Knowledge Base for Admins

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Knowledge Base for Patients

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Getting Started

Protocol Building

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Circle Building

Branding Customer’s Account

Circle Creation

Creating a New Version of the Patient Consent

Approaches to Creating Circles for Bilateral Treatments

Circle Languages Supported

Subscribers/Service Providers

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Emails and SMS Communication

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How To

Billing

Managing Funders

Minimum Commitment

Configuring Case Funder

Case/Patient Management

Data Import Rules

Patient Notifications in Data Import

Policies and Processes

Access Prod Accounts Policy

Hubspot Interaction Policy

The Process of Assigning a Client to a Circle

OBERD Protocol Migration

Protocol For Receiving Patient PHI and Enrolling Patients For a Client

EHR/EMR Integration. Open API

Patient Account Deletion Request

Monitoring Subscriptions for Demo and Open Circles

Interactions With Clients For Account Managers

Circle Building Process

Retrospective Data Migration Policy