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Customize Settings and Manage User Permissions
Customize Settings and Manage User Permissions
Learn how to configure Caredove for your Organizational needs.
29 articles in this collection
Written by
Jeff Doleweerd,
Rachel Shelswell,
and
Jules Roebbelen
General Settings
Set Up Message Rules
Filtering Caredove emails into an organized folder.
Written by
Jeff Doleweerd
Updated over a week ago
Browser & System Requirements
Understand the browser and system requirements for Caredove
Written by
Jeff Doleweerd
Updated over a week ago
Understand our Privacy Policy
Easily access Caredove's privacy policy.
Written by
Rachel Shelswell
Updated over a week ago
Calendar Settings
Configure Calendar Settings
Update your calendar settings and streamline intake.
Written by
Rachel Shelswell
Updated over a week ago
Display Recurring Time Slots
Change the amount of days you can view repeating time slots into the future.
Written by
Rachel Shelswell
Updated over a week ago
Prevent Last Minute Bookings
Organization Administrators can conceal appointment times by adjusting the Lead Time.
Written by
Rachel Shelswell
Updated over a week ago
Change your Time Zone
Learn how to set a different time zone in Caredove.
Written by
Jeff Doleweerd
Updated over a week ago
Appointment Locations
Specify the location at which appointments are provided.
Written by
Rachel Shelswell
Updated over a week ago
Edit Emails & Handouts
The Calendar Settings enables an organization to customize the outgoing registrant Email and Handout.
Written by
Rachel Shelswell
Updated over a week ago
Appointment Notifications
Customize appointment notifications and back up emails.
Written by
Rachel Shelswell
Updated over a week ago
Appointment Options
Filter time slots for specific characteristics (e.g. "Available in English," "Available in French," etc.).
Written by
Rachel Shelswell
Updated over a week ago
Understand Referral Options
These options are included in the referral from as selectable checkboxes.
Written by
Rachel Shelswell
Updated over a week ago
Configure Outcome Options
Select different Outcome Options when closing an appointment.
Written by
Rachel Shelswell
Updated over a week ago
Referral Settings
Configure the Referral Settings
Referrals can have their own specific set of settings and rules, available to the Organization Administrator only.
Written by
Rachel Shelswell
Updated over a week ago
Enable Booked Referrals
Learn how to enable Booked Referrals and use Caredove Calendars
Written by
Rachel Shelswell
Updated over a week ago
Enable Non-Booked Referrals
Learn how to enable receiving non-booked referrals at your organization
Written by
Rachel Shelswell
Updated over a week ago
Enable the Public to Sign-Up
Learn how to enable the public to sign-up for services.
Written by
Jules Roebbelen
Updated over a week ago
Configure Default Referral Settings for new services
Set-up the default settings for any new added services.
Written by
Rachel Shelswell
Updated over a week ago
Change the Data Retention Period
Organization Administrator - Removing a patient's Personal Health Information (PHI) from Caredove.
Written by
Rachel Shelswell
Updated over a week ago
Configure Notifications for Non-Booked Referrals
Organization Administrator: Learn how to assign individuals to receive notifications for non-booked referrals.
Written by
Rachel Shelswell
Updated over a week ago
Permissions
Identify Your Organization Administrator
Learn how to identify your organization administrator and view their contact information.
Written by
Rachel Shelswell
Updated over a week ago
Change and Edit User Settings
Organization Administrator: Learn how to modify user accounts.
Written by
Jeff Doleweerd
Updated over a week ago
Organization Settings
Enable Post-Appointment Survey Links
Learn how to enable a trigger send clients an email with your custom survey link. Note: this is a premium feature.
Written by
Rachel Shelswell
Updated over a week ago
Switch Between Organizations
Users who are part of more than one organization will learn how to switch between their organizations.
Written by
Rachel Shelswell
Updated over a week ago
Email Settings
Change Your Email Address
Learn how to edit your email address in Caredove.
Written by
Rachel Shelswell
Updated over a week ago
Lookup and Reset Bouncing Email Addresses
Organization Administrator: View email addresses that have bounced and learn how to resend them.
Written by
Rachel Shelswell
Updated over a week ago
Configure Email Notifications
Update the email notifications that you receive from Caredove.
Written by
Rachel Shelswell
Updated over a week ago
Understand Email Notifications
Received a Caredove email but need some help deciphering it? Look no further.
Written by
Rachel Shelswell
Updated over a week ago
Setup Backup Calendar Emails
Learn how to enable Caredove to send you daily calendar emails.
Written by
Rachel Shelswell
Updated over a week ago