New Staff Onboarding

1 min. readlast update: 08.15.2026

New Staff Onboarding

In addition to Help Desk Support, 4D EMR subscriptions include up to two 30 minute extended Q&A sessions per month with a member of our training team.  These sessions are a great way to assist with onboarding new practice staff.

Prior to scheduling New Hire Q & A meeting, please complete the following: 

  • Practice staff administrator: create a username/password and set appropriate permissions for your new staff member. Instuctions can be found here: Creating a New User/Staff Member
  • Practice staff:  notify 4D EMR if new staff member will need "staff access" to ePrescribe.
  • Practice staff: provide basic navigation and workflow training for new staff member.
  • New Staff member:  "practice" workflows and review below training articles and videos.
  • New Staff member:  ensure that Zoom is installed and permissions allow joining a Zoom meeting and screen share. Instructions for joining a Zoom meeting can be found here: Joining a Zoom Meeting.

Once the above items have been completed, please contact 4D EMR Support (email: support@4D-emr.com, phone: 844-878-2434)  request a New Staff Member Q&A scheduling link to book a meeting with a member of the 4D EMR support team.

New Staff Training Resources
 
Demo Videos

The 4D Scheduler

4D Patient Charts

4D Point of Sale (POS) and Quotes

4D Reports and Integrations

 

Scheduling/Patient 

Schedule Manual 

Creating an Appointment

Create/Edit Appointment Types 

Merging Patients 

Taking Photos with Tablets/Phones

Appointment Notifications

 

Intake Portal

Video - In Office Intake Portal (TEPE)

TEPE Quick Guide Link

 

Quotes

Quotes Manual

Creating Quotes


Other

eRx Cheat Sheet

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