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
Answer six questions and open the workspace.
Choose the practice type, basic details, hours, starting team and the way you want to begin. LogBlues builds the initial workspace from those answers. 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: ten areas, saved progress, and no requirement to finish everything in one sitting.
The visual guide
Ten steps from an empty workspace to your practice.
The images below are real LogBlues screens. Each checklist item opens the part of the product that controls that decision.
02
Set services and prices
Review what the practice provides, then confirm the code, duration, units and price for each active service.
03
Invite the team
Add staff, assign the correct role and verify which parts of the workspace each person can open.
04
Review policies
Keep clinical and operating procedures where the team can find the current version and record completed checks.
05
Match real inventory
Add supplies, reorder levels, expiration dates, equipment and maintenance so the system reflects the clinic.
06
Prepare forms and check-in
Choose the forms your specialty needs and decide whether patients complete them by secure link or on paper.
07
Choose useful reports
Keep the operational and financial views the owner needs and restrict private numbers to the right roles.
08
Organize files and results
Set folders and review priorities for documents, scans, lab results and images the practice receives.
09
Check billing details
Confirm the information used on invoices and insurance files before the first patient is charged.
10
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 clinician and service.
- 2Send check-in
Send a secure intake link from Patient check-in or use the paper workflow.
- 3Document the visit
Keep findings, notes, files and coding connected to the same visit.
- 4Review the financial handoff
Confirm the invoice, payment or insurance work before anything leaves the practice.