MX Resource Library

Learn How to Use MX Notify

Patient Panel

MX Patient Panel: You can download and populate this excel spreadsheet with the list of patients you want to be notified about.

What is the Patient Panel?: This video explains what the Patient Panel is, and why you need it.


Schedule a webinar for our live training sessions every Thursday, 12 noon – 1pm PST, starting on 01/25/2018
Webinar location:
Call in: +1.646.307.1990
Access Code: 592-816-608

Please RSVP prior to attending a session by emailing Sagit Goldenberg sagit.goldenberg [at] the following information: First name, last name, organization name, date of attending training session.

Training Clips

View notifications and navigate through the portal

Change status of notification for follow-up purposes

Search for patients

Apply and create custom filters

Download Notifications to your computer

Changing password and signing out

Learn How to Use MX Access

Implementation Process



Learn about products
Complete high-level discovery
Execute formal agreement



Technical scoping
Review and complete key documents



Kick-off & transfer to project manager
Testing, mapping and data validation
Patient panel upload(s)


Train & Deploy

Move from test to production
End-user training and


Measure Success

Resolve any issues
Review product enhancement ideas & requests

Days or weeks

1 - 2 weeks*

2-8 weeks*

1 - 4 weeks*


*Timeline durations are an estimate and will depend on the participating organization's requirements.

Knowledge base: Articles that explain how to use MX Access

If you are already an MX Participant, you can request training on the system by reaching out to: Jay Ross

Have an idea for something new for MX Notify, Access or our other solutions? Submit your ideas here.
New videos, articles and pre-recorded training sessions are added all the time. Please check back often.
Still have questions? Contact us.