# Setting Up Your Clinic

### What this is

This guide walks you through setting up your clinic before staff begin logging visits.

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### When to use this

Use this when:

* Your clinic is first getting started
* You are preparing the system for staff use

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### Step 1: Review clinic settings

Go to the **Settings** section and confirm:

* Clinic name is correct
* Visit types match your services
* Routes are set up correctly

These should reflect how your clinic actually operates.

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### Step 2: Add your team

Before using the system, create user accounts for all staff.

#### To add a user:

1. Go to **Users**
2. Click **Add User**
3. Enter name and email
4. Assign a role
5. Save

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### Choose the correct role

Each user should only have the access they need:

* **Clinic Admin** → manages users and settings
* **Manager** → oversees daily operations
* **Nurse** → logs visits and records usage
* **Viewer** → read-only access

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### Step 3: Add inventory

Before visits can be logged, inventory must be entered.

#### Add:

* Compounds
* Lot numbers
* Quantities

This ensures inventory tracking works correctly.

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### Step 4: Confirm workflow

Before going live, test the system:

1. Add a test patient
2. Log a test visit
3. Select a compound and lot
4. Archive the visit
5. Confirm inventory updates correctly

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### Step 5: Train your team

Make sure staff know how to:

* Search for patients
* Log a visit
* Select the correct compound and lot
* Archive visits correctly

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### Before going live

Make sure:

* Users are set up correctly
* Inventory is accurate
* Visit types and routes are correct
* A test visit has been completed successfully

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### Common setup mistakes

* Users assigned the wrong role
* Inventory not entered before logging visits
* Incorrect visit types or routes
* Skipping the test visit

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### Important

Proper setup is critical.

If setup is incorrect, it can lead to:

* Inventory errors
* Incorrect visit records
* Compliance issues