Principle

Labs and Lab Jobs Pages

Brief description of the Staff Page and its function.

Staff Page

Teams Setup

Two way SMS communication with your patients.

Conversations

Team Chats

Learn how to use Principle's Report Builder to make Custom Reports

Report Builder & Custom Reports

Patient Report

Adding Users to your Principle Workspace

A brief explanation of the integrations pages

Integrations Page

General Brand Settings

Transaction Types - Accounting Page

Referral Sources

Set up the various reasons for scheduling changes to better track patient attendance.

Configuring Rescheduling & Cancellation Reasons

Automation Configuration Page

Automations Page

Keep track of scheduling events including FTA and UTA

Scheduling History

Jordan Stokes

Page Specific Guides

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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