OnBoard Setup Wizard
Practice Website
Enter your practice website URL and we'll automatically extract information to help set up your account.
Practice Template
Address
Practice Information
Notification Preferences
Select the default notification methods for appointment reminders. Customers can override these settings individually.
Diagnostic Codes (ICD-10)
| Code | Description | Category | Medicare Rate | |
|---|---|---|---|---|
| No codes loaded | ||||
Procedure Codes (CPT)
| Code | Description | Category | Medicare Rate | |
|---|---|---|---|---|
| No codes loaded | ||||
Equipment Codes (HCPCS)
| Code | Description | Category | Medicare Rate | |
|---|---|---|---|---|
| No codes loaded | ||||
Import Providers
Upload a file with your provider data. Supports CSV, QuickBooks IIF, Excel, and other common formats.
Column Mapping Preview
| Source Column | Target Field |
|---|
Sample Records
Providers List
No providers added yet.
Import Customers
Upload a file with your customer data. Supports CSV, QuickBooks IIF, Excel, and other common formats.
Column Mapping Preview
| Source Column | Target Field |
|---|
Sample Records
Customers List
No customers added yet.
Import Chart of Accounts
Upload a CSV file with your chart of accounts. Our AI will automatically map the columns and preserve account hierarchy (parent-child relationships).
Current Chart of Accounts
No accounts imported yet.
Import Appointments
Upload a CSV file with your appointment data. Our AI will automatically map the columns and match provider/customer names to existing records.
Column Mapping Preview
| Source Column | Target Field |
|---|
Sample Records
Available Entities
Appointments will be matched against these existing providers and customers.
Providers
Customers
Imported Appointments
No appointments imported yet.
Service Items
Define the services your practice offers.
Service Items List
No service items defined.