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
4D Point of Sale (POS) and Quotes
Scheduling/Patient
Taking Photos with Tablets/Phones
Intake Portal
Video - In Office Intake Portal (TEPE)
Quotes
Other
Help Center