Practice Profile
Your practice name, location, and branding
Logo
Upload your practice logo (PNG, JPG, SVG — max 2MB)
📤
Click to upload logo
Practice Information
Booking Page
Customize the text on your embeddable booking widget
Admin Portal
Your practice name, location, and branding
Upload your practice logo (PNG, JPG, SVG — max 2MB)
📤
Click to upload logo
Customize the text on your embeddable booking widget
Manage appointment types, durations, and pricing
| Service | State | Type | Duration | Price | Status |
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Create and manage promotional discount codes
| Code | Discount | Uses | Valid | Status |
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Customize emails sent to patients
| Template | Subject | Status |
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Customize text messages sent to patients
| Template | Body | Status |
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Configure when reminders and notifications are sent
| Type | Channel | Template | Trigger | Status |
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Customize status labels and colors used across the system
| Color | Key | Label | Order | Type |
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Configure how you accept payments from patients
Choose your payment processor
Find these in your Authorize.net merchant dashboard
Find these in your Stripe dashboard under Developers → API Keys
Find these in your Square Developer dashboard
After saving your credentials, test the connection to make sure everything is working.
Manage admin accounts and permissions
Configure how CareBridge OS sends emails to patients and staff
Configure text messaging for patient communications
Doctor assignment, business hours, and routing rules
Additional routing rules can be configured per-doctor in the Doctors management section of the Operations Dashboard.
Doctors must enter this PIN to access SOAP notes in the provider portal.
Pre-written SMS messages doctors can send to patients with one click
Available merge tags: {firstName} {companyName} {companyPhone} {helpUrl}
Prescription Drug Monitoring Program integration settings
When enabled, doctors can opt-in to PDMP services from their portal. Charges are tracked and deducted from payroll.
Automated email/SMS campaigns for expiring patient cards
Sends automated reminders to patients whose cards are approaching expiration. Requires email and/or SMS provider to be configured.
| Name | Username | Role | Last Login | Status |
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