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Knowledge Base for Admins
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Policies and Processes
Policies and Processes
Policies and Processes
Access Prod Accounts Policy
Circle Building Process
EHR/EMR Integration. Open API
Hubspot Interaction Policy
Interactions With Clients For Account Managers
Monitoring Subscriptions for Demo and Open Circles
OBERD Protocol Migration
Patient Account Deletion Request
Protocol For Receiving Patient PHI and Enrolling Patients For a Client
Retrospective Data Migration Policy
Support Policy
The Process of Assigning a Client to a Circle
Patient Management
How to generate the self-enrollment link for the patient?
Navigating Patients to the Mobile App
Patient Migration Options
Selecting Server for Patients' PI Data Storage
SMS
How to enable SMS messaging for the customer
Invite Patient SMS Template
Pre-Treatment SMS Reminder Customization
Push Survey Reminder Template
SMS Reminders
Misc
PROMs Table
How To
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Billing
Managing Funders
Invoicing
Minimum Commitment
Configuring Case Funder
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