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signatures.",{"title":486,"path":487,"stem":488,"icon":15,"description":489,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","08.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":491,"path":492,"stem":493,"icon":15,"description":494,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","08.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":496,"path":497,"stem":498,"icon":15,"description":499,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","08.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":501,"path":502,"stem":503,"icon":15,"description":504,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","08.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":506,"path":507,"stem":508,"icon":15,"description":509,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","08.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":511,"path":512,"stem":513,"icon":15,"description":514,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","08.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":516,"path":517,"stem":518,"icon":15,"description":519,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","08.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":521,"path":522,"stem":523,"icon":15,"description":524,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","08.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":526,"path":527,"stem":528,"icon":15,"description":529,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","08.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":531,"path":532,"stem":533,"icon":15,"description":534,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","08.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":536,"path":537,"stem":538,"icon":15,"description":539,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","08.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":541,"path":542,"stem":543,"icon":15,"description":544,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","08.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":546,"path":547,"stem":548,"icon":15,"description":549,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","08.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":551,"path":552,"stem":553,"icon":15,"description":554,"color":15},"Invoices","\u002Fsettings\u002Finvoices","08.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":556,"path":557,"stem":558,"icon":15,"description":559,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","08.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":561,"path":562,"stem":563,"icon":15,"description":564,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","08.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":566,"path":567,"stem":568,"icon":15,"description":569,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","08.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":571,"path":572,"stem":573,"icon":15,"description":574,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","08.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":576,"path":577,"stem":578,"icon":15,"description":579,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","08.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":581,"path":582,"stem":583,"icon":15,"description":584,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","08.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":586,"path":587,"stem":588,"icon":15,"description":589,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","08.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":591,"path":592,"stem":593,"icon":15,"description":594,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","08.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":596,"path":597,"stem":598,"icon":15,"description":599,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","08.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":601,"path":602,"stem":603,"icon":15,"description":604,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","08.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":606,"path":607,"stem":608,"icon":15,"description":609,"color":15},"Inventory","\u002Fsettings\u002Finventory","08.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":611,"icon":612,"description":613,"color":614,"path":615,"stem":616,"children":617},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","09.resources-and-perks",[618,622,627,632,637],{"title":619,"path":615,"stem":620,"icon":15,"description":621,"color":15},"Overview","09.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","09.resources-and-perks\u002F01.top-tools","Quick video overviews of HQ's most powerful features, including online scheduling, e-Pay, consent forms, patient flow, grant management, and more.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"Templates & Resources","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","09.resources-and-perks\u002F02.templates-and-resources copy","Download ready-to-use HQ templates for consent forms, aftercare instructions, cage cards, curbside check-in flyers, and other clinic documents.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","09.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, vet supplies, text messaging, surgical packs, and volunteer opportunities.",{"title":256,"path":638,"stem":639,"icon":15,"description":640,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","09.resources-and-perks\u002F04.credit-cards","Learn about HQ's discounted interchange-plus credit card processing rates, supported hardware, and how to get a savings quote for your clinic.",{"id":642,"title":28,"body":643,"color":15,"description":31,"extension":1788,"icon":15,"links":1789,"meta":1790,"navigation":1791,"path":29,"seo":1792,"sitemap":1793,"stem":30,"__hash__":1794},"docs\u002F01.getting-started\u002F03.logging-in.md",{"type":644,"value":645,"toc":1780},"minimark",[646,653,656,659,672,675,679,684,689,692,727,730,734,739,755,760,768,773,784,789,807,809,813,839,841,845,886,888,892,905,908,912,915,926,931,938,943,945,949,966,971,975,978,985,1002,1008,1013,1017,1020,1022,1026,1038,1050,1056,1072,1075,1077,1081,1089,1094,1108,1112,1115,1118,1120,1124,1127,1136,1141,1143,1147,1150,1152,1156,1159,1161,1165,1168,1170,1174,1181,1210,1214,1218,1221,1223,1228,1251,1256,1258,1262,1275,1277,1281,1310,1315,1331,1335,1338,1345,1356,1358,1362,1367,1383,1426,1429,1434,1436,1440,1459,1463,1466,1470,1473,1477,1503,1507,1527,1531,1534,1539,1543,1546,1548,1552,1560,1573,1575,1579,1582,1587,1598,1600,1604,1615,1617,1621,1632,1634,1638,1641,1658,1660,1664,1674,1685,1691,1693,1697,1705,1710,1714,1717,1721,1731,1735,1738,1742,1745,1775],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F01-getting-started\u002F720-1920-x-225-px-1920-x-320-px-8.png",[647,654,655],{},"This section explains how to access your HQ account and keep it secure.",[647,657,658],{},"You’ll find:",[660,661,662,666,669],"ol",{},[663,664,665],"li",{},"Step-by-step instructions for logging in",[663,667,668],{},"Tips to protect your information",[663,670,671],{},"Best practices to ensure HQ runs smoothly",[647,673,674],{},"By following these guidelines, you’ll keep your account safe and get the most out of HQ.",[676,677,5],"h2",{"id":678},"getting-started",[647,680,681],{},[650,682],{"alt":145,"src":683},"\u002Fimages\u002F01-getting-started\u002F720-1920-x-225-px-1920-x-320-px-2025-05-05t170039-453.png",[685,686,688],"h3",{"id":687},"logging-into-hq-for-the-first-time","Logging into HQ for the First Time",[647,690,691],{},"You will receive an email prompting you to create a password and log in to HQ.",[693,694,695,702,709,721],"ul",{},[663,696,697,701],{},[698,699,700],"strong",{},"Use Google Chrome"," for the best experience.",[663,703,704,705,708],{},"Each user must log in with a ",[698,706,707],{},"unique email address",".",[663,710,711,712,715,716,708],{},"If you haven’t received the email, check your ",[698,713,714],{},"Spam\u002FJunk folder",". If it’s still not there, contact ",[717,718,720],"a",{"href":719},"mailto:info@clinichq.com","info@clinichq.com",[663,722,723,724,708],{},"Access HQ at ",[698,725,726],{},"clinichq.com",[728,729],"hr",{},[685,731,733],{"id":732},"complete-your-onboarding-checklist","Complete Your Onboarding Checklist",[647,735,736],{},[698,737,738],{},"1. Watch the HQ Flow Video",[693,740,741,748],{},[663,742,743,744,747],{},"Go to the ",[698,745,746],{},"HQ Flow & Top Tools"," page.",[663,749,750,751,754],{},"Watch the 5-minute ",[698,752,753],{},"HQ Flow video"," at the top of the page. This outlines our recommended clinical flow.",[647,756,757],{},[698,758,759],{},"2. Watch the Top Tools Videos",[693,761,762,765],{},[663,763,764],{},"On the same page, watch the short videos highlighting HQ’s top tools.",[663,766,767],{},"These explain the core features and how HQ works.",[647,769,770],{},[698,771,772],{},"3. Appoint an HQ Admin",[693,774,775,778],{},[663,776,777],{},"Assign one or two people to manage your HQ setup.",[663,779,780,781,708],{},"Setup takes approximately ",[698,782,783],{},"6–8 hours",[647,785,786],{},[698,787,788],{},"4. Set a “Go Live” Date",[693,790,791,798,801],{},[663,792,793,794,797],{},"Budget ",[698,795,796],{},"30 days"," for setup and training.",[663,799,800],{},"Communicate the go-live date to your staff.",[663,802,803,804,806],{},"Email ",[717,805,720],{"href":719}," once you set your date—we’ll call on your go-live day to check in, answer questions, and provide support.",[728,808],{},[685,810,812],{"id":811},"hq-admin-setup","HQ Admin Setup",[693,814,815,825,828],{},[663,816,817,818,821,822,708],{},"From the University site, click ",[698,819,820],{},"Course Login"," (top right) and select the ",[698,823,824],{},"yellow OnePass button",[663,826,827],{},"Allow HQ to connect your account so your HQ login and University login match.",[663,829,830,831,834,835,838],{},"Once logged in, click ",[698,832,833],{},"My Courses"," (top right) and begin the ",[698,836,837],{},"HQ Setup course",", following along with the videos.",[728,840],{},[685,842,844],{"id":843},"staff-training","Staff Training",[693,846,847,865],{},[663,848,849,850,853,854],{},"All staff have access to a ",[698,851,852],{},"training site"," built directly into HQ.\n",[693,855,856,862],{},[663,857,858,859,708],{},"To access: click Help & Support → ",[698,860,861],{},"Visit Training Site",[663,863,864],{},"Each user has their own training site with built-in generic templates to practice on.",[663,866,867,868,871,872],{},"Staff should complete the ",[698,869,870],{},"Go Live Training"," for hands-on experience using the practice site: \n",[693,873,874,880],{},[663,875,876,879],{},[698,877,878],{},"Admin course"," for administrative roles.",[663,881,882,885],{},[698,883,884],{},"Medical course"," for clinical roles.",[728,887],{},[685,889,891],{"id":890},"stay-connected","Stay Connected",[693,893,894],{},[663,895,896,899,900,904],{},[698,897,898],{},"Join our Facebook community",": ",[901,902,903],"em",{},"Spay\u002FNeuter Central"," is a support group for staff and volunteers working in high-volume spay\u002Fneuter or wellness clinics. It’s a great place to ask questions, share tips, and find a little humor in the spay\u002Fneuter world.",[647,906,907],{},"✅ Pro tip: Bookmark this manual so you can return to it easily!",[676,909,911],{"id":910},"hq-onepass","HQ OnePass",[647,913,914],{},"With OnePass, you can access all three HQ sites using the same credentials:",[693,916,917,920,923],{},[663,918,919],{},"Clinic HQ",[663,921,922],{},"Clinic HQ University",[663,924,925],{},"Clinic HQ Training Clinic",[647,927,928],{},[698,929,930],{},"Simply log in with your Clinic HQ username and password.",[647,932,933,934,937],{},"✅ ",[698,935,936],{},"Pro tip:"," If you are already logged into Clinic HQ and open the Help section, you’ll automatically be logged into all three sites.",[647,939,940],{},[650,941],{"alt":145,"src":942},"\u002Fimages\u002F01-getting-started\u002Fhettinghelo.png",[728,944],{},[685,946,948],{"id":947},"logging-into-clinic-hq-university-alone","Logging into Clinic HQ University alone:",[660,950,951,960],{},[663,952,953,954],{},"Go to ",[717,955,959],{"href":956,"rel":957},"http:\u002F\u002Funiversity.clinichq.com\u002Fcourse-login\u002F",[958],"nofollow","HQ University",[663,961,962,963,708],{},"Click ",[698,964,965],{},"Log In With Clinic HQ OnePass",[647,967,968],{},[650,969],{"alt":145,"src":970},"\u002Fimages\u002F01-getting-started\u002Fonpass.png",[676,972,974],{"id":973},"logging-out","Logging Out",[647,976,977],{},"It may be a good idea to log out from time to time, especially if you share a desktop with other users. Each user should be logging in under their own name.",[647,979,980,981,984],{},"To ",[698,982,983],{},"log out",":",[660,986,987,996],{},[663,988,953,989,992,993,708],{},[698,990,991],{},"Profile"," > ",[698,994,995],{},"Logout",[663,997,998,999,708],{},"There are many places in HQ where your user login is tracked. Always log in with ",[698,1000,1001],{},"only your login",[647,1003,1004,1007],{},[698,1005,1006],{},"NEVER"," share your login information.",[647,1009,1010],{},[650,1011],{"alt":145,"src":1012},"\u002Fimages\u002F01-getting-started\u002Fscreenshot-2025-08-28-161207.png",[676,1014,1016],{"id":1015},"password-setup","Password Setup",[647,1018,1019],{},"Your password protects your personal information and keeps your data secure. Follow the steps outlined below.",[728,1021],{},[685,1023,1025],{"id":1024},"creating-your-password","Creating Your Password",[660,1027,1028,1031],{},[663,1029,1030],{},"Your clinic manager will create your user account in HQ (see the Settings section for details).",[663,1032,1033,1034,1037],{},"You’ll ",[698,1035,1036],{},"receive an email"," invitation to create your password.",[693,1039,1040,1043],{},[663,1041,1042],{},"If you don’t see it, check your spam\u002Fjunk folder.",[663,1044,1045,1046,1049],{},"Still missing? ",[698,1047,1048],{},"Open a help ticket"," and include the email address used during setup.",[660,1051,1053],{"start":1052},3,[663,1054,1055],{},"Create your password. It must meet both requirements:",[693,1057,1058,1065],{},[663,1059,1060,1061,1064],{},"At least ",[698,1062,1063],{},"8 characters"," long",[663,1066,1067,1068,1071],{},"Includes at least ",[698,1069,1070],{},"one non-alphanumeric"," character (e.g., ! or +)",[647,1073,1074],{},"❌ Caution: Do not set up a user until their email address has been activated.",[728,1076],{},[685,1078,1080],{"id":1079},"never-use-a-general-login","Never Use a “General” Login",[647,1082,1083,1084,1088],{},"Each staff member must have their own individual login. Shared logins such as \"",[717,1085,1087],{"href":1086},"mailto:frontdesk@clinichq.com","frontdesk@clinichq.com","\" are not allowed.",[647,1090,1091,984],{},[698,1092,1093],{},"Why shared logins are unsafe",[693,1095,1096,1102,1105],{},[663,1097,1098,1099,708],{},"If one employee changes the password, ",[698,1100,1101],{},"everyone else gets locked out",[663,1103,1104],{},"Multiple people using the same login increases the chance someone signs in from an unauthorized browser, putting client information at risk.",[663,1106,1107],{},"HQ tracks which user completes each task. With shared logins, this accountability is lost.",[676,1109,1111],{"id":1110},"account-management-user-preferences","Account Management (User Preferences)",[647,1113,1114],{},"Maintaining strong account security is essential for protecting client information and safeguarding access to Clinic HQ. All users are expected to implement key security measures, including creating strong passwords, enabling two-factor authentication (2FA), and generating recovery codes for emergency access. Users should also set up passkeys for a more secure login experience that is resistant to phishing and credential theft.",[647,1116,1117],{},"Together, these account management tools significantly reduce the risk of unauthorized access and help prevent user-related data breaches.",[728,1119],{},[685,1121,1123],{"id":1122},"user-preferences","User Preferences",[647,1125,1126],{},"To manage your account, navigate to User Preferences",[660,1128,1129,1132],{},[663,1130,1131],{},"Click on your clinic's name in the upper left corner of the navigation menu.",[663,1133,962,1134,708],{},[698,1135,1123],{},[647,1137,1138],{},[650,1139],{"alt":145,"src":1140},"\u002Fimages\u002F01-getting-started\u002Fuserpref.png",[728,1142],{},[685,1144,1146],{"id":1145},"enable-two-factor-authentication-2fa","Enable Two-Factor Authentication (2FA)",[647,1148,1149],{},"2FA adds a second layer of verification to your login process, requiring both your password and a time-based code or authentication prompt. This prevents attackers from accessing your account even if your password is compromised.",[728,1151],{},[685,1153,1155],{"id":1154},"save-recovery-codes","Save Recovery Codes",[647,1157,1158],{},"Recovery codes provide a secure fallback method for accessing your account if you lose access to your authentication device. These one-time use codes should be stored in a safe location and used only when needed.",[728,1160],{},[685,1162,1164],{"id":1163},"set-up-a-passkey","Set Up a Passkey",[647,1166,1167],{},"Passkeys provide a highly secure, phishing-resistant authentication method by replacing passwords with credentials tied to your device protected by biometrics or a device PIN. This allows for faster, more secure logins and ensures that credentials cannot be intercepted or reused by attackers.",[728,1169],{},[685,1171,1173],{"id":1172},"updating-user-information","Updating User Information",[647,1175,1176,1177,1180],{},"Easily manage and update your ",[698,1178,1179],{},"personal account details"," by navigating to the user preferences section. You can modify your name, phone number, or email address here. Simply follow the steps to keep your information up to date.",[660,1182,1183,1186,1191,1200],{},[663,1184,1185],{},"Click on your clinic name in the upper left corner of the navigation menu.",[663,1187,1188,1189,708],{},"Navigate to ",[698,1190,1123],{},[663,1192,1193,1194,1196,1197,708],{},"Choose ",[698,1195,991],{}," to update your name or phone number, then click ",[698,1198,1199],{},"Save",[663,1201,1202,1203,1206,1207,708],{},"Select ",[698,1204,1205],{},"Email"," to modify your email address, then click ",[698,1208,1209],{},"Change Email",[647,1211,1212],{},[650,1213],{"alt":145,"src":1140},[685,1215,1217],{"id":1216},"changing-your-password","Changing Your Password",[647,1219,1220],{},"It’s a good idea to change your password if it has been compromised, is too simple, has been shared, or you’ve forgotten it. Keeping your account secure is always worth the extra step!",[728,1222],{},[1224,1225,1227],"h4",{"id":1226},"how-to-change-your-password","How to Change Your Password",[660,1229,1230,1233,1238,1245],{},[663,1231,1232],{},"Click your Clinic Name in the top-left corner.",[663,1234,1202,1235,708],{},[698,1236,1237],{},"Change Password",[663,1239,1240,1241,1244],{},"Enter your ",[698,1242,1243],{},"current password"," in the first field.",[663,1246,1240,1247,1250],{},[698,1248,1249],{},"new password"," in the next two fields to confirm it.",[647,1252,1253],{},[650,1254],{"alt":145,"src":1255},"\u002Fimages\u002F01-getting-started\u002Fpword.png",[728,1257],{},[1224,1259,1261],{"id":1260},"password-requirements","Password requirements",[660,1263,1264,1268],{},[663,1265,1060,1266,1064],{},[698,1267,1063],{},[663,1269,1270,1271,1274],{},"Includes ",[698,1272,1273],{},"at least one"," non-alphanumeric character (e.g., ! or *)",[728,1276],{},[1224,1278,1280],{"id":1279},"how-to-reset-a-forgotten-password","How to Reset a Forgotten Password",[660,1282,1283,1296,1301,1304,1307],{},[663,1284,1285,1286,1289,1290,1295],{},"Click the ",[698,1287,1288],{},"Login button"," in the upper-right corner of HQ, or follow ",[717,1291,1294],{"href":1292,"rel":1293},"https:\u002F\u002Fid.clinichq.com\u002FAccount\u002FForgotPassword",[958],"THIS"," link.",[663,1297,1240,1298,708],{},[698,1299,1300],{},"email address",[663,1302,1303],{},"A temporary password will be sent to your inbox immediately.",[663,1305,1306],{},"Use this temporary password to log in.",[663,1308,1309],{},"Then follow the steps above to change it to a new, memorable password.",[647,1311,1312],{},[901,1313,1314],{},"Didn’t receive the email?",[693,1316,1317,1324],{},[663,1318,1319,1320,1323],{},"Check your ",[698,1321,1322],{},"spam or junk"," folder.",[663,1325,1326,1327,1330],{},"If it’s not there, ask someone in your clinic to open a ",[698,1328,1329],{},"help ticket",", and we’ll assist.",[685,1332,1334],{"id":1333},"two-factor-authentication","Two-Factor Authentication",[647,1336,1337],{},"Two-factor authentication (2FA) adds an extra layer of security by requiring both your password and a second form of verification. This makes it much harder for unauthorized users to access your account.",[647,1339,1340,1341,1344],{},"When you log into ",[698,1342,1343],{},"Clinic HQ with 2FA"," enabled, you’ll enter:",[693,1346,1347,1350,1353],{},[663,1348,1349],{},"Your email",[663,1351,1352],{},"Your password",[663,1354,1355],{},"A 6-digit code generated by the Google Authenticator app",[728,1357],{},[1224,1359,1361],{"id":1360},"how-to-enable-two-factor-authentication","How to Enable Two-Factor Authentication",[660,1363,1364],{},[663,1365,1366],{},"Download the Google Authenticator app on your personal phone:",[693,1368,1369,1376],{},[663,1370,1371],{},[717,1372,1375],{"href":1373,"rel":1374},"https:\u002F\u002Fapps.apple.com\u002Fus\u002Fapp\u002Fgoogle-authenticator\u002Fid388497605",[958],"APPLE",[663,1377,1378],{},[717,1379,1382],{"href":1380,"rel":1381},"https:\u002F\u002Fplay.google.com\u002Fstore\u002Fapps\u002Fdetails?id=com.google.android.apps.authenticator2&hl=en_US&gl=US&pli=1",[958],"ANDROID",[660,1384,1386],{"start":1385},2,[663,1387,1388,1389,1392,1393],{},"Log into Clinic HQ and go to ",[698,1390,1391],{},"Profile > User Preferences",".\n",[660,1394,1395,1401,1408,1414,1417],{},[663,1396,962,1397,1400],{},[698,1398,1399],{},"Enable"," next to Two-Factor Authentication.",[663,1402,1403,1404,1407],{},"On your phone, open ",[901,1405,1406],{},"Google Authenticator"," and tap the + icon.",[663,1409,1202,1410,1413],{},[698,1411,1412],{},"Scan QR Code",", then use your phone’s camera to scan the unique QR code displayed on your computer.",[663,1415,1416],{},"Your account will now appear in Google Authenticator with a 6-digit code that refreshes every 15 seconds.",[663,1418,1419,1420,1423,1424,708],{},"Enter the ",[698,1421,1422],{},"6-digit code"," in HQ and click ",[698,1425,1399],{},[647,1427,1428],{},"You’re all set!",[647,1430,1431],{},[650,1432],{"alt":145,"src":1433},"\u002Fimages\u002F01-getting-started\u002Flsjandf.png",[728,1435],{},[1224,1437,1439],{"id":1438},"testing-your-login","Testing Your Login",[660,1441,1442,1448,1451,1454],{},[663,1443,1444,1445,1447],{},"Click your ",[698,1446,991],{}," button and log out of Clinic HQ.",[663,1449,1450],{},"Log back in with your email and password.",[663,1452,1453],{},"When prompted, open the Google Authenticator app and enter the current 6-digit code before it expires.",[663,1455,962,1456,708],{},[698,1457,1458],{},"Log In",[685,1460,1462],{"id":1461},"passkey-authentication","Passkey Authentication",[647,1464,1465],{},"Passkeys are credentials that validate your identity using touch, facial recognition, a device password, or a PIN. They can be used as a simple and secure alternative to your password and two-factor credentials.",[1224,1467,1469],{"id":1468},"why-use-a-passkey","Why use a passkey?",[647,1471,1472],{},"Passkeys offer stronger security than traditional 2FA by eliminating passwords and using cryptographic keys that can’t be phished or intercepted. Because the private key never leaves your device and authentication is tied to the legitimate website’s domain, attackers can’t steal or reuse your credentials. They’re also easier for users, replacing codes and passwords with quick biometric or device-based verification.",[1224,1474,1476],{"id":1475},"set-up","Set up",[660,1478,1479,1482,1486,1492,1497],{},[663,1480,1481],{},"Click on your Clinic Name in the upper left corner of your screen.",[663,1483,1188,1484,708],{},[698,1485,1123],{},[663,1487,1488,1489,708],{},"Open ",[698,1490,1491],{},"Passkeys",[663,1493,962,1494,708],{},[698,1495,1496],{},"Add a passkey",[663,1498,962,1499,1502],{},[698,1500,1501],{},"Create passkey",". Your device will prompt you to save a passkey for Clinic HQ to your device. Follow these prompts to complete setup. Depending on the device, you can choose to use biometric sign ins such as facial recognition and touch ID, or a device password or PIN.",[1224,1504,1506],{"id":1505},"logging-in","Logging in",[660,1508,1509,1518,1524],{},[663,1510,953,1511,708],{},[698,1512,1513,1517],{},[717,1514,1515],{"href":1515,"rel":1516},"https:\u002F\u002Fclinichq.com\u002F",[958]," > Login",[663,1519,962,1520,1523],{},[698,1521,1522],{},"Log in with a passkey",". You may need to select your stored passkey if multiple users access the same device.",[663,1525,1526],{},"If using biometric data, scan your face or fingerprint. For passcodes or PINs, enter the information in the popup.",[1224,1528,1530],{"id":1529},"deleting-passkeys","Deleting Passkeys",[647,1532,1533],{},"If you no longer use a device or need to remove a passkey for security reasons, you can delete it directly from your account settings. Deleting a passkey ensures that the associated device can no longer be used to access your account. After removal, make sure another authentication method such as a password, 2FA, or an additional passkey is still active so you don’t lose access.",[647,1535,1536],{},[650,1537],{"alt":145,"src":1538},"\u002Fimages\u002F01-getting-started\u002Fdelete-passkey.png",[685,1540,1542],{"id":1541},"preventing-data-breaches","Preventing Data Breaches",[647,1544,1545],{},"Here are some important guidelines for secure user management in Clinic HQ. Protecting your clinic’s data starts with strong user management. The following best practices reduce the risk of unauthorized access and support responsible system use.",[728,1547],{},[1224,1549,1551],{"id":1550},"use-organization-affiliated-email-addresses","Use Organization-Affiliated Email Addresses",[647,1553,1554,1555,1559],{},"The most common breach occurs when personal accounts (e.g., ",[717,1556,1558],{"href":1557},"mailto:aliyourrescue@gmail.com","aliyourrescue@gmail.com",") are hacked.",[693,1561,1562,1570],{},[663,1563,1564,1565,1569],{},"Always use organization-affiliated emails (e.g., ",[717,1566,1568],{"href":1567},"mailto:ali@yourrescue.org","ali@yourrescue.org",").",[663,1571,1572],{},"This gives your team more control and makes transitions easier if roles change or staff leave.",[728,1574],{},[1224,1576,1578],{"id":1577},"avoid-shared-or-generic-user-accounts","Avoid Shared or Generic User Accounts",[647,1580,1581],{},"Shared logins (e.g., frontdesk@… or welcome@…) are discouraged.",[647,1583,1584,984],{},[698,1585,1586],{},"Shared logins have the following drawbacks",[693,1588,1589,1592,1595],{},[663,1590,1591],{},"Limit visibility into who is accessing the system.",[663,1593,1594],{},"Increase the risk of security issues.",[663,1596,1597],{},"Make tracking activity easier by creating individual accounts for each team member.",[728,1599],{},[1224,1601,1603],{"id":1602},"regularly-review-and-remove-inactive-users","Regularly Review and Remove Inactive Users",[693,1605,1606,1609,1612],{},[663,1607,1608],{},"Your HQ administrator should periodically review your user list.",[663,1610,1611],{},"Remove or deactivate accounts that are inactive or no longer needed.",[663,1613,1614],{},"This keeps the system secure and your user list accurate.",[728,1616],{},[1224,1618,1620],{"id":1619},"dont-use-other-peoples-computer-accounts","Don’t Use Other People’s Computer Accounts",[693,1622,1623,1626,1629],{},[663,1624,1625],{},"Always log into your own Clinic HQ account.",[663,1627,1628],{},"Never save your password in a browser on someone else’s computer profile.",[663,1630,1631],{},"Shared computer accounts can allow unauthorized access without a password.",[728,1633],{},[1224,1635,1637],{"id":1636},"understand-the-hq-admins-role","Understand the HQ Admin’s Role",[647,1639,1640],{},"The HQ Admin is responsible for managing users, including:",[660,1642,1643,1646,1649,1652,1655],{},[663,1644,1645],{},"Inviting new users",[663,1647,1648],{},"Removing or deactivating accounts",[663,1650,1651],{},"Assigning roles and permissions",[663,1653,1654],{},"Monitoring access levels",[663,1656,1657],{},"Limiting access to essential users helps protect the system and keep operations smooth.",[728,1659],{},[1224,1661,1663],{"id":1662},"what-to-do-if-you-suspect-a-security-issue","What to Do if You Suspect a Security Issue",[647,1665,1666,1667,1670,1671,984],{},"If you think a user account has been ",[698,1668,1669],{},"compromised"," or ",[698,1672,1673],{},"notice unusual activity",[693,1675,1676,1679,1682],{},[663,1677,1678],{},"Remove or deactivate unnecessary user accounts.",[663,1680,1681],{},"Have the HQ Admin reset the password.",[663,1683,1684],{},"Re-invite only essential users with secure, organization-affiliated emails.",[647,1686,933,1687,1690],{},[698,1688,1689],{},"Pro Tip:"," Conduct a quarterly review of your user list to stay ahead of potential risks.",[728,1692],{},[1224,1694,1696],{"id":1695},"use-two-factor-authentication-2fa","Use Two-Factor Authentication (2FA)",[693,1698,1699],{},[663,1700,1701,1702],{},"Enable two-factor authentication to add an extra layer of security beyond just a password. Learn how to set it up ",[717,1703,1704],{"href":29},"HERE",[647,1706,1707,1708],{},"See more information about HQ Security ",[717,1709,1704],{"href":390},[685,1711,1713],{"id":1712},"recovery-codes","Recovery Codes",[647,1715,1716],{},"Recovery codes serve as a secure backup option if you lose access to your primary authentication device. These one-time use codes should be stored in a safe location and used only when necessary to regain account access.",[1224,1718,1720],{"id":1719},"generate-recovery-codes","Generate Recovery Codes",[647,1722,1723,1724,992,1726,992,1728,708],{},"Once you set up two-factor authentication, you get a list of recovery codes for your account. If you need to reset these codes, go to ",[698,1725,1123],{},[698,1727,1334],{},[698,1729,1730],{},"Reset recovery codes",[1224,1732,1734],{"id":1733},"storing-recovery-codes","Storing Recovery Codes",[647,1736,1737],{},"Store your recovery codes in a secure, offline location where only you can access them. Avoid saving them in email, cloud storage, or unencrypted notes. Instead, keep them in a password manager or a physical secure place, such as a locked drawer or safe, to ensure they’re available if you lose access to your authentication device.",[1224,1739,1741],{"id":1740},"log-in-with-recovery-code","Log in with Recovery Code",[647,1743,1744],{},"If you do not have access to your authenticator app and need to log in using a recovery code, follow these steps:",[660,1746,1747,1758,1764,1770],{},[663,1748,953,1749,1754,1755,708],{},[698,1750,1751],{},[717,1752,1515],{"href":1515,"rel":1753},[958]," and click ",[698,1756,1757],{},"Login",[663,1759,1760,1761,708],{},"Enter your username and password and click ",[698,1762,1763],{},"Log in",[663,1765,1766,1767,708],{},"Instead of entering an authenticator code, you will click ",[698,1768,1769],{},"Log in with a recovery code",[663,1771,1772,1773,708],{},"Enter one of your recovery codes and click ",[698,1774,1763],{},[647,1776,1777],{},[650,1778],{"alt":145,"src":1779},"\u002Fimages\u002F01-getting-started\u002Frecovery-code.png",{"title":145,"searchDepth":1781,"depth":1781,"links":1782},1,[1783,1784,1785,1786,1787],{"id":678,"depth":1385,"text":5},{"id":910,"depth":1385,"text":911},{"id":973,"depth":1385,"text":974},{"id":1015,"depth":1385,"text":1016},{"id":1110,"depth":1385,"text":1111},"md",[],{},true,{"title":28,"description":31},{"loc":29},"TElgJKTf25LvzIwCEs--R_4eNu51steDrXs35LKMNcI",[1796,1797],{"title":23,"path":24,"stem":25,"description":26,"children":-1},{"title":33,"path":34,"stem":35,"description":36,"children":-1},1777048723553]