Hello Health Training Center

Below you will find the ins and outs of the Hello Health platform through comprehensive videos and training guides. Broken up into different modules, these videos are meant to ease you and your staff into using the Hello Health solutions.

Guides

cover Hello Health Training Manual

Guide

Hello Health Training Manual

Download

Videos

Module 1 - Administrative

Video

Navigating and Using Messages

See how the Messages section of the Hello Health platform provides doctors with a convenient way to view and organize messages from patients, staff and other providers, all in the same place.

Watch Video

Video

Navigating and Using Memberships

Discover the Membership section and learn how you can publish different membership statuses, the various plan available, how to include optional services per membership and much more.

Watch Video

Video

Sharing Information With Patients

Discover how the Hello Health platform allows you to share important information with your patients, including visit notes, documents, lab reports and patient education material.

Watch Video

Video

Navigating the Administrative Functionalities

See how to use all the administrative aspects of Hello Health such as the scheduling system, tasks, eFax, invoicing, and messages. You will also learn how to manage your admin section, conduct panel searches, create clinical decision reminders and more.

Watch Video

Video

Merging Patient Records

This training video shows you step by step how to merge your current patient records to remove any duplicate patient files that might be found in your system.

Watch Video

Module 2 - File Management

Video

Navigating and Using the Library Section

The Library section of your account allows you to store and share certain files with your patients, organize folders and much more, ensuring you can always provide relevant information to your patients.

Watch Video

Video

Managing Patient Files

This training module reviews the management of a Hello Health patient file. In this module, you will learn how to manage a patient’s electronic health record and how to update their demographics and insurance information.

Watch Video

Module 3 – Visit Documentation

Video

Navigating and Using the Visit Section

The Hello Health platform allows you to navigate within patient appointments to see visit notes, custom events, cancellations or no-shows and anything else that is pertinent about the appointments themselves.

Watch Video

Video

Documenting Patient Visits

This training module reviews the documentation of a patient visit. After completing this module, you will understand how to document a patient visit, conduct a video visit, create a Custom Event record, export visit records and create and use templates.

Watch Video

Module 4 – Orders and eRX

Video

Navigating Orders and eRx

Discover the Lab and eRx modules within Hello Health. This training module will show you how to utilize the Surescripts eRx integration and how to use Hello Health’s lab integration to send requisitions and receive results. You will also learn how to use the Orders dashboard to send or receive referrals and order radiology orders.

Watch Video

Module 5 – eLabs Training

Video

Managing Electronic Labs

See how you can easily order labs directly from your Hello Health account. Input lab facilities that your clinic integrates with, choose the patient you want to order a lab for, set tests, billing and insurance information and send any clinical information you need directly to the lab facility.

Watch Video

Video

Receiving Electronic Labs

Discover the various lab statuses and how to use the lab filters within the platform. This training module will also show you how you will receive lab reports within your account and how to easily share final results with patients.

Watch Video

Module 6 – Advanced Search & Clinical Decision Reminders

Video

Advanced Search and Clinical Decision Reminders

This training module will show you how to use the Advanced Search section to create patient lists based on many different criteria. You can create and save queries based on visits, vitals, procedures and more.

Watch Video