Welcome. Let's get your practice set up.

Set up in four steps

After you sign in, the Get set up list on your Today screen has these same four steps. Each one ticks itself off when it's done, and the guide beside it can walk you through.

1. 1

   Step 1: Practice profile and staff access

   Your practice's name, NPI, tax ID and address go on every claim.

   • Click Settings, then Set up the basics.
   • Fill in Practice and NPI, Hours, Fees and Insurance and claims. Click Skip for now on anything you don't have handy.
   • Then Settings → Team → Invite someone for each person, with their role. Working alone? Tick It's just me.

   Watch: set up your practice →
2. 2

   Step 2: Bring your clients over from your old EHR

   Export your client list from your old EHR as a CSV file, and bring it in.

   • Click Settings, then Your data.
   • Under Bring your clients over, choose their clinician and click Choose the CSV file.
   • Check the columns Cima matched and the preview, then click Import. Nothing is saved until you do.

   What comes over, and what doesn't →
3. 3

   Step 3: e-Prescribing

   Only for practices with a prescriber (NP, PA, MD or DO). If it says coming soon, skip it: we'll tell you when it's ready.

   • Open a client's chart and click Prescribe.
   • Before you can prescribe lists what's missing, each with its own button: link your e-prescribing sign-in first.

   e-Prescribing in Cima →
4. 4

   Step 4: See your first client

   Book a visit, see the client, then write and sign the note.

   • Calendar → New appointment: choose the client, the kind of visit and the time, then Book.
   • When the visit starts, click Write note on Today. The visit's details are filled in.
   • Click Sign note and type your PIN. The claim is made for you.

   Watch: add a client, book a visit, sign a note →

Help when you need it

Three ways to get unstuck. Please never put client names or details in an email.