CarePilot

Your complete step-by-step guide to setting up, learning, and mastering CarePilot, from first login through full documentation optimization.

CarePilot + Athena: Onboarding Guide

This article will show you how to locate your Athena 'Provider ID' to allow CarePilot to accurately route appointments to the correct users.

Locating your Athena 'Provider ID'

This article will show you how to locate your Athena 'Department ID' to allow CarePilot to accurately process appointments.

Locating your Athena 'Department ID'

How to Export Athena Providers & Departments

Explanation of the schedule sharing filters in CarePilot's Mobile App

Filtering and Selecting your Athena Schedule (Mobile App)

If you’ve recently made a scheduling update in Athena and want it to appear right away in CarePilot, you can manually refresh your schedule to pull in the latest appointments.

How to Manually Refresh Your Schedule in CarePilot

If your CarePilot note isn’t appearing right away in Athena, there’s a quick trick to refresh it without reloading the entire page.

How to Make Your CarePilot Note Populate Faster in Athena

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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