Start here: product overview, phone setup, go-live checklist, and support basics.
Phone setup, call handling, appointment booking, patient lookup, after-hours coverage, call forwarding, and desk phones.
Review call transcripts, reply by SMS, manage patient conversations, and understand website chat and knowledge base workflows.
Appointment types, online scheduling, patient records, insurance details, providers, and practice configuration.
Start clinical sessions, review and edit notes, manage note templates, and handle compliance addenda.
Eligibility checks, insurance details, benefit breakdowns, fee schedules, copay estimates, and claims workflows.
Billing, subscriptions, locations, user profiles, team invitations, and multi-location account setup.
