Updated: August 2026
| # | What | Where |
|---|---|---|
| 1 | Set your default currency | Settings |
| 2 | Add accountant name and email | Settings |
| 3 | Review notification preferences | Settings |
| 4 | Personalise message templates | Settings → Message templates |
| 5 | Define your availability slots | Appointments → Availability |
| 6 | Add your patients | Patients → Add patient |
| 7 | Invite patients to the portal | Patient detail page → Invite to portal |
| 8 | Verify email delivery (send a test invoice) | Invoices → New invoice → Send |
| 9 | Confirm WhatsApp is working (if using Twilio) | Contact your system administrator |
| 10 | Install the therapist mobile app ("Healix for Therapists") | App Store (iOS); Android in internal testing |