Drill down for helpful tips, tricks, and best practices.
Training Video 1: Membership Plan Overview (12 min)
Training Video 2: Membership Agreement Overview (4 min)
Training Video 3: Software Overview and Layout (7 min)
Training Video 4: New Member Enrollment (20 min)
Best Practices Video (5 min)
Practice Managment Setup Video 1 (5 min)
Practice Managment Setup Video 2 (3 min)
How do I apply enrollment fees?
Is it possible to accept cash and check payments?
What is the external enrollment link and how do I use it?
What do I do when there is a failed transaction?
How do I inactivate a member?
How do I edit our member agreement details and descriptions?
How do I apply an additional discount for multiple family members?
How do I manage the Needs Attention Section?
How do I upload a signed member agreement into a patient’s file?
How do I refund a payment?
Is there a way to run reports on our membership patients?
What is the Text Message checkbox?
How do I create a new user for our office?
How do I utilize the filters?
Phone Script – Dentist
Phone Script – Team Member
Email Template – Dentist
Email Template – Team Member
Start Guide – How to grow an employer managed membership
Flyer – What is a dental membership plan?
Best Practices Guide
Billing & Renewal Guide
Practice Management Setup Guide
Email Templates to Patients
Social Media Graphics