Start Up Guides
7 - Upload Patients
Prep Required Gather these items before starting - Get a CSV of your current patient database from your EMR 1. Upload Patients Step by Step Guide
6 - Setup Veins Tracker
Prep Required Gather these items before starting - Gather Patient Flow * Front Office and specific tasks * Nursing and specific tasks * Billing and specific tasks These options are for the Stage Display 1. Set up Resources Step by ...
5 - Set up Veins Check-In
Prep Required Gather these items before starting - Gather Appointment/Visit Types * Appointment Sick, Appointment Physical, Walk In Follow up, Etc * Questions for each appointment/visit type These options are for the Veins Check-In Form ...
4 - Create SMS/Email Templates
Prep Required Gather these items before starting - Gather patient communication messages * Survey follow up, Fill out forms, etc These are templates which will be used for Patient Communication 1. Create SMS templates Step by Step Guide 2. ...
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 ...
2 - Choose Subscription
Prep Required Gather these items before starting - Nothing Required You only need to Upgrade Subscription IF you want to add locations 1. Upgrade Subscription 2. After upgrade is complete you will see your upgraded options.
1 - User Registration
Prep Required Gather these items before starting - Collect a valid email address you have access to 1. Click on Sign Up 2. Verify Email via OTP 3. Fill registration form 4. You will be prompted to login after is registration complete.