The Home page is now the first screen that appears when you log in to Zocdoc—consider it your go-to resource that has all the information you need to be successful on Zocdoc.
In Home, you will find the important information you need to manage your practice:
Prioritized tasks and time-sensitive alerts, like new bookings you need to confirm
Recommendations on how to keep your Zocdoc account in good shape, like integrating your Zocdoc calendar with your EHR
More tools from Zocdoc with new features (keep your eyes out!) that can help your practice
How do I manage my product selections in Home?
Adding more products
Click “Manage your products” on the top right of Home to select the product you want to add. After saving your changes, new tasks will be added to Home.
Removing products
If you have not yet activated a product, you may toggle a product off from the “Manage your products” pop-up from Home. This will remove any tasks for these products on Home.
If you are already activated on a product, you will need to reach out to our Service team to completely remove a product from your account.
How do I set up products?
Follow the simple steps on Home to to set up your profile and start seeing patients on Zocdoc.
Step 1: Create your profile
If you are new to Zocdoc, the first step is creating your provider profile so patients can learn more about the care you provide. You can build your online reputation with reviews and show patients the insurances and visit reasons you accept. Your profile will appear in search engine results, and if you choose, on Zocdoc’s Marketplace for patients to book with you.
The next step is to verify your identity and add all the providers at your practice.
Step 2: Customize your settings
This step will make sure that the right patients book with you. For example, you can specify which insurances you are in-network with and set up your calendar availability.
Step 3: Set up your patient intake experience
If you signed up for Intake, you can set up your preferences on the information we will collect from patients after they book with you as well as customize this for new versus existing patients. Also, you can upload your practice forms, so that patients can fill it out digitally before they come to the office.
Step 4: Start seeing patients
You’re almost done! At this step, you can activate a product, meaning you can start using that feature. For example, if you selected Zocdoc Marketplace, activating means that your profile will be listed on Zocdoc.com’s search results and you will pay for any bookings that you receive.
Can I set another page as my default page when I log in?
Yes. You can change the default first page in your Account settings at any time.
Your dashboard was previously the default when you logged into Zocdoc. You can still find it by clicking on “Performance” at the top of the page.