Settings

For staff

This section is for front-desk staff and people who manage clinic settings.

Settings holds the setup of the practice: its identity, its parts, its people, its fees and its money. These guides show you each tab.

Read the pages in this order:

1. Open settings — get to Practice settings.
2. Practice identity — name, address, sites and branding.
3. Plugins — switch parts of Diagnify on and off.
4. Team and access — invite people and set what they can do.
5. Referral contacts — the specialists you refer to.
6. Private fees — the practice fee list.
7. Finance setup — payouts, service fees and settlement.
8. Tyro in settings — the Tyro connection and terminals.
9. Audit log — who did what, in a record that cannot be edited.
10. Ask Agent D about settings — the settings screen in plain words.

Last checked: 03/10/2026.