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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
+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!
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.
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!
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
Written by
James Schaffer
Updated over a week ago
Klara Website Widget
Learn how to implement your website widget from Klara.
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.
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.
Written by
James Schaffer
Updated over a week ago
Managing Lists
How to add, remove, or update Lists for your team
Written by
Logan Thomas Frye
Updated over a week ago
Customizing your templates
Team administrators have full control over their team's template library.
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.
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.
Written by
Haley Fields
Updated over a week ago
My Inbox
Check out your new, unified Inbox. All your notifications in one place!
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!)
Written by
Logan Thomas Frye
Updated over a week ago