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Setup Guide

Set Up Your Clinic in 8 Guided Steps

After you register, LUNAS EMR guides you through these steps so your records, chart and templates match the way your clinic works. Steps marked optional can be done later in Settings.

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  1. Software Usage Agreement Required

    Before you start, the clinic's administrator reviews and accepts the agreements that apply to the use of the system.

  2. Physician Information Required

    Enter the physician profile details for your clinic.

  3. Patient Information Setup Required

    Decide which patient information sections and fields your clinic collects, so patient records match how your clinic registers patients.

  4. Clinical Measurement Setup Required

    Choose the vital signs and clinical measurements your clinic records, including custom fields and groups.

  5. Physician Chart Setup Required

    Select the sections that appear in the physician chart so it follows your specialty and consultation workflow.

  6. Add Secretary Account Optional

    Optional. Create an account for your clinic secretary so patient registration, the queue and payment collection can be handled at the front desk. You can also do this later in Settings.

  7. Form Templates Optional

    Optional. Review the available document templates, such as prescriptions, laboratory requests and medical certificates, or create your own.

  8. Clinic Information Required

    Review and complete your clinic's details. All settings can be changed later in Settings.

Need a hand with setup? Contact our support team and we will help you get started.

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