Onboarding any new staff can be difficult, especially when it comes to getting them up to speed with your practice's key software platforms.
Catalyst understands this and has created this helpful guide for any new Administrator to follow.
Simply go through the steps in order and allow each new staff to review the materials suggested and practice what they have learned.
It will also be helpful for any new staff to take part in as many upcoming training webinars as possible. We will be sure to let you know as they are scheduled!
Be sure the admin/owner set-up the User
Be sure your practice Administrator has assigned the correct System Security within Catalyst for your duties.
Watch Training Videos & Related Articles
It is recommended that you familiarize yourself with some specific training we have created for someone in an administrator role.
We recommend that you watch the training videos in the order they are listed on this page:
Now that you have watched all of the recommended training videos and have a chance to review the extensive library of resources from our Knowledge Base, you should feel confident navigating the system
If you have any additional questions or issues, please contact support at firstname.lastname@example.org.