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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
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