Settings & Integrations

Settings Overview (Where Everything Lives)

Admins settings admin configuration hub

Settings (?page=settings) is the central configuration hub, organized into tabs (some load inline, some link to their own dedicated page). Requires access_settings.

Tab map

General

  • Clinic Info — name, tagline, address shown throughout the app and on printouts
  • Landing Page — the public marketing page builder
  • Branding — logo, colors, appearance
  • Appointments — scheduling defaults (see Appointment Settings)
  • Prescription Design — full control over the printed prescription layout
  • AI Settings — configure AI provider(s) for sessions and insights

Communications

  • Email/SMTP, Email Templates, SMS (Twilio), WhatsApp (Meta), Push Notifications, Telegram

Admin

  • Payments, Billing & Tax, Lab Reports (upload/OCR config), Vitals, Users & Roles, Permissions, Security, Modules

Integrations

  • Integrations hub (third-party connections), Zoom (Telehealth), Analytics

Portal

  • Patient Portal settings

Tools

  • Comms Log, API Usage, Backup, Cron Manager, System Logs, Data Reset, AI Health Audit

Common issues & fixes

some tabs only appear once a related feature/module is enabled, or if your plan doesn't include it (an active-status "dot" indicator shows which integrations are already configured).
some settings (e.g., role permission changes) only take effect on next login for the affected users.
requires access_settings; ask an admin to grant it.

Was this article helpful?

Thanks for the feedback!

Related articles

Appointments & Scheduling
Appointment Settings
Settings & Integrations
Communication Channels (Email, SMS, WhatsApp, Push, Telegram)
Settings & Integrations
Payment Gateway & Billing Settings
Settings & Integrations
Module Management
Settings & Integrations
Security Settings
Settings & Integrations
Zoom Integration Settings
ESC
↑↓ navigate ↵ open esc close