The Luminello Step-By-Step Guide to Getting Started

We're so glad to have you onboard and excited to get you up and running as fast as possible. From this page, you can quickly jump to any area of interest.  And let us know what we can do to further enhance your experience at any time.

1. Test us out for 2 minutes

Create a dummy chart

Book an appointment

Create a note

Create a note using a Luminello template (premium plans)

Clone a note 

2. Complete the basic set-up

Enter your office address

Create snippets (premium plans)

Invite your assistant(s) (premium plans)

Enable two-factor authenticator for increased security

Strategize importing info from your old charts

Learn more about the chart import process

Set up to-do list

Update your EPCS information (prescriber plans)

3. Set up the patient & client portal, calendar, and documents

Review pre-built forms

Create your own custom forms

Upload PDFs for e-consent

Set up your portal dashboard message for new patients or clients

Set up calendar and auto-reminder

Set up online booking

How to set up treatment plans for patients&clients

How to send forms to patients & clients

4. Set up your integrations (premium Plans)

Complete EPCS process (prescriber plans)

Enter doxy.me URL

Submit the e-labs application (prescriber plans)

Tell me more about credit card processing

Submit credit card application

Submit your application to submit insurance claims electronically

Learn more about MIPS Compliance and Medicare

How do I activate and set up SMS notifications?

5. Set up billing functionality (premium plans)

Enter your rates

Automate your rates

Set up financial preferences

Set up auto-pay

6. Finish advanced set-up

Set up your public profile

Set up your pre-screen form

Learn more about CURES Act access

Tell me more about Luminello's Group functionality

Learn more about multiple practices wishing to share a group account

Switch from solo practice to a group practice (premium plans)

7. Need a tour or guidance with your workflow?

☐ Book your onboarding demo

If you have any questions, please contact us.

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