📝 Overview
This article is your introduction of setting up your network in ChiroHD. By following each step along this process in the order the articles and courses are presented, you’ll ensure a smooth onboarding and fully prepare your system for use.
System Dashboard: What it Looks Like
If you have System Admin User Permissions, when you log into ChiroHD, you will automatically land on the System Dashboard.
One way to confirm that you are on the System Dashboard is by looking for the System Settings tab.
System Dashboard Overview
The System Dashboard is your control center for configuring your network, services, inventory items, appointment types and so much more.
All configurations set at the System Level will be applied to all Locations in that Network AND to your training location allowing this to be an efficient setup process.
If you are a single office opening with ChiroHD, follow the same setup steps in the System Dashboard as multi-location partners. We will walk you through the things that need to be setup in the System as well as the things that need to be set up in each Location.
Please see our other resources on the System Dashboard Overview if you have further questions on the System Dashboard.
System Dashboard: Users
If your user has System Level Permissions, you will land on the System Dashboard upon login and you will have access to the whole network.
Please see our other resources on Understanding User Types if you have further questions on this subject.
The Setup Process and Tips
These articles and videos are structured so you can pause after each step and complete actions as you go. For instance, when you enter the section on creating services, watch the video or read the article, then pause to complete the steps directly in your system.
By the time of your next scheduled call with your onboarding specialist, make sure you have gone through the steps in this setup course. This allows the call to focus on reviewing your setup and addressing your questions, rather than going through the setup together.
If you are responsible for configuring ChiroHD for your clinic, please follow each step carefully to ensure correct setup.
We are excited to have you join ChiroHD. Let’s move forward with the setup steps!
✅ Key takeaways
Log in to access the System Level Dashboard to begin configuration.
Follow the order of setup steps for network, services, and appointment types.
Complete each action as you progress through the guide or video.
Follow each step carefully if configuring for your clinic.
📌 Conclusion
By following these onboarding steps in ChiroHD, you’ll lay a solid foundation for your practice’s operations. Complete all items before your onboarding call for the most productive experience. Welcome to the ChiroHD family!