Workpath Web Platform

Let's dive deeper into the web platform. What can I do and how do I do it?

Elliott Pogue avatar Baylee M Mabe avatar Eddie Peloke avatar +4
24 articles in this collection
Written by Elliott Pogue, Baylee M Mabe, Eddie Peloke and 4 others

Using the Reports tab

The Reports tab allows you to view company statistics over a pre-set period of time.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Understanding Appointment Alerts

This article helps you to understand what the alerts mean that show up when scheduling an appointment.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Navigate the Availability Timeline

How to use the availability timeline and track what days your employees are scheduled to work.
Elliott Pogue avatar
Written by Elliott Pogue
Updated over a week ago

Mobile Users Vs. Office Users

What's the difference between Mobile Users and Office Users.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

Updating your Company Profile

How to complete and/or edit your Company Profile.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

Create a Service

How to upload the Services your team can perform so you can add them to new appointment orders.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Inviting your Team to your Account

How to add new Users to your organization’s account.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

Navigating your Dashboard

How to understand your Dashboard – the central hub of your platform.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Setting a User's Permissions

How to set Office User Permissions to determine the allowed capabilities of your team members on the platform.
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Written by Jeremy Remington
Updated over a week ago

Setting a User's Communication Preferences

How to set and/or adjust an Office User's Communication Preferences.
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Written by Jeremy Remington
Updated over a week ago

Automated Patient Notifications

How and when the automated patient notifications are sent for appointments.
Eddie Peloke avatar
Written by Eddie Peloke
Updated over a week ago

Create an Appointment

How to create appointments and send them to your Partners or your team of Mobile Users.
Jeremy Remington avatar
Written by Jeremy Remington
Updated over a week ago

Create a Shift

How to create and order a new Shift in our platform.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Real-Time Appointment Statuses

How to interpret the statuses on the Dashboard.
Baylee M Mabe avatar
Written by Baylee M Mabe
Updated over a week ago

Using Tags to Manage Your Workforce

How to use Tags to organize your work opportunities and Mobile Users.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Track Mileage and Route

How to track your Mobile User’s mileage and route to an appointment.
Hunter Byrnes avatar
Written by Hunter Byrnes
Updated over a week ago

Customize Your Service Request Form

How to customize your shareable Service Request Form
Mitchell avatar
Written by Mitchell
Updated over a week ago

Using the Service Request Form

How to customize and use the Service Request Form.
Baylee M Mabe avatar
Written by Baylee M Mabe
Updated over a week ago

Forgot Password - Web App

How to reset your Workpath user account password.
Jeremy Remington avatar
Written by Jeremy Remington
Updated over a week ago

Accessing your Finance Report

How to access your organization’s previous work assignments for billing or audit purposes.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

Updating your Billing Information

How to manage your organization’s billing information.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago