Useful videos
How do I invite providers to join MiResource?
Watch the video below to understand how to invite a big number of providers in a few clicks. Inviting providers If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Some readersHow to create and share a referral list?
Watch the video below to understand how to create your own referral list and share it with patients. Create and share a referral list If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Some readersWhat are "Team Members" and how to add them?
Watch the video below to understand the functionality of team members and how to add them. Team members If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Few readersHow do I create an account as referral coordinator?
Watch the video below to understand how to create an account as a referral coordinator on MiResource. Create an account If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Few readersHow do I add team notes?
Watch the video below to understand what team notes are and how to use them in your dashboard. How to add team notes If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Few readersHow do I add resources manually?
Watch the video below to understand how to add resources manually without uploading spreadsheets. Add resources manually If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Few readersHow do I search for referrals?
Watch the video below to understand how to use guided search and look for referrals. Using the Guided Search If you need more assistance, feel free to reach out to our Support team at support@miresource.com.Few readers
A Guide for higher education professionals
FAQ
How can I add Excel using a Macbook device if I don’t have Excel on it?
If you're using a Mac and don’t have Microsoft Excel, no worries—you can use Numbers to export your file in Excel (XLSX) format, which is required for uploading to MiResource. To export a Numbers file to Excel: **Step 1: **Open your document in Numbers **Step 2: **Click Share in the top menu **Step 3: **Select Export and Send…  that you just uploaded on your My resources page. An Active/Pending tab will help you easily identify providers who have already created accounts (Active) and those who have not (Pending). If you’d like to check your provider’s invitation status step-by-step, please follow these steps: **Step 1: **Navigating to the My resources page To navigate to this page: Click on your proFew readersHow do I find referrals that offer specific types of treatment?
To find referrals that offer specific types of treatment: Step 1: Enter a desired location and click Search. **Step 2: **You will be redirected to the list of care options. Navigate to Speciality in the filter bar and then select Treatments. **Step 3: **After selecting Treatments, scroll down or begin typing to find your desired treatment(s). Select your desired treatment(s). **Step 4: **To save your selections, click Apply. , you can grant admin access for your team members by following these steps. **Step 1: **Navigating to the Manage my team page To navigate to this page: Click on your profile to open the drop-down menu Click Manage my team **SteFew readersHow can I send invitations to my providers?
To send invitations to providers, please follow these steps. **Step 1: **Navigating to the My resources page To navigate to this page: Click on your profile to open the drop-down menu Click My resources Step 2: Sending invites There are two ways to send invites to providers: **Method 1: **Manually click on each provider whom you would like to invite NoFew readersHow to share a referral list?
After the selected providers are added to the referral list, you can share the list with patients. Simply go to the “Referral list” tab and click the “Share” button in the upper right corner. Then click the “Copy link and close” button: Now you can send this link to yFew readersHow to create a referral list?
Referral list is a feature that allows you to create a list of providers that match your search criteria. Click the “Referral list” button and you will be taken to the search results page to select the providers who best match the needs of your patients. Then click the “Create referral list” button: Using the search bar, you can find providers who match certain criteria.  Create, edit, and share referral lists To create a team member in your organization, login with your admin access and click on “Manage my team” on the left-hand side of the screen. Then, in the upper right-hand corner, click the “Add a team member” button: . Fill out the form with your name, email address, and password. Note: copying and pasting your email address doesn’t work. ![](https://storage.crisp.chat/users/helpdesk/websFew readersHow to add resources manually?
If you don’t have many resources to import at once, and you want to add them one-at-a-time, you can add them manually! **Step 1: **Navigating to the Add resources page To navigate to this page: Click on your profile to open the drop-down menu Click My resources Click Add resources ![](https://storage.crisp.chat/users/helpdesk/website/-/1/6/6/3/166342f1a87f3100/imageFew readersHow to add providers to the platform?
There are two ways to upload your providers’ information into the system. **Step 1: **Navigating to the Add resources page To navigate to this page: Click on your profile to open the drop-down menu Click My resources Click Add resources Method 1: XLSX file import To import your providers’ data with an XLSX file: After clicking Add resources on the **My rFew readers