Welcome to the Client Portal

Implementation Training Hub

Welcome! This page includes your week-by-week Implementation Homework to complete alongside your guided training sessions. Each module corresponds with a training week and helps you prepare for go-live.

Implementation Timeline:
Weeks 1-6: Guided training sessions
Weeks 7-8: Post go-live support and optimization

Training Modules & Weekly Focus

Module 1: Account & User Configuration
Module 2: Administrative Workflows & Database Setup
Module 3: Forms, Templates & Clinical Tools
Module 4: Clinical Workflows
Module 5: Billing & Reporting
Module 6: Go-Live Readiness & Review

Module 1 - Account & User Configuration [Admin]

Training focus: Your guided session will review system access, user management, and basic settings.

Goals:

Confirm your account details.
Confirm your user details.
Add users and manage system access.

Homework:

Verify your practice information under Settings > System Settings.
Add all team members under Admin > Manage > Users > Add New User or Resource.
Have each user update their password under Initials > Change My Password.
Confirm everyone can log in with their credentials.

Help resources:

Module 2 - Administrative Workflows & Database Management [Admin]

Training focus: Appointment scheduling, charge list setup, and administrative task management.

Goals:

Set up appointment types and reminders.
Build the foundation of your clinic database (patients, charges, calendar).

Homework:

Create appointment types under Admin > Manage > Schedule Types > Add New Schedule Type.
Customize default reminders under Manage Default Notification.
Add an event to your calendar.
Set up at least one charge under Admin > Manage > Charge List.
Create a test patient under Admin > +Add New Patient.
Create and assign a test task under Tasks > +Add New Task.

Help resources:

Module 3 - Forms, Templates & Clinical Tools [Admin/Provider]

Training focus: Learn to build forms, templates, and charting tools that streamline documentation.

Goals:

Create and/or request patient forms/questionnaires.
Set up Chart Parts for faster charting.
Add any custom recommendations, IVs, or compounded meds.

Homework:

Request forms from the Forms Library.
Create one questionnaire or consent form using the Form Builder.
Create one Chart Part template.
Add one custom recommendation or alternate plan item (e.g. Diet Recommendation, IV, injection, or pellet).
Add one compounded medication (if applicable).

Help resources:

Module 4 - Clinical Workflows [Providers/Clinical]

Training focus: Charting, prescribing, ordering labs, and other core clinical tools.

Goals:

Practice charting and e-prescribing.
Set up clinical integations and tools.

Homework:

Create a test encounter note and practice charting your workflow.
Register for e-prescribing (eRx) and complete your setup.
Set up clinical integrations such as Supplement Dispensaries or Prescription Drug Monitoring

Help resources:

Module 5 - Billing & Reporting [Admin/Billing]

Training focus: Understanding billing workflows, charge entry, and basic reporting tools.

Goals:

Set up your charge list and billing preferences.
Get comfortable with key reports for financial and patient tracking.

Homework:

Finish your charge list: Admin > Manage > Charge List.
Decide your billing model (membership, package, or fee-for-service).
Explore reports under Reports > Financial Reports and Reports > Non-Financial Reports.

Help resources:

Module 6 - Go-Live Readiness & Review [All Roles]

Training focus: Review key workflows, verify configurations, and prepare your team for go-live.

Homework:

Confirm all users can log in and access their tools.
Verify appointment, charge, and patient workflows end-to-end.
Confirm billing and reporting are functioning correctly.
Confirm portal setup and configuration