Standard inserts and Docs sections

Set your clinic's details once so every handout fills them in, and choose which parts of Docs your team sees. Both are in Clinic Settings → Docs: the first on the Standard inserts sub-tab, the second on Settings.

Standard Inserts

Any handout blank that matches one of these fills itself in:

• Clinic name, Clinic phone, Clinic text number, Clinic email
• Clinic address and Clinic hours
• Local ER clinic and ER clinic contact info

Clinic name, phone and email fall back to your clinic profile if you leave them empty. Each field saves when you click away from it, and a Saved message with Undo appears.

If your Directory has an ER practice, use Pick an ER… to fill in the two ER inserts from it. They save straight away.

Staff picker names

List names one per line, written how they should print, such as "Dr. Miller." They show as one-click choices on staff and doctor blanks when someone fills in a handout. Leave it empty if you'd rather staff type the names. The list saves when you click away from it.

Sections

On the Settings sub-tab, under What the team sees, turn Documents, Forms or Handouts on or off. Each switch saves as soon as you flip it. Turning a section off hides it from the Docs tool. Nothing is deleted, and you can turn it back on any time. Published form links keep working for clients even when Forms is off.