Where to find it
Dashboard → Getting started
- Complete your agency details in My account → Clinics. The guide recognizes the saved name, address, state and phone; NPI and EIN are optional.
- Create or import your first patient or worker record. This is one task, recognized when a visible record exists; opening the form does not complete it.
- Invite your team if needed: office staff for system access, or external workers to request their documents through the portal. This is one optional task. I work alone for now saves the skip without marking an invitation as sent.
- Dismiss welcome and resume from Getting started at the bottom right. View help opens the guides inside the system and does not count toward progress. Choices are saved per agency. Completing the guide does not certify compliance.
