Quick Start

Welcome

Your clinic now has access to The Success Guide and the resources needed to deploy it within your existing patient workflow.

Follow the steps below to begin.

Step 1

Review the Guide

Before introducing the guide to patients, take a few minutes to review the experience yourself’

Review the success guide and familiarize yourself with the content your patients will see before, during, and after their appointments.

OPEN PATIENT GUIDE

Step 2

Introduce The Guide To Your Team

Before sharing the guide with patients, ensure providers and staff understand:

  • What the guide is

  • When it should be introduced

  • How it supports patient conversations

  • How patients access it independently

This helps create a consistent experience across your clinic..

Introducing the Guide to Patients