embodia suit your clinic's workflow.

Settings tab in nav bar

 

Depending on your membership tier, the Settings page will include the following sections:

  1. My account: this section will replace the settings that were listed under your avatars/initials in the top right corner and can include the following settings:
    1. My info
    2. My settings
    3. My signature
    4. Onboarding checklist
    5. My professional licenses
    6. Graduation evidences
    7. My receipts
    8. Two-factor authentication

  2. My clinic: This section will mostly replace the settings that were listed under the My clinic tab and can include the following:
    1. General info
    2. Invite your colleagues
    3. Onboarding checklist
    4. Patient properties
    5. Telerehab accounts
    6. Receipts
    7. Practitioner permissions
    8. Clinic admin permissions

  3. Communication & branding: This section can include the following:
    1. My branding
    2. My email templates
    3. SMS
    4. Document templates
    5. General actions
    6. Marketing

  4. Charting settings: This section can include the following:
    1. Chart items
    2. Templates
    3. Snippets
    4. Diagnoses
    5. Charting supervising
    6. AI Charting
    7. General settings

  5. Scheduling settings: This section can include the following:
    1. Our services
    2. Clinical case templates
    3. Statuses
    4. Clinic resources
    5. Online booking
    6. Clinic portal home page
    7. Calendar groups
    8. General settings

  6. Billing settings: This section can include the following:
    1. Payment methods
    2. Our products
    3. Packages & memberships
    4. Tax rates
    5. Discounts
    6. Internal statuses
    7. TELUS eClaims
    8. GreenShield settings
    9. HCAI settings
    10. Superbill settings
    11. Compensation settings
    12. General settings

  7. Consult resources: This section can include the following:
    1. Consent forms
    2. Email customizations
    3. Consult settings

  8. Stats, reports & exports: This section can include the following:
    1. Reports
    2. Compensation reports
    3. Summary of consults
    4. Connect Google Calendar
    5. Private calendar URL
    6. Webhooks