Onboarding wizard
The setup wizard takes a new clinic or hospital from signup to its first bill in under 10 minutes, with the specialty already configured. Every step can be skipped and finished later — progress is saved on the server, so you can close the browser and continue on another device.
Who it is for
- Owners (Super Admin) — can change every step.
- Staff — can view progress (read-only).
1. Sign up with your facility type and specialties
- Open Start free (
/signup). - Enter clinic name, owner name, e-mail, 10-digit mobile and a password (8+ characters).
- Facility type — pick Clinic, Polyclinic, Rehabilitation / Therapy Centre or Home Care. Hospital, Diagnostic Lab, Imaging and Pharmacy are shown as Coming soon with their release.
- Specialties — the suggested specialties for your facility type are ticked; add or remove any (at least one). All specialty packs are included in every plan.
- Preferred language — English or हिन्दी. The workspace uses it as the default language.
- Select Create Workspace. Save the Workspace ID shown on the success screen and select Go to Login.
What the platform sets up for you automatically:
| Setting | Value |
|---|---|
| Modules | Your facility preset + the modules your specialties need (encounters, Rx, queue, documents…) |
| Templates & terminology | From your specialty packs (e.g. "Dentist", "Sitting" for dental) |
| Default language | Your choice |
| Duplicate patients | Warn (show possible duplicates, staff decide) instead of hard-blocking a shared phone number |
| Patient IDs (UHID) | Prefix from your clinic name, e.g. SMILED-000001 |
Workspaces created before this release keep their existing settings.
2. Work through the wizard (/app/onboarding)
The left panel lists the nine steps with their status (done, skipped, pending) and the wizard opens at the first pending step. Use Save & continue or Skip.
| Step | What you do | Where it is saved |
|---|---|---|
| Clinic / branch | Branch name, address, phone | Branches |
| Departments (optional) | Add departments per specialty | Clinical configuration |
| Practitioners | Invite staff with role (Practitioner, Receptionist, Branch Manager, Accountant), designation and medical-council registration number | Employees (a set-password e-mail is sent) |
| Letterhead / brand | Display name, address, registration number, logo link | Settings |
| Services | Review the services seeded from your specialties, edit prices, tick the ones you offer | Services & prices |
| Templates | See the clinical templates included for your specialties | Templates library |
| GST (optional) | GSTIN and tax profile | Revenue settings |
| Data import | Bring patients over from Excel / Practo — see Data import & export | Imports |
| Go live | Checklist with your time-to-first appointment, bill and report | — |
If someone else saved the wizard at the same time you will see "Progress changed elsewhere" — the page reloads the latest state; repeat your change.
3. Try it with demo data
On Go live select Load demo data: three patients named DEMO - … and three appointments for tomorrow are
created (no phone numbers, so no messages are sent). Select Remove demo data to delete exactly those records in
one click. Demo records you used for real work (edited, billed, completed an appointment, wrote a document…) are
kept so nothing real is orphaned.
4. Go-live checklist and KPIs
The checklist links to Book first appointment, Create first bill and Write first report. The wizard measures the minutes from signup to each first action; our target is the first bill within 10 minutes.
Troubleshooting
| Message | What to do |
|---|---|
| "Setup did not complete" banner | Select Retry setup. Your clinic still works with default settings meanwhile. |
| "You've reached your plan's staff limit" | The Free plan has 2 logins (1 practitioner + 1 staff). Upgrade in Plan & Usage. |
| Step is read-only | Only the owner (Super Admin) can change setup steps. |