Clinical setup

Guided, searchable setup

Use the grouped Clinical setup rail to find care setup, library, and compliance areas. The overview turns current tenant configuration and live readiness blockers into a five-step path without changing any published record.

Dependency-aware setup

Start with previewable default intake, consent, and communication starters or create your own. Then review exact dependencies, choose described provider-credential requirements, publish an active visit type, maintain matching provider evidence, and review pharmacy configuration.

Described clinical choices

Known clinical values are selected from explained options, including the complete supported language and time-zone catalogs, modalities, consent roles, communication rules, focused provider evidence, and pharmacy capabilities. New provider evidence starts with medical registration and offers specialty certification, separate prescribing authority, or facility privileges only when needed. Saved legacy values remain readable, while valid regional locale and market codes can be added where supported.

Actionable validation

When a draft or revision is incomplete, every affected control is highlighted with a nearby Fix instruction. The validation summary explains why saving stopped, gives the resolution sequence, and lets each issue reveal its step or Advanced section, scroll to it, and place focus on the exact field.

Deep-linked readiness guidance

Setup Guide and go-live blockers open a bookmarkable clinical area with a guided-resolution panel already focused. Provider coverage failures show each affected visit, scheduled doctor, and the exact mismatched evidence control, with direct actions for evidence, appointment hours, visit requirements, and pending review.

Immutable published versions

Published clinical configuration remains evidence for existing appointments. A later revision creates new terms and does not silently rewrite booked care.

Separate release authority

Clinic configuration can satisfy tenant readiness, but tenant administrators cannot view or change the platform launch policy. That authority remains at the super-admin/platform layer, and it cannot override disabled media, signing, pharmacy, external-registry, or release providers.

Tenant credential review

Owners and administrators review another provider’s pending evidence from the tenant review desk. Platform recovery access cannot decide, and providers cannot approve their own evidence.

Revoked credential cleanup

A revoked credential can be permanently removed from the active register and review queue by a tenant owner or administrator after an explicit confirmation. Immutable evidence and identifier-only audit history remain available for governed historical records.

Prepare patient booking

1. Choose a baseline template or create a clinic-authored form, policy, communication profile, note pattern, or visit archetype.
2. Preview the starter contents before creating a draft, and preview each selected intake, consent, communication, and workflow dependency again before assigning it to a visit type.
3. Review mapped fields and prefill provenance; patients and clinicians must confirm suggested values before saving them.
4. Publish the workflow matrix that assigns every required artifact to its actor, phase, condition, and safety gate.
5. Create an intake form through Details, Questions, and Review. Expand each question only when you need to edit it, and open Advanced settings for red-flag and lifecycle controls.
6. Publish the applicable patient consent and appointment communication policies.
7. Open each selection to read what the option permits or requires before choosing it.
8. In the visit type, select each required provider credential from the described options and review the matching configured and verified evidence counts.
9. If validation appears, work through the summary links. Hidden dependencies and intake-question settings open automatically when they need attention.
10. Publish an active visit type that selects those exact versions. Every selected credential type is required; the selections are not alternatives.
11. Submit provider evidence, then have an eligible tenant administrator review the exact authority, scope, dates, restrictions, and evidence reference.
12. When a coverage error appears, open its evidence action. The editor carries the affected visit requirements with you and highlights every market, modality, specialty, Schedule action, date, restriction, or identifier that must be corrected before saving.
13. Add provider availability under Appointment settings, then re-check readiness.