- Personal Settings
- Business Settings
- Calendar Settings
- Feature Settings
- Organization Settings
- Additional resources
Within the Point-of-Care (POC), the Settings section of your account enables you to select your preference and customize your experience. Learn how to add your branding, set your preferences for notifications, and tailor the features to best fit both your business, and clients’ needs. You can review these settings as you first set up your account, and return to them frequently.
To access your Settings:
- Log into your POC provider account
- Click the settings wheel (gear icon) on the top-right
- From the drop-down, select “Settings”
Personal Settings #
Account Settings #
Under “Account Settings,” you’ll be able to adjust some basic information about your account/business, including:
- Email address
- Phone number
- Password (with ability to change password)
Notifications Settings #
These notification preferences can be customized to meet your specific business preferences.
Business Settings #
Financial Settings #
Within the “Financial” tab, you’ll find the option to link (or link a different) bank account to your POC account. This will allow clients to purchase services through the POC, which will then be directly deposited into your account. These transactions are done automatically through the POC’s direct integration with Stripe. If you prefer to use outside payment processor, you can choose to leave your POC account unlinked to a bank account.
Learn more about linking your card int the knowledge center.
Insurance Settings #
Enable or disable key insurance settings for your account, including:
- Ability to track insurance authorization within a client’s profile
- Ability to create CMS1500 claims
- Ability to create create Superbills
You’ll also have the option to add “Accepted Policies” to your settings. When creating an insurance claim, when selecting the client’s insurance from the drop-down list, at the top, you’ll see the payers that you’re currently in network with and have added to your “Accepted Policies” list
Note: if you disable insurance settings AFTER creating a claim or Superbill, no client data will be lost. You’ll have the ability to enable these settings once again, and can review past created forms.
Brand Settings #
Brand settings can not be changed at this time. You can customize your email templates with your logo as well as your charting notes which can be emailed or printed.
Referring Providers #
The POC makes it easy for providers and organizations to keep track of the healthcare professionals that they are in communication with. Diligently keeping track of your referral network will allow you to maintain important client communication, as well as continue to nurture your network to receive ongoing referrals.
Calendar Settings #
Appointment Settings #
The Calendar gives you the power to set your weekly and ad-hoc availability, embed the Calendar onto your website, and sync the calendar with other calendars you use in your life, including iCal, Google, and Outlook. Once you set your availability and service offerings, you are also able to generate sharable URL links to add the POC into your social media accounts, newsletter lists, or directly with a specific client.
You can also configure over 25 settings to meet the needs of your specific workflows, including your locations, whether you’d like to allow for same-day appointments, a buffer time, e-mail and text reminders, and more.
Feature Settings #
Journal Entries #
Within the POC, you can customize DEFAULT settings, as well as turn features off if they are not relevant to your type of care:
- Food journal settings: control which features of the photo food journal are visible for clients and required for them when completing a journal entry
- Metrics settings: control which metrics clients can view and/or track
- Fitness settings: enable (or disable) clients from tracking workouts or uploading “selfies”
- Chat settings: enable (or disable) clients from sending messages via the chat
- Goals notifications settings: customize how a client will receive notifications (email and/or in the app) to complete their goals, and how often notifications are sent (never, daily, weekly, monthly) These default notifications can be set at the:
Learn more about customizing your default client settings, tailoring your clients’ experience on the POC in the knowledge center.
Your default charting template is the one you will see by default when you create a new chart note on a client. We recommend setting your default charting template as the template you use most frequently during your sessions. You can select your default chart note in your account settings — navigate to Charting > “Default Chart Note” and you will see a drop down of all possible charting templates that you are able to set as default.
If you are a part of a group practice / organization, each member is able to set their own default charting template, that applies to their account only.
You’ll find that some Chat Settings, such as the ability to enable/disable chat, can be found in the “Journal Entries” Settings section. It is on the product roadmap to relocate these settings, so all chat-related settings lives intuitively under “Chat”
Currently in Chat, you’ll see the option to enable two very useful automatic chat messages:
- Chat Autoresponder
- Chat Welcome Message
Email Templates #
Within the POC, you have the ability to edit the email content that your clients will receive. This allows you to ensure that each email your client receives reflects your brand and business. Share important business information, provide additional resources, and help clients feel supported through your personalized email messages.
Learn more on how to customize your automatic emails to clients in the knowledge center under the Get Started section.
Organization Settings #
Basic Information #
The POC’s multi-provider capabilities enable group practices and organizations to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations, promote cross-collaboration, and offer coordinated care to clients.
In the “Basic Information” section, you’ll be asked to provide relevant information for your organization, including:
- Organization Name
- NPI number
- Tax ID number
Portions of this information will be used to help streamline workflows within the POC, such as auto-filling your organization information within CMS 1500 claims (if you utilize insurance) and more.
Within the POC, you have the ability to customize the experience/capabilities for each of your organization members.
Find a detailed review of member settings that admins can customize in the knowledge center under Get Started section.