Dicyd Clinic Portal

Cases

Load a location to see cases.

0-0 of 0

Case Detail

No case selected

Select a case to see evidence and decisions.

Task Queue

No tasks yet.

New Case

Create a case and submit evidence in one step.

Patient Info

First name

Last name

DOB

Phone

Insurance

Payer family

Plan type

Payer name (legacy)

Insurance route

Visit

Visit reason

Referral on file

Message (optional - tests escalation)

Result

Case: -

Status: -

Decision: -

Location Settings

Overview

Active Rule Set

Version: -

Created: -

Post-ready Behavior

Mode

Confirm channel

Confirm message

Required Intake Fields

Base fields apply to every intake. Conditional fields apply only when that insurance route is selected.

Always required

Required when insurance

Required when self-pay

Self-pay can only require Email.

Self-pay Gate

Enable self-pay

Require price acknowledgement

Require SMS confirmation

Price display text

Shown to patients before they confirm.

Allowed visit reasons (optional). Leave blank to allow any visit reason.

Timeouts (hours)

Intake incomplete

Referral required

Pending confirm

Escalation Triggers

Visit Reasons (Auth)

Payers

Unknown payer default

Normalize payer names

Intake Page

Enable public intake

Location slug (direct link)

Location link: /intake/

Display name

Logo URL Use practice logo

Upload PNG/JPG/WebP/GIF (max 600 KB), or paste a URL.

Primary color

Secondary color

Welcome message

Review required message

Contact phone

Contact email

Scheduler Handoff

Scheduler URL

Include Dicyd reference

Case ID parameter

Scheduler field mapping

first_name

last_name

phone

dob

visit_reason_code

Scheduler preview: -

Practice Settings

Overview

Practice Summary

Practice ID: -

Subscription: -

Plan: -

Billing status: -

Period ends: -

Trial ends: -

Created: -

Updated: -

Seat Summary

Purchased

Licensed

Available

Unlicensed

Identity & Branding

Practice name

Display name

Practice slug

Practice link: /intake/

Logo URL

Upload PNG/JPG/WebP/GIF (max 600 KB), or paste a URL.

Primary color

Secondary color

Landing message

Billing email

Billing phone

Defaults for New Locations

Default rule set (JSON)

Used to seed rule set v1.0 for new locations.

Default intake settings (JSON)

Used to prefill intake + branding fields for new locations.

Go Live: Intake Link

Copy this link and connect your website's Book Now button to the Dicyd intake page.

Set a practice slug to generate your link.

Example Book Now snippet for your website:

Subscription Summary

Plan

Status

Purchased Seats

Licensed

Unlicensed

Subscription Actions

Choose exactly which locations should be licensed after Stripe sync.

No locations loaded.

Changes are sent to Stripe and become active after webhook sync.

Billing Activity

No billing activity.

SMS / Twilio

SMS mode

Phone number

Twilio account SID

Twilio auth token

Test phone

Test message (optional)

dicyd_shared uses the Dicyd shared number. dicyd_dedicated uses a Dicyd-owned number per practice. byo_twilio requires your own Twilio credentials.

Patient Balance Flags

Upload patients with outstanding balances. Dicyd will block scheduling until the balance is resolved.

CSV format: first_name, last_name, dob, balance_amount, note

Name	DOB	Balance	Note	Added	Action
No balance flags loaded.