Patient Access
Provide patients and family members with convenient access to the Success Guide
Hyperlink Access
Copy the hyperlink below and save it within your clinic's existing workflow for future use.
Suggested locations include:
Email templates
Appointment summary templates
Patient follow-up templates
CRM or practice management notes
Shared staff documents
To use the hyperlink:
Highlight and copy the Access your Success Guide below, then paste it into your clinic's email templates, appointment summaries, patient follow-up communications, or other workflow documents as needed.
Once added to your workflow, the hyperlink can be reused by all staff members without returning to this Portal.
No downloads, registrations, accounts, or software are required.
Suggested Applications
• Introduce the guide naturally during appointments.
• Encourage patients to review the guide between visits.
• Encourage family members to participate.
• Use the guide to support ongoing conversations.
• Integrate access into your existing workflow.