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Academy

Let your team learn starting from its own role

Not everyone learns clinic software from the same place. The front desk starts with appointments and payments, physicians with records and tests, managers with roles and reports. For each role we offer a short path and guides to read alongside it.

An instructor trains front desk staff who follow along in their notebooks

Three roles, three starting paths

Front desk

Appointments and calendar, arrival and waiting list, calls and prospective patients, payments.

Physician

Clinical records and examination, specialty workspaces, test orders and results, signature and addenda.

Manager

Roles and permissions, plan and capacity, reporting, multiple branches, data migration and security.

A reading list to get started

The guide articles start with the topics closest to each role's daily work.

See all guides
A physician working at a home desk in the evening with a notebook and a lamp

From trial to go-live with your team

The trial lasts seven days, needs no card and runs on sample data; real patient data is entered after activation. Each role tries its own path in the same trial space.

First open the path that fits your role and read the feature pages; then try your own flow from appointment to payment in the trial space.

Invite the team and give each user a role and branch scope. Live use begins once organization verification, the agreement, plan approval and payment are complete.

How it worksPricing

The road map from trial to go-live

The trial runs on sample data; real patient data is entered after activation.

Activation05End

Live use

Real patient data enters from this point on.

  • The process is complete here.
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All steps

  1. 01 Account (User) Two-step registration starts with name, email, phone, and password.
  2. 02 Verification (User) Email and phone are verified; business and billing details are entered.
  3. 03 7-day trial (Trial workspace) Each role tries its own path on synthetic data.
  4. 04 Activation (Activation) Organization verification, agreement, plan approval, payment, and role owners are completed.
  5. 05 Live use (Activation) Real patient data enters from this point on.

Alternative path from 02 Verification; it returns to the main flow at 02 Verification.

  1. 02a Wrong code (User) The verification code did not match.
  2. 02b Send again (User) A new code is requested.

Alternative path from 03 7-day trial; the process ends on this path.

  1. 03a Trial ends (Trial workspace) The workspace becomes read-only; synthetic data is destroyed after a waiting period.

05 Live use

Frequently asked questions about the academy

FAQ
What is the academy?

The academy brings together role-based learning paths, guide articles and the seven-day trial to give your team its first steps. There is no separate charge for academy content.

Will my team learn with real patient data?

The trial runs on sample data. Real patient data is entered after your organization is verified and activation is complete.

Which role should I start with?

Start with the role closest to your own daily work: the front desk starts with appointments and payments, physicians with records and tests, managers with roles, reports and security.

Where do I find the guide articles?

The starter guides are in the reading list on this page, and all articles are on the blog page.