Editing Your Office Profile
To access and edit your office profile, select Office from the main navigation menu. The Office Profile page is the first thing that appears.
From this page you can update your:
- Office name
- Address
- Phone number
- Fax number
- Email address
- Office logo
These details are the source of your office identity everywhere it’s displayed in OutSmart. Updating a value here changes it in every place it appears, including:
- The office header on invoices, treatment plans, receipts, and prescription printouts
- The clinic-branded cover page on outgoing faxes (name, address, phone, fax, email, logo)
- Patient Correspondence letter headers (referrals, updates, consultations, clinical care requests)
- Patient-facing pages such as the online booking page footer
The office logo also appears on product labels and IV labels.
If you need to correct a value that’s showing incorrectly somewhere (for example, an old fax number on your fax cover page), the Office Profile is the one place to change it. There’s no need to edit it in each downstream location separately.
Related Pages
- Sending and Receiving Faxes. The fax cover page pulls its contact details from this Office Profile.
- Patient Correspondence Tool. Letter headers pull from this Office Profile too.
- Creating Additional Offices. Set up a second office with its own profile.