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1st Time Setup

It is important to follow these steps to properly setup an organization:

  1. Setup an organization, which is also the first facility or location.
  2. Setup additional facilities.
  3. Setup Default Settings.
  4. Setup Visit Types.
  5. Setup Rooms.
  6. Setup roles and permissions.
  7. Add employees.
  8. Setup provider details.
  9. Setup appointment calendar and assign times to visit types.
  10. Add payers.
  11. Add any special service. If you want to add only your CPTs, we will turn off the master CPT® list.
  12. Add prices for payers. Use Link payers to set master price lists.


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Administration And Setup UP Employee Profile

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