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  2. ENTERPRISE

ENTERPRISE

Managing multiple child accounts? Whether it's multiple locations or multiple brands, this section will walk you through how to update and manage your Enterprise Account.

Network

  • Enterprise: Accounts
  • Enterprise: Sharing (Admin) Users
  • Enterprise: Sharing Forms
  • Enterprise: Sharing Records
  • Enterprise: Logging into Child Accounts

Send + Receive

  • *Enterprise: Send + Receive Page Break Down
  • Creating A Blank PDF To Give To Patients
  • Customizing Text And Email Invitations
  • Embedding Forms On A Website
  • Send An Email Invitation
  • Sending A Prefilled Form

Records

  • *Enterprise: Records Page Break Down
  • Viewing The Patient Record
  • Search And Filter Records
  • Merging Records
  • Deleting Records
  • Adding Notes And Files To Records

My Forms

  • *Enterprise: Add Page Break Down
  • Adding A Custom Thank You Page
  • Adding A New Packet Of Forms
  • Deleting A Packet Of Forms
  • Disabling A Packet Of Forms
  • Duplicating A Packet Of Forms
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