The following guide provides step-by-step instructions to complete your system configuration.
Osmind Onboarding Resources:
Register for the Practice Community: In the Practice Community, you'll have access to a wealth of resources, including recurring events such as Osmind 101 for ongoing training. Register here. You will need to create a separate login than your Provider Portal login.
Request ERX, Labs, Zoom, etc: Complete this form to provide us with the information we need to activate your practice and your providers on our Plus features. This form takes about 15 minutes to complete. Note: If your practice has multiple providers, please have 1 representative complete the form for all providers.
Onboarding Training: Complete your onboarding training in the Practice Community
Osmind 101 Training: As an additional resource for you and your clinic, you are welcome to join our daily live Osmind 101 training, which takes place in our Practice Community. You can ask any questions you have here!
System Configuration:
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:
Create your office locations and rooms to populate into the schedule, notes, and invoices. Learn how here.
Create your Appointment Types:
Customize what your events will populate to save you time when scheduling. Learn more here!
Add Billing Templates:
Choose your billing codes to populate into invoices to make accounting in patient records faster. Learn more here.
Upload PDFs to be able to send to patients for e-signature:
Explore our Sample Patient Form Packet. Download, save, and easily customize to suit your practice. Learn more.
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.
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.
Invite other clinic users:
Invite accounts for your staff and assign them proper access roles. Learn more here.
Connect the payment processor:
Create a Stripe Connect account to process patient payments directly from invoices in Osmind. Learn more here.
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.
