Cornerstone Family Practice

After completing Training Module 1 you should be able to:

1. Login to the site

2. Register a new user

3. Access your personal Applets page

4. Set up a personal daily Color My Day text reminder

5. Set up a test user

6. Search for a client in 'Client Admin'

7. Assign a Coach, Secondary Coach, and Practice Manager to a client

How to Login to the Portal
How to Register a Basic Client
How to Register a Client
Setting Up 'Color My Day' Text Reminders
Creating a Test Account
Accessing the Applets Tab
How to Search for a Client in 'Client Admin'
How to Assign a Coach, a Secondary Coach, and a Practice Manager to a Client

Training Module 1 - Training Module 1

Contents

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