Watch and follow along
Provider Academy
Short tutorial videos that walk your team through the console, one task at a time.
Tutorial videos
Each video covers one task in about a minute, with captions. Watch them in order when you are new to the console, or jump to the task you need. Videos marked Coming soon are in production.
- Video 1Coming soon
Welcome to the console
Know where everything lives: the left menu, the dashboard, search and help.
- Video 2Coming soon
Claiming your clinic and finishing setup
Get from the invitation email to a working console by completing Finish setup.
- Video 3Coming soon
Branding your clinic: logo, link and reply-to email
Make patient-facing emails and the app show your clinic's logo, link and reply address.
- Video 4Coming soon
Inviting your team and setting roles
Invite a colleague with the right role and location.
- Video 51:02 min
Adding your first patient and sending an invite
Invite a patient by email and follow the invite on the roster.
- Video 6Coming soon
Building a protocol template
Build a reusable plan once so anyone on the team can assign it.
- Video 7Coming soon
Assigning and adjusting a patient's protocol
Give a patient a plan from a template (or a one-off) and change it later.
- Video 8Coming soon
Reading patient progress and adherence
Find who is on track and who needs a check-in.
- Video 9Coming soon
Patient discount codes
Set the discount your patients get when they join through your clinic.
- Video 10Coming soon
Managing seats and locations
Read seat usage and add a clinic location.
- Video 11Coming soon
Notifications and reminders
Choose when the console emails staff and patients, and preview those emails.
- Video 12Coming soon
Tips to get patients using the app
Use reminders and the ready-made patient guides to get invited patients active.
Prefer to read?
The written guides cover the same tasks step by step. Start with these, or use search to find a specific task.