How to share electronic medical records with patients?

1. Select ‘Integrations’ from the list of options on the left side of the screen. 2. Select “Drive” under “PRACTO.COM”. This will open settings for “Record Share via Practo Drive” for the selected practice. 3. Select the types of electronic medical records you want to share with your patients. The grey checkbox appears when sharing has […]

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How to Improve Your Data Security

1. Select ‘Settings’ from the list of options on the left side of the screen. 2. Select ‘Data Security’ under ‘Settings’. Here you can enable ‘2-Factor Authentication’ to add an extra layer of security to your Practo account. 3. When you click on the checkbox next to the ‘2-Factor Authentication’ option, this window pops up. […]

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How to Make Changes to the Pricing Catalog

1. Select ‘Settings’ from the list of options on the left side of the screen. 2. Select ‘Pricing Catalog’ under ‘Settings’. If you had previously added procedures to your practice, they will be visible here. 3. Click on the ‘Add’ button at the top right corner to add new procedures. 4. A new window will […]

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How to Change Communication Settings

1. Go to ‘Settings’ among the list of options on the left side of your screen. 2. Select ‘Communication’ under ‘Settings’. The default or customised settings from the time your Ray account was set up will be visible here. 3. Using the checkboxes beneath ‘SMS’ and ‘Email’, you can decide what all communications will be […]

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How to View the Patient Schedule of Individual Doctors

1. When you open the Calendar you will see the appointments of all doctors of the practice listed. 2. To see the schedule of any individual doctor, click on the respective doctor’s name from the list on the left side of the screen and you fill get a filtered view of that doctor’s appointments alone.

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How to Edit Other Staff of Your Practice

1. You can add or remove Other Staff to your practice any time you want. Go to ‘Settings’ among the list of options on the left side of the screen. 2. Select the ‘Practice Staff’ option under Settings and click on the ‘Other Staff’ tab to make changes. Here, all the existing staff members will […]

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How to Edit Doctors of Your Practice

You can add or remove Doctors and Other Staff to your practice any time you want. 1. Go to ‘Settings’ among the list of options on the left side of the screen. 2. Select the ‘Practice Staff’ option under Settings to make changes. Here, all the existing Doctors names will be listed. 3. Click on […]

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How to Edit Your Practice Details

Your Practice Details includes the Name, Logo, Specialisation, and Contact Details of your clinic. 1. To edit these details, go to ‘Settings’ among the list of options on the left side of the screen. 2. Select the ‘Practice Details’ option under Settings to make changes to your practice. 3. It is mandatory to mention your […]

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