Using Storyline: How to...
Learn how Storyline works from top to bottom!Account Settings
How do I add my photo?
Uploading your photo or avatar to your account
How to create a new Storyline account
How to sign up for Storyline.
Setting up your account
How to set up and configure your account.
Set up your account Subdomain
How to set up and edit your subdomain.
Download Your Business Associate's Agreement (BAA)
How to genearate and downlaod your Business Associates Agreement (BAA)
Customize Your Workspace
Using your dashboard filters to create custom automations and patient workflows.
How to set up your dashboard filters to create custom automations and patient workflows.
Programs
How to add someone to a Program
Adding a patient or person to any Program
Creating a new program
How to create and launch a new program
How to activate a Program
Change your program settings to "live".
Using manual ratings and evaluations
How to add human evaluations and ratings.
Add automated triggers and actions to your Program
How to set filters, triggers, and actions that run automatically.
The Library
The Library
How to use the Library.
Adding a Library component to your Program
How to access and and use the Library.
Waiting Rooms
Waiting room settings, access, patient intake, and payments
How to set up and configure your waiting rooms.
Set up waiting room payments, co-pays, and subscriptions
How to accept customized payments, co-pays, and subscriptions for your waiting rooms?
Data & Analyisis
Automated Data Payments
Enabling and disabling automated data and analysis payments
Directed Sessions
How to start a Directed Session
Generate a new Directed Session code
Troubleshooting
Why aren't some contacts receiving messages or invitations?
Why your massages may not be getting through.
Why is the page loading slowly?
What can make your pages take longer to load