Guides

  • Member Onboarding

  • Onboarding a Member Learn how to quickly add new members to the dashboard, including entering member details, email sending, and saving profiles.
  • Members Management Learn how to manage member profiles, update their information, and track member status and activities within the system.
  • Send a Questionnaire Learn how to send questionnaires to members and view their responses within the dashboard for efficient management.

  • Health Data Management

  • Upload a Lab Test Learn how to upload lab test results to the system, including attaching files and associating them with the correct member profile.
  • Upload a Physical Examination Learn how to upload a physical examination report into the system, ensuring accurate records for each member’s health profile.
  • Upload a PDF to Health Reports Learn how to upload PDFs to health reports, view the highlight summary (made with Florence), and edit the summary.