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Quick Start

Pilot is designed to be intuitive and easy to set up. Follow these steps to start creating cases as quickly as possible.

General​

  • Admin → Settings
    • Phone, Email, and Address for shipping carriers and PDF templates
    • Logo for PDF templates
    • Create PDF Templates (we will work with you on this)
    • Financial section
    • Create product pricelists
    • Integrations
      • Connect and configure QBO
      • Configure shipping carriers
      • Configure scanner portal credentials for IOS portal
    • (Optional) Configure lookup values
  • If multiple billing labs, go to Admin → Billing Labs and create the additional ones

Shipping​

  • Admin → Settings → Integrations → Configure shipping carriers
  • Admin → Shipping Routes

Product Management​

  • Ensure that you created at least one product pricelist in Settings → Product Pricelists
  • Import products and product pricelists. (Alternatively, you can create and manage your products in the Admin → Products.)

Client Management​

  • Financial → create Tax Areas
  • Import or create Doctors
  • Import or create Offices
    • Validate office addresses (you won’t be able to ship orders to an office location if its address is not validated)
  • Import or create Doctor-Office pairs (adding doctors into offices, you will select these when you create cases)
  • Import or create Billing Accounts
  • To configure the default notification settings (will be automatically filled when you create a client portal account), Admin → Settings → Clients
  • (optional) Create Client Portal Accounts. When creating client portal accounts, edit notification settings on each connected user.

User Management​

  • Configure roles and permissions
  • Create users and their shifts
  • Assign users roles

Production Tracking​

  • Create Workstations
  • Create Production Template Steps
  • Create Production Templates
  • (Optional) Group workstations into Departments
  • Assign users to workstations

Case Outsourcing​

  • Admin → Outsourcing Partners → create your partners
  • Production Workflow → Production Template Steps → mark which production steps are outsourceable