# Quick Start Guide

What this system is used for

This platform helps your clinic manage:

* Patients
* Visits
* Compounds and lot inventory
* Automatic inventory deduction
* Visit archiving
* Audit logs
* User access by role
* Clinic settings such as visit types and routes

***

### Getting a new clinic set up

A new clinic should complete setup before staff start logging visits.

#### Step 1: Sign in for the first time

1. Open the login page.
2. Enter your email and password.
3. Follow any first-time login steps if prompted.
4. Once logged in, go to the main dashboard.

#### Step 2: Review clinic settings

A clinic admin, manager, or authorized setup user should review the clinic settings first.

Check that the following are correct:

* Clinic name
* Visit types
* Routes
* Any other clinic-specific workflow options

These settings should match how your clinic actually operates.

#### Step 3: Add users

Before the team starts using the system, create user accounts for staff.

Examples:

* Clinic admin
* Managers
* Nurses
* Viewer-only staff if needed

Each user should be given the correct role so they only have access to what they need.

#### Step 4: Add inventory

Before visits can be logged correctly, the clinic should enter inventory into the system.

This includes:

* Compounds
* Associated lots
* Available quantities

This is important because visit logging may automatically reduce inventory based on what was used.

#### Step 5: Start using the normal workflow

Once setup is complete, the basic daily workflow is:

1. Add or find the patient
2. Log the visit
3. Record the compound and lot used
4. Complete the visit
5. Archive the visit when appropriate
6. Review inventory and audit logs as needed