mdhub Academy

Get your clinic live, one guide at a time.

Short, step-by-step guides for setting up mdhub, from your first login to your first Sarah-handled phone call.

12 guides across 6 modules · about 5 minutes each

Settings Basics

Configure your account preferences, notifications, and defaults.

Scroll · 4 min View →

Configure Your Knowledge Base Library

Upload practice policies and FAQs so Sarah can answer patient questions.

Scroll · 5 min View →

Create and Manage Patient Records

Add new patients, update demographics, and keep records organized.

Scroll · 5 min View →

Creating Appointments

Book, edit, and manage appointments on the mdhub calendar.

Video · 3 min View →

Conduct a Session End-to-End in mdhub

Walk through a full session from check-in to documentation.

Video · 6 min View →

Run a Telehealth Session

Start, host, and wrap up a secure video visit with a patient.

Video · 4 min View →

Setting Up Your Sarah Web Widget

Add Sarah to your website so patients can self-schedule and ask questions.

Scroll · 5 min View →

Setting Up Your Sarah Phone Agent

Configure Sarah to answer and route incoming patient calls.

Scroll · 6 min View →

Configure Automatic Patient Billing and Payment Rules

Set up autopay, payment rules, and billing preferences.

Scroll · 6 min View →

Patient Ledger, Invoicing, and Charging Your Patients

Track balances, generate invoices, and charge patients.

Scroll · 5 min View →

Sending a Patient Portal Invite and Navigating the Portal

Invite patients to the portal and show them what they'll see.

Slides · 3 min View →

Send and Receive Faxes

Send, receive, and manage faxes directly in mdhub.

Scroll · 3 min View →

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