Platform Tour

Overview

The Platform Tour gives you a walkthrough of the PXME dashboard and navigation so you know where to find the tools, campaigns, and reports you’ll be using every day. This article summarizes the key areas covered in the training video and shows you how to make PXME work for your role in the practice.

1. The PXME Dashboard

When you log into PXME, you’ll land on the Dashboard.

• The dashboard is fully customizable with widgets — blocks of information such as stats, calendars, or tasks.

• You can edit the dashboard by clicking the Edit Dashboard button in the top right corner.

• Drag and drop widgets to arrange them however you like.

Best Practices:

• If you’re the business owner, place performance stats at the top for quick visibility.

• If you’re a front desk or sales team member, prioritize upcoming appointments and opportunity follow-ups.

2. Navigation Bar

On the left-hand side of the screen is the PXME Navigation Bar, which gives you access to all major tools and features:

• Dashboard – Overview of your activity and performance

• Conversations – Central inbox for SMS, email, and chat messages

• Calendars – Appointment scheduling and availability

• Contacts – All patients and leads stored in PXME

• Opportunities – Pipelines to track where leads are in the patient journey

• Marketing – Email, SMS, social posts, ads, and reputation tools

• Automation – Workflows for follow-ups, campaigns, and reminders

• Sites – Funnels, landing pages, and websites

• Reporting – Performance tracking for leads, ads, and campaigns

• Settings – Practice details, integrations, domains, and user permissions

3. Customizing PXME for Your Role

PXME is designed to work for different members of your team:

• Owners – Focus on reporting, ROI dashboards, and performance metrics

• Front Desk Staff – Use calendars, opportunities, and conversations for daily patient communication and scheduling

• Marketing Team – Spend most time in Marketing, Sites, and Automations for campaigns and promotions

By customizing your dashboard and knowing where to navigate, each role can streamline their workflow in PXME.

4. Key Takeaways from the Tour

• The Dashboard is your customizable homepage with editable widgets.

• The Navigation Bar on the left gives you access to every feature.

• Each role in your practice can configure PXME differently to fit their daily responsibilities.

• Once you’re familiar with the layout, you’ll spend less time searching for tools and more time running campaigns and helping patients.