01
Confirm the practice
Check the clinic name, specialty, hours, contact details, branding and staff languages.
Getting started with LogBlues
Set up the practice once. Keep improving it as you work.
Start with the short first-time setup, then use the Launch Checklist on the Dashboard to fit services, people, policies, forms, billing and security to the practice you actually run.
- Begin working immediately. Setup does not lock the clinic behind a project.
- Bring the right person in. Leave and return when a decision needs input.
- Change it later. Every step opens the real screen it prepares.
First, the essentials
Follow nine guided screens and open the workspace.
Sign in, enter practice details and type of care, choose tools and dashboard cards, invite your team, bring records if ready, link the clinic to your account on Your plan, and review. You can schedule patients and work normally before every longer-term decision is complete.
The Dashboard then keeps the Launch Checklist near the top for Owners and Administrators. It is the deliberate second pass: twelve areas, saved progress, and no requirement to finish everything in one sitting.
The visual guide
Twelve steps from an empty workspace to your practice.
Each step below is illustrated, and each checklist item opens the part of the product that controls that decision.
02
Bring in your calendar
Export a .ics file from Google Calendar, Outlook or Apple Calendar, then use Import calendar on the Schedule. You see a preview first, and names that match a patient record are linked before anything is written.
03
Bring in your patients
Download the example spreadsheet from Import patients, fill it in or export from your current system, and check the preview. Allergies, medications and conditions stay marked Not yet reviewed until a provider confirms them.
04
Set services and prices
Review what the practice provides, then confirm the code, duration, units and price for each active service.
05
Invite the team
Add staff, assign the correct role and verify which parts of the workspace each person can open.
06
Review policies
Keep clinical and operating procedures where the team can find the current version and record completed checks.
07
Match real inventory
Add supplies, reorder levels, expiration dates, equipment and maintenance so the system reflects the clinic.
08
Prepare forms and check-in
Choose the forms your specialty needs and decide whether patients complete them by secure link or on paper.
09
Choose useful reports
Keep the operational and financial views the owner needs and restrict private numbers to the right roles.
10
Organize files and results
Set folders and review priorities for documents, scans, lab results and images the practice receives.
11
Check billing details
Confirm the information used on invoices and insurance files before the first patient is charged.
12
Protect and recover
Turn on MFA, review automatic locking and audit access, then create and safely store the recovery material.
Your first working day
Run one patient through the whole path.
- 1Create or import the appointment
Use Scheduling and confirm the provider and service.
- 2Send check-in
Send a secure intake link from Patient check-in or use the paper workflow.
- 3Prepare the patient for the provider
After arrival is recorded, the nurse or MA opens Nurse rooming, records vitals and reviews allergies. Save the nursing work and confirm Ready for doctor.
- 4Document the visit
The assigned provider opens the same patient and visit, reviews the saved nursing work, and documents care. Keep findings, notes, files and coding connected to that visit.
- 5Review the financial handoff
Confirm the invoice, payment or insurance work before anything leaves the practice.