Getting Started

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

Patient Stream Quick Account Setup

Watch here to get your Patient Stream account ready to go so you can start launching your ads!

Written by Heather Kelley
Updated over a week ago

Patient Stream Basic Training

Watch this video to help train you or your staff on what to do with new leads!

Written by Heather Kelley
Updated over a week ago

New to Patient Stream Onboarding

Are you new to Patient Stream and need help knowing where to begin? Watch our onboarding video here!

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!

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

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

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.

Written by Jacob Morris
Updated over a week ago

Contacting Support / Submitting A Campaign

Need to get in touch with support?

Written by Jacob Morris
Updated over a week ago

Importing Contacts / Leads Into Patient Stream

Add leads / contacts into Patient Stream easily

Written by Jacob Morris
Updated over a week ago