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).
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What does a complete user eligibility file look like?
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Identifying Common User Eligibility File Errors
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Defining User Eligibility, File Specifications, & Related Terms
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About Single Sign-On (SSO) User Authentication
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Configuring Single Sign-On as User Authentication Type
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Certificate Manager Tool
Engagement Rx Templates
Learn all about the templates, including descriptions and purposes, how to customize when necessary, and how to use them in automations.
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Book Initial Coaching Session Template—Creating an Automation
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Goal Check-In Template—Creating an Automation
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Coaching Feedback Survey Template—Creating an Automation
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.
Product Communication Center (Release Notes)
Check out the Engagement Rx Product Communication Center for all updates and releases!
Technical Issues
Assistance with technical issues you might experience on the Engagement Rx user portal.