Step 1: Review the Notify Onboarding Video Below.

Step 2: Assign a resource from your organization who will be the point person for the project.

Step 3: Download the file below and review the first tab [Instructions] regarding policy pertaining to Notify. Then prepare a comma-delimited (.csv) file containing your active patients in the same format as the example on the second tab [Patient Panel]. CliniSync can help upload your organization’s patient panel to the web portal during training. Please do not return the patient panel to the CPM directly.  Please download the policy below for guidance on the criteria that must be met for each patient included in your organization’s patient panel.

Step 4: Download and complete the attached Notify User Build Form.

Step 5: Return the Notify User Build Form from Step 4 to your Community Project Manager/CliniSync resource.