Phelix Account Setup

Creating your Phelix Account

• Step 1

  • Access the Phelix onboarding link
  • Enter all required details
    
    • First Name
    • Last Name
    • E-mail address (can't be associated with any other Phelix account)
    • Password
  • Optional questions don't need to be entered (currently under development)
  • Review and agree to the 'Terms and Conditions' by clicking the checkbox

• Step 2

  • Enter the Clinic Name
  • Check 'Other' for 'Account Type'
  • Enter the province / state where your clinic(s) are located
  • Enter the name and address of all clinic locations

• Step 3 (UNDER DEVELOPMENT)

  • Press 'Skip' as this section is currently under development

• Invite Team Members

  • Invite teammates via e-mail (ensure user's e-mail is not associated with another Phelix account)
    • You can also invite teammates from the Phelix Control Panel

Ensure hardcoded checkpoints off 

• Ensure hardcoded checkpoints are set to 'OFF' and all SMS, Phone, Email checkboxes are not checked (refer to Phelix Control Panel for more specifics)

Ensure wayfinding / virtual waiting room is turned off

• Ensure patient wayfinding and virtual waiting room toggles are set to 'OFF' - see Phelix Control Panel article for more specifics

Add physicians

• Add Physicians - see Phelix Control Panel article for more specifics 

• • 

    

REST + SOAP + Auth + one-time sync

• REST + SOAP + Auth - see Phelix Control Panel article for more specifics 

Buy / Assign phone number (UNDER DEVELOPMENT)

• • Use this section to assign a number to your various flows (COMING SOON)