New School Year Tips & Tricks
Discover essential tips and advice for a successful start to the new school year.
Written by Amelia Boyer
Updated at August 25th, 2025
We know the start of a new year is a busy time, so we’ve rounded up some helpful resources to make things easier.
Whether you’re adding new patients, managing your team, or customizing your setup, these guides will help you get up and running quickly.
Helpful Links:
Inviting Patients & Secondary Users
Adding & Assigning Provider Users
Creating & Assigning Document Types
Creating & Assigning Calendars
Creating Organizations or Team Management Information