Confirm each assignment so its assigner knows you have seen it.
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Open Outreach CRM → Settings and save your Hub URL + staff key once. The home page reads the same connection.
DMEStudio
Add the full workspace to your home screen. Patients, estimates, billing, tasks and your other tools use the same account, permissions and live data.
You’re already using the installed CRM. Open the menu to switch between your tools.
The CRM needs an internet connection. Sign in when prompted; your staff access stays the same. Updates arrive automatically when you reopen the app.