Quick Start Guide

This is the fastest practical path to launch ProMediClinic in production and run your first real patient workflow.

Goal

By the end of this guide, you should be able to:

• install and access the dashboard
• configure clinic settings and integrations
• create event types and availability
• add patients
• issue one prescription or clinical note
• create inventory and billing records

Step 1: Install and Login

1. Complete the installer at /install.
2. Activate license and finish environment/database setup.
3. Sign in at /login.
4. Open dashboard at /dashboard.

If installation blocks, use:

• installation/README.md
• installation/process.md
• reference/troubleshooting.md

Step 2: Configure Core Settings

Open these pages first:

• global settings: /dashboard/settings/global
• SMTP: /dashboard/settings/smtp
• pusher/chat realtime: /dashboard/settings/pusher
• Stripe (admin): /dashboard/settings/stripe

Minimum recommended setup before going live:

• app name, clinic type, default language
• logo/favicon
• SMTP sender identity
• booking policy text

Step 3: Build Booking Foundations

1. Create event types at /dashboard/event_types.
2. Set your schedule and test booking slots from /dashboard/schedules.
3. Confirm public booking links:
   • /u/{username}
   • /u/{username}/{event_type}

Step 4: Configure Clinical Workflows

1. Add or import patients: /dashboard/patients.
2. Create patient tags: /dashboard/settings/patient_tags.
3. Prepare prescription templates: /dashboard/prescription_templates.
4. Test one clinical note: /dashboard/clinical_notes/create.
5. Upload one medical document: /dashboard/medical_documents/create.

Step 5: Configure Operations and Billing

1. Add inventory categories/items:
   • /dashboard/inventory/categories
   • /dashboard/inventory
2. Create one ad-hoc invoice:
   • /dashboard/invoicing/create
3. If event payments are enabled, test:
   • Stripe flow (/payments/event/{event})
   • PayPal flow (/payments/event/{event}/paypal/create)

Step 6: Daily Go-Live Checklist

• queues/cron configured on server
• SMTP tested end-to-end
• payment webhooks active (/stripe/webhook, /paypal/webhook)
• role permissions reviewed for staff
• backup and update routes secured (/backup/*, /update/*)

First-Day Validation Scenarios

Run these 5 quick checks:

1. Public booking works and creates schedule entry.
2. Patient record can be created and edited.
3. Prescription can be generated and PDF downloaded.
4. Inventory stock adjustment records movement.
5. Invoice can be created and appears in invoicing list.

Related

• configuration/settings.md
• features/patients.md
• features/clinical-notes.md
• features/prescriptions.md
• features/medical-documents.md
• features/inventory.md
• features/invoicing-payments.md