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*Symplast Admin


Description
This course is recommended for practice administrators only.

In this course, you'll be introduced to the Symplast Admin where you will manage your cloud configuration and settings. You’ll learn the ins and outs of setting up your cloud using your Admin privileges for both the Web Portal and the Practice App.

The course is divided into sections for each settings type. We strongly recommend you follow along with this training in the webportal, so you’ll want to have your login credentials handy. Please contact your Client Success Manager to obtain those if you do not already have them.
Content
  • Introduction - Approximate Time to Complete 5 Minutes
  • Introduction to the Cloud Configuration Training Track
  • Navigating the Web Portal
  • Company Configuration and User Management - Approximate Time to Complete 10 min.
  • Company Details and Locations
  • Add and Edit User Accounts
  • Company Settings
  • Referral Sources
  • Activity Types and Sub Activities
  • Financials - Approximate Time to Complete 5 minutes
  • Item Management
  • Item Groups
  • Inventory
  • Legal Text
  • Payment Modes & Payment Reasons
  • Scheduling - Approximate Time to Complete 10 minutes
  • Appointment Configurations
  • Creating a Calendar Block
  • Scheduling Section - General Settings
  • Task Management Configuration - Approximate Time to Complete 5 Minutes 3 minutes
  • Configuring Assignee Groups
  • Configuring General Settings
  • Security - Approximate Time to Complete 5 minutes
  • Security Groups
  • Assign Admin Permissions to a Security Group
  • How Do I Assign Reports Permissions to a Security Group
  • Multi-Factor Authentication - PDF
  • More Admin Settings - Approximate Time to Complete 5 minutes
  • Everything You Need To Know About Legal Forms
  • Adding and Editing EHR Notes Templates
  • Setting up Secure Messaging Teams
  • Business Intelligence Settings
  • Next Steps
  • Symplast Admin Tasks
  • Next Steps
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 2 years
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