Quick help center

Account setup
Show patients how to create an account and reach their portal in under a minute.
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Patient portal
A quick guide for updating portal settings and matching the patient experience to your clinic.
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Scheduling
A quick walkthrough for booking a visit and confirming appointment details.
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Account access
Help patients recover access and sign back into their portal safely.
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E-Signature
Show patients where documents appear and how to complete signatures online.
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File sharing
Guide patients through sending photos, records, and clinic documents securely.
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Patient messages
Explain how patients can contact the clinic from their portal inbox.
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Clinic setup
A future guide for adjusting logo, colors, and portal presentation settings.
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