Follow these instructions to create a new patient record in the system.
Click Create Contact
Enter required information
- First name
- Last name
- Social Security Number
- Address
- Phone number
Signing up a new customer
Updated on
Example Content
Example Conversation Flows 21
- Update Account Owner
- Look up an account owner
- Set up Single Sign-on Call Flow
- Filming a Video
- Paycheck Protection Program - Before Friday
- Interested in Paycheck Protection Program
- How to Add Email Address to "Application Notification List" in CRM System
- How Much Can be Borrowed for Paycheck Protection Program?
- Included Payroll Cost
- Excluded Payroll Costs
- Signing up a new customer
- What to do if a Caller Does Not Have Insurance
- Reactivate an account (example)
- Reactivate an account (with details example)
- How do I get FullStory up and running on my site?
- Epson Printer Troubleshooting Guide
- Error Codes
- Example Article for Epson Printing
- Printing out a Check
- Example Learning Experience
- Sign up for an account (Example Article)
Other Resources
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
- Authoring Content
- Admin Tasks
- Permissions
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on and SCIM
- Notifications
- Announcements
- Accessibility
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
- AI (Beta)