Prospyr

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Getting Started

Prospyr Basics

Resources

Patients

Learn how to set up electronic prescribing in Prospyr. This section includes how-to guides for ScriptSure enrollment and managing Rx templates.

E-Prescriptions

Learn how to manage appointments, provider schedules, calendars, resources, and scheduling workflows in Prospyr.

Schedule

Learn how to manage employee timesheets in Prospyr. This section includes how-to guides for viewing, editing, approving, and tracking timesheets, helping your team accurately manage worked hours and payroll-related records.

Timesheet

Learn how to upload, organize, and manage patient photos, videos, and other media in Prospyr. This section includes how-to guides for media uploads, archive management, photo settings, and using Consultation View to review and compare patient media.

Media Archive

Connect your social media accounts to Prospyr and manage messaging, publishing, and Meta leads from one centralized platform. This collection includes setup instructions, Instagram Direct Messages, social content publishing, Meta lead management, and additional social media capabilities as they become available.

Social Media

Tutorials for creating audiences and sending email and SMS campaigns. 

Direct Marketing 

Opportunities and Lead management

Learn how to access, customize, and use reports in Prospyr to better understand your practice data.

Reports

Invoices and Payments

Manage all patient conversations from one place. Learn how to send and receive messages, make calls, organize conversations, and use messaging features to communicate more efficiently with your patients.

Conversations

Learn how to communicate with patients, manage marketing and appointment messaging, and collaborate with your team using Prospyr’s messaging tools.

Messaging Tools

Storefront

Charting and Notes

Learn how to order labs, track order status, view results, and share lab reports with patients.

Labs

Leads

Inventory

Access & HR

Configuration

Integrations

Guides and tutortials around our AI Assistant

AI Assistant

Guides and help articles for the Prospyr Mobile iOS App

Prospyr Mobile

Learn how to set up and use Prospyr's patient-facing tools, including booking pages, lead forms, the storefront, AI Assistant, gift cards, and the patient portal, as well as the Qualiphy GFE integration.

Online Tools

Learn how to build automated workflows with triggers and actions, test them safely, and review run history to see what happened.

Workflows

This collection includes guides and setup checklists for configuring your phone system in Prospyr, including phone number setup, porting, voice routing, VoIP desk phones, and AI Receptionist configuration.

VOIP & SMS

 Create and manage patient loyalty programs with referral, consumption, and action-based rewards to increase engagement, encourage repeat visits, and drive practice growth.

Rewards

Catalog

Learn how to set up and use integrations with Prospyr.

Manage your personal account settings, workspace preferences, calendar sync, password, and notification preferences in Prospyr.

User Settings

General Prospyr trainings based on your role

Prospyr Bootcamp

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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