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How To Create Text Templates You can create text templates for ease of text entry in your charting tasks. Creating and editing a text template is very simple, just complete the following steps: Step 1 Go To: Management>Catalogue>Text Templates Step 2: Click on the “Add Template” button to open the edit text template panel on […]

How To Add eForms To A Service Add electronic forms such as consent forms, post care forms, treatment forms, intake forms to each of your clinic services by taking the following steps:   Step 1, 2: Go To: Management>Catalogue>Services   Step 3: Click the edit button for the service you wish to add eforms to.

https://vimeo.com/998821762 Add Services your clinic provides so you can schedule them on your calendar in emily.   Step 1: Go To: Management>Catalog>Services   Step 2: Click the “Add Service” button.  This will open a pane on the right side of the page where you can enter the details for the service you offer.   Step

Adding and Managing Clinic Supplies Add clinic supplies to your inventory in emily quickly and easily. emily can track your cost for each item as well as the sale price for each item so make sure you enter both numbers. Go To Settings>Catalogue>Clinic Supplies Click “Add Clinic Supply” button and a modal will open where

Here we will outline how to add a new user to emily. Users can be receptionists, assistants, technicians, physicians, nurses, bookeepers, accountants, owners or anyone who is involved and you want to allow them access to the system.   Step 1: Go to the Organization>User Tab   Step 2: Click the “+Add User” Button. This

https://www.youtube.com/watch?v=XHOmBV4js_E Create a Membership in emily.  This is a simple process. You can also edit the membership at any time and it will apply these changes to any new memberships that are purchased, existing memberships will not be affected. Step 1 Go To Catalog>Memberships tab in Settings. Step 2 Click +Add New Membership Step 3

Disable LastPass Autofill Symptoms If your clinic is using LastPass, or its browser extensions, LastPass may be incorrectly auto-filling information fields and credit cards which will cause issues with validating fields and adding data where it is not desired. To deal with this we need to disable lastpass from autofilling fields inside emily. Causes This

Multiple Clinics or Multiple Accounts – How Do I Choose? When you’re deciding how to set up your emily account, one thing that comes up quite often is whether you need multiple clinics within a single emily account or multiple accounts. This might be a question when you have:   Multiple providers sharing a single

Cumulative Updates Since our last posting we have had a number of important updates that include the following: ePower Analytics – more reports for services as well as toxins and fillers. We now display on the dashboard your average Toxin and Filler invoice amount. We are also displaying revenue, costs and net revenue as a