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Getting Started with Engagement Rx
If you're new to Engagement Rx, use the "Getting Started" guide to quickly and easily get your portal ready for use.
Managing Member Accounts & Understanding Member Experience
Learn how to add, search for, and manage member accounts; see the portal from the member view.
Integrating with Engagement Rx
Integrate with 3rd party services supported by Engagement Rx, and configure user authentication settings (including User Eligibility and SSO).
Engagement Rx Templates
Learn all about the templates, including descriptions and purposes, how to customize when necessary, and how to use them in automations.
Reports
View definitions for all report types and understand how to generate new reports.
Admin Account Management
View definitions of admin roles, learn how to create and manage admin accounts, and get the most from the dashboard.
Managing Your Portals
Learn how to set up, customize, and manage your portals.
The Coaching System
View short training videos and learn how to use Engagement Rx to coach your clients.