You can choose which features are displayed in your menu and in what order. This is available for practice administrators.
To customize your menu:
Click More in the menu on the left.
Click Customize menu.
Toggle on which features you would like to see in your menu.
These include Home, Calendar, Sessions, Clients, Payments, Practice forms, Note templates, and Tools.
To reorder the features, click the six dot icon next to the feature you wish to move, and drag it where you want it. Your changes are saved automatically.
What happens when I hide a feature?
Only practice administrators can customize the Upheal menu. When you change the menu, the change is applied for everyone in your practice.
For administrators: Features you switch off will always be available under More in your menu.
For other non-administrator providers in your practice: Features you switch off will be unavailable unless you switch them back on.