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  1. EngagedMD
  2. Resources for Clinics

Resources for Clinics

Resources for clinics

Learning the Basics

  • Patient Account Activation
  • How do you associate a form with a module?
  • Tracking Patients
  • Adding a New Patient
  • Searching for Patients
  • Assigning Educational Modules
See all 11 articles

EngagedMD eLearn

  • How to increase patient compliance?
  • Patient Completion of Modules
  • Reviewing the Completion Report

EngagedMD eSign

  • How do I receive copies of passport and marriage certificates?
  • Manual ID Verification Process
  • ID Verification (IDV) F.A.Q
  • ID Verification (IDV) Configurations
  • How the ID Verification (IDV) Process Works
  • Adding a form for eSignature
See all 15 articles

Configuring Forms

  • Build a Form
  • Creating Test Patients
  • Adding signatures, initials, names, and date signed
  • Uploading and Configuring Forms & Setting Recipients and Routing Order
  • Editing Existing Forms - Replacing/Renaming
  • Tips & Shortcuts for Forms
See all 9 articles

Troubleshooting

  • Is EngagedMD down?
  • How to Report a Privacy or Security Breach
  • How to clear your cache - Chrome
  • How to clear your cache - Safari
  • How to clear your cache - Microsoft Edge
  • How to clear your cache - Mozilla Firefox

Staff Help Resources / Ressources d'aide du personnel - French

  • Comment vider votre cache - Google Chrome
  • Comment vider votre cache - Microsoft Edge
  • Comment vider votre cache - Safari
  • Comment vider votre cache – Mozilla Firefox
  • Examen manuel des identifiants
  • Le balisage de document
See all 29 articles

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