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 will upload your organization’s patient panel to the web portal during training. Please do not return the patient panel to the CPM directly.
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.