Apr 27, 2026
Clinic setup wizard: brand, catalog, roles, compliance, integrations & Luna — one guided path to go-live
New software fails when onboarding is 47 scattered screens. Beyond Clinic’s setup portal walks your team through identity, what you sell, who can sign in, how you comply, which channels connect, and how Luna behaves — in order, with the same permissions as production.
What you are buying
In plain terms: you are not thrown into a blank EMR. The setup hub is a checklist-driven control plane with gentler copy — readiness for identity, branches, roles, staff, catalog, compliance, integrations, Luna defaults, and subscription posture — so launch risk is visible instead of buried in tickets.
Why a dedicated setup portal matters
- Go-live delays usually come from hidden dependencies — social connected before roles exist, or catalog live before tax codes are set.
- When onboarding lives in random admin pages, new managers cannot tell what is “done” vs “skipped.”
- Clinics that finish setup in the right order have fewer emergency permission grants on opening week.
Boards that match how operators actually work
Overview & readiness
A living checklist covers identity, branches, roles, and staff so you can answer “are we safe to turn on patients?” without a project spreadsheet.
Catalog & pricing
Services, products, categories, and branch-specific pricing keep clinical and finance aligned before the first booking hits the calendar.
Compliance & integrations
Compliance gates and integration boards sit side by side so clinical and IT stakeholders share one timeline instead of duplicating status meetings.
Luna defaults
Set workspace tone, draft vs auto-reply posture, and safety caps before teams flip AI on in production — reducing “we did not know it could send that” incidents.
What each board maps to (no mystery checklist)
Overview readiness, identity & branding, headquarters & locations, team & roles, catalog (services, products, categories, branch price panels), compliance, integrations, Luna, procedures, subscription, and billing posture — each step maps to real workspace setup routes your admins can revisit after go-live. Progress is observable, not a vanity percent complete.
What “same permissions as production” means for you
Setup is not a sandbox that teaches bad habits. Every board respects entitlements and navigation guards identical to day-to-day work — so training done in setup transfers directly to live operations.
Launch order we recommend: identity → branches → roles & staff → catalog → compliance → integrations → social/Luna → subscription review.
Comments
Ask us anything about this update
Get started
Schedules, charts, and pipeline — in one workspace.
Join the waitlist to be contacted when a trial seat opens for your clinic type and region. Prefer a human conversation first? Talk to our team.