Customize Settings and Manage User Permissions

Learn how to configure Caredove for your Organizational needs.

29 articles in this collection
Written by Jeff Doleweerd and Rachel Shelswell

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 yesterday

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 Jeff Doleweerd
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