Software

Training Videos

• Patient Experience Insights - Review System
• Patient Experience Insights - NPS System
• Appointment List
• Unrewarded Referrals
• Un-Read Text Messages
• Marketing Insights

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Getting started with Legwork

• Resetting your password

Paperless Forms

• Getting Started with Paperless Forms
• Creating a New Form
• Building a Form
• Saving, Publishing, and Updating Forms
• Renaming a Form
• Receiving Notifications for New Form Submissions

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Call Pop-Up

• Setting up your Jive Integration
• Setting up your Mango integration

PXI

• NPS and PXI: Quality Over Quantity
• How to Setup and Automate NPS/PXI
• Connecting Google Reviews
• Connecting Facebook Reviews
• Viewing Reviews
• Filtering Reviews

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Patients

• Sending Bulk Text Messages

To-Do Lists

• Sending Appointment Requests
• Viewing your ASAP/Short Notice List

Templates

• Uploading an Image to a Template
• Creating and sending a campaign or email blast
• Adding a Placeholder

FAQs & Troubleshooting

• How do I allow remote desktop access?
• Marketing Insights: Recall %, how is this calculated?
• How do I change my appointment reminder delivery schedule?
• My patient would like to opt back in to text messaging, how can they do this?
• Messages are going out with incorrect appointment time, why?
• When I sign in to Legwork, my screen is blank. Why is this happening?

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