Practice Settings in CloudMedico
CloudMedico provides a focused Practice Settings page where you can keep your clinic identity, contact details, currency, and reminder preferences up to date. The screen lives inside the tenant portal and mirrors exactly what you see under Settings → My Practice.
Accessing Practice Settings
Use the main navigation and select Settings → My Practice. You can also open the user menu in the top-right corner and click My Practice. Both links open the same Practice Settings card you see in the screenshot below.
Practice identity & contact details
The first block of the form contains every field that prints on invoices, reminders, and portal pages. All text inputs include inline language helpers (microphone dictation and translation buttons) so multilingual teams can fill them quickly.
- Practice Logo: Upload or replace the image that appears on PDFs, emails, and the patient portal.
- Practice name*: Required field shown to staff and patients. Supports localized values.
- Telephone*: Primary phone number used across communications.
- Address*: Full street address that appears on invoices and reminders.
- Email*: Main contact email for outbound messages and replies.
- Country*: Required drop-down list with every supported country. This controls formatting for phone numbers, VAT/tax fields, and legal texts.
Financial & language preferences
- Prices in*: Choose the billing currency that should appear on invoices, receipts, and reports. The list covers every major currency plus crypto units such as Bitcoin.
- Communication Language: Select the language CloudMedico should use when composing default reminders and patient-facing labels (English, Ελληνικά, or Spanish).
Reminder preferences
- Reminders – Days before: Pick how many days ahead of the appointment CloudMedico should send reminders (0–14).
- Enable email reminders & marketing emails: Toggle automatic appointment reminders plus marketing mailers for opted-in patients.
- Enable SMS reminders & marketing SMS: Turns SMS notifications on/off. SMS credits are required for delivery.
- Ask patients to confirm appointments: Adds a confirmation button/link inside reminders.
- Allow patients to cancel appointments: Lets patients cancel directly from reminder messages.
Saving changes
Click Save after updating any field. Required inputs are validated immediately and tooltips explain what each control does. Once saved, the new values are used instantly across the portal, invoices, and patient communications.
Tips for keeping data accurate
- Review the form whenever you rebrand or move offices so documents stay compliant.
- Keep the communication language aligned with the majority of your patients.
- Set reminder days to match your workflow (e.g., 1 day for urgent clinics, 3+ days for elective visits).
- Use both email and SMS reminders to minimize no-shows if you have credits available.