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 note using a Luminello template (premium plans)
2. Complete the basic set-up
☐ 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
☐ Update your EPCS information (prescriber plans)
3. Set up the patient & client portal, calendar, and documents
☐ Create your own custom forms
☐ Set up your portal dashboard message for new patients or clients
☐ Set up calendar and auto-reminder
☐ 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)
☐ 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)
☐ Set up financial preferences
6. Finish advanced set-up
☐ 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?
If you have any questions, please contact us.