Guided Refresher Training
What level of access do you have?
Has it been a while since your last Dialog Health training? No worries, review the resources listed in this Knowledge Base article and you'll be a pro in no time! Guided training is provided below dependent on what kind of user access you have in Dialog Health. Review the table of contents to quickly jump to the right training for you. To learn more about the difference between each access level, click HERE.
User/Manager
The Basics
Patients and Appointments
Sending Text Messages
Admin
The Basics
Reporting
Personalize Your Patient Experience
Personalize Your Dialog Health Experience
Our support line is monitored Monday through Friday from 8:00 am – 6:00 pm CST
Related Articles
Remove User Access
1. Navigate to the Setup tab. 2. Select the User tab. 3. Within the Actions column, select the Trashcan icon next to the user you'd like to remove. 4. Select Confirm as a final step to verify that you are removing the correct user account. 5. You ...Admin's Guide to Effective User List Management
Navigate to the User List 1. Select the Setup Tab. 2. Select the User Tab to display your current list of users. Your total user count is also displayed in the bottom right-hand corner of the report. If you have questions concerning your total ...Comparing Console Role Privileges
This article aims to provide an in-depth analysis of the permissions and restrictions associated with every tier of console role offered within the Dialog Health platform. Console User This level of access offers the most restricted set of ...Dialog Health's Glossary of Terms
To help you get the most out of our platform, this article breaks down commonly used terms and definitions you’ll see throughout the product. The Basics Console A Console is a dedicated, self‑service workspace within the Dialog Health platform where ...Welcome to Dialog Health
What's Next? This article will outline what you can anticipate during the implementation process with Dialog Health. Phase 1: Kick-Off Call The initial phase involves a 30-minute conferences call with the Dialog Health team, wherein we will validate ...