> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting set up with Ozni

> Use Ozni to work through Get Started, from the first-visit offer to a step-by-step walkthrough of each feature you chose at sign-up.

Available in

Plan
All plans

Who
Owners get the first-visit offer; any staff member gets first steps

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

Before you start

A new workspace

Takes about

A few minutes a step

When you're done

Setup steps done, with Ozni beside you

## 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](https://help.clinikehr.com/platform/ozni/making-changes.md). Nothing is set until you confirm it.

**Get Started** ticks a step off from your real data, so the checklist and Ozni always agree.

## 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.

## 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.

## 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.

## 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.

## 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](https://help.clinikehr.com/platform/ozni/credits.md).

**Still stuck with setup?**
Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first —
it covers the failures we see most often. If that does not resolve it,
[contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.


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