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Video Library Links

2 min. readlast update: 06.10.2026

ONBOARDING CONTENT

Module 1 (Basic Setup) 

Video Link

Time
System Overview https://youtu.be/zkKCpxtbfKU 2:09
Time Zone https://youtu.be/zkKCpxtbfKU 0:34
Office Locations and Logos https://youtu.be/lAjUDE2yzig 3:42
Surgery Centers and Hospitals
(Location Setup Only) 		 https://youtu.be/TVheYHf48UA 1:33
Users and Permissions  https://youtu.be/kMOzMgPTbA0 4:58
Schedule Configuration  https://youtu.be/QJfzIPc6w7g 4:41
Scheduling Basics  https://youtu.be/ns83Yzq5T34 10:29
Module One Basic Demo  https://youtu.be/wvsGUkowILY 8:54
Feature and Development Requests  https://youtu.be/1PSdyRZJDXg 1:26
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdnfaW89EGOvEuawS7Tszlc0  

Module 2 (Patient Portal) 

Video Link

Time
Portal Intake Overview https://youtu.be/lB0kkuJVpMM 0:46
Sending Portal Invite https://youtu.be/gnr_JIEwFUQ 0:52
Portal Walkthrough https://youtu.be/nMKVqh2Ktyw 7:56
Where Portal Items Live  https://youtu.be/3_NqE8Eklo8 4:54
Portal Email Options  https://youtu.be/r79GQdKnfrE 1:43
Configuring Portal Settings  https://youtu.be/gLTWZj0JE6s 6:51
Editing Review of Systems  https://youtu.be/H8ZWbcg2bvg 3:41
TEPE https://youtu.be/lchk0Fx5stY 2:16
Marketing Referral Sources  https://youtu.be/hmA9xfzypeQ 1:09
Edit Consult Reasons  https://youtu.be/_hxvOb3MbWk 1:11
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdlE14RUsA1dh3VywT3mt2rA  

Module 3 (Appointments) 

Video Link

Time
Appointment Review  https://youtu.be/H9_qVOK1tK8 1:20
Appointment Types  https://youtu.be/63TnYymvFtM 4:25
Add On Calendars  https://youtu.be/wrunUyuETiM 2:09
Appointment Placeholders  https://youtu.be/ZTY-8CWPm_Y 2:47
Appointment Templates https://youtu.be/IVfacwJlcwc 3:49
Fine Tuning Appointments  https://youtu.be/Tu7UwbdrSoc 2:33
Chart Note Type Basics  https://youtu.be/M4LMHBrNSys 1:33
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdnHSVqYg3QAPkJDer-K2zy-  

Module 4 (Forms Library) 

Video Link 

Time
Forms Overview  https://youtu.be/Npy1wCH3tqs 2:35
Importing Forms  https://youtu.be/qNOfOB7yktQ 1:43
Modifying Forms  https://youtu.be/nySvUqVkbCw 3:46
Community Forms and ASPS Forms  https://youtu.be/fA37eOO967Q 2:43
Creating Forms Demo  https://youtu.be/dmgSYGqk-G0 7:13
Creating Chart Note Template Demo  https://youtu.be/c7x5GOY9bkg 8:22
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdm0Mbnwbq1a1fTaxffEn9QW  

Module 5 (Money | Charges | Payments)

Video Link 

Time
Overview https://youtu.be/Ht94UO4Ktvw 2:54
OR Fees  https://youtu.be/MNYtWJq4bSo 1:33
Anesthesia Fees  https://youtu.be/MHYuHtCNcS4 2:17
Misc. Charges and Others  https://youtu.be/Ko9xYa3vc28 5:22
Creating Products  https://youtu.be/28dTASgqUQ8 3:01
Creating Services  https://youtu.be/WSfuh-IGPrM 3:09
Creating Procedures  https://youtu.be/7F4xDfFWuCE 2:18
Packages  https://youtu.be/KJrtcahqlEQ 3:31
Commissions  https://youtu.be/_5e4W9Y_rmM 3:09
Advanced Commissions  https://youtu.be/hWDk_tDMlmY 3:10
Money Tab  https://youtu.be/6M4WBCVggdE 2:19
Patient Financials  https://youtu.be/HczHfyRY1gU 3:07
Refund Products and Services  https://youtu.be/Eu2bH1GdLEc 3:02
Recurring Payments and Payment Requests  https://youtu.be/GGER-5xFyYc 3:30
Gift Cards  https://youtu.be/LHMx7oqJYXs 2:11
Single Location Inventory  https://youtu.be/0UG58w3w2cI 0:59
Multiple Location Inventory  https://youtu.be/frIv-t7MA4A 2:09
4D Pay Features https://youtu.be/2O0PknMIj60 1:53

Playlist Link

 https://www.youtube.com/playlist?list=PLhh_RoC_cNdlDW3hSeSRba1FCTj1O5jKP  

Module 6 (Quotes)

Video Link

Time 
Quote Overview  https://youtu.be/BpOd_VCPCfM 0:51
Creating Quotes  https://youtu.be/cGTpKsUVuHw 3:12
Quote Action Items  https://youtu.be/bNk0e2MCyIU 3:32
Taking Surgery Deposits  https://youtu.be/Ayacca61gpQ 2:34
Refunding Quotes https://youtu.be/XHB8-PAHvuY 2:26
Modifying Quote Templates  https://youtu.be/kwOF1o6AdZY 7:09
Multiple Quote Templates  https://youtu.be/h-TqxLtCSEc 1:34
MedSpa Quote Templates  https://youtu.be/STxq2Nps4zw 1:35
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdm-f9MXZ7Um2VjBf9xke45f  

Module 7 (Charting Overview) 

Video Link

Time 
Charting Overview  https://youtu.be/YOSp34Hglyo 1:21
Charting Features  https://youtu.be/JNs0ahahd4E 7:42
Physical Exam Wizard  https://youtu.be/HS-kdM0V9h8 4:26
Customizing PE Wizard  https://youtu.be/ve0NCFCpm24 2:51
Creating Blurbs  https://youtu.be/bnoYXnQwIdk 1:22
Cosign Notes  https://youtu.be/4sQQkAx_GFw 1:27
Vitals  https://youtu.be/Tpnyrs02ObU 0:57
Note Differences  https://youtu.be/atX1yb2EYs8 1:39
Chart Note Type Settings  https://youtu.be/MQzbaqh-38g 4:15
4D AI Scribe https://youtu.be/0NPCUdQpfsI 3:12
Treatment Tables https://youtu.be/Y6ecU2Pzuug  4:32
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdnBGVoBbnD8DLllp3GUHqO4  

Module 8 (Misc. Topics)

Video Link

Time
Misc. Topics Overview  https://youtu.be/NevyEa4HQ8o 0:37
Patient Logs  https://youtu.be/Fcbb_FE2dGM 1:53
How to eRx  https://youtu.be/mV7_OxjceIc 3:10
eRx Favorites  https://youtu.be/Zjh7vnbxkNQ 1:51
Provider Agents  https://youtu.be/31URIoaF6l8 1:28
Online Scheduling  https://youtu.be/DqTlHcPpTUE 5:39
Photo and Video  https://youtu.be/S5ndGdU4EZo 2:10
Scanning  https://youtu.be/kzhnVRarIK4 1:56
Faxing  https://youtu.be/c72C0kHuP6o 1:57
Signatures  https://youtu.be/fTiEJeMMAtw 1:37
Texting  https://youtu.be/rycP3LKiyPg 5:23
Nourish  https://youtu.be/WKqOn3WsKoI 2:30
Telehealth  https://youtu.be/981GpAt59KY 0:59
Integrations  https://youtu.be/SePHUCycHow 1:15
Calendar Groups  https://youtu.be/TcimOcVzVoY 1:42
Schedule Invoicing  https://youtu.be/vz7uO-ED8gg 1:11
Memberships  https://youtu.be/GomIl7mp2Dw 4:26
Instannounce https://youtu.be/RLKmpGYAqpQ 3:02
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdlP7NNwFSqlYlt3xiP_QE98  

Module 9 (Reports) 

Video Link

Time
Daily Reports https://youtu.be/j3Xg1iUMf04 3:38
Inventory Reports  https://youtu.be/QuCdQXjQJvs 1:39
Marketing Reports  https://youtu.be/oEaYNNK36f4 4:53
Pay and Charges Reports  https://youtu.be/dNWVrNRSRlk 2:48
Schedule Reports  https://youtu.be/3WK93EdVl-M 5:54
Procedures Reports  https://youtu.be/R7XgVr2DIs8 3:43
Lists  https://youtu.be/_mazK0S7kNA 2:47
Report Tags  https://youtu.be/teX10ZnlDNQ 4:05
Playlist Link https://www.youtube.com/playlist?list=PLhh_RoC_cNdlMjQbKKwgPq5N34eE3VKS2  

 

INSURANCE AND USER CONTENT COMING SOON

 

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