Professional identity
Name, specialty, title, photo, centers, and patient-facing summary.
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Use this guide to set up the essential parts of your doctor panel: professional information, services, scheduling, wallet, team access, and dashboard layout.
Professional identity
Name, specialty, title, photo, centers, and patient-facing summary.
Bookable services
Visit types, online consultation, in-person visits, fees, and patient rules.
Availability
Daily capacity, open slots, recurring patterns, and scheduling windows.
Financial setup
Wallet, IBAN details, withdrawals, deposits, and payment tracking.
Complete these essentials first so your workspace is ready for patients.
Name, specialty, title, photo, centers, and patient-facing summary.
Visit types, online consultation, in-person visits, fees, and patient rules.
Daily capacity, open slots, recurring patterns, and scheduling windows.
Wallet, IBAN details, withdrawals, deposits, and payment tracking.
Start with patient-facing information, then configure the daily workflow tools.
Your professional information should be clear, trustworthy, and searchable.
Patients should understand what they can book and how the fee is calculated.
Availability and capacity keep patient flow predictable.
Financial details should be ready before patient payments begin.
If you work with a secretary, define access before daily work starts.
Your dashboard should act as a shortcut to repeated daily tasks.
After the basics are ready, most daily work happens in these core areas.
Track ready, waiting, online, and in-person patients from one place.
Messages, files, records, and visit outputs stay together during care.
Visit history, documents, notes, and findings are ready for faster decisions.
No. Start with profile, services, scheduling, and wallet. Team, contracts, and advanced settings can follow after initial setup.
You can prepare your profile and services while keeping scheduling limited or inactive until your availability is final.
Yes. Add a teammate and set access according to duties such as scheduling, messages, or patient record support.
After completing the profile, review visible information, specialties, services, and centers from the patient perspective.
Start with profile and services, then complete scheduling, wallet, and dashboard layout.