EasyRx Practice - On-Boarding Outline

            Included in all Practice Subscription plans is EasyRx On-Boarding to get you up and running with EasyRx.   To get you started, we recommend two On-Boarding sessions for EasyRx .  The first session serves as an account setup session, the second session "using EasyRx day to day" session.  A third session can be scheduled on EasyRx 3D Edit.

            • Session 1 - Account Setup / Template Review / Current Prescription Workflow

              Prior to implementing EasyRx into your Rx workflow and training the entire team, Session 1 is designed to get EasyRx setup and ready to go.  Session 1 is a two-fold session, the first will put in place all the details to help you manage your account and allow the EasyRx team to easily follow up with your practice. The rest is mainly dealing with your EasyRx account like making sure you can login to your account to getting all your account configurations, integrations, and connecting you with your preferred ortho labs.  We'll also discuss your prescription workflow, allowing us to better understand the best way to implement EasyRx at your practice.  Finally, we’ll introduce the Knowledge Base Library and EasyVid video series

              Session 1 is around 45 minutes and only the primary EasyRx contact and perhaps one additional person needs to attend. The entire staff does not attend. 

            • Session 2 - Using EasyRx Day to Day
              Session 2 is scheduled after completion of session 1. This is to truly launch your office into using EasyRx.  We’ll show you how to use EasyRx day to day; create a Rx, submitting and tracking cases, etc. We’ll also discuss committing to a date to have everyone start using your account (if not the same day, soon after). We also will address anything from the initial setup that may have not been taken care of yet like getting your preferred Ortho lab(s) on board or getting staff members that couldn't attend training scheduled for a later date. 

              You can find more detailed information in the KB Integrating EasyRx into your Practice Prescription Workflow  for more information.  And here is a link to our EasyVid Video library: GettingStarted with EasyRx

            • Session 3 – EasyRx 3D Edit – If you signed up for Standard or Premium and plan to implement EasyRx 3D Edit to base STL files, we offer EasyRx 3D on-boading. During this session, we will review how to trim, base and label STL files for 3D printing. This is a 30 – 45-minute session.

            If you have additional questions, please contact us 1-888-340-3751 x700 or email us at support@easyrxortho.com

            The EasyRx Team


            Updated: 12 Nov 2018 06:02 AM
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