Getting Started

Audience: clinic owners, admins, providers.

Outcome: gain access, confirm roles, and prepare to configure the clinic.

Access and Roles

• Create your clinician account using the invite link from Basis or your clinic admin.
• Verify email and sign in on iOS/Android or web.
• Ensure you have Admin access if you will configure clinic settings.

Checklist

• Account created and verified
• Role confirmed (Admin/Provider/Staff)
• App access (mobile/web)