Clinic setup

Work through these once. Progress is kept in this demo session only.

Step 4 of 5 · 3 complete

Step 1

Create your organisation

Name, locations and contact details. Changed later in Clinic settings.

Step 2

Invite each staff member with their work email. They confirm before they get any access.

Step 3

Set scheduling, documents, requests and administration access for each role.

Step 4

Optional. Until then, staff record receipt of documents by hand.

Step 5

Patients decide what to share before anyone at the clinic sees anything.