Learn how to manage finances within your Tidy account
This guide explains how to create appointment categories. These will be used when creating an appointment.
This guide explains how to set up busy block categories. Busy block categories will be used when creating a busy block. A busy block is used to block off or mark a time as busy to prevent patients from scheduling appointments during that time.
This guide explains how to set up display settings. This is where you can edit the default order and visibility of resources on the calendar for everyone in the organisation.
This guide explains how to set up calendar resources. Calendar resources are the resources that appointments are scheduled under.
This guide explains how to create an appointment from the hot call list.
This guide explains how to view which patients are in the hot call list. This guide does not explain how to create an appointment from the hot call list. The hot call list can be used when a patient would prefer to have an earlier appointment, but there are none available. If an earlier appointment becomes available, you can then go to the hot call list to find a patient who wants an earlier appointment.
This guide explains how you can bulk import procedure categories.
This guide explains how you can bulk import payment providers.
This guide explains how to setup the financial settings in your TidyClinic, from currencies to countries.
This guide explains how to add and edit a clinical file.
This guide explains how to view, and edit a patient in your TidyClinic.
This guide explains how to add and edit a clinical note.
Financial reports is where you can access and download various reports.
This guide explains how to search, view, and edit a calendar event in your TidyClinic.
This guide explains how to create a prescription for your patients.
This guide explains how to create a treatment plan for your patients.
This guide explains how to create an appointment in TidyClinic. There are three different ways you can create an appointment.
This guide explains how to search, view, and edit a patient in your TidyClinic.
The patient financials tab is where you can view a patients finances. There are five main tabs: Outstanding invoice lines, Payment & Refund History, Invoice History, Current Treatment Plan, and Ledger.
This guide explains how to create a patient in TidyClinic.
This guide explains how to setup the patient related settings in your TidyClinic, from Clinical note templates to Patient folders.
This guide explains how to set up your sidexis integration in TidyClinic.
This guide explains how to setup the system settings in your TidyClinic, from currencies to your organisation logo.
Users is where you manage who gets access to your organisation.
This guide explains how you can manage procedures to be charged to patients. These can be charged out through a treatment plan, or directly through an appointment.
This guide explains how you can manage medications to be used in prescriptions. You can configure name, dosage, frequency, as well as medical interactions. You can also create Medication categories.
Under the outstanding invoices tab you can see all invoices that have not yet been paid. This guide explains how to search, view, and edit outstanding invoices, including approving invoices.
