FAQs and How-to Documents

Getting Started

• Using the Demo Patient to Practice Assessments
• Understanding and Sharing the Privacy Policy
• Importing Patients
• Setting Up Your Profile

Integrations

• Integrating with Interfax (eFax)
• Integrating with MedsonWheels
• Integrating with MedEssist
• Integrating with MedMe
• Integrating with Box Labs
• Integrating with Fillware

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Assessments and Follow-Ups

• When a PIN is not Generated
• Bypassing a Follow-Up
• Conducting a Follow-Up Assessment
• Managing Assessments
• Managing Patient Information
• Utilizing the Other Treatment Option

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Permissions and Access

• Adding a New Pharmacy to Your Individual Subscription
• Selling and Leaving Your Pharmacy Practice
• Assigning the Role of Admin
• Inviting Your Team and Setting Their Roles

Account and Billing

• Switching to a Per-Pharmacy Subscription
• Updating Your Billing Information
• Investing in Another Per-Pharmacy Subscription
• Updating Your Pharmacy Information
• Changing Your Password
• Turning Auto-Renewal On/Off