Welcome to our video training library. Use the guides below to get interactive walkthroughs of the key features and workflows within the system. We are committed to maintaining this resource with timely updates as new features and processes become available.


Home Workboard- Navigating and using your Home workboard

Calendar- Calendar setup and appointment management 

Adding a New Patient- Creating and setting up a new patient chart 

The Patient Chart: Contact Tab- Managing patient demographic and contact fields

The Patient Chart: Activity & Clinical Tab- Navigating clinical tracking views and logs

Launching a Form- Opening documentation

Completing & Signing a Form- Finalizing, signing, and locking entries

Adding a Diagnosis- Entering and saving diagnosis details

ASAM 4th Edition Assessment- Completing multi-dimensional ASAM assessments

Functional Needs Assessment- Overview of tracking and completing functional assessments.


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