The Basics
Everything you need to start getting the most out of Dock
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