In this article you will learn how to:
- Set up your Generic Provider account
- Set up your schedule
- Add staff and users to your practice account
- Set up treatments and procedures
> View Video Below <
Setting up your Generic Provider account is one of the first steps you will be taking with your Customer Success Manager during your admin training. It allows you to set up your profile and practice info that will be visible to your patients.
To Set Up Your Account
1. Drop down the main menu and Manage Account. Click Account Settings.
2. Click Name and Login Information and Account Preferences and complete the fields.
There you can also permanently set your logged-in length preferences in your Profile.
3. Click Professional Profile and fill out all three tabs: Profile, Locations, and Appointments.
To Set Up Your Schedules
1. Expand the navigation bar and click Schedule Settings under Practice Account.
2. Choose your location from the dropdown.
3. Complete the three tabs: Appointments, Rooms, and Resources.
- Add rooms if you want to view columns by room and not provider.
- Resources are optional and can be viewed as columns as well.
To Set Up Staff/Users
1. Click User Accounts under Practice Account.
2. Click New User on the right.
3. Add each user/staff at your practice, and assign the role and job title(s).
Read more about it in the article below:
- User Job Titles
- Providers can commit chart notes
- Staff need to have their notes approved by a provider
- If you are opting in for eRx, providers must have a DEA number
4. Once done, click Invite.
- Each user will receive an invitation from donotreply@remedly.com to set up their account
NOTE: Please reach out to support@remedly.com for any pending users to be approved
To Set Up Treatments/Procedures
1. Click Treatment Setup under Practice Account.
2. Search and turn on all procedures that your practice offers. Simply click On and Off button.
3. Click Edit on each procedure to add repeat intervals, duration, pricing, and attach forms that have been uploaded.
4. Click Save.
5. Repeat this process for all procedures and treatments that your practice offers.
Video
Content Timelines per Minute:
00:00 - 00:17 - Introduction
00:18 - 00:39 - Working with account settings after 1st login
00:40 - 01:31 - Name and login information
01:32 - 03:55 - Practice profile settings
03:56 - 04:16 - Account Preferences
04:17 - 05:58 - Schedule settings
05:59 - 08:19 - Adding staff in user accounts
08:20 - 10:10 - Treatment setup
10:11 - 10:31 - Quick recap