Comprehensive Guide to Setting Up Your Practice For The First Time
- Log in to the MN portal.
- From the upper left-hand side of the screen, select the three horizontal lines that indicate your main menu.
- Choose "Settings" from the menu.
- Once you're on the Settings menu, you'll go through each section one by one (Practice, Profile, Users, etc.) and enter your information; the below guides will help.
- First, select "Practice" and set up your location(s). Once saved, go back to Settings.
- Select "Profile" > Edit > enter any missing information (such as phone, NPI) > scroll to the bottom and make yourself a "Librarian" in addition to the selections you've already chosen. Once saved, go back to Settings.
- Select "Users" and follow this guide to set up your care provider and staff accounts: Adding Care Providers and Other Users.
- For now, skip over Libraries, Library Auto-send, Billing, and Calendar.
- Select "Appointment Types." This guide will walk you through setting up appointment types, location hours, and provider hours Scheduler Set-Up.
- Once the above critical steps are complete, you can go through the other Settings listed below to decide if you want to use them.
- Select "Appointment Notification Note" to create a standard message that will be sent for client appointment notifications.
- Select "Billing" and add your fees, if you plan on using our platform to create claims that you can then download and fax to the insurance company. Quick Start: Maternity Neighborhood Billing
- If you want to automatically send your pregnant clients helpful articles (or your own content) from the Library Resources, you'll follow these guides: Activating Library Auto-Send, Adding Resources to Care Guide Client Education, Care Guide Libraries: Adding and Assigning Clients to Libraries, Care Guide Libraries : Creating Multiple Libraries with Different Resources
- Once all of these steps are complete, you can begin adding clients, scheduling appointments, creating claims, and charting. Adding a Client
You can find other useful information in our Knowledge Base.