Platform Videos
User Guide
- Dashboard
- Video: Basic Navigation
- Video: Check Patient Eligibility
- Video: Collect Cash Payment
- Video: Collect Patient Payment with Card on File
- Video: Create Messages
- Video: Create Message Template
- Video: Create Patient Group
- Video: Create Patient Message
- Video: Locate Patients
- Video: Navigate Message Center
- Video: Patient In-Office Visit
- Video: Schedule Patient Appointment
- Practice Settings
- Video: Activate Patient Collect
- Video: Add Insurance Company
- Video: Add Insurance Plan
- Video: Add Referral Sources
- Video: Add Referring Providers
- Video: Add Service Locations
- Video: Calendar Settings
- Video: Edit Practice Information
- Video: Enable Practice Online Scheduling
- Video: My Settings
- Video: Navigate Practice Online Scheduling
- Video: Set Up Appointment Reminders
- Video: Set Up Payment Settings
- Video: Set Up Provider Profile
- Video: Set Up Users
- Video: Enroll New Insurance Company