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 patient communication from a centralized platform. This collection includes setup instructions, Instagram Direct Message integration, conversation management, and upcoming 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

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

Messaging Tools

Storefront

Charting and Notes

Labs

Leads

Inventory

Settings and 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

 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

Find answers and get help from Intercom Support and Community Experts

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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.

Ship something

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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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