– Servis.ai Casts

Learn by doing.

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

Emails Tutorial Part 1

In this video, you’ll see how to send emails from any app that has an Email field. It shows where to find and enable the Email column, how to open the email composer by clicking an email address, and what options are available inside the compose panel. You’ll also see the tools you can use while writing—formatting, attachments, Webvite meeting links, templates, AI rewrite, and scheduling—plus where to go in the Knowledge Base for more email guidance.

March 3, 2026

Calendar View Tutorial Part 2

This tutorial shows how to use the Calendar View after it has already been set up. You can create new records or events directly from the calendar grid by clicking an empty slot, or create a multi-day event by selecting multiple slots. It also explains how to manage events without opening the form again. You can resize an event by dragging its border to change its duration, or move it by dragging it to a different spot in the calendar.

February 23, 2026

Calendar Tutorial Part 1

This video shows how to set up and use Calendar View in the Tickets app. It explains where to find it (Filter, Sort, and More), how to open Settings, and how to choose the calendar display range (from daily to monthly). It also covers how to configure the start and end date fields (including calculated date fields), how to filter the view by a specific set of users using the resource value dropdown, and how to apply color coding based on a choice list field to make records easier to identify.

February 20, 2026

Import Tutorial Part 2

Learn how to quickly fix failed rows in your CSV imports. In this video, we download the failed rows file, use the error column to identify a missing reference via dot walking, correct the contact’s unique Work Email field, and re-upload only the corrected record so the import completes successfully. We’ll also highlight common causes of import failures and where to find the full import guide in the knowledge base.

November 28, 2025

Import Tutorial Part 1

In this tutorial, I walk you through the process of importing ticket records into our ticket app using a clean CSV file and the import wizard. I explain the importance of formatting boolean fields as true or false, using unique identifiers like Work Email for contacts, and ensuring choice list fields match exactly with our app's values. After setting up the CSV, I demonstrate how to initiate the import and check the results, which showed that nine records were successfully added while one failed. I encourage you to refresh the page to monitor the import progress. Please follow these steps to ensure a smooth import process for your ticket records.

November 21, 2025

Load more casts

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

See how Servis helps healthcare teams coordinate smarter, respond faster, and improve outcomes across every care setting.

The future of care runs on AI

Join the healthcare organizations using servis.ai to close gaps, reduce costs, and deliver better patient outcomes.

is now

Learn by doing.

30-minute demo where you see servis.ai in action.

Unlock the essential servis.ai features at no cost.

Learn by doing.

You already have an active meeting request

Select a meeting date

Select a preferred time

Please provide the required information to submit your meeting request.

Meeting request submitted!

Welcome to servis.ai Free Edition

Link your email to begin

Continue with Google

Continue with Microsoft

Get Started with servis.ai

30-minute demo where you see servis.ai in action.

Unlock the essential servis.ai features at no cost.