How to guide

How to Use the Date of Birth Validation Feature as a Staff Member

Overview To better protect your clients' PHI, your agency may enable the dat...

Written by Mairi

• Last updated July 23, 2024 14:40

How to Use the Broadcasts Feature to Send a Message to a List of Recipients

Overview The Broadcasts feature allows Coordinators and Administrators to sen...

Written by Mairi

• Last updated October 24, 2024 21:21

Syncing Completed Forms and Uploaded Files from OnCall to Credible

Overview With this update, the integration will allow links to forms and file...

Written by Mairi

• Last updated February 09, 2024 19:05

How to setup Custom Appointment Reminders

Overview This feature will allow coordinators and administrators to setup rem...

Written by Todd MacAinsh

• Last updated January 04, 2024 21:39

How to transfer the owner of a Roster contact in a Roster Sharing division?

If you support a workflow where patients/ clients will be working with multip...

Written by Ly Do

• Last updated October 18, 2022 02:53

Roster Sharing Overview for Coordinators

Overview To encourage collaboration and continuity of care among providers an...

Written by Ly Do

• Last updated October 18, 2022 03:07

How to View Full Appointment Details on Mobile Devices

Overview With the most up-to-date version of the mobile app, you will now be ...

Written by Ly Do

• Last updated January 31, 2024 15:14

How to Use 2FA (Two Factor Authentication) for Your Account

Overview Two Factor Login is a great way to further secure and authenticate y...

Written by Permanently deleted user

• Last updated January 31, 2024 15:14

Adding Users with User Management

Overview User Management enables administrators to manage the team members th...

Written by Jasmine

• Last updated January 09, 2023 19:14

Configuring Custom Roster Field as an Administrator

Overview Providers and administrators are now able to create custom fields th...

Written by Ly Do

• Last updated January 31, 2024 15:14

Reassign a Provider To An Appointment Request

Overview As a coordinator, you can review and reassign appointment requests t...

Written by Permanently deleted user

• Last updated January 31, 2024 15:14

Coordinator/Administrator: How to create an appointment

Overview Coordinator accounts allow administrative staff to view and manage a...

Written by Jasmine

• Last updated April 06, 2023 14:40

How To Set Provider Availability & Create Appointments

Overview If you are an administrator or coordinator looking to book appointme...

Written by Alexandra Latter

• Last updated January 31, 2024 15:14

How To View All Live Provider Accounts in Your Clinic

Overview If you are a coordinator looking for a list of all providers in your...

Written by Ly Do

• Last updated January 31, 2024 15:14

How to Create Patient Prescription Profile as a Coordinator

Overview If you are a coordinator who is looking to set up a patient profile ...

Written by Ly Do

• Last updated January 31, 2024 15:14