ACTIVATE - Patient Onboarding Documents / System Level

Notes:

• Patient Onboarding Documents are immediately available in a new Patient’s Portal.
• These documents are removed from the Portal once completed and returned electronically to the Practice.
• Any System Exam or Document compatible with the Patient Portal can serve as a Patient Onboarding Document.

Steps to Manage Patient Onboarding Documents:

1. Select “Settings” in the green, left-hand side menu.
2. This opens the “Settings” page.
3. In the Exams section, select the “Exam / Document List” button.
4. This opens the System "Exams / Documents List” page.
5. The page displays a table with 7 columns and multiple rows of Exams and Documents.
6. The 5th column, titled “Onboarding”, contains green and/or red ON/OFF buttons.
7. Any System Exam or Document with a button here can be used for Onboarding.
8. Toggle the button to the desired setting.
9. Green "ON" means used for Onboarding.
10. Red "OFF" means NOT used for Onboarding.