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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

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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.
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Written by Paige Leeman
Updated this week

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.
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Written by Paige Leeman
Updated this week

Importing your Patient List to Klara

Save time by importing your address book from your EMR/PMS to Klara.
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Written by Paige Leeman
Updated this week

Set up voicemail integration

This article will answer any questions you may have surrounding voicemail integration, best practices, and setup.
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Written by Paige Leeman
Updated this week

Set up Klara web messenger

Learn how to implement your web messenger from Klara.
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Written by Paige Leeman
Updated this week
Set Up

Adding the web messenger into a custom button

You can install the Klara chat window into any custom button on your website.
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Written by Paige Leeman
Updated this week
Team Settings

Automatically route inbound patient messages

How to have inbound patient messages automatically routed by reason and location
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Written by Paige Leeman
Updated this week