Customizing Your Platform

20 articles

​Admin Tab Complete Overview

This tutorial provides a quick overview of your admin tab and the options you have to customize your environment.

Updated by Amelia Boyer

Editing Healthcare Provider Information

This will review how you can edit your provider account information.

Updated by Niki Budd

Adding Provider Users / Athletic Trainers

This will review how to add provider users / athletic trainers.

Updated by Maggie Mancini

Assigning Athletic Trainers to Organizations

This will review how to assign provider users to organizations.

Updated by Maggie Mancini

Removing a Provider User

This is a quick guide on how to remove a provider user.

Updated by Maggie Mancini

Creating an Organization

This will review creating an organization.

Updated by Niki Budd

Background Questions - Overview

This guide will provide an understanding of background questions and their how-to's.

Updated by Amelia Boyer

Creating New Background Questions

This will review how to create new background questions.

Updated by Niki Budd

Creating and Assigning a Group of Background Questions

This will help guide you when creating and assigning a group of background questions.

Updated by Niki Budd

Editing Background Questions

This guide will review editing background questions and adding a condition.

Updated by Lindsey Puent

Customizing Estimated Revenue

This video will walk you through how to customize estimate revenue within HR.

Updated by Amelia Boyer

Customizing Special Tests

This tutorial will walk you through the process of creating a special test.

Updated by Maggie Mancini

Creating New Note Types

This tutorial will walk you through the process of how to create new note types.

Updated by Niki Budd

Creating a Note Template

This walkthrough will show you how to create a note template.

Updated by Niki Budd

How to Add Encounter Service Types

This tutorial will walk you through how to add and customize your encounter/treatment service types.

Updated by Niki Budd

Inbound Services - Set Up and Scheduling

This tutorial will explain inbound services and setting up and scheduling one.

Updated by Niki Budd

Customizing Follow Up Services

How to customize your follow-up service options.

Updated by Niki Budd

Building Your Resource Library

This video and tutorial will walk you through building a resource library on the website.

Updated by Niki Budd

Changing Account Ownership

This article reviews how you can change your account's primary account owner.

Updated by Lindsey Puent

Data Export

This guide will walk you through the Data Export feature, which provides a raw data export of your data.

Updated by Niki Budd

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