Once you are ready to have your team start using Zencare Practice Management, you will supply them with the access information you set up in Step 1.
- You will need to supply them with their login information in an email or in person. Include in this communication:
- The email address you used for their user account.
- The password you set up for them.
- Your personalized URL (where they will log in).
- Instructions to update their password - under Settings - upon their first log in.
- A link to Zencare Practice Management’s Getting Started guide for Therapists
- Or Zencare Practice Management’s Getting Started guide for Office Admins.
Here is one example of what that email might look like.
Training in Zencare Practice Management is self-guided, as your exact use cases may be unique to your practice. We are more than happy to schedule an onboarding session with your staff to walk through the basics of billing, note writing, and client record management. Please contact us to set that up!