Getting Started Checklist

Here’s how to get started using ERPHealth. Below are the tasks needed to set up your facility, add staff, edit settings, and handle patient intakes.

*It’s possible your Account Manager has completed some of these steps for you in which case they will advise you where to begin on the checklist.

1. Edit Partner Info

Edit partner info on the Partner Info page.

2. Setup Email Domains

Setup acceptable Email Domains for user accounts.

3. Add Facility

Go to the Facilities page and add a facility

4. Setup Facility Settings and Add LOCs

Setup facility settings and add available levels of care.

5. Add Staff

Add a staff member to the facility.

6. Perform Patient Intake

Add a new patient and follow the steps on their patient profile to complete pre-intake.

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