Getting ready for launch? Here’s the full checklist to ensure your clinic is live and ready to run with us.

1. Clinic Configuration

✔ Roles & Permissions

• Confirm each role has correct access

• Assign DVM, Tech/VA, CSR, Manager, Admin

• Adjust module-level permissions as needed

✔ Team Setup

• Add all staff accounts

• Confirm logins on clinic devices

• Ensure cloud-linked access for DVMs & managers

✔ Clinic Knowledge (Vault)

• Upload SOPs, protocols, and training docs

• Assign required acknowledgments (if needed)

• Add any onboarding materials for staff

2. Device & Workflow Setup

✔ Atlas & Flowboard

• Test room/case routing

• Confirm timers and statuses update correctly

• Verify all tablets / wall displays sync in real time

✔ Messaging & Alerts

• Connect communication channels

• Set triage and operational alert preferences

• (Optional) Connect SMS

✔ SupplyRoom

• Log initial inventory

• Confirm usage syncs with treatments

• Validate controlled-access rules (if enabled)

3. AI Workflow Testing

✔ TriageAI

• Run a few mock triage cases

• Validate urgency colors and routing

• Confirm alerts reach the right channels

✔ ChronicleAI

• Complete a SOAP note from start → pause → resume → complete

• Ensure it pulls context correctly from triage & Atlas

✔ DischargeAI

• Generate a test discharge summary

• Confirm email/print/text channels

✔ CarePlanAI + RXGuard

• Run a sample plan

• Confirm safety prompts (RXGuard)

• Validate diagnostics & treatment logic flow forward

✔ PulseCheck (if included in Beta)

• Confirm the dashboard loads and reflects clinic activity

• Review mock load shifts or case movement

4. Client Communication Setup

✔ Templates

• Review email, SMS, and pre-visit templates

• Confirm branding and wording

✔ Intake & Appointment Flow

• Enable opt-in forms

• Test SMS delivery

• Validate scheduling and pre-visit workflows

5. Support Resources for Your Team

✔ Help Center Access

• Make sure every station can open the Intercom Help Center

✔ Reporting Issues

• Confirm your team knows where to submit feedback or questions

That’s It — You’re Ready

Once these items are checked off, your clinic is fully prepared to run ClinicOS.