GETTING STARTED
A useful guide to your workspace.
Start with your practice details, then configure the people, records and workflows that support your daily work.
1. Set up the practice
Sign in and complete the setup wizard. Enter a practice name and specialty, location, contact details, operating hours and plan. Review the details and linked policies before completing setup.
2. Review regional settings
An administrator can review the practice country, format locale and time zone in Settings. Changing formats does not convert prices, change payment processing or establish regional readiness.
3. Add patient records
Use Patients to add the required demographics and contact information. Choose the patient’s actual contact country where it differs from the practice. Review access and consent before entering live records.
4. Configure and book
Booking needs active services, providers assigned to active locations, and configured operating hours. Select the patient and actual resources, then choose an available time shown in the location’s time zone.
5. Review plans and financial records
Public plan prices and the subscription contract use USD. Practice display preferences do not convert stored amounts. Confirm payments, taxes and settlement with the responsible provider.
When something is unavailable
Keep your draft and read the error message. Check your permissions, selected location and configuration. System health covers a limited application snapshot; it is not a record of every external service.