Step 1: Set clinic basics
- Add clinic name, address, and working hours.
- Set your default appointment duration and buffer times.
- Confirm your brand color and logo for receipts and patient messages.
Step 2: Invite your team
- Add doctors, reception, and billing team members.
- Assign the right role so each person sees only what they need.
- Ask everyone to sign in once to complete onboarding.
Step 3: Add a patient
- Create a new patient record.
- Capture contact details and insurance basics.
- Add initial notes so the clinical team has context.
Step 4: Schedule the first visit
- Create an appointment from the calendar.
- Include the appointment reason and any prep instructions.
- Send the confirmation to the patient.
Step 5: Complete the visit
- Check the patient in.
- Record treatment notes and planned work.
- Generate an invoice and collect payment.
Step 6: Review the day
- Open the dashboard to see daily totals and outstanding tasks.
- Verify any open clinical notes or follow-up reminders.