How to set up employee profiles?
Log into your account. Click on the menu bar (the three lines in the left corner) and the click on “users.” Once you get to the users page, click on the “+” under the corresponding title. From there, you will enter in the new users information...
How to set up treatment plans?
Log into your account . Click on the menu bar (the three lines in the left corner) and the click on “office settings.” Scroll down to where it says “financial plans.” Next, click on the “+” and a new box will appear. There you can fill in the...
How do I view and Re-send a Treatment Plan?
Log into your account. Click on the menu bar (the three lines in the left corner) and the click on “lead center.” Scroll down and click on the patient that you are wanting to view. Click the “send to lead” button and that will re-send the consu...
How do I log into my account?
Go to realtimesmile.com and click on “login.” Enter your username and password. Or you can bookmark https://app.realtimesmile.com/login
How do I reset a user password?
Go to realtimesmile.com and click on “login.” Click on “forgot user / password.” Enter your email address and an email with a link to reset your password will be sent. Check your email for a secure link to reset your password.
How do I add my billing information?
Log into your account. Click on the menu bar (the three lines in the left corner) and the click on “billing.”
How do I change my billing information?
Log into your account. Click on the menu bar (the three lines in the left corner) and the click on “billing.”
How do patients book an appointment after watching their video?
When your patients view their consult, they will be able to click on your phone number or email address to contact you to schedule an appointment or ask any further questions.
How to send a recorded video with your treatment plan?
When you get a new lead, click on the patient's information. This will take you to a page where you can record a video and add financial plans. Select the video and financial plan you want to include in the consult by checking the box on the rig...
