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Complete the first-run setup wizard

After your organization is approved, a guided wizard walks you through the essentials so your practice is ready for day-to-day work. You can leave at any time and come back — the wizard resumes where you left off.

Before you start​

  • Sign in to Cloud Manager with the administrator account you created during registration.
  • On the dashboard, look for the Finish setup banner and click it, or go directly to the /onboarding page. The page is titled Let's set up your account.

Steps​

The steps you see depend on your plan:

Solo practices

  1. Practice — confirm your practice details.
  2. Location — add the place where you see patients.
  3. Provider profile — complete your own provider profile.
  4. Done — finish and return to the dashboard.

Organizations (team plans)

  1. Organization — confirm organization details.
  2. Locations — add your facilities.
  3. Departments — create departments.
  4. Practices — create practices.
  5. Teams — create care teams.
  6. Invite staff — add your first staff members.
  7. Done — finish.

Use the stepper on the left to jump between steps, and Next / Back to move through them. A step that's already satisfied shows a Done badge and is review-only.

Tips / Troubleshooting​

  • The wizard never traps you — you can save and exit anytime. The dashboard banner keeps nudging you until at least a location and a provider exist.
  • If the wizard says No organization selected, return to the dashboard and pick your organization first.
  • Everything the wizard creates can also be managed later from the regular Facilities, Teams, Staff, and Providers pages.