General setup & settings

Basic essentials on how to set-up your Heydoc account efficiently

26 articles in this collection
Written by Jessica Magri and Charlotte Tidd

Overview of settings

Setting up your Heydoc account with all your business details & preferred settings

Written by Jessica Magri
Updated over a week ago

Account security

Where to change your password and set-up 2FA

Written by Charlotte Tidd
Updated over a week ago

Location settings

Managing rooms

How to create and edit rooms in your Heydoc practice

Written by Charlotte Tidd
Updated over a week ago

User settings

How do I add a new user?

Adding a new user to your Heydoc platform

Written by Jessica Magri
Updated over a week ago

How do you add a signature to your account?

Adding an electronic signature to use in Heydoc

Written by Jessica Magri
Updated over a week ago

Integrating your Heydoc calendar with your personal calendar

Integrating your Heydoc calendar with your personal calendar

Written by Jessica Magri
Updated over a week ago

Selecting which day of the week your calendar starts from

Selecting an alternative first day of the week for your calendar view

Written by Jessica Magri
Updated over a week ago

Roles

Roles

How to define a user's access rights in your system

Written by Charlotte Tidd
Updated over a week ago

Access groups

Access groups

How to assign patients and contacts to your system users

Written by Charlotte Tidd
Updated over a week ago

Appointment reminder

Can you condition booking confirmation templates?

Conditioning booking confirmation emails according to type of booking

Written by Jessica Magri
Updated over a week ago

Patient settings

Patient settings

How to create custom patient ID numbers

Written by Charlotte Tidd
Updated over a week ago

Label settings

Labels

Creating and allocating customised labels to your patients and products

Written by Charlotte Tidd
Updated over a week ago

Integrations

Integration settings

How to integrate Heydoc with third party softwares

Written by Jessica Magri
Updated over a week ago

Integrating your Xero account with Heydoc

Setting up your Heydoc invoicing system

Written by Jessica Magri
Updated over a week ago

What do the Xero integration fields mean?

Xero sales account, Xero payment account, Invoice due in.

Written by Jessica Magri
Updated over a week ago

Integrating your Stripe account with Heydoc

All you need to know about integrating Stripe to Heydoc

Written by Jessica Magri
Updated over a week ago

Setting up Healthcode

Setting up your Healthcode integration

Written by Jessica Magri
Updated over a week ago

Questionnaires

Receiving notifications when questionnaires are submitted

How to receive an email when a patient submits a questionnaire

Written by Charlotte Tidd
Updated over a week ago

Patient questionnaires

Creating and using your own customised patient questionnaires

Written by Jessica Magri
Updated over a week ago

How do you send your questionnaire to your patient?

Sending your customised questionnaires to your patients

Written by Jessica Magri
Updated over a week ago

Allowing respondents to upload documentation to a questionnaire

How patients can upload documents and images to a questionnaire

Written by Charlotte Tidd
Updated over a week ago

Other settings and questions

Outgoing email

Setting up different email addresses for sending outgoing emails

Written by Charlotte Tidd
Updated over a week ago

How do you reset your password?

Resetting your password

Written by Jessica Magri
Updated over a week ago

How do you login to your Heydoc account?

Logging into your account

Written by Jessica Magri
Updated over a week ago

How do you log out of your Heydoc account?

Written by Jessica Magri
Updated over a week ago

Heydoc help centre

Where to find a comprehensive user guide

Written by Jessica Magri
Updated over a week ago