Learning path for practice and clinic admins

Create the account, set up the practice, invite the team, settle data protection and manage the plan, in ten articles.

This path is for the person who introduces and manages MediSync in a practice or clinic. After step 6 your team is ready to start.

Create an account: you create the account, confirm your email address and know what the trial includes.
Your first steps after sign-up: you go through the setup that follows sign-up.
Enter your practice details: you enter practice details, opening hours, specialty and your PVS or KIS.
Set the retention period: you decide after how many days MediSync deletes appointments and recordings.
Teams at a glance: you understand the admin and member roles and what admins see.
Invite members: you invite colleagues and remove them again.
Set the default template: you choose the template that new appointments start with.
Conclude the data processing agreement: you conclude the agreement your practice needs under Art. 28 GDPR.
Inform your patients: you know what to tell patients about the recording.
Manage invoices and plan: you change the payment method, seats and plan and download invoices.

To connect a PVS or KIS, continue with the learning path for IT and Connect.

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