You're almost ready to start seeing patients through Klinic. This guide covers everything you need to complete before your go-live date and what to expect when you launch.
Confirm you can access both platforms before your first patient visit.
Healthie (EHR) — Scheduling, charting, and patient records.
E-Rx (DoseSpot): Built into Healthie and used to send prescriptions electronically. Setup and how-to guides: Dosespot (Healthie E-RX)
If you run into any login issues, contact [email protected] before your go-live date.
Patients cannot book with you until your availability is active. Add at least four weeks of availability before your go-live date.
Step-by-step guide: How to Add Availability to Your Schedule
This is a hard requirement. Your profile will not show open appointments until this is complete.
One thing worth knowing: For initial appointments (a patient's first visit to Klinic, or their first visit for a new service), Klinic does not allow booking within 1 hour of the current time. This means you will never receive an initial appointment with no time to prepare, and you do not need to be actively monitoring your calendar during availability windows. Patients can still book same-day initial slots, but only outside that 1-hour window. Full details here: https://providers.klinic.com/provider-hours
Before seeing your first patient, you are required to complete all training modules assigned to you through the Klinic Training Academy.
Training covers core workflows, clinical protocols, and platform expectations. It must be completed before your go-live date.
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You should have received your Klinic Training Academy access by email earlier in your onboarding. If you have not completed your training yet, log in and finish your assigned modules before proceeding. If you do not have access or cannot locate your login, contact [email protected].
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