AcuityMD

New User Checklist: (Mastering the platform)

⬜️ Password set from Activation Email.

⬜️ Logged into the platform using work email and password

⬜️ Downloaded the <a href="https://help.acuitymd.com/en/articles/11702038-how-to-download-the-acuitymd-app-on-ios-android">Mobile App</a>

⬜️ Explored each 'Strategy' and reviewed associated procedure groups that appear on the left-hand side. 

⬜️ Applied at least one Advanced Filter to refine results

⬜️ Investigated the<a href="https://help.acuitymd.com/en/articles/11701894-heat-map-overview"> Heat Map</a> in Targeting

⬜️ Clicked into an HCP Profile and reviewed insights from the modules listed on the left-hand side. (Clinical Practice,

⬜️ Generated an<a href="https://help.acuitymd.com/en/articles/11701797-in-seconds-generate-data-driven-talking-points-for-your-hcp-meeting-with-call-plan"> HCP's Call Plan</a>

⬜️ Explored the <a href="https://help.acuitymd.com/en/articles/11701895-clinical-practice-overview">Clinical Practice</a> section and identified procedure trends

⬜️ Reviewed Sites of Care connected to an HCP

⬜️ <a href="https://help.acuitymd.com/en/articles/11701850-how-to-search-for-a-hcp-or-soc">Searched</a> 3 HCPs or SOCs you are currently working with

⬜️ Successfully Targeted 3 HCPs

⬜️ Logged an <a href="https://help.acuitymd.com/en/articles/11701914-how-to-view-hcps-with-new-activity">Activity</a> to an HCP or SOC.

This checklist will guide you through key features and how-to resources to help you get the most out of the platform from day one.

The Getting Started Check List

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Topic	Resource Link
Targeting Page Basics	Encounters Targeting
Activity: Notes & Events	Notes and Events
Market Analysis	Market Analysis
Creating an Opportunity	Creating a HCP Opportunity Creating a SOC Opportunity
Industry Relationships	Industry Relationships
Call Plan / Web Insights	Tutorial Video
Peer Networks	How-To Guide
Searching for HCP or SOC	Search Guide
HCP Heat Map	Heat Map

The Getting Started Check List

New User Checklist: (Mastering the platform)

Foundational Training Resources: