*Getting Started

Tips and tricks for getting started with Portrait.

• EHR Walkthrough videos
• Portrait Add-Ons / Services Menu
• Portrait Provider EHR Clinical Training videos
• [Flex/Luxe/Lite] Setting and editing appointment types
• [Medspa - Flex/Lite] How to use the "Services Management" tab
• Introduction to Medspa Admin EHR
• How to manage your Scheduling settings as Medspa Admin
• Medspa Admin - Account settings (initial onboarding flow)
• How do I know if a patient has been cleared/ has received a GFE?
• Medspa initial setup - Calendar
• [Flex/Lite] EHR availability configuration
• [Flex/Luxe/Lite] EHR Calendar tab
• [Lite/Flex] Service visit - Medical charting (Annotating/Drawing on picture)
• Manage your pre and post care instructions
• [Medspa - Flex/Lite] Calendar functionalities
• [Lite/Flex] Overview of a service visit (a.k.a. chart) and how to process a transaction