Add a new Practice

1. Navigate to Getting Started and select Adding New Practices from below.

2. Enter all applicable information. 

Note: Fields with a red star are required.

3. Click the "Add New Locations" button at the bottom of the page.

Updates will be reflected immediately 

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• 3 - Add Location

  Prep Required Gather these items before starting - General Practice Info       * List of Practice Location Names, Numbers, Fax's, Email's, Address's, Websites, Time Zone  1. Navigate to "Add New Practice" 2. Enter all required fields and click Add ...

• Add User Roles

  1. Navigate to My Practices. 2. Navigate to System, select Security Profiles and from the dropdown select Create. 3. Enter a Role Name - Toggle Right to Turn On access (Read, Update, Create, Delete/Archive, Download CSV) to corresponding section. - ...

• Go to Practice Dashboard

  1. Navigate to My Practices and select My Location from below. 2. From the Action Colum select the "Go" Button. Note: This is take the user to the Practice Dashboard

• Add/Edit Stage & Steps

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Stage & Step. 3. Click on the "+" icon located on the top right of the table.  4. Enter all applicable information.  - Capture/Release Resources ...

• Add/Edit Visit Type & Reason

  1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Visit Type. 3. Click on the "+" icon located on the top right of the table.  -  Click on the "+" icon to add or edit visit types. Note: The visit type ...