Endeavor is a secure platform that lets your practice offer patients flexible financing. Patients get personalized offers from a soft credit check, so seeing their options has no impact on their credit score — a hard inquiry only happens once they accept an offer and move forward with treatment. This guide covers activating your account, signing in, getting unstuck, and finding your way around.
Activating your account
When your practice is added to Endeavor, you'll receive an activation email from Endeavor [email protected] with the subject “You've been invited to use Endeavor.” Open it and click Set up account.
That opens a secure setup screen. Enter a new password (6 characters minimum), confirm it, and click Create my account. You'll be signed in automatically — your account is now active.
Signing in day to day
Going forward, sign in at https://portal.endeavorflow.com with your email and the password you created. New accounts start in Sandbox (test) mode so you can explore safely; once you're ready, your account is switched to live production for use with real patients.
Forgot your password?
If you've forgotten your password — or aren't sure you ever set one — reset it right from the sign-in screen:
Click Forgot password?, just above the password field.
Enter the email you use for Endeavor and click Send me reset password instructions.
Open the email titled “Set up a new password for Endeavor” and click Reset your password. The link is valid for 24 hours. Choose a new password to finish — you'll be signed in right after.
Still locked out? If the reset email doesn't arrive within a few minutes, check your spam folder, then contact the Endeavor onboarding team at [email protected].
Finding your way around the dashboard
When you log in you'll land on your dashboard, which lists your applications and their current status. To find someone later, use the search bar — you can search by patient name, the name on the application, cell phone number, email address, or chart number.
To begin a new application, go to Patients in the top-right corner and choose New Application. Admins also have a Reporting tab for funnel reports and exports.
Access levels
Endeavor has two access levels. Admins can view the patient dashboard, pull reports, and process returns and refunds. Staff can view the patient dashboard but can't access reports or process refunds. Users are set up to see either all locations or a single location, depending on your practice's setup.
Getting help
If you ever get stuck, click the blue chat bubble in the bottom-left corner of the portal. It's a live chat with a real person on the Endeavor team, not a bot, staffed from 5:00 a.m. to 9:00 p.m. Pacific. You can also submit a question through the help center or email [email protected].