Synergy Tutorials

Welcome to your essential guide to mastering Synergy, the ultimate solution for streamlined ambulance operations. 

In this concise manual, you’ll discover how to leverage Synergy’s powerful features to enhance efficiency and elevate patient care.

From dispatching jobs to automating compliance audits, Synergy offers a range of tools to simplify your workflow. Let’s dive in and unlock the full potential of Synergy together.

To find a specific tutorial, click on the table of contents below:

 

Table of Contents

View

View my charts:

View my listings:

View my calendar:

Customer

Add new subdivision:

Add new account:

Add new listing:

View feedback listing:

View feedback report:

Staff

Add approved staff:

Send invitation email:

Resources

View resource dashboard:

Add new device:

Add equipment faults:

Add vehicle group:

Add resource event:

Add resource checkup template:

Track vehicles:

View due dates dashboard:

Add mechanics:

Todo

Add Notes/Memo:

Add Complaint:

Report

Add Reports

View safeguarding Incidents:

Add Use of Force:

Invoice

Create New Invoice:

Add an Invoice:

Messages

Send message to Resources:

Send Message To Staff:

Send Message To Need Approval:

Message To Customers:

Setting

Create New Role

Create New Custom Form:

Update System Configurations :

Add SMS FAV:

Access Sender Email Setting:

Set Email Text:

Update SMS API Setting:

Restore Deleted Job Archives:

Add Impairments:

Add Equipment:

Add Mobility:

Add infections:

Add KPI Questions:

Add Favorite Addresses:

Add Building/ Premises:

Add Branches

Add Confidential Health Declarations:

Onboarding

Create New Onboarding Steps:

Create New Questionnaires:

Update Compliance Requirements:

Add New Documents:

Add New Document Categories:

Create New Letter:

Create New Contract:

Add New Interview Date:

Add Interview Time Slots:

Add New Hires:

Add Grade:

Add Medical Category:

Add Services:

Trainings

View Training Dashboard:

View Staff Trainings:

Assign Training To Staff:

Policies

Assign Policies To Staff:

Rota

View Rota Dashboard:

View Rota:

Add Staff Shift:

Add Staff Leaves:

Add Staff Availabilities:

Create New Locations:

Create New Holiday Types:

Create New Shift Type:

Custom Forms

Add Custom Form:

Assets

Add Assets:

Add Asset Groups:

Add Inspection Types:

Add Subsidiaries:

Add Repair Types:

Add Maintenance Companies:

Add Distance Units:

Add Certificate Types: