Prospyr

Prospyr Website

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

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

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

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.