You can add employees individually or upload a CSV file with multiple employees. To add an individual employee, go to the Employees page and click "Add New Employee". Fill out the required information and click "Save".
To upload multiple employees at once, go to the Employees page and click "Upload Employees". Download the CSV template, fill it out with your employee information, and upload it. The system will process the file and add the employees to your account.
Once employees are added, you can manage their accounts by clicking on their name in the employee list. From there, you can edit their information, send them a login link, or terminate their account if needed.
Your business plan is based on the number of employees you have. Each plan includes a certain number of employee seats, and you can add more as needed. Your current plan details are displayed on the dashboard.
To upgrade your plan, go to the Plans page and click "Upgrade Plan". Select the new number of employee seats you need and follow the prompts to complete the upgrade.
You can manage your billing information and payment methods on the Billing page. We accept major credit cards and process payments securely. Invoices are sent monthly and can be viewed in the Billing section.
You can schedule appointments for your employees by clicking "Schedule Appointment" on the dashboard. Select the employee, choose a doctor, and pick an available time slot. You can also add notes about the reason for the appointment.
All scheduled appointments are listed on the Appointments page. From there, you can view details, reschedule, or cancel appointments if needed. Employees can also manage their own appointments through their patient portal.
Employees receive email notifications when appointments are scheduled, rescheduled, or cancelled. They also receive reminders 24 hours before their scheduled appointment.