Klara Help Center for Staff

Help Center for office staff using Klara

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14 articles in this collection
Written by Paige Leeman, Mayuri Gupta, Steve Deen and 1 other

Provider Routing

Written by Steve Deen
Updated this week

Klara Login Issue: Certificate Update

Due to the expiration of a certificate by a global online certificate issuer, a manual update may be required on your device(s) to login.

Written by Francesca Belmer
Updated this week

Linked Inboxes

Update to staff inboxes and, in certain cases, custom inboxes.

Written by Francesca Belmer
Updated this week

Restricted User Permission

Written by Steve Deen
Updated this week

Parent Organization: Staff Can Now Access Multiple Teams

Written by Steve Deen
Updated this week

Two-factor authentication with SMS for staff

Written by Steve Deen
Updated this week

NEW! Klara Online Forms

Transition to Online Forms

Everything you need to know to convert your existing forms to new Online Forms

Written by Paige Leeman
Updated this week

View & download information collected from Online Forms

Written by Paige Leeman
Updated this week

Messaging Patients

Conversation Context

Access patient information directly from the conversation

Written by Steve Deen
Updated this week

Adding Patients and Editing Profiles

Notifications in Spanish

Sending patient notifications in Spanish

Written by Mayuri Gupta
Updated this week

Communicating with Guardians on Klara

How to add guardians and communicate with them ongoing

Written by Paige Leeman
Updated this week

Integrations

Getting Started with Nextech Integration

Ordering API and Patient history tab categories

Written by Paige Leeman
Updated this week

Getting Started with Modernizing Medicine Integration

Instructions to assist in requesting your API Key from Modernizing Medicine.

Written by Paige Leeman
Updated this week

Send scheduling link to patients on demand

Written by Paige Leeman
Updated this week