Quick Start Guides

With the General Manager role, you can manage all clinic functions on iSmartOffice^TM Clinic Web.

Task List to Get Clinic Ready to Use

Please follow below task list below to make your clinic ready to use:

1. First of all please read carefully iSmartOffice^TM Clinic Web requirement in the Introduction section so iSmartOffice^TM Clinic Web can run properly
2. Go to Overview of the User Interface to get familiar with iSmartOffice^TM Clinic Web user interface for General Manager role
3. Go to the Add Clinic section to add a new clinic
4. Go to the Change Active Clinic section to get familiar with how to change the active clinic that you are working on
5. Go to General Info section to complete clinic profile
6. Go to the Operating Hours section to set your clinic operating & exception hour
7. Go to Slot section to add slot (chair) to your clinic
8. Go to the CDT Code List section to manage the clinic CDT code list. iSmartOffice^TM Clinic Web provides a list of default CDT codes that might be changed to comply with your clinic situation
9. Go to the Discounted Slot Schedule section to manage the Discounted Slot schedule for your clinic
10. Go to Search Provider, Clinic Member & Schedule Offers for Providers section sequentially to add provider/doctor that registered on iSmartOffice^TM Clinic system directly to your clinic
11. Or go to Provider Available Schedule section to post provider available schedule so the applicant can apply
12. Go to Search Assistant, Clinic Member & Schedule Offers for Assistant section sequentially to add assistant that registered on iSmartOffice^TM Clinic system directly to your clinic
13. Or go to the Assistant Available Schedule section to post the assistant available schedule so the applicant can apply
14. Last but not least, go to the Dashboard Overview section to get familiar with managing an upcoming appointment

Additional Task List

By following the Task List section above will make your clinic ready to use.
Below is an additional guide that you can do to enhance clinic readiness:
1. Please read the Clinic Best Deal section to know more about how to publish promotion & discount that can boost patient to come using iSmartOffice^TM Clinic & iSmartOffice^TM Patient web and mobile apps
2. Please read the Marketing and Media Information section to complete your clinic profile with marketing and social media information
3. Please also read other sections on this online documentation to get more familiar with iSmartOffice^TM Clinic Web as General Manager role