Support Articles
04: Mastering Patient Communication and Tracking
Learn how InfluxMD's communication and tracking features eliminate duplicate work by automatically logging all patient interactions, from messages and notes to tasks and activities, ensuring your entire team stays informed and accountable....
04: Understanding Your Patient Profile System
Discover how InfluxMD's contact profile system acts as a digital chart for all non-medical patient information, making contact tracking and communication management effortless for your practice. ...
03: Understanding Your Contact Views
Learn to navigate InfluxMD's three contact views: Leads (need immediate attention), Prospects (actively considering treatment), and Patients (receiving care). Master filters, validation icons, engagement levels, and key actions to effectively manage your intake process and track contacts through their journey from initial interest to treatment....
02: Accessing InfluxMD and Your Dashboard
Your InfluxMD dashboard is mission control for patient intake. See new website contacts, AI-prioritized tasks, today's meetings, and all communications in one organized view. The AI handles initial conversations and creates tasks automatically, so you focus on the human touch. Real-time updates ensure no potential patient falls through the cracks....
01: Getting Started with InfluxMD v.2.6
Never worked with a CRM before? No problem! This beginner-friendly video series teaches medical practice staff essential InfluxMD terms and concepts. Learn leads vs prospects vs patients, understand the intake journey, and discover how automation reduces workload while improving patient experience. Perfect for front/back office and medical assistant staff....
InfluxMD Integrated Support Guide - Get Help Within Your Workflow
Welcome to this quick guide on using InfluxMD's new integrated support feature. The new support feature lets you get help directly from any contact profile page. Simply click this button to open the IMA sidebar....