How to view your staff details

To view all details with regards to the doctors/staff that are currently employed at your clinic, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. You will be directed to a new page with a list of the left side. Click on ‘Practice Staff’ from […]

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Add expense type to my Practo account

You can organize all your expenses by adding them to your Practo Ray account. This will help you monitor your bills and understand your expense areas better. Adding expense types: To add a new expense type, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. […]

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How to change timings for doctors?

To specify the visit timings of each doctor, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. You will be directed to a new page with a list of the left side. Click on ‘Practice Staff’ from within the list on the left side of […]

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How to add a doctor?

To add a doctor to your practice, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. You will be directed to a new page with a list on the left. Click on ‘Practice Staff’ from within the list on the left side of your screen. […]

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Sending automated Email reminders to patients

To change the content of the emails that are sent from your Practo Ray account. Click on the Settings icon in the top-right corner. You will now be able to see a drop down menu. Click on ‘Settings’ located within this drop down menu. You will now be directed to a page which has all […]

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Sending personal birthday greetings to patients

Birthday wish SMS You can even personalize the SMS sent to your patients on their birthdays. To customize the birthday SMS, click on the Settings icon on the top-right corner. You will now be able to see a drop down menu. Click on ‘Settings’ located within this drop down menu. You will now be directed to […]

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How to customise your SMS to patients

To change the content of your Appointment or Follow Up SMS text, click on the Settings icon on the top-right corner. You will now be able to see a drop down menu. Click on ‘Settings’ located within this drop down menu. You will now be directed to a page which has all details regarding your practice. To […]

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Adding a new mode of payment

Step 1: Click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here.   Step 2: From the list at the left side of the settings page, click on ‘Billing’.   Step 4: To add a new mode of payment, click on the tab that says […]

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Sending an Amount Due Reminder by Email and SMS

To choose the patient profile, on the menu bar you will find a ‘Contacts’ section. Click on it. Now click on the name of the patient you wish to send an amount due email to. On patient profile page, at the top right corner click on the ‘View Billing’ tab. Click on the button that says ‘Send […]

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Case Sheet Print Settings

To access your case sheet print settings, click on the Settings icon on the top right corner. You will see a dropdown menu. Click on the Settings option . You will be directed to a new page with a list on the left side. Click on ‘Printouts’ from the list on the left side of […]

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