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The Basics
Everything you need to start getting the most out of Dock
19 articles
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
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
The Basics: Intro to AnalyticsAnalyze and drill down on anything, from lists and assignees to labels, task completion, and more.
Getting Started with Patient and Assignment ShortcutsA quick and easy way to add patients to a task.
The Basics: Intro to Dock ChatGet an introduction on Dock Chat, a HIPAA-compliant way to communicate with your team.
Getting Started with Inbox
Getting Started with Patient ProfilesEverything you need to know about getting started with patient profiles inside of Dock Health
How to Use FilteringLearn how to use filtering to get a drill down into specific lists and views within Dock Health
How to Find a Task with SearchHow to use the search function to find tasks within a list
Update Your Notification SettingsHow to customize your settings to change your notification preferences, update frequency, and more
The Basics: Intro to Inviting Collaborators
The Basics: Intro to Statuses
The Basics: Intro to Subtasks
The Basics: Intro to Workflows
The Basics: Intro to Patient Profiles