Provider Portal

Getting Started

• A very important checklist to get started
• How to perform a test call on OnCall Health platform
• What happens after a Provider/ Admin clicks Create Appointment
• Best practices for new users
• How to filter OnCall emails in Gmail
• How to access Account Settings?

Resources

• Email Template - Introducing OnCall Health to Existing Clients (text only)
• Email Template - Introducing OnCall Health to Your Clients (with images)
• Handout Download - Invite New Clients to Use OnCall Health
• Website Template - Adding OnCall Health to Your Website

Booking Page

• What happens after a client submits an appointment booking request?
• How to edit Online Appointments & Booking Requests
• How to review a new Appointment Request
• How to set Booking Availability

Appointments

• How to create a Video Appointment
• How to prepare for a Video Appointment via Browser
• How to create In Person Appointment
• How to create a Phone Appointment
• How to create a Group Appointment
• How to send Interactive Forms and Assessments

See all 14 articles

Messaging

• Best Practices - Secure Messaging
• How to create a Secure Messaging Session
• How to use Group Messaging
• How to export Secure Messaging Sessions into .csv files

Roster

• Roster Overview
• How to use Profile
• How to add and search for contacts in Roster
• How to create new appointments in Roster
• How to delete Form Assignment in Roster
• How to use notes in Roster

See all 10 articles

Mobile

• How to Create an Appointment on Mobile Devices
• How to use Roster on Mobile Devices
• How to use Secure Messaging on Mobile Devices
• How to Assign Forms on Mobile Devices
• How to Unassign Forms on Mobile Devices
• How to Check the Status of a Form on Mobile Devices

See all 9 articles

Analytics

• How to download Analytics as a spreadsheet
• How to use Analytics
• How to view accented letters in CSV files

Payment

• How to process a payment later
• Billing FAQs
• How to set up Payment Processing
• How to update your OnCall subscription payment method

OnCall Health Privacy Policy

• OnCall Health Privacy Policy United States
• OnCall Health Privacy Policy Canada

Troubleshooting

• How to delete Attached Files?
• How to update a patient's email?
• How to Charge Individual Clients in a Group Appointment?
• How to Manage Appointments if you are in more than One Division
• How to update your Google Admin Settings

Form Builder

• Form Builder Overview
• How to Create a New Form using Form Builder
• How to use Different Question Types in the Form Builder tool
• How to Edit existing forms using Form Builder Tool