Onboarding Guide
How to set up your Patient Prism system during onboarding.
- Introduction
- Confirming Payment Method and Enabling Billing Notifications
- Add Your Users to the Patient Prism System
- Create Tracking Phone Numbers to Analyze Calls When Dialed
- Add Your Patient Prism Code Snippet to Your Website(s) to Track Form Leads
- Check and Update Your Location Settings and Create Business Schedule(s) (Optional)