Clinic Settings

Here are video tutorials that will guide you through the set up of your Clinic Settings

Before you get started with using Unified Practice, you'll want to make sure your clinic settings are in place!

Business Information

This page will have your general business information, including your practice name, address, and business logo. 

• Enter your practice name, the name of the clinic owner and manager, as well as your main business address.
• Next, be sure to upload your logo. Image files must be less than 1 MB, and PDF files are not compatible. You'll be able to upload standard image formats, including jpeg, png, gif, and bitmap:

Locations & Rooms

In this section, you'll be able to:

• Add your location's name (if you have one location, most clinics will simply enter the name of their clinic.
• Set the location to be available for online booking.
• Change your actual location address (if it differs from your Business Information address. 
• Add your rooms based on the number of physical spaces you will use to host your patients. 

Clinic Business Hours

Here, you'll be able to set your general clinic hours for when you can see patients. The opening hour will be the time of your first appointment, while your end time will be when your patient is walking out the door. 

For example, if your opening time is 8:00 am, a patient will be able to schedule that time provided that the practitioner is also available at that time. If your end time is 5:00 pm, and you have a 1 hour appointment, an appointment can be scheduled at 4:00 pm. 

When adding your hours, you will notice an option to "Copy to My Schedule." Select this if you would like to make your business hours match your practitioner hours (in Clinic Staff Scheduling).

Clinic Staff

• In Clinic Staff, you'll be able to add and manage clinic staff members. You can invite a clinic staff member by clicking on Invite Staff and entering their name and email address. Only one unique email address can be registered to each user. 

Once you've invited that clinic staff member, they will appear under Registration Invites as "Pending." That staff member will then be able to create their own username and password. 

Once their account is registered, that account will be present under the Your Clinic Staff section. You choose to make that staff member inactive at anytime. You can also control that staff member's Roles & Permissions, by clicking on Details.

FAQ: How can I add an additional practitioner?

Answer: Our Subscriptions team will need to add an additional practitioner to your account. Just reach out to us at support@unifiedpractice.com and we'll get that initiated for you right away!

Clinic Staff Scheduling

• Clinic Staff Scheduling will represent your practitioner hours. If you are a single practitioner clinic, this will mirror your Clinic Business hours (if "copy to my schedule" was selected) in the My Recurring Schedule tab.