Onboarding is a guided setup that asks for your office information so it can appear on citas.pr. This article explains how to start it, what is filled in at each step, and how to continue if you leave it halfway.

How to start

On Inicio (Home) you will see a banner with the Comenzar Configuración button. You can also open onboarding from the requests panel.

Your progress is saved to the account. If you leave it halfway, the banner shows your progress and the message "Todo lo que llenó quedó guardado" (Everything you filled in was saved), with the Continuar donde lo dejó button. Any staff member can continue from any computer.

At the end, the Terminar y Activar citas.pr button completes the setup.

The steps

Step 1: Lo esencial

Specialties, subspecialties, next available appointment, and EHR.

Step 2: Perfil de Oficina

Address, town, phone, health plans, whether it accepts new patients, website, and organizational NPI. Working hours come pre-filled.

Step 3: Visibilidad

Under "Sus proveedores en el listing" (Your providers in the listing), you complete, for each provider: name, NPI, the visit reasons they handle, and subspecialties. A provider can have more than one specialty.

Step 4: Información requerida

The rest of the required information is completed here. It includes the availability rules, which only appear if the option "Permitir que el paciente escoja fecha y hora" (Let the patient choose date and time) is turned on.

Minimizing the setup

If you need to look something up while you set up, you can minimize onboarding. It becomes a floating bar with the Continuar configuración and Cerrar buttons. If you switch screens, onboarding closes, but your data is not lost.

Visit reasons

  • There is a search box for the visit reason catalog.
  • You can use Aplicar duraciones a todas las razones (Apply durations to all reasons).
  • You can copy the visit reasons from another provider with the same specialty. Important: the copied reasons replace the ones the provider already had.

What you edit in Settings

The provider's photo, bio, education, languages, and email are not filled in during onboarding. They are edited in Settings (Ajustes).

Office types

  • Service centers without providers (Centro Radiológico, Medicina Nuclear, Pre-admisiones, Sala de Emergencia, Centro de Infusión, Centro de Vacunación, Med Spa, and Otro): they require the organizational NPI and have no providers tab.
  • Centro Multidisciplinario: works like a medical office, with providers.