Tutorials & Webinars
Our Tutorials
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Introduction to BuildMyHealth
- Patient flow CRM
- Full funnel suite of services
- BMH Marketing
- Price Estimator
- Chatbot
- Lead Generation
- Good Faith Estimate with Status QUOTE
- Online Payments – “if you make it easy, they will pay”
- Promo Generator and BMH Concierge
- BMH Email Marketing
Pricing Assistant
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Getting Started
- Creating a new account or logging into an existing account
- Completing demographic information
- Agreeing to Terms and Conditions
- Choosing an annual subscription plan for your practice and entering credit card information
- Complete operating room (OR) setup if that’s relevant to you (see also OR setup video)
- Adding your first procedures or editing existing default procedures and services
Play Video about adding staff users
The Price Estimator & Chatbot
- Chatbot for lead generation and office communcation
- Price Estimator
- Lead generation and Opportunity for patient to apply for 3rd party financing
- Estimates only
- Google Single Sign On
- Online purchasing for one-off purchases or Memberships/Subscriptions (think weight management!)
Play Video about adding staff users
Adding the Price Estimator Widget to Your Website
- Adding the Price Estimator code to your website with the assistance of your web developer
- Best practices for embedding
- Best practices for generating leads
- How to sync with Google Analytics and Google 4 to ensure tracking within Google
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Creating new staff login credentials with security permissions
- Logging in and choosing the My Practice page
- How to create user permissions
- How to create login credentials and selecting an appropriate user types
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BMH Promo Generator and BMH Concierge
- Overview of BMH Promo Generator and Concierge
- Online Purchasing
- Abandoned Cart Emails
- Voucher redemption
- One-time purchases vs Subscriptions and Memberships
- Dunning, credit card update after failure
- Bill Early and Redeem
- Weight Management Medication Subscriptions
- Recurring Monthly Charges
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Status QUOTE
- Providing quotes over the phone and capturing contact info
- Building a quote
- Updating an estimate after a consultation
- Converting to a Good Faith Estimate
- Sending quote to patient
- Creating PDF/Printing quote for patient to sign No
- Surprises Act Good Faith Estimate disclaimer
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Adjusting Operating room settings
- Creating multiple practice and operating room locations
- Choosing the operating room setting that reflects fee schedules and how OR/anesthesia is billed
- Flexible fee schedules for multiple locations
- Adding multiple locations and pricing to each procedure/service when appropriate
- How those options appear to the consumer on the Price Estimator
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Status Quote for online payments
- Creating a Good Faith Estimate
- Sending final quote via email to patient
- Patient pays for procedure online
- Partial or Full Payment Tracking
- Email confirmation of payment sent to patient and provider
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BMH Concierge - Creating Packages
Navigation to Online Sales tab
How to set the:
- Package Title
- Billing Period
- Recurring Cost
- Enrollment Period
- Reenrollment Package
- Product Quantity
- Voucher Period
- Description
- Hidden or not hidden?
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How to hide packages and procedures from your Price Estimator
Why would you want to hide a package or procedure?
Examples;
- Hiding a procedure
- Demo of direct link to find a hidden procedure
- Hiding a package
- Demo of direct link to find a hidden package
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BMH Concierge - Creating Memberships
Difference between a Package and a Membership
Navigation to Online Sales tab
How to the :
- Membership Title
- Billing Period
- Recurring Cost
- Product Quantity
- Voucher Period
- Description Hidden or not hidden?
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Switching between Two Different Subscriptions
Two-step process to switch between two different packages, two different memberships or from a membership to a package and vice versa:
Step 1:
a) Send patient link for the Consumer Login page to cancel an eligible subscription
b) Send patient link to new Subscription
Step 2: Three options to send patient link for new package/memberships
a) Copy and send link from Package/Membership creation page
b) Click on Refer a Patient and enter their email address
c) Copy and send link from Package/Membership on Price Estimator
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Creating a Promo
- BuyNow vs Membership/Subscription vs Promo
- Creates a sense of urgency
- Set non-surgical service
- Choose start and ending date for Promo
- Choose number available for purchase
- Upload email database to distribute promo to your existing patients
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Payment reconciliation
- Reviewing purchases through your Price Estimator
- Who has paid
- When and which funds were transferred to your provider checking account
- How much you were reimbursed after BuildMyHealth 5% merchant processing fee
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BMH Email Marketing
- Lead generation through Price Estimator and PriceChecker Chatbot
- Passively build a huge email marketing database with leads generated
- Own your marketing
- Automatically sync leads to email marketing platform of choice
- Option to integrate with other platforms
- Email marketing as an add-on to the BuildMyHealth patient flow CRM
Our Webinars
4-part Webinar Series on Weight Management
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Weight Management Webinar Series: 1 of 4: Basics of a Weight Management Program
- Overview of Medications
- Price checking through Chatbot and Price Estimator
- Online Purchasing for the Consumer
- Automated Recurring Charges
- Dunning for failed charges
- Programs and Finances
- The Future
- Why you’ll look forward to 3p EST/12 noon PST everyday!
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Weight Management Webinar Series: 2 of 4: Logistics of Running a Weight Management Program
- Overview of BuildMyHealth platform
- Price transparency + Lead Generation
- Injectable and oral weight management medication overview
- Dosages and Concentrations
- Effects and Side Effects
- Ordering from Compounding Pharmacy
- Preparation
- Shipping
- Automated Billing
- Patient Experience
- Patient Coaching
Play Video about marketing your weight management program
Weight Management Webinar Series: 3 of 4: Marketing your Weight Management Program
- Overview of Medications
- How we can help promote your program
- How you can help promote your program
- Friends and Employee packages
- Social Media
- Google Ads
Play Video about compounded vs prescription medication
Weight Management Webinar Series: 4 of 4: Compounding vs Name Brand Prescriptions
- Overview of Medications
- Checking pricing online
- Purchasing services and products online
- Finances
- Compounded vs Rx Medications
- Certificate of Analysis
- What to look for in a compounding pharmacy
- How our platform can help you with automation of subscriptions and sourcing semaglutide and tirzepatide
