The following steps will offer guidance to ensure that your account is completely set up!
Set up your account and personal information:
Ensure your account contact information (from registration) is accurate. If you need to change information, you can do so by clicking here.
Upload your practice logo:
Include your logo so it will populate into invoices and superbills.
Set up your practice Locations:
Make your office locations and rooms to populate into the schedule, notes, and invoices. Learn how here.
Integrate your Google Calendar:
Integrate your Google Calendar into Osmind to view all your scheduled events. Learn more here.
Set your practice's timezone:
Set the default timezone for your calendar. This can be changed in the schedule view.
Make your Appointment Types:
Customize what your events will populate to save you time when scheduling. Learn more here!
Invite other clinic users:
Make accounts for your staff and assign them proper access roles. Learn more here.
Add Billing Templates:
Choose your billing codes to populate into invoices to make accounting in patient records faster. Learn more here.
Connect the payment processor:
Make a Stripe Connect account to process patient payments directly from invoices in Osmind. Learn more here.
Upload PDFs to be able to send to patients for e-signature:
We recommend grouping forms into packets (instead of uploading individually) to help streamline patient intake. Learn more.
Labs Activation:
You can register for Quest and/or LabCorp. If you already have an account number, please fill out this form.
Set up your practice-wide survey settings:
Set your practice defaults for which surveys you'd like to automate sending for your patients. Learn more here.
Set up e-prescribing through DrFirst:
Provide us with your prescribing information to be set up with e-prescribing. You can learn more about e-prescribing here.
Zoom through Osmind:
We will provide you with your Zoom information (for provider users only). You can learn more about the Zoom integration here.
TextExpander through Osmind:
We will provide you with your TextExpander information (for provider users only). You can learn more about TextExpander here.
Complete your Training:
Complete your onboarding training in the Practice Community