Managing Assistants' Accounts

WellPrept makes your clinic day smooth. However, if you've got assistants, it's icing on the cake 🧁 because, in WellPrept, you can also create assistant accounts. Whatever information you want to share with your patients before they arrive can be done by your assistant(s.)

Your assistants get their own dashboard and options to send messages on your behalf. Amazing, right?

Let's see how to manage your assistants' accounts.

If you prefer watching a video, hit the ▶ play button above. Otherwise, you can continue with the written instructions below.

Adding an Assistant

To manage your assistants, you need to create assistant accounts first. Log into your WellPrept Account and then follow the steps below.

• Go to Menu ≡

• Then click My Assistants. This will load the My Assistants popup like the following to add your assistants.

• Here, what you need to do is:
  • First, enter the assistant's name in the Full Name field.
  • Then, type your assistant's email address in the Email field.
  • And in the end, click on the Add Assistant button.
• As you click the Add Assistant button, a request will be sent to your assistant at their email, and the details will be listed as follows.

• Here, you can check the status of whether the request has been accepted or not; their last login time, and there are other options you can explore in the other sections of this article.

• When your assistant accepts the invitation and completes the onboarding process, the status will change to Accepted as you can see in the below screenshot.

Sent the Request, but Your Assistant Didn’t Receive it?

If your assistant hasn't received your request somehow, you can reinitiate it. To do that:

• Open My Assistants.

• Then, click the Resend label.

• It will resent the request to help your assistant access their WellPrept account.

If you still have issues, contact us at help@wellprept.com.

Revoking Assistant Access

To revoke your assistant's access from WellPrept:

• First, go to Menu ≡

• Then click My Assistants. This will load the My Assistants popup like the following with details of your assistants.

• To revoke access, simply click on the Disable label under the Actions column.

• This will revoke your assistant's access from WellPrept on your behalf, and you can see the status as Revoked in the My Assistants popup like the above.

• After deactivating your assistant's account, you can clean the list by deleting the details by clicking the 🗑️ trash icon under the Actions column.

That's it; you've successfully revoked your assistant's access from your WellPrept account.

Deleting an Assistant's Account

If you want to delete your assistant's account, then:

• Go to Menu ≡

• Then click My Assistants. This will load the My Assistants popup like the following with details of your assistants.

• To delete the assistant's account, click the 🗑️ trash icon under the Actions column.

• A popup will appear to confirm the removal. To delete the account, click on the Remove button. This will permanently remove your assistant from your WellPrept account. They cannot access the condition pages you have created to share with the patients.

This action is irreversible. Once taken, you won't be able to provide access to the same assistant unless you send a new request.

To add a new assistant, please follow the steps in the first section: Adding an Assistant.