Getting Started
Setup Checklist
Track your progress as you configure LumaEHR for your practice. Complete each step to unlock the full potential of your EHR system.
This is a reference checklist for the public site. When you sign in to LumaEHR, you'll see a live onboarding widget that tracks your actual progress automatically.
Complete your clinic profile
Add your clinic name, address, phone number, and email in Settings.
Where: Settings → Clinic Profile
Choose a subscription plan
Select a plan that fits your clinic. The Free plan needs no credit card, or try Essential for $29.90 for your first 30 days.
Where: Settings → Subscription
Add your first client or patient
Create your first patient record with demographics and contact information.
Where: Clients / Patients → Add New
Schedule your first appointment
Create an appointment to get your calendar started.
Where: Appointments → New Appointment
Write your first clinical note
Document a patient visit using templates or create a custom note.
Where: Notes → New Note
Invite a team member
Bring your team on board by inviting staff to your clinic.
Where: Settings → Staff → Invite
Add your first service
Create the services you offer so patients can book appointments.
Where: Appointments → Services → Add Service
Publish your booking page
Let patients book online by publishing your booking page.
Where: Appointments → Booking Page → Publish
Ready to check these off for real?
Sign in to LumaEHR and the onboarding widget will track your progress automatically.