Getting Started
For staffs

Day 1 Checklist for Staff

Getting started guide for front desk and administrative staff

2 min readUpdated January 1, 2025

Morning Setup

  • [ ] Verify Doctora is accessible on workstations
  • [ ] Confirm patient schedule is synced
  • [ ] Check that all rooms have proper audio equipment

Patient Check-in

  • [ ] Verify patient information is current
  • [ ] Note any special documentation needs
  • [ ] Confirm provider preferences

During the Day

  • [ ] Monitor for sync issues
  • [ ] Assist providers with technical questions
  • [ ] Report any system issues promptly

End of Day

  • [ ] Verify all documentation is synced
  • [ ] Note any recurring issues
  • [ ] Review next day's schedule