Training & Support
Training Videos
Get your front desk, providers, and coordinators productive in an afternoon.
Getting started with Sapyyn
Set up your account, provider code, and first login.
Creating a referral
Capture patient context, receiving provider, urgency, and clinical reason.
Working the specialist inbox
Accept, schedule, and complete incoming referrals from one screen.
Attaching documents securely
Upload imaging and letters and link them to the right case.
Tracking status & follow-ups
Use the lifecycle, notes, and overdue reports to keep cases moving.
Admin & reporting overview
Monitor conversion, team activity, and platform health.
Need live onboarding?
We offer guided setup and staff training for practices and DSOs.