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Luma Patient Engagement Platform Resources

The resources below are designed to assist your practice with initial deployment of your patient engagement solution. They also serve as ongoing resources for you and your staff to get the most out of your patient engagement platform. Questions? Reach out to our Patient Engagement Team by emailing helpdesk@tsihealthcare.com

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Luma Basic

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Admin Settings and Controls

Adding Messages to Luma Message Library (7mins)

Configuring Luma Account Notifications (3mins 29sec)

Configuring User Groups (5mins 9sec)

Luma User Management (9mins 3sec)

Managing Practice Resources (4mins 27sec)

Broadcast Messaging

Sending a Broadcast to Scheduled Patients (21mins 19sec)

Sending a Broadcast via File Upload (16mins 40sec)

Referral Management

Referral Statuses Explained (9mins 5sec)

Adding an Existing Patient to Outbound Referral Messaging (8mins 2sec)

Adding a Newly Referred Patient to Inbound Referral Messaging (10mins 50sec)

Adding a List of Referred Patients via File Upload (4mins 25sec)

Smart Waitlist

Manually Sending Waitlist Offer (5mins 33sec)

Approving a Patient Waitlist Acceptance (8mins 24sec)

Adding a Patient to the Waitlist (12mins 44sec)

Other Luma Features

How to Navigate the Activity Feed (5mins 42sec)

How to Navigate the Luma Schedule (12mins 50)

Collaboration Hub Utilization (17mins 57sec)

Patient Profile Features (18mins 19sec)

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Luma Plus

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For assistance, please email our NG Mobile Team at helpdesk@tsihealthcare.com. 

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