Recent updates
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How to locate a patient's appointment
Updated on Oct 08, 2020ArticleLook up patients in System X. Here's the URL: www.SystemX.com
Additional Help Resources / Example Content / Example Conversation Flows
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How to review patient notes
Updated on Oct 08, 2020ArticleLook up patients in System X. Here's the URL: www.SystemX.com
Additional Help Resources / Example Content / Example Conversation Flows
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How to look up a patient
Updated on Oct 08, 2020ArticleLook up patients in System X. Here's the URL: www.SystemX.com
Additional Help Resources / Example Content / Example Conversation Flows
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Gastonia Office
Updated on Oct 08, 2020Article- Do not schedule new patients with Dr. Strange
- Do not schedule minors with Dr. Zhivago or Dr. Quinn
Additional Help Resources / Example Content / Example Conversation Flows
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Huntersville Office
Updated on Oct 08, 2020Article- Do not schedule new patients with Dr. Strange
- Do not schedule minors with Dr. Zhivago or Dr. Quinn
Additional Help Resources / Example Content / Example Conversation Flows
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Organizing manuals in Categories
Updated on Oct 02, 2020ArticleThis article will show you how to organize manuals in categories within your site. When you add a category, any manuals under the category will appear within the category.
Setting Up ScreenSteps / Customize Your Site / Basic Customizations
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Create and Organize Documentation
Updated on Sep 30, 2020ArticleIn this webinar, we'll walk you through creating new articles in ScreenSteps and discuss different approaches to organizing your documentation.
Additional Help Resources / Best Practices / List of videos
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Configure SAML Settings in ScreenSteps for Salesforce
Updated on Sep 30, 2020ArticleRefer to the instructions in How do I remotely authenticate a user using ScreenSteps Remote Authentication? for creating a Single Sign-on endpoint. Make sure to select SAML as the mode when creating the endpoint.
Additional Help Resources / Salesforce and ScreenSteps / Single Sign-On with Salesforce (SAML) Articles
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Provide Feedback to Editors (using notes)
Updated on Sep 17, 2020ArticleYou can include notes and author feedback on individual content blocks.
Using ScreenSteps / Authoring Content / Working with a Team of Authors