USER MANAGEMENT

PATIENTS

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

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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

• Creating a Staff Bio
• Resetting a Staff Member's Username and/or Password
• Adding, Editing, and Removing Staff Members
• Managing Email Notifications