Resources for Clinics

Learning the Basics

• What account configurations can be changed?
• What is an Episode of care?
• How do I pin my favorite assignments?
• How do I log in to my account?
• How do I reset my password(staff)?
• How do I add patients to the clinic portal?

See all 11 articles

eSign

• How do I sign a form?
• How to change a form’s signer?
• How can I enable or disable pre–populating signer information?
• How do I void a form?
• Why does automatic ID authentication fail?
• How do I complete a manual ID review when automatic ID verification (IDV) fails?

See all 9 articles

eLearn

• How do I cancel a module?
• What modules are available to my patients?
• How do I remind a patient about a Module?
• How do I monitor a patient's module progress?
• How do I assign a Module to a patient?

Troubleshooting

• How to check the platform's status?
• How to clear your cache - Chrome
• How to clear your cache - Microsoft Edge

Admin Features

• How do I reassign assignments to another staff member?
• How do I set Markup Off on my forms?
• How do I add staff members to the clinic portal?

Integrations

• How do I use nAble and EngagedMD?
• How do I use Artisan and EngagedMD?

Training & Platform Updates

• How do I view ongoing platform updates?
• CareXP Training Center