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Customizing Your Account

Thank you for attending the video training meeting! 
​We hope we were able to answer your questions and prepare you to confidently add information to your profile.

Steps to finish your account customization:

Updating Employee Signatures
Creating email Headers & Footers
Create Upcoming Appointment Confirmations
Upload Documents
***The list of shortcodes can be found here:
shortcodes_for_document_signing.pdf
File Size: 49 kb
File Type: pdf
Download File

Creating Email Templates
Examples:
Creating Text Templates
Examples:
Connecting Leads to FTP
Creating Custom Tasks

More Useful Videos

Creating User Tasks
Creating Time Blocks
Creating Quotes
Creating Custom Reports
Dynamic Procedure Documents
There are numerous videos and resources in the Help Center of your account.  We recommend that staff members start with the Scheduling and Communication sections of the Help Center if they have questions during training.

Follow That Patient

We are dedicated to creating a software that will make running your office easy and efficient.
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