Initial Setup - Online Appointment Booking
Initial Setup - Patient Registration Forms
- Creating a New Form
- Approving forms with PDF Sync Active
- Building a Form
- Can we use images as possible answers in our paperless forms?
- Configuring a Birthdate Field
- Configuring a Date Picker Field
Reports
Patients
Patient Experience
- Connecting Facebook Reviews
- Connecting Google Reviews
- Editing NPS Survey Questions
- Editing Survey Email and SMS Response Templates
- Editing Web Survey Routes
- Filtering by review platform and rating
Call Pop-Up
Software Internal Articles
Legwork Enterprise
- Assigning an Account to an Enterprise Organization
- Create or Remove a User in your Enterprise Organization
- Creating a Database Group within an Enterprise Organization Account
- Creating an Enterprise Account
- Legwork Enterprise
- Legwork Enterprise Product Description
Templates
- How do we send bulk email messages?
- Adding a Placeholder
- Can I add a video to my email template?
- Creating an Email Blast
- How can we add a new messaging template?
- How do I create and send an email blast?
Getting started with Legwork
Training Videos
- Appointment Based Reports
- Appointment List
- Appointments Dashboard Overview
- Custom Groups
- Delivery Schedule
- Easily Creating & Sending Bulk Text & Email Communication
FAQs & Troubleshooting
- How Do I Play or Pause the Delivery Schedule?
- Patients are trying to cancel their appointment but the system is opting them out. Why is this happening and what can I do about it?
- Managing Text Message Opt-Outs and Opt-Ins Viewing Patients Who Have Opted Out of Text Messaging
- How and Why Should I Clear my Cache and Cookies?
- How can we add, edit or remove a touchpoint (reminder) from our campaign delivery schedule?
- Who do I contact for syncer issues?