VIDEO TUTORIALS

Training for new starters and experienced users

ASSISTED SETUP

When you buy e-clinic, we’ll book you a two hour slot for a member of our team to connect to you and help you get e-clinic set up to suit your clinic.

That means things like adding users, creating diaries, adding treatments, adding your price list, and setting up invoice and letter templates. If it’s not set up correctly, you won’t use e-clinic to its full capacity. This video will show you the types of things we need you to think about before your assisted setup. It would be really helpful if you could watch this video in advance of the date booked for your assisted setup.

VIDEO TUTORIALS

Below you’ll find a series of short videos to help new and existing users undertake simple and more complex tasks. You can also find them all on our YouTube channel. You might also want to join or watch a recording of any of our weekly webinars, which tend to be longer and more detailed.

We are constantly adding to and updating our video tutorials so if there’s something you need to know about but can’t find here, please get in touch. Video tutorials are just one of the options we recommend as part of your ongoing training. To chat about training for new starters, refresher courses for existing staff and advanced training, email or call us on 01274 530505.

OTHER TRAINING OPTIONS

  • On-site training at your clinic
  • Courses in the e-clinic classroom
  • Free webinars for ongoing learning
  • Free online refresher training
  • Ongoing telephone support

VIDEO TUTORIALS: SETTING UP E-CLINIC – SETTINGS

Settings: Clinics
Updated 1st February 2017

In this episode of the Settings tutorial series, we look at configuring configuring your clinics in e-clinic.

Settings: Users
Updated 1st February 2017

In this episode of the Settings tutorial series, we look at configuring your users in e-clinic.

Settings: Practitioner Diaries
Updated 1st February 2017

In this episode of the Settings tutorial series, we look at configuring your practitioner diaries in e-clinic.

Settings: Price List
Updated 17th July 2017

In this episode of the Settings tutorial series, we look at adding and configuring price list items in e-clinic.

Settings: Consent Form Template
Updated 17th July 2017

In this episode of the Settings tutorial series, we look at creating templates for consent forms in e-clinic.

Settings: Clinical Document Templates (PDFs)
Updated 17th July 2017

In this episode of the Settings tutorial series, we look at creating PDF templates for clinical documents in e-clinic.

Settings: Clinical Document Templates (Images)
Updated 17th July 2017

In this episode of the Settings tutorial series, we look at creating image templates for clinical documents in e-clinic.

Settings: Clinical Document Templates (Word)
Updated 17th July 2017

In this episode of the Settings tutorial series, we look at creating Word templates for clinical documents in e-clinic.

Settings: Communication Templates
Updated 17th July 2017

In this episode of the Settings tutorial series, we look at creating templates for communications in e-clinic.

VIDEO TUTORIALS: SETTING UP E-CLINIC – COMPANY SETTINGS

Company Settings: Company Details
Updated 25th January 2017

In this episode of the Company Settings tutorial series, we look at configuring your company details in e-clinic.

Company Settings: System Defaults
Updated 25th January 2017

In this episode of the Company Settings tutorial series, we look at configuring your system defaults in e-clinic.

Company Settings: Email Settings
Updated 25th January 2017

In this episode of the Company Settings tutorial series, we look at configuring your email settings in e-clinic.

Company Settings: Text Message Settings
Updated 25th January 2017

In this episode of the Company Settings tutorial series, we look at configuring your text message settings in e-clinic.

Company Settings: Finance Settings
Updated 25th January 2017

In this episode of the Company Settings tutorial series, we look at configuring your finance settings in e-clinic.

Company Settings: Enquiry & DNA Tasks
Updated 25th January 2017

In this episode of the Company Settings tutorial series, we look at configuring automated enquiry and DNA tasks in e-clinic.

VIDEO TUTORIALS: SETTING UP E-CLINIC – VALUE LISTS

Value Lists: Overview
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at an overview of e-clinic’s value lists feature.

Value Lists: Appointment Cancellation Reasons
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your appointment cancellation reasons in e-clinic.

Value Lists: Appointment Outcomes
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your appointment outcomes in e-clinic.

Value Lists: Attachment Types
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your attachment types in e-clinic.

Value Lists: Blocking Reasons
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your blocking reasons in e-clinic.

Value Lists: Company Types
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your company types in e-clinic.

Value Lists: Marketing Categories & Sources
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your marketing categories and sources in e-clinic.

Value Lists: Payment Methods
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your payment methods in e-clinic.

Value Lists: Price List Groups & Categories
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your price list groups and categories in e-clinic.

Value Lists: Task Types & Subjects
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your task types and subjects in e-clinic.

Value Lists: User Roles
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your user roles in e-clinic.

Value Lists: VAT Rates
Updated 25th January 2017

In this episode of the Value Lists tutorial series, we look at configuring your VAT rates in e-clinic.

VIDEO TUTORIALS: PATIENTS

Patients: Creating a New Patient Record
Updated 17th July 2017

In this episode of the Patients tutorial series, we look at adding a new patient record in e-clinic.

Patients: Quick Search
Updated 17th July 2017

In this episode of the Patients tutorial series, we look at finding patients using Quick Search in e-clinic.