Appointment Types (5)
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What is the purpose of appointment types, and how can they benefit my practice?
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How can I view my appointment types and manage/edit them as needed?
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What is the purpose of using categories and sub-categories?
Booking (16)
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What options does Colib offer for my clients to book appointments?
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How can I customize my availability with availability groups?
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How do I set up the booking process in Colib?
Clients (12)
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How can I migrate clients, their appointments, their documents and their notes from my old system to Colib ?
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Do I have to create all clients manually?
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How can I customize my client pages with custom fields ?
Communications (6)
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How to View Client Communications: Emails & SMS Delivery Status ?
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How to Monitor Failed SMS and Email Deliveries for Clients ?
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How to Add a Custom Message to an Appointment?
External Payments (4)
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How do I enter a partial payment on an invoice?
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How can I record an offline or manual payment on an invoice?
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Does Colib support direct billing ?
Forms (14)
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Does Colib provide forms templates?
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How can I build a new form from scratch?
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How can I send the form to my clients ?
Invoicing & Receipts (19)
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Invoices and Receipts: How does it work?
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How to create & send an invoice and/or receipt?
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How can I import my invoices from Colib to QuickBooks ?
Multi-clinic (4)
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How to configure a multi-clinic (multi-location) practice?
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How does creating multiple clinics affect practitioners' rights?
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How to have a different booking page for each clinic?
Notes (13)
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How can I use the voice recognition tool to create a note?
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How can I use template of notes to create new notes?
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How does the Artificial Intelligence note generation work ?
Plans (5)
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How does payment for Colib plans work?
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Why is a credit card required for the Starter plan?
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How can I see the number of appointments I made during the current period?
Payments (13)
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What payment methods are accepted on Colib? What are the fees?
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How do I activate the online payment system on Colib?
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Why is a photo ID required to activate the online payment system?
Private messaging (5)
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How to activate the private secure messaging feature ?
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How to send a private message to a client ?
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How will I be notified when I receive a message from a client?
Security & Privacy policy (4)
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What data security and compliance measures does Colib offer?
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Are you compliant with Canadian privacy laws?
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How to configure the 2 factor authentication (2FA) ?
Scheduler (12)
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How to schedule an appointment?
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How can I block time on my scheduler?
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How can I customize the emails sent to my clients before and after an appointment?
Telehealth / Video calls (11)
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How many participants can the video sessions hold at one time?
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How to Automatically Add Telehealth Conference Links to Appointments ?
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Is it possible to record online appointments?
Third-Party Billing (6)
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How to enable and configure the feature ?
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How to create payers ?
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How to attach a funding policy to a client ?