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Quick Setup & Onboarding Wizard: Fast, Guided Implementation to Get Teams Productive Quickly

The Onboarding Wizard is designed to help you transition your clinic into the Invent Medical ecosystem smoothly. This step-by-step process ensures that your environment is properly configured for your specific operational needs.

Initial Setup Process​

Upon your first login, the Onboarding Wizard will automatically trigger. This guided workflow helps you define the identity of your medical facility. The process is broken down into manageable phases, allowing you to save your progress and return to it if necessary.

Facility Configuration​

In this phase, you define the core parameters of your medical center:

  • Clinic Details: Input your legal clinic name, address, contact information, and business registration details.
  • Specialties & Departments: Define the medical services you offer (e.g., General Practice, Dental, Pediatrics).
  • Operational Hours: Set your standard working hours to ensure the appointment scheduler aligns with your clinic’s availability.

User Creation​

To maintain security and accountability, you must establish your team’s access early:

  • Roles: Define permissions for different staff members (e.g., Doctors, Nurses, Receptionists, and Administrators).
  • Invitations: Create accounts for your staff. They will receive automated notifications to set their own secure passwords.
  • Access Control: Assign each user to specific departments or modules based on their job function.

Basic Settings​

Configure the system to match your daily workflow preferences:

  • Appointment Preferences: Set default appointment durations and notification triggers for patient reminders.
  • Financial Settings: Input tax rates, currency preferences, and basic insurance billing parameters.
  • Notification Preferences: Configure which staff members receive alerts for new bookings, urgent clinical notes, or pharmacy requests.

Go-Live Checklist​

Before officially launching your clinic on Invent Medical, ensure you have completed these final steps:

  1. Data Migration: Verify that all patient records imported from previous systems are accurate.
  2. System Test: Run a sample appointment, encounter, and billing transaction to ensure the end-to-end flow is working correctly.
  3. Staff Training: Ensure all team members have logged in and verified their credentials.
  4. Final Sync: Confirm that all hardware (e.g., CPR readers, printers) is connected and recognized by the system.
  5. Activation: Contact your Invent Medical success manager to perform the final "Go-Live" toggle.