In this article, you will find the following videos:
- Provider Permissions (How to Create Roles)
- How to Create a Provider Profile
- How to Create a Participant Profile
- Individual Health Profiles
- How to Manually Add a Registration
- How to Deactivate and Reactivate a Session
- Participant User Tab
Provider Permissions (How to Create Roles)
This video explains provider permissions, and walks you through how to create, edit, and delete Roles within Settings.
How to Create Provider Profile
In this video, you will learn how to create a provider profile, including how to add a registration and authorized user for a provider and how to assign a role to a provider.
How to Create Participant Profile
In this video, you will learn how to create a participant profile, including how to add a registration and authorized user for a participant.
Individual Health Profiles
This video provides a brief overview of how to understand individual health profiles within the participant's Health Profile tab.
How to Manually Add a Registration
This video explains how you can manually add registrations for both providers and participants.
How to Deactivate and Reactivate a Session
This video briefly explains how to deactivate and reactivate participant registrations.
Participant User Tab
In this video, you will view the User tab and learn the options available in this tab, including how to reset a password, deactivate a user, add a payment method, and more.