Ocelot+ Portal In-App Guide
Print
Modified on: Wed, 29 May, 2024 at 11:35 AM
Welcome to getting started with Ocelot+! In this tutorial, we'll guide you through the essential steps to set up your practice details, manage your staff, customize appointment types, and organize your sales invoice items.
Set Practice Details- Update essential practice information like name, contact details, and logo. Follow the prompts to ensure all required details are completed.
|
- Input and adjust your practice's location and working hours, including breaks. Easily manage your schedule by removing unnecessary lunch or break schedules.
| - Add new Optometrist or Dispenser staff with ease. Manage your team effectively by completing necessary fields and updating staff details.
|
- Customise appointment-related preferences to suit your needs. Adjust settings such as time scale and default view, then save changes to complete customization.
| - Organize and update inventory details effortlessly. Add, edit, or delete items, specifying details like item code, description, and supplier information.
|
How to access the In-App Guide?
- Log in to the Ocelot+ Portal.
- At the bottom right corner, you will see a star icon that will open a pop-up window displaying the Get Started Checklist.
- This checklist provides an overview of the most frequently used functions in the Ocelot+ Portal.
- Click your preferred process using the accordions or collapsible buttons.
- Each button has a brief description and a link that will direct you to the forms.
With these initial steps completed, you're well on your way to maximizing the functionality of Ocelot+ for your practice. If you have any further questions or need assistance, our support team is here to help you every step of the way.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.