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Get Started

Welcome to CareLaunch—your all-in-one healthcare platform designed to bring your team together with custom workflows, flexible communications, scheduling tools, and more. This guide will help you set up your organization and get the most out of CareLaunch.

Initial Setup​

Step 1: Sign Up​

  1. Visit https://carelaunch.health.
  2. Click "Request Demo" to schedule a walkthrough with our team.
  3. A CareLaunch representative will guide you through the onboarding process.
  4. Log in to your account and begin setting up your organization profile.

Step 2: Basic Setup​

Organization Setup​

  1. Navigate to Settings > Organization from the left-hand menu.

  2. Complete your organization details:

    • Organization Name: Enter your practice name to personalize the platform.
    • Address: Add your organization's physical address for records.
    • Contact Info: Include a main contact email or phone number.

  3. Upload your logo by clicking the Browse button. This will appear in patient-facing communications.

  4. Select a Default Message Recipient from your team. This ensures system notifications or unassigned tasks are routed correctly.

  5. Set the Default Instance for your organization (if applicable).

  6. Configure optional settings, including:

    • Automatically Process Endpoint Updates: Enable this for real-time updates from external systems.
    • Show Setup Wizard: Enable or disable the setup guide on the home screen.
    • Show Patient Conditions: Toggle visibility of patient condition information on records.
    • Max Telecom Rank: Specify a rank value to prioritize telecoms for campaigns.

  7. Once all fields are complete, click Save to finalize your organization setup.

Step 3: Team Setup​

Build Your Team​

  1. Navigate to Settings > Users from the left-hand menu.

  2. Click "New" to add a new team member.

  3. Enter the user's email address and assign a role based on their responsibilities:

    • Admin: Full access to all features, settings, and reports.
    • Organization Admin: Access to organization settings and user management but not system-wide settings.
    • Instance Admin: Can view, edit, and manage patients associated with their instance.

  4. Configure additional settings for each user:

    • Patient Profile Default View: Choose the default view for patient profiles.
    • Notification Preferences: Set up email, sms, or in-app notifications for the user.

Monitoring Team Activity​

  1. Track task progress for team members directly from the Dashboard or Boards section:
    • Visualize tasks by type, status (e.g., "Pending Payment," "Records Requested"), or individual team member.
    • Monitor task completion rates or reassign tasks if needed.
  2. Use the Recent Messages section on the dashboard to keep up with recent communications.

Managing Patient Data​

Option 1: Bulk Import​

  1. Go to Patients > Import Data.
  2. Upload your existing patient list in CSV format.
  3. Map your file’s columns to the required CareLaunch fields.
  4. Confirm and verify data, including appointment history and medical records.

Option 2: Individual Entry​

  1. Navigate to Patients > Add New Patient.
  2. Enter basic details like name, contact information, and demographics.
  3. Assign the patient to a provider or service team.
  4. Add custom forms or additional data as needed.

Support and Resources​

Need help? CareLaunch is here to support you every step of the way.

Get ready to revolutionize your healthcare operations with CareLaunch!