Getting started checklist

As you start integrating Greenspace into your practice, we have created a checklist of the key things you might want to do to prepare. Using the checklist can help make sure you’ve optimized your account settings and followed our best practices to ensure a seamless experience for your patients.

Definitely Do

1. Attend a Getting Started webinar or watch the video tutorials.

2. Practice on the platform using your Test Patient.

Should Do

3. Develop your patient onboarding workflow.

4. Get comfortable discussing progress measurement and check out the patient onboarding materials.

When You're Ready

5. Customize your patient invite template.

6. Invite your first patient.

7. Setup your Patient Profile Template (this is your patient intake form).        

8. Setup your tags and automations.

Next Module: Introduce Your First Patient

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