With the General Manager role, you can manage all clinic functions on iSmartOffice\u2122\u00a0Clinic Web.<\/p>\n\n\n\n
Please follow below task list below to make your clinic ready to use:<\/p>\n\n\n\n
1. First of all please read carefully iSmartOffice\u2122\u00a0Clinic Web requirement in the\u00a0Introduction section<\/u><\/a>\u00a0so iSmartOffice\u2122\u00a0Clinic Web can run properly By following the Task List section above will make your clinic ready to use. With the General Manager role, you can manage all clinic functions on iSmartOffice\u2122\u00a0Clinic 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\u2122\u00a0Clinic Web requirement in the\u00a0Introduction section\u00a0so iSmartOffice\u2122\u00a0Clinic Web can run properly2. Go to\u00a0Overview of the User Interface\u00a0to get familiar with iSmartOffice\u2122\u00a0Clinic Web user interface for General Manager role3. Go to the\u00a0Add Clinic\u00a0section to add a new clinic4. Go to the\u00a0Change Active Clinic section\u00a0to get familiar with how to change the active clinic that you are working on5. Go to\u00a0General Info section\u00a0to complete clinic profile6. Go to the\u00a0Operating Hours section\u00a0to set your clinic operating & exception hour7. Go to\u00a0Slot section\u00a0to add slot (chair) to your clinic8. Go to the\u00a0CDT Code List section\u00a0to manage the clinic CDT code list. iSmartOffice\u2122\u00a0Clinic Web provides a list of default CDT codes that might be changed to comply with your clinic situation9. Go to the\u00a0Discounted Slot Schedule section\u00a0to manage the Discounted Slot schedule for your clinic10. Go to\u00a0Search Provider,\u00a0Clinic Member\u00a0&\u00a0Schedule Offers for Providers section\u00a0sequentially to add provider\/doctor that registered on iSmartOffice\u2122\u00a0Clinic system directly to your clinic11. Or go to\u00a0Provider Available Schedule section\u00a0to post provider available schedule so the applicant can apply12. Go to\u00a0Search Assistant,\u00a0Clinic Member\u00a0&\u00a0Schedule Offers for Assistant section\u00a0sequentially to add assistant that registered on iSmartOffice\u2122\u00a0Clinic system directly to your clinic13. Or go to the\u00a0Assistant Available Schedule\u00a0section to post the assistant available schedule so the applicant can apply14. Last but not least, go to the\u00a0Dashboard Overview\u00a0section 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\u00a0Clinic Best Deal section\u00a0to know more about how to publish promotion & discount that can boost patient to come using iSmartOffice\u2122\u00a0Clinic & iSmartOffice\u2122\u00a0Patient web and mobile apps2. Please read the\u00a0Marketing and Media Information section\u00a0to complete your clinic profile with marketing and social media information3. Please also read other sections on this online documentation to get more familiar with iSmartOffice\u2122\u00a0Clinic Web as General Manager role<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[18],"doc_tag":[],"class_list":["post-133","docs","type-docs","status-publish","hentry","doc_category-general-manager-role","entry"],"year_month":"2026-04","word_count":404,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"administrator","author_nicename":"administrator","author_url":"https:\/\/help.ismartoffice.ai\/?author=1"},"doc_category_info":[{"term_name":"General Manager Role","term_url":"https:\/\/help.ismartoffice.ai\/?doc_category=general-manager-role"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=133"}],"version-history":[{"count":3,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/133\/revisions"}],"predecessor-version":[{"id":754,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/133\/revisions\/754"}],"wp:attachment":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=133"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=133"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
2. Go to\u00a0Overview of the User Interface<\/u><\/a>\u00a0to get familiar with iSmartOffice\u2122\u00a0Clinic Web user interface for General Manager role
3. Go to the\u00a0Add Clinic<\/u><\/a>\u00a0section to add a new clinic
4. Go to the\u00a0Change Active Clinic section<\/u><\/a>\u00a0to get familiar with how to change the active clinic that you are working on
5. Go to\u00a0General Info section<\/u><\/a>\u00a0to complete clinic profile
6. Go to the\u00a0Operating Hours section<\/u><\/a>\u00a0to set your clinic operating & exception hour
7. Go to\u00a0Slot section<\/u><\/a>\u00a0to add slot (chair) to your clinic
8. Go to the\u00a0CDT Code List section<\/u><\/a>\u00a0to manage the clinic CDT code list. iSmartOffice\u2122\u00a0Clinic Web provides a list of default CDT codes that might be changed to comply with your clinic situation
9. Go to the\u00a0Discounted Slot Schedule section<\/u><\/a>\u00a0to manage the Discounted Slot schedule for your clinic
10. Go to\u00a0Search Provider<\/u><\/a>,\u00a0Clinic Member<\/u><\/a>\u00a0&\u00a0Schedule Offers for Providers section<\/u><\/a>\u00a0sequentially to add provider\/doctor that registered on iSmartOffice\u2122\u00a0Clinic system directly to your clinic
11. Or go to\u00a0Provider Available Schedule section<\/u><\/a>\u00a0to post provider available schedule so the applicant can apply
12. Go to\u00a0Search Assistant<\/u><\/a>,\u00a0Clinic Member<\/u><\/a>\u00a0&\u00a0Schedule Offers for Assistant section<\/u><\/a>\u00a0sequentially to add assistant that registered on iSmartOffice\u2122\u00a0Clinic system directly to your clinic
13. Or go to the\u00a0Assistant Available Schedule<\/u><\/a>\u00a0section to post the assistant available schedule so the applicant can apply
14. Last but not least, go to the\u00a0Dashboard Overview<\/u><\/a>\u00a0section to get familiar with managing an upcoming appointment<\/p>\n\n\n\nAdditional Task List<\/h2>\n\n\n\n
Below is an additional guide that you can do to enhance clinic readiness:
1. Please read the\u00a0Clinic Best Deal section<\/u><\/a>\u00a0to know more about how to publish promotion & discount that can boost patient to come using iSmartOffice\u2122\u00a0Clinic & iSmartOffice\u2122\u00a0Patient web and mobile apps
2. Please read the\u00a0Marketing and Media Information section<\/u><\/a>\u00a0to 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\u2122\u00a0Clinic Web as General Manager role<\/p>\n","protected":false},"excerpt":{"rendered":"