Training | Management and Product Owners

Each video has an attached practice activity which walks you through the review functionality and surveys that will capture your confidence of the feature.   Once the activity has been completed, you will receive an email with supplemental knowledge center articles.

As a manager or product owner, it is critical for you to have an in-depth knowledge of all aspects of Canvas.   If you have not done so already, please review and complete the following sections before moving onto the features specific to a user in your role.

• Canvas Basics

• Clinical Workflow

• Administrative workflow

Manager / Product Owner

• Fee Schedule Management

• User Management

• Schedule Management

• Team Management

• Insurer Management

• Revenue Insights

In addition to your role specific training and orientation, we also have several videos and articles that will assist in content creation.  Users who will assist in content creation will be designated by your specific organization. 

Content Creation

• Automations

• Template Creation

• Template Coding

• Letter Templates

• Telehealth Set Up