Recent updates
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Scheduling a Doctor's Appointment (Before)
Updated on Apr 07, 2020WorkflowThis is an example conversation flow. The content in this conversation flow is for demonstration purposes only and should NOT be considered authoritative.
Additional Help Resources / Example Content / Example Conversation Flows
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Create a ScreenSteps course
Updated on Apr 07, 2020WorkflowScreenSteps includes Courses for Growing Business plans and above. If your plan does not include courses and you would like to use them, you can upgrade your plan.
Using ScreenSteps / Creating Courses / Using ScreenSteps Courses
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Set up your PDF download
Updated on Apr 07, 2020WorkflowScreenSteps is an online knowledge management system. But, we understand that you and your end users may want to download a PDF version of your articles and manuals. So, instead of making you recreate all of your content in Word or Acrobat, ScreenSteps takes care of that for you.
Follow these instructions for setting up your PDF download options in ScreenSteps.
Using ScreenSteps / PDFs / Getting Started with PDFs
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Displaying PDF download links to your site visitors
Updated on Apr 07, 2020WorkflowBefore you can display PDF download links, make sure you have...
Now you can follow the instructions below to enable the links to appear in the sidebar.
Using ScreenSteps / PDFs / Getting Started with PDFs
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Paycheck Protection Program - Before Friday
Updated on Apr 06, 2020WorkflowThis is an example conversation flow. The content in this conversation flow is for demonstration purposes only and should NOT be considered authoritative.
Additional Help Resources / Example Content / Example Conversation Flows
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Setting up the Google Chrome Extension for Your Team (For Admin)
Updated on Apr 06, 2020WorkflowThe Chrome browser extension works for users who have Admin, Editor, and Learner user roles.
If a user has the role of Reader or API Access, then the Chrome browser extension will not work for that user. You will need to edit their role to be Learner for it to work.
Using ScreenSteps / Contextual Help / Setting up Contextual Help
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How Much Can be Borrowed for Paycheck Protection Program?
Updated on Apr 03, 2020WorkflowAdditional Help Resources / Example Content / Example Conversation Flows
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How to Add Email Address to "Application Notification List" in CRM System
Updated on Apr 02, 2020ArticleThe Applications Notifications List is in our CRM system. Log in to the system and complete the following steps.
Additional Help Resources / Example Content / Example Conversation Flows
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How to Create a New Patient Record
Updated on Apr 02, 2020ArticleFollow these instructions to create a new patient record in the system.
Additional Help Resources / Example Content / Example Conversation Flows
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What to do if a Caller Does Not Have Insurance
Updated on Apr 02, 2020ArticleIf a patient is scheduling a doctor's visit and does not have insurance, you can offer the following options:
Additional Help Resources / Example Content / Example Conversation Flows