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A new ClinikEHR workspace opens on a Get Started page with a checklist of eight steps. Work down it and you finish with a practice that can book clients, see them, document the visit and get paid. This section is one page per step.

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Before the checklist

Two things happen before you ever see the checklist, and both trip people up.
  1. Your account does not exist until you select the link in your email. Signing up sends a verification link; there is no automatic login. See Create your account.
  2. You pick up a plan on the way in. Most new practices land on a page reading “Let’s get your clinic set up” with one button, Start for free, which starts a 7-day trial with no card. Some land on the plan comparison instead. Both are normal. See Choose a plan.

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What you see on Get Started

The page opens with a progress ring showing your percentage, {completed} of {total} done and an estimate of the time left, plus a Continue button pointing at your next step. Below that:
  • Try the AI in 60 seconds — a spotlight card with a Start demo button. Enter a chief complaint and watch a SOAP note draft itself. It is a demo, not a saved record, and it is limited to five runs per clinic per day.
  • Your setup — the eight step cards, incomplete ones first. Use Show completed steps to see the rest.
  • Other Setup — a second tab of optional modules: Telehealth, AI Note Taker, Intakes configure, ePrescribe, Documents, Online Payments, Client Portal and Insurance setup, each marked Ready or Setup. The Resources tab beside it currently reads Coming soon.
  • Need a hand? — Schedule a setup call (“30-min walkthrough with onboarding”), Live chat, the Discord community, and Refer a colleague (“Get 1 month free”), which appears once you have written a note.
On your first visit a Personalise your setup dialog offers to reorder the list around one goal — Try the AI, See patients or Build your team — and asks for your specialty. It offers itself once, and Skip for now is fine. A specialty rewords a few steps: a behavioural-health practice is asked for a session note, a dental practice for a dental note. Progress updates live — finish a step elsewhere in the app and the checklist ticks without a refresh. A floating Setup pill in the bottom-right corner of every page carries the same progress and can be minimised or dismissed; it disappears for good at 100%, where you get confetti and You’re all set up.

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The eight steps

The order is a suggestion, not a dependency chain — with two exceptions. Create your services before you publish your booking page, because the booking page is where clients pick one. And step 8 needs a second person: you are already the first staff member, so the step stays open until someone else exists.

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The people you see are called Clients

Your sidebar says Clients, the button says Create client, and the list is headed Clients Management. A few older screens still say “Patient” — the check-in sheet is titled Check In Patient, for instance. Where this help centre bolds a label, it is the label on your screen.

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Open a step

Create your account

The four-step sign-up wizard, email verification, and what to do if the address is already registered.

Write your first clinical note

Document a visit from a template, from scratch, or with the AI assistant.

Add your first client

Create a record, and the fields worth filling now rather than later.

Schedule your first appointment

Book a slot, choose the provider and service, and send the confirmation.

Add the services you offer

Build your catalogue by hand, or apply a specialty starter set.

Publish your booking page

Design the public page, publish it, and share the link.

Choose a plan

Start the 7-day trial, compare plans, and understand what happens after.

Complete your clinic profile

Address, phone and email — the four fields the step checks for.

Invite your team

Send an invitation, pick a role, and why you do not count as the second person.

Take the tour first

A walk through the sidebar, the dashboard and the words ClinikEHR uses, before you start filling anything in.