Account and Calendar Setup Resources

No matter your role, it's important to familiarize yourself with the basic settings and tools available in your WebPT EMR account. You’ll also learn how to set up key components of your account, like the Scheduler.

Take the WebPT EMR: Setup Tasks or WebPT EMR + RevFlow: Setup Tasks course in the WebPT University for a more extensive review of all topics. 

Or, select the article or video link below to review an individual topic.

Resources
Company Settings View
Clinic Settings View
User Profile View
Dashboard Navigation View
User Manager View
Calendar: Access View
Calendar: Users at Multiple Locations View
Calendar: Settings/Permissions View
Calendar: Time Blocks (Non- Patient Appointment) View
Schedule an Appointment View
Appointment Reminder setup View
WebPT EMR: Best Practices View