Designer

• How To

  • DocuSign: Implementation Checklist
  • Export Designer Configuration

• Features Overview

  • DocuSign: Feature Overview in Designer
  • Enable Patient Delete
  • Brand Terminology: Flexibility 
  • Designer Overview
  • Forms: Conditional Logic
  • Programs and Phases
  • Communication Templates
  • Webhooks
  • Notifications and Alerts
  • Automations
  • Presentation: Customized Layouts and Action Bar
  • Data Views
  • Dictionaries
  • Custom Data Types
  • Change Summary and Version History
  • eRx: DrFirst Overview

• Integration Setup

  • Paubox: Setup and Functionality
  • Zoom: Where Do I Find My Zoom ID?
  • Zoom: Setting Up Waiting Rooms
  • Zoom for Healthcare: Setup and Configuration
  • OneLogin Setup and Configuration
  • eRx: Setup and Configuration
  • Labs: Setup and Configuration
  • DocuSign: Setup and Configuration in Designer