Please log in to Legwork Academy https://legworkacademy.learnupon.com/users/sign_in to view our General Setup Training Video. To navigate to Legwork Academy:
- Log in to Legwork Practice Marketing
- Click the question mark in the bottom right corner
- Click Help Desk
- Under Legwork Academy select "Click Here"
- For first time users, click Register now in the top right corner to create an account.
Navigating to General Software Settings
- Click on your account name in the top right corner.
- Scroll down and click Settings.
Settings Review
On the Left panel, you will see a list of software Settings.
General Tab
The General tab can be used to update company contact information such as addresses, phone numbers, and website URLs.
Company Details
Company Name for TTS - The company name for text-to-speech (TTS) creates a phonetic pronunciation of the account name for users using the automated call feature. This helps users to pronounce the name correctly.
Dr. Name - Add up to four provider names in the Dr. Name fields to include them in your email closing message.
The Office number, Address, and Website URL - The office contact information fields can be updated within this setting. It will be included in your email footer.
Reply To Address - Type the general office email address in this field so that patients can send email replies in response to any emails sent within Legwork Practice Marketing.
Social Media URLs
If you would like to add your practice's social media URLs (Google, Facebook, or Twitter/x) you can do so here. Social media icons can be accessed from your Patient Subscription preferences in the email footer your patients receive from you.
USERS TAB
The Users tab can be used to create new user access accounts or edit existing user contact information. If the user is also a patient, the same email may NOT be used again when creating the user account.
Please note: It is not advised to use a single account for multiple users. For security and accountability, each individual should have their own unique account and avoid sharing accounts with others.
Adding a new user
- Click Add a User
- Enter the following user details: First Name, Last Name, and Email Address.
- Click create user
- Check the email entered for a welcome email to create a password. Please note: email may appear in a spam folder.
Editing an existing user
- Select the existing user
- Click on the pencil icon in the top right corner
- Make necessary edits to the user's profile
- Click Save User to complete the update.
Escalation:
If any issues are encountered during the update process, please get in touch with Legwork Support for assistance.
Submit a Support Ticket: https://www.planetdds.com/im-a-client/
Phone: 800-861-5098