Account Menu
The ⋮ button at the top right of the Doctor Dashboard opens the account menu: a short list of account and office actions. From here you add a patient, move your patients to another office, open Settings, buy credits, read the app's information, delete your account, or log out.
What each entry does
- Add Patient: creates a new patient and opens its Patient Dashboard. You can also add a patient from the Add Patient button on the Patients tab.
- Move to office: moves all of the current office's patients to another of your offices. Your staff stays where it is.
- Delete Account: deletes your account. See below.
- Settings: opens the Settings window (Workspace, Connections & Sharing, System).
- Credits: opens the window to buy credits. See Buy Credits.
- About: shows the app's version and legal information, and lets you check for an update.
- Logout: signs you out and returns to the login screen.
Move your patients to another office
- Check the office name at the top: its patients are the ones that will move.
- Open ⋮ and click Move to office.
- Choose the destination office and click Move.
Every patient of the current office moves at once; your staff doesn't. When it's done, the Patients list of the current office is empty.
Delete your account
- Open ⋮ and click Delete Account.
- Read the warning: this can't be undone, and it removes all of your patients and personal records.
- Wait for the countdown, type DELETE, and click Delete Account.
Tips
- Add Patient is greyed out? You need the permission to create patients, and an office selected at the top. Ask your office manager.
- Credits is greyed out? Buying credits depends on your role. Ask your office manager.