Getting to Know the Dashboard
You created your WellPrept account and logged in to the Dashboard. Now, it's time you explore the options to maximize WellPrept's use. This will smoothen your clinic day routine and allow you to establish an effective doctor-patient relationship.
IN THIS ARTICLE
Navigating Around
When you log in to your WellPrept account, you'll find the Dashboard like this:
The Dashboard includes multiple sections to perform different actions to complete your profile, as well as make changes to the resources on your condition pages.
Let's have a closer look at the different options available in the dashboard.
QR Code
The big QR Code you see in the dashboard includes the URL of your WellPrept profile. We refer to this as your "Main Page". Through this, you can share your profile with your patients. When patients scan it, they'll see the URL using which they can access the resources and other essential details you want to share with them regarding their condition.
💡 Remember: Sending patients to your main page as the "front door" is appropriate when you don't know why they're seeing you. It's up to the patient to check the list of conditions you treat and find the appropriate page themselves.
Depending on your practice specifics and in certain scenarios, this might be great.
However, consider that the best patient experience will be when they're directed to a condition page as the front door.
Navigating the Condition Tiles
On your dashboard, the condition page tiles have multiple functions. One allows you to view the resources it includes, and the other allows you to share it with your patients.
By clicking on the left side of the condition tile, you can view its content, and by clicking on the right side, the 'Share' label, you can access the options using which you share the condition with your patients.
My Pages
The My Pages section in the dashboard provides you with the option to create condition pages and share them with your patients. Plus, you can access the editor to modify the condition pages' information by clicking the condition page tiles.
Furthermore, using the ↑↓ button, you can enable the reordering of the condition pages.
Simply use the dragger to adjust the page's order and tap on the Save button.
About Me
To customize your profile, you need to access the About Me. Here, you get options and fields to,
- Change your name.
- Change profile name.
- Define credentials.
- Add your specialty.
- Define the main title.
- Add your appointment link.
- Change your WellPrept profile page URL.
- Add a link to your introduction video.
- Mention titles.
- Add links to web presence and awards/achievements.
- Write a personal message.
- Add contact numbers and location.
- Add links to a review profile and social media accounts in the footer.
Read the About Me user guide to learn more about the About Me area and how it appears on the front end.
Menu
The menu of your dashboard lets you perform several actions regarding your WellPrept. In addition to the Dashboard, there are seven items in the menu that are as follows:
- Billing - Here, you get the option to change your billing type.
- My Assistants - Here, you get the option to manage your assistants' accounts.
- History - Check the history of sending messages and/or emails to your patients.
- Send to Patient - To send bulk messages to the patient.
- Settings - Here, you get the option to customize your personal message.
- Logout - Log out of your account.
- Need Help? - Link to the WellPrept Help Center.
To learn more about each menu item, click on the particular list name mentioned above, and you'll be redirected to the respective user guide.
Using Tooltips
To help you maximize the use of WellPrept functions, we have implemented tooltips around each option.
The 'i' in a circle (ⓘ) includes details about each particular option. Whenever you use an option and want to learn about it, simply head to it. A little tooltip (text box) will appear with all the information, as in the following example.
In this way, you won't need extra help from our end to utilize WellPrept at its full potential.
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