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Ozni can work through your setup with you, one step at a time. You can still do every step yourself on the screens.

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Do a step with Ozni

1

Open Get Started

On the first visit, Ozni’s panel opens once beside the page with an offer to set things up with you. You can dismiss it, and it does not open by itself again.
2

Select Do it with Ozni

Each step on Get Started has a Do it with Ozni button. It opens Ozni with that step started. On a step you have finished, Ozni helps you review and change what you set up.
3

Confirm each change

Ozni explains the step and proposes changes on Confirm cards. Nothing is set until you confirm it.
Get Started ticks a step off from your real data, so the checklist and Ozni always agree.

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Let’s get your clinic ready

When you open Ozni in a new workspace with nothing in the chat, you see Let’s get your clinic ready with your setup steps and Steps done, and quick starts such as Add a client or Book an appointment. Select one to start. Ozni sends the message for you.

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You also asked about…

At sign-up you can choose features you want, such as Telehealth, E-prescribing, Intake forms, E-signatures, Billing and payments, Insurance claims, Reminders or Reports. If a feature has no step on Get Started, Ozni lists it under You also asked about…. Select one for a walkthrough that takes you to the first real use of it. A feature your plan does not include is named, and Ozni goes no further with it.

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Your next step

After your first action, Ozni offers one Next step on a different part of ClinikEHR, so you see the product working beyond the setup list.

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If the setup goes quiet

If you have not got going after a day, Get Started may offer Want a hand with setup? with Pick up with Ozni, once. Select Dismiss to hide it.

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New team members

A team member in their first week sees A good first few steps for their role. Clinical staff and front-desk staff see different ones, such as Write a visit note or Book an appointment. After that, Ozni opens with Pick up where you left off when there is something useful to do next. Setup turns are covered in a new workspace’s first week. See Credits and prices.