Going Live with TopsDPX

You've selected TopsDPX to be your patient communication tool. Now what?

1. Follow the steps outlined below, starting with the instructional video for each.  
2. Review the suggested links to Tops Knowledge Base articles to further help you navigate the process.
3. Make sure to view the Related Articles at the bottom of each page to learn more about TopsDPX.

Step 1: Set up Single Sign-On and Confirm Minimum Workstation Requirements

Review the video and associated links to ensure you have the minimum requirements for accessing TopsDPX.

1. Reference the email you received from our Tops Services team access your login credentials.
2. Review TopsDPX Minimum Requirements and ensure that each workstation and team members are set up to successfully access TopsDPX.
   1. TopsDPX Minimum Requirements
   2. Add Staff Member Credentials to TopsDPX

Step 2:  Add Users to TopsDPX

Establish individual user profiles in TopsDPX for yourstaff members. In order to assign text message conversations to team members and to see what team members are communicating with your patients, each staff member needs to have an individual user profile within TopsDPX.

1. Have a unique email address per team member (personal emails can be used)
2. Access TopsDPX from the Comm menu to Manage Users.
   1. Add New Users to Tops DPX
   2. Manage DPX Users Email Settings

Step 3:  Disable or Enable Automatic Email and Text Notifications (Optional)

The day after going "Live" with TopsDPX, any automated notifications with enabled contact methods will begin sending to patients.  If you are not quite ready to have notifications sent to patients upon your "go-live" date,  they can easily be disabled until you are ready.   Enable and Disable Contact Methods

Step 4: Customize Your Text Messages and Automatic Notifications to Patients

TopsDPX will have default messages in three languages, pre-loaded for automatic notifications.  Additionally, TopsDPX will have quick access to text messaging templates.   Learn how to further customize these messages and notifications.

1. Customize automatic notifications.
   1. Appointment Confirmation Requests in TopsDPX
   2. Appointment Reminders in TopsDPX
2. Create additional quick access text messaging templates.
   1. Create Templated Text Messages in TopsDPX

Step 5:  Customize your Review Request and Link your Social Media sites

If sending Review Requests and having more visibility to patient feedback is high on your priority list, then take the extra step in learning how to review and automate the process, and connect your public review sites to help streamline your review visibility!

1. Understanding ways to send Review Requests in TopsDPX
   1. Review Requests in TopsDPX
2. Customize what your patients see when they receive a Review Request
   1. Customize  TopsDPX Review Requests by Procedure
3. Determine if you want to automate the process
   1. TopsDPX Review Automation Settings Explained
4. Connect your public review site(s) to TopsDPX to view and respond to all reviews in one, easy location!
   1. Link your Social Media

Step 6: Understand the Email Campaign feature

Email campaigns are an excellent want to reach your patients for patient appreciation events, marketing campaigns, holiday greetings, new location or associate announcements and more.  Learn more about how create custom email campaigns.

1. How to send an email campaign
   1. Send an Email Campaign with TopsDPX
2. Create a custom contact list to upload
   1. Create a Custom Contact List for TopsDPX

Step 6: Start using TopsDPX!

Watch our Mastering TopsDPX Webinar on how you can take your patient communciation to the next level!

Webinar: Mastering TopsDPX

Need more help? Try using our Tops Support AI Assistant, or contact Tops Customer Support for help.