Quick Start Guide

To help you get started quickly, this guide walks you through initial configuration steps recommended before you begin inviting other members of your practice to the application.

These steps include:

• Review Practice Account Details

• Upload a practice logo

• Add or edit Treatment Locations

• Review practice defaults and configurations

• Add and invite new users

Select Practice Account Details to start from the beginning, or click any of the other topics below to jump to that step of the guide: