Getting Started on Klara

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

7 articles in this collection
Written by Paige Leeman

Klara Onboarding & Setup

Preparing for Workflow Configuration Training

This article will help you to prepare for your scheduled workflow configuration training with Klara.

Written by Paige Leeman
Updated over a week ago

Preparing for your Kick-Off Call

This article will help you to prepare for a productive Kick-Off Call with Klara. Please come prepared with the following items.

Written by Paige Leeman
Updated over a week ago

Importing your Patient List to Klara

Save time by importing your address book from your EMR/PMS to Klara.

Written by Paige Leeman
Updated over a week ago

Set up voicemail integration

This article will answer any questions you may have surrounding voicemail integration, best practices, and setup.

Written by Paige Leeman
Updated over a week ago

Set up Klara web messenger

Learn how to implement your web messenger from Klara.

Written by Paige Leeman
Updated over a week ago

Set Up

Adding the web messenger into a custom button

You can install the Klara chat window into any custom button on your website.

Written by Paige Leeman
Updated over a week ago

Team Settings

Automatically route inbound patient messages

How to have inbound patient messages automatically routed by reason and location

Written by Paige Leeman
Updated over a week ago