Getting started
Setting up a clinic or hospital, users, roles and the first week.
HELP · DRAPTO
● Answer on this page
● Jargon translated
● Steps numbered
✓ written for 11pm, not the demo
Create your clinicWhat you need before you start, and the six things to set up on day one.Roles and what each one can seeOwner, doctor, front desk, billing and pharmacy — and why the boundaries are where they are.Your first weekWhat to do on day one, day three and day seven, and what to ignore until later.Bringing your existing patients acrossWhat to export from your old system, the format we accept, and how duplicates are handled.Going live: the checklistThe eleven things worth confirming before you tell patients to book online.
Other sections
AppointmentsThe book, the waitlist, cancellations, no-shows and family bookings.Patients and recordsOne record per person, merging duplicates, UHIDs and consent.PrescriptionsTyped prescriptions, interactions, and what the patient receives.LabsOrders, samples, abnormal flagging and how a result is released.PharmacyDispensing, one shared drug list, stock, expiry and substitutions.Billing and collectionsBills, patient balances, ageing and what a write-off means here.Claims and revenue integrityRisk scoring, room caps, the pre-auth clock and queries.Pre-authorisationRaising it, the clock, enhancements and what stops an approval.
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