Training Modules & Weekly Focus
Getting Started: Account & User Configuration [Admin]
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 1: 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).
- Identify administrative practice workflows.
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 using your email address and invite them to the portal.
- Follow the invitation email to access the portal and make a change to your Account details or add a Medication.
- Create and assign a test task under Tasks > +Add New Task.
Help resources
Module 2: 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 3: Clinical Workflows [Providers/Clinical]
Training focus
- Charting, prescribing, ordering labs, and other core clinical tools.
Goals
- Practice charting and e-prescribing.
- Set up clinical integrations and tools.
- Identify clinical practice workflows.
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 4: 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, etc).
- Explore reports under Reports > Financial Reports and Reports > Non-Financial Reports.
Help resources
Module 5: 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.
Additional resources