How-to videos

How to use Cima, in five short videos.

Name: 1. Create your account
Uploaded: 2026-10-27T03:03:00+00:00
Duration: 58 s
Description: Sign up, open the email link, and link your phone with a free authenticator app.

Each one is about a minute, filmed in the real app with made-up clients. Every click is circled and every step is captioned, so you can follow along with the sound off.

Start with your first day Every step-by-step guide

Your first day

From signing up to your first signed note. After you sign up, the Get set up list on your Today screen walks you through the same steps, one at a time.

1. Create your accountSign up, open the email link, and link your phone with a free authenticator app.

2. Find your way aroundThe menu, the chart, Billing and Settings, the search box, and the Help button on every screen.

3. Set up your practiceFour short steps: your practice and NPI, your hours, your fees, and how your claims go out.

4. Add a client and book a visitName, birth date and insurance are enough to start. Then book their first visit.

5. Write and sign a noteThe note opens with the visit filled in. Sign it with your PIN, and its claim is made.

Stuck on something else? Ask.

Inside Cima, Help has a plain guide for every screen: check-in, payments, paperwork, claims, labs, prescribing, groups, reports and more. Each one names the exact buttons to click. Type a question like "how do I take a copay?" and Cima finds the steps and takes you there.

Open Help Click through the product tour