User

Settings

Configure your account

Settings Dashboard

Configure and optimize your Verify MC platform

Account Setup Progress

Complete your setup to unlock full platform functionality

56%
Complete
Getting Started Core Setup Optimized

Organization Setup

Add organization details
Upload logo & branding
Add clinic locations

Scheduling Setup

Configure providers
Set availability rules
Create appointment types

Payments Setup

Connect payment processor
Set up billing & invoicing
Configure insurance

System Intelligence

Platform Optimization Score and system health metrics

Last updated: Just now

System Health

Overall system status

78%
Critical Optimal

Revenue Ready

Payment & billing setup

45%
Not Ready Ready

Automation

AI & workflow status

62%
Manual Full Auto

Compliance

HIPAA & security

92%
At Risk Compliant

Adaptive Quick Actions

Based on system gaps

Settings Modules

Click cards to manage dependencies
Optimized

Organization

3 locations, 12 providers

⚠ Needs fix

Scheduling

Availability not configured

Not configured

Payments

Not configured

Optimized

Notifications

SMS & email templates

In progress

Security & Compliance

HIPAA, audit logs

Actionable Alerts

Payments not configured

Revenue Blocked

Connect a payment processor to accept online payments and enable revenue collection.

Affects: Booking flow, Revenue, Reporting, Patient checkout

SMS not connected

Communication Limited

Connect Twilio to send appointment reminders and reduce no-shows by 70%.

Affects: Reminders, Notifications, Patient engagement, No-show rate

Scheduling fully operational

Active

Your scheduling system is live and accepting bookings across all locations.

Enables: Online booking, Calendar sync, Provider schedules

System Validation

Test SMS

Verify messaging

Not Run

Test Booking

End-to-end flow

Passed

Test Payment

Transaction flow

Failed

Test Notifications

Email & push

Passed

AI Action Engine

AI Active
Smart Recommendations

AI has analyzed your system and found 3 optimizations that could improve revenue by 35%.

Enable Automated Reminders

↑ 70% fewer no-shows

Automatically send SMS and email reminders 24 hours before appointments.

Add Buffer Time

↑ 45% fewer overlaps

Add 15-minute buffers between appointments to prevent scheduling conflicts.

Complete Compliance Setup

↑ HIPAA Ready

Enable audit logs and encryption for full HIPAA compliance.

Dashboard Personalization

Dashboard adapts to your role and priorities

AI Assistant

Hello! I can help you optimize your Verify MC settings. What would you like to configure?

Quick Tasks

Module Details

Optimized
Configured items and dependencies
65%
Complete
Needs Setup Fully Configured

Missing Dependencies

Recommended Optimizations

Configured Items

AI Operator

Planning execution...

AI Voice Actions

Speak or launch a guided workflow to complete tasks.

Recommended AI SUGGESTED
Quick Actions

Try saying...

"Onboard a new provider" "Set up Dr. Smith" "Create provider access"