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Getting Started

Getting Started

Jacob Morris avatar Heather Kelley avatar
9 articles in this collection
Written by Jacob Morris and Heather Kelley

Patient Stream Account Setup - Part 1

Anxious to get started and don't want to wait for an appointment with Heather to get you started? Here's a video that will show you how!
Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago

Schedule A Free Demo!

Click the button to schedule a time for a Patient Stream Demonstration as well as get answer to questions you many have before starting.
Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago

Patient Stream Basic Training

Watch these videos to help train you or your staff on what to do with new leads and get familiar with the platform and Facebook ads!
Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago

Training Videos And Resources- Master List

Looking for training videos or past Thursday videos, look no further. Here's our training videos master list!
Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago

Step 1 - Log In & Add Team Members

Welcome to Patient Stream! Here Are Your First Steps To Getting Started
Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago

Step 2- Getting Leads Into Patient Stream

See how leads get added into Patient Stream Automatically
Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago

Step 3 - Text Automations and Best Marketing Practices

How to use text automations and best practices for following up with leads.
Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago

Contacting Support / Submitting A Campaign

Need to get in touch with support?
Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago

Importing Contacts / Leads Into Patient Stream

Add leads / contacts into Patient Stream easily
Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago