USER MANAGEMENT

PATIENTS

• ★ Reseting a Patient's Password
• Adding Emails to Sibling Accounts
• Searching for a Patient
• Adding a New Patient
• Connecting or Replacing a Patient's Rewards Card
• Updating a Patient's Information

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NEW PATIENT LEADS

• Understanding the Refer-A-Friend Process
• Helping a Referral become a Lead
• Adding and Converting a New Patient Lead

STAFF

• ★ Merging Staff and Staff-Patient Profiles
• ★ Awarding Points to Staff Members
• Creating a Staff Bio
• Resetting a Staff Member's Username and/or Password
• Adding, Editing, and Removing Staff Members
• Managing Email Notifications