Account Setup

Once you have received your Avon credentials, take the following steps to set up your account!

Set up integrations

First, set up the following integrations:

Fill out administrative details

Next, fill out administrative details such as:

  • Brand
  • Billing providers
  • Service facilities
  • Referring providers
  • Medical centers
  • Peer groups
  • Modules
  • Specializations
  • Access controls

Customize the platform (Optional)

Next, you can choose to customize and extend the plaform through:

  • Custom urls
  • Custom pages
  • Custom fields
  • Custom code

Set up forms, templates, intake flows, etc.

Next, set up:

  • Forms
  • Intake flows
  • Visit note templates
  • Care plan templates
  • Document templates
  • Email templates
  • Products
  • Appointment types
  • Automations
  • Courses

Add organization members

Add organization members to the platform.

Add patients

Add patients to the platform.

Send organization members

Send organization members the provider guide to get them up and running!

Getting started