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

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• 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 ...

• Assign a Physician to a Location

  List will show all active users assigned to the practice 1. Navigate to Admin. 2. Navigate to Location, and from the dropdown select Physician. 3. Go the Physician Colum - Toggle left to activate  a physician. - Toggle right to to deactivate  a ...

• 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 ...

• Revoke Full Access for an Authorized User

  1. Navigate to My Practices. 2. Navigate to System, select Users and from the dropdown select Authorized Users. 3. From the Action Colum select the Revoke Button in the dropdown. 3. Select Revoke and the user will have no longer access to the ...

• Select a Subscription Plan

  1. Navigate to Administration and select Subscription from below. 2. Go to your desired plan and select "Choose Package". - Select "Yes" Note: Updates will be reflected immediately.