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 they are 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)