Setting up your CompanyOn Account

This categorie guides users through the process of creating and setting up a new account with CompanyOn. It includes step-by-step instructions, screenshots, and helpful tips for a qucik set up of an account.

  1. Overview
  2. Setting up your CompanyOn Account

Quick set up

Getting Started is as easy as creating a new client, then booking them in. However, you'll really want to personalize your account so that you can get the most ou ...

How to create a service with CompanyOn

By default, you will find a list of services already created for you. But it is important that you review them in order to make sure it meets the services you have set up for your ...

How to set up your online services page (online forms, online booking, patient portal)

Online services page/patient portal is a feature CompanyOn offers to allow patients to book appointments online, communicate with their healthcare providers, and perform other task ...

How to customize/create chart templates

Customizing or generating a chart template in a clinical practice, is an important step in ensuring that patient information is recorded consistently and accurately. No matter if y ...

How to customize/create consent forms

Creating a customized consent form is an important step in ensuring that patients understand and agree to the terms of their treatment. Consent forms can be used to document patien ...

How to add additional fields to your clients demographic forms

How to add additional practitioners to a clinic plan subscription

Adding an additional practitioner to a practice ensures that all team members have access to the patient information they need to provide care. This guide will walk you through t ...

How to set up taxes for products or services

Setting up taxes in a practice is an important step in ensuring that your billing and invoicing are accurate and compliant with tax laws. This guide will walk you through the proc ...