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Quick video discussing how to speak to your patients to ensure sales

How To Speak With Patients Video

This is a template letter that you can send to patients when you've dropped a vision plan

An Open-Access Letter to Patients

What payers do we support and for which transactions

Supported Vision Plans

Assigning reimbursements to the patient or provider

Assignment of Benefits (AOB)

Contacting Customer Support via Chat

Script For Speaking to Patients

Plan how to help you succeed using ANAGRAM

Welcome Letter

Jeremy Bluvol

Jonathan Camara

Welcome! Here are some tips on getting started with the system and how to speak with your current and potential customers

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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.

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

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

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

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