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  1. EngagedMD
  2. Resources for Clinics
  3. Learning the Basics

Learning the Basics

The basic tools for brand new users

  • EngagedMD Training Center
  • How do I Direct Patients to PatientFi?
  • How do I log into my account?
  • How do I reset my password?
  • How do I add patients to the clinic portal?
  • How do I edit a patient's demographics?
  • What is an Episode of Care?
  • How do I find an Episode of Care?
  • How Do I Create a New Episode of Care (EOC) for One Patient in a Couple?
  • How do I assign a Bundle to a patient?
  • How do I remove assignments from a bundle?
  • How do I pin my favorite assignments?
  • How do I find patient information?
  • How do I edit a patient's care team?

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