Course Curriculum

    1. Welcome to Patient-Centric Practices: Intiveo’s Guide to Memorable Interactions

    2. What to Expect

    3. Who was this course made for?

    4. Survey

    1. Dashboard Decoded

    2. Account Settings Mastery

    3. Managing Roles in Intiveo

    4. Managing Users in Intiveo

    5. Dashboard & Account Settings Quiz

    1. Understanding Unconfirmed vs. Confirmed Appointments

    2. Exploring the Calendar for Appointment Management

    3. Become Patient Card Proficient

    4. Navigating the Appointment Card

    5. Managing All Appointments Communication

    6. QUIZ: Managing you appointments dashboard

    1. Understanding Appointment Reminders

    2. Creating Appointment Reminders in Intiveo

    3. Editing Appointment Reminders

    4. Navigating the Appointment Reminder Overview

    5. Leveraging Dynamic Content in Reminders

    6. Editing, Creating, and Linking Dynamic Content in Intiveo

    7. QUIZ: Appointment Reminders

    1. Introduction to Intiveo Chat

    2. Managing Intiveo Chat Settings

    3. Navigating Intiveo Chat like a Pro

    4. Intiveo Connect: Chat with Non-Patient Contacts

    5. Customizing Chat Auto-Replies in Intiveo

    6. Utilizing Chat Templates in Intiveo

    7. Enabling Browser Notifications for Intiveo Chat

    8. Activating Email Notifications for Unread Chats in Intiveo

    9. Quiz: Chat

    1. Impressive Achievement!

    2. Foundational Certified Quiz

About this course

  • Free
  • 33 lessons
  • 0.5 hours of video content

Let the Learning Begin

Maximize efficiency for your staff and create amazing experiences for your patients. Get started today on your Intiveo Academy journey.