Learn by doing.

Research, perspectives, and practical guides for healthcare organizations navigating the shift to smarter, connected care.

Activities

Creating and Editing Records

In this video you will learn how to use the servis AI native features to create and update records, as well as configure how your form fields behave.

• Date: March 30, 2026

Navigating servis.ai

This walkthrough will show you the main layout and common used terminology within servis.ai. How the structure works and where you can find the most useful tools for you anywhere you are when navigating the CRM.

• Date: March 23, 2026

Activity Timeline Walkthrough

In this video you will learn to use the Activity Timeline along with all its components. You will be able to configure it, filter it, create, and manage Activity Records, all from one place.

• Date: March 19, 2026

Edits & Changelogs

In this tutorial you will learn how to edit a record, the limitations for Users when making changes and how to Audit the changes made for any record. You will also learn how to manage Activity Apps and to access the Events page, where you can see all the changes made in your tenant for Activity Apps.

• Date: March 13, 2026

Dot.Walking – Views & Filters

In this video, you’ll learn what Dot Walking is in servis.ai and how it lets you pull in fields from a related app using a Reference field. The walkthrough uses the Contacts app to show how to dot.walk fields into a List View as new columns, and how to use the same dot.walked fields inside Filters to refine a view. The video also covers how Dot.Walking works for Lines, where you use the Parent ID field instead of a reference field to access related fields the same way.

• Date: March 10, 2026

Learning tracks

• Activities: 3 casts
• Getting Started: 2 casts
• How-To Guides: 6 casts
• Reporting: 3 casts
• Settings: 4 casts

Better care starts before the visit

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