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Getting Started on Klara

Getting Started on Klara

Your guide to set up, trainings, and all the basics of using the platform

Kai Schefferski avatar James Schaffer avatar Haley Fields avatar +2
13 articles in this collection
Written by Kai Schefferski, James Schaffer, Haley Fields and 2 others

Why Klara?

Why practices choose Klara to work more efficiently and keep patients and staff happy!
Haley Fields avatar
Written by Haley Fields
Updated over a week ago
Set Up

Importing your Patient List to Klara

Save time by importing your address book from your EMR/PMS to Klara.
Kai Schefferski avatar
Written by Kai Schefferski
Updated over a week ago

Voicemail Integration

See how the feature works, and how to get it set up for your team!
Haley Fields avatar
Written by Haley Fields
Updated over a week ago

Klara Phone Greeting

Set up a Phone Greeting and Voicemail Announcement to encourage patients to message you instead of call
James Schaffer avatar
Written by James Schaffer
Updated over a week ago

Klara Website Widget

Learn how to implement your website widget from Klara.
Kai Schefferski avatar
Written by Kai Schefferski
Updated over a week ago

Klara Broadcast: Appointment Reminders and Mass Messages

With Klara Broadcast, you can now send out reminders and messages in bulk, with just one quick blast! No more one-by-one messages.
Dan Malinovsky avatar
Written by Dan Malinovsky
Updated over a week ago
Team Settings

Manage your team

How Team Administrators can add and remove staff members from your team.
James Schaffer avatar
Written by James Schaffer
Updated over a week ago

Managing Lists

How to add, remove, or update Lists for your team
Logan Thomas Frye avatar
Written by Logan Thomas Frye
Updated over a week ago

Customizing your templates

Team administrators have full control over their team's template library.
Haley Fields avatar
Written by Haley Fields
Updated over a week ago

How to Display Your Office Hours

Team administrators can set your office hours on Klara so that clients and patients know when your staff is generally responding to queries.
Kai Schefferski avatar
Written by Kai Schefferski
Updated over a week ago
Using Klara

KLARA Super User

Become a "Super User" on Klara by running through the scenarios below.
Haley Fields avatar
Written by Haley Fields
Updated over a week ago

My Inbox

Check out your new, unified Inbox. All your notifications in one place!
Haley Fields avatar
Written by Haley Fields
Updated over a week ago

How-To: Respond to your Voicemails through Klara

Check out this quick video to see how you can respond to patient voicemails through Klara (including what to do with calls form a landline!)
Logan Thomas Frye avatar
Written by Logan Thomas Frye
Updated over a week ago