Initial Clinic Setup Guide
Follow these steps to get your clinic up and running quickly. Each step is designed to be simple and straightforward.
Create Your Clinic
Start by creating your clinic profile with essential information.
Go to "Create Clinic" in the sidebar
Click on the navigation menu and select the create clinic option
Enter your clinic details
Name, address, phone, email, and business registration information
Set your timezone and preferred language
This ensures all dates and times are displayed correctly
Click "Create Clinic"
Your clinic will be created and you'll be ready for the next step
Configure Your Services
Set up the services you offer and their pricing.
Navigate to "Manage Clinic Services"
This is where you'll manage all your service offerings
Create service categories
Examples: Therapy Sessions, Consultations, Assessments
Add your services
Include service name, description, duration, and pricing
Set up payment methods
Configure accepted payment methods (cash, card, bank transfer)
Invite Your Team
Add your healthcare providers, coordinators, and administrative staff.
Go to "Clinic Staff"
Access the team management section from the sidebar
Click "Invite User"
Enter their email address and assign a role (Admin, Provider, or Coordinator)
They'll receive an email invitation
Team members can set their password and start using the system
Configure staff fees and commissions
Set up payment splits in the Staff Fees section
Add Your First Patient
Schedule Your First Session
Start booking appointments and tracking sessions.
Go to "Health Sessions"
Access the scheduling interface
Click "Add Health Session"
Select patient, provider, service, date, and time
Patient receives automatic confirmation
Email notifications are sent automatically
Connect Google Calendar (optional)
Sync sessions with your personal calendar
Track Payments & Finances
Manage your clinic's financial operations efficiently.
Record payments after sessions
Track which patients have paid and outstanding balances
View financial reports
Monitor income, expenses, and provider commissions
Generate invoices
Create professional invoices for your services
Optional: Enable Electronic Invoicing (Chile)
Issue tax-compliant electronic receipts