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 Dan Malinovsky and 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 this week

Importing your Patient List to Klara

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

Written by Dan Malinovsky
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 Dan Malinovsky
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