Location
Delete Email Template
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Email Template. 3. From the Action Column select the Delete Button in the dropdown. Updates will be reflected immediately
Add/Edit Email template
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Email Template. 3. Click on the "+" icon located on the top right of the table. - Enter the applicable information. - If users select save as draft, ...
Delete SMS Template
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select SMS Template. 3. From the Action Column select the Delete Button in the dropdown. Updates will be reflected immediately
Add/Edit SMS Template
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select SMS Template. 3. Click on the "+" icon located on the top right of the table. - Enter the applicable information. - If users select save as draft, ...
Archive a Resource
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Resource. 3. From the Action Column select the Archive Button in the dropdown. Updates will be reflected immediately
Add/Edit Resources
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Resource. 3. Click on the "+" icon located on the top right of the table. - Enter all applicable information. - Click the "Create" button at the bottom ...
Archive a Stage
Before Archiving move all records out of stage! 1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Stage & Step. 3. Select Archive Button in the dropdown. 4. Click the Archive Button at the bottom of ...
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 ...
Activate/Archive Demo Questions
1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Demo. 3. From the Action Column select the Archive Button in the dropdown. Questions will be unavailable to assign to Visit Reasons 4. From ...
Activate/Archive Questionnaire Questions
1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Questionnaire. 3. From the Action Column select the Archive Button in the dropdown. Question will be unavailable to assign to Visit Reasons 4. From ...
Add/Edit Questionnaire Questions
1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Questionnaire. 3. Click on the "+" icon located on the top right of the table. - Select any questionnaire type and upload your questions. - Click the ...
Add/Edit Demo Questions
1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Demo. 3. Click on the "+" icon located on the top right of the table. - Select any questionnaire type and upload your questions. - Click the "Save" ...
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 ...
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 ...
Update Location Info
1. Navigate to Admin. 2. Navigate to Location, and from the dropdown select Location Info. 3. Enter all applicable information. 4. Click the "Update" button at the bottom of the page. Updates will be reflected immediately