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EMR - New School Year Tips & Tricks

Discover essential tips and advice for a successful start to the new school year.

Written by Amelia Boyer

Updated at February 10th, 2026

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We know the start of a new year is a busy time, so we’ve rounded up some helpful resources to make things easier.

 

Whether you’re adding new patients, managing your team, or customizing your setup, these guides will help you get up and running quickly.

 

Helpful Links:

Adding Patients Bulk Import

Inviting Patients & Secondary Users

Adding & Assigning Provider Users

Creating & Assigning Document Types

Creating & Assigning Calendars

Creating Organizations or Team Management Information

Customizing the Marketing Flyer

Patient / Parent / Representative Walkthrough

back-to-school fresh start

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