Admin Account Management

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How to Add a New Client

1

Open the Directories>Contacts section

2

Click Create record

3

Enter the client details

4

Save the contact

5

Review the new client profile (Search bar in the Contacts section can be used)

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Result: A new client record is created

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How to Add Internal Notes

1

Open the member profile

2

Click Actions> Edit

3

Enter the note text (Important medical notes or Comment fields can be used)

4

Save the changes

5

Confirm the note is visible only to staff

Closing

Result: Internal notes are saved for staff use only

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How to Check or Update the Primary Provider

1

Open the Subscription section

2

Open the active subscription for the selected customer by clicking on Subscription plan name

3

Go to Specialists tab and Review the currently assigned provider (Main specialist/Primary wellness specialist)

4

Select a different Main specialist if needed

5

Confirm the changes

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Result: The member’s primary wellness specialist is updated

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How to Send a Welcome Message

1

Open the Chat section (message will be visible via client’s cabinet) or Dialogs (if you use Whatsapp for example). For Chats - Click + > Create with patient> Choose patient

2

Start a new message

3

Enter the welcome text or choose a template

4

Send the message

5

Confirm it appears in the conversation history

Closing

Result: The welcome message is sent successfully

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How to Use Smart Phrases / Macros in Chat

1

Open the chat with the member

2

Open the macro or smart phrase option

3

Select the required phrase

4

Insert it into the message

5

Send the message or edit it if needed

Closing

Result: Standardized messages can be used quickly in chat