The Basics
30 articles
- Getting Started with Patient ListsHow to use, view, edit, or import to your patient lists inside of Dock Health
- Getting Started with Workflows and SmartFlowsGet familiar with workflows and SmartFlows that help automate repetitive tasks and boost efficiency
- Getting Started with Custom FieldsWatch a video on using custom fields to add additional information to a patient, task, or list.
- Getting Started with Custom StatusesLearn how to create custom statuses inside of Dock Health to quickly indicate a tasks's progress, state, phase, and more
- Getting Started with Patient and Assignment ShortcutsA quick and easy way to add patients to a task.
- Getting Started with Patient ProfilesEverything you need to know about getting started with patient profiles inside of Dock Health
- Getting Started with Inbox
- Getting Started with TasksGet familiar with tasks, Dock Health's version of your "to do" items.
- Getting Started with ListsHow to create a List and List Groups, Invite Guests to Lists, and More
- The Basics: Intro to Inviting Collaborators
- How to Use FilteringLearn how to use filtering to get a drill down into specific lists and views within Dock Health
- Update Your Notification SettingsHow to customize your settings to change your notification preferences, update frequency, and more
- The Basics: Intro to Statuses
- Intro to AnalyticsIn-product analytics are available at the Pro Subscription level
- Intro to SearchUsing the parent search functionality in Dock
- Intro to SubtasksHow and when to use subtasks
- Intro to WorkflowsWorkflow basics for new users
- Intro to Custom Fields: Adding Data Validation
- Intro to SmartFlowsBuild logic-based workflows with SmartFlows
- Intro to TeamsHow to manage your team's users including those from outside organizations
- Intro to HomeGet to know Dock Home — your command center for managing tasks
- Intro to Patient ProfilesPatient Profiles can be customized to organization preferences
- Intro to ListsTasks, Workflows and types or work can be organized into Lists in Dock
- Intro to Custom FieldsCustom Fields are available in the Premium, Pro and Enterprise Subscription tiers
- Intro to TasksGet familiar with tasks, Dock Health's version of your "to do" items.
- How to: Resetting My PasswordI forgot my password, how do I reset it?
- How to: Changing My PasswordChanging your own password through Dock is easy.
- How to: Viewing/Changing Your Billing Details
- How to: Changing Your Subscription LevelAccount administrator instructions for changing your subscription level.
- How to: Removing a UserAccount admins can adjust permissions and assignments for mistaken or departed teammates