1
Create your account
Go to the sign-in page and click Create an account. Enter your Full name, Email, a Password of at least 8 characters, and your Practice name. Click Create account.If you’re asked to confirm your email, do that, then sign in.
2
Complete onboarding
Onboarding has eight short steps: Profile, Practice, Discovery, Team, Preferences, Brand, Launch and Tour. Click Continue to move on, or Back to change an answer.Have these ready: your practice address, who’s leading the rollout, where your schedule comes from today, and how notes get into your EHR.Check Make my notes sound like me if you want notes written in your style. You’ll finish that in AI Settings.
3
Start your workspace
Click Start workspace.
Names you add on the Team step aren’t invited yet. Send invitations from Settings → Users. See invite your team.
Before your first visit
- Set your schedule time zone. In Settings → Profile & Practice, click Save schedule timezone. Intake emails and the EHR extension need it.
- Invite your team. See invite your team.
- Add your visit types. An Administrator does this in Settings → Visit types & report templates.
- Review your intake questions in Settings → Intake Forms. See patient intake.