Welcome to Luminello for Group Owners

We're so glad to have you on board with our Groups feature. From this page, quickly jump to any area of interest, and let us know what we can do to enhance your experience at any time further.

1. Purchase licenses and invite clinicians

☐ Purchase new licenses

☐ Invite clinicians to your group

2. Complete the basic setup

☐ Enable two-factor authentication

☐ Create charts

☐ Create branches

☐ Adjust your clinicians' access level

☐ Adjust your clinicians' roles

☐ Adjust your group practice's invoice settings

☐ Enter your rates

☐ Automate your rates

3. Set up your integrations 

☐ Complete your EPCS setup process

☐ Enter your doxy.me URL

☐ Submit your application to send e-labs

☐ Submit your credit card processing application

☐ Submit your application to submit insurance claims electronically

☐ Activate SMS notifications  

4. Set up your patient & client portal

☐ Enter the info you want your patients/clients to see

☐ Invite patients/clients

☐ Upload PDFs you want patients/clients to e-sign

☐ Send forms to patient's portals

☐ Set up your group practice's public profile

☐ Set up your pre-screen form

☐ Set up online booking

     ☐ Set up auto-pay

☐ Set up auto-invoicing

5. Learn more about forms, templates, and questionnaires 

☐ Create a custom note template

☐ Learn about rating scales/symptom measures

☐ Learn about administrative documents

☐ Learn about our custom form builder

☐ Learn about custom questionnaires

☐ Hire us to create templates, questionnaires, and admin forms or to edit your own forms