Let's Get Started*
Let's Get Started
Articles Getting Started Overview Prepare Your Computers Quick Start Guide Keys to Successful Implementation Scheduling Questionnaire Preparation for Training
Scheduling Questionnaire
In preparation to help you build your calendar, please provide an answer to the following questions and create your Appointment Types. Article: How to add Appointment Types Instructions on how to create, build, and maintain the Calendar will be ...
Getting Started Overview
Before you can start using your System, there is some initial setup that needs to be completed. All offices are busy which makes it important to do in-office training with your staff so that they will be ready for Go-Live day. There is no substitute ...
Prepare Your Computers
Since the System is cloud based, there are no special requirements. Recommendations Save the URL of the login page as a favorite for every user. Make sure that you use a recommended browser. Chrome is the preferred browser. We also support Internet ...
Quick Start Guide
Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...
Preparation for Training
Welcome to Your Training Implementation! We will be using Smartsheet throughout your software implementation and training. You will be able to see training progress, take notes, and ask questions. You may be assigned "homework" to do before your next ...
Keys to Successful Implementation
The more prepared your staff is on the System, the smoother your Go-Live day will be. Clinic Go-Live Checklist Admin Go-Live Checklist Dedicate Time Create an environment that is conducive for all trainees to learn the PM. Make time to attend ...