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Instance Configuration

CareLaunch instances provide comprehensive configuration options for branding, functionality, and patient experience customization.

Overview​

Instances serve as branded, customizable environments within your organization. Each instance can have its own:

  • Branding and visual identity
  • Feature set configuration
  • Patient registration workflow
  • Document management
  • Payment settings

Branding Configuration​

Visual Elements​

Logo and Icon​

  • Logo: Main branding image displayed on patient-facing interfaces
  • Icon: Smaller branding element used in navigation and favicon
  • Supported formats: PNG, JPG, SVG
  • Recommended sizes: Logo (200x80px), Icon (32x32px)

Instance Names​

CareLaunch supports two types of instance names:

  1. Internal Name (Required)

    • Used for administrative purposes
    • Appears in admin interfaces and internal systems
    • Cannot be changed after instance creation

  2. Patient-Facing Name (Optional)

    • Displayed to patients across all interfaces
    • Provides branding flexibility and white-labeling capabilities
    • Falls back to internal name if not specified
    • Can be updated at any time

Configuration Steps:​

  1. Navigate to Instances > [Your Instance] > Branding
  2. Upload your logo and icon
  3. Set the internal name (if creating new instance)
  4. Configure the patient-facing name
  5. Set headline, subtitle, and call-to-action text
  6. Save your configuration

Text Customization​

Headline​

  • Primary text displayed on patient interfaces
  • Used in registration forms and landing pages
  • Recommended length: 50 characters or less

Subtitle​

  • Secondary descriptive text
  • Provides additional context for patients
  • Supports multi-line text

Call-to-Action Headline​

  • Text displayed on action buttons
  • Guides patients through the registration process
  • Should be clear and actionable

Background and Styling​

  • Custom background images for patient interfaces
  • Branded color schemes
  • Consistent visual identity across all patient touchpoints

Feature Configuration​

Available Features​

  • Analytics: Track patient engagement and registration metrics
  • Messaging: Enable patient communication features
  • Forms: Custom form creation and management
  • Tasks: Task assignment and management
  • Scheduling: Appointment scheduling capabilities
  • User Management: User access and permission controls

Registration Workflow​

Configure the patient registration process with:

  • Multi-step registration flow
  • Custom form integration
  • Document upload requirements
  • Payment processing options
  • Completion instructions

Settings Configuration​

Basic Settings​

  • Base URL: Custom domain configuration
  • Outgoing Email: Email sender address for patient communications
  • Contact Information: Patient support contact details
  • Terms of Service: Custom terms and conditions
  • Privacy Policy: Data handling and privacy information
  • Document upload and management capabilities

Country and Regional Settings​

  • Country-specific configurations
  • Regional compliance requirements
  • Localization options

Patient Experience​

Registration Interface​

The patient-facing name and branding elements appear in:

  • Registration form headers
  • Login page branding
  • Portal navigation
  • Email communications
  • Document titles and footers

Branding Consistency​

  • Consistent visual identity across all patient touchpoints
  • Professional appearance that builds trust
  • Clear brand recognition for patients

Best Practices​

Branding Guidelines​

  1. Consistent Visual Identity: Use consistent colors, fonts, and imagery
  2. Professional Appearance: Ensure high-quality logo and icon uploads
  3. Clear Messaging: Write clear, patient-friendly headlines and text
  4. Mobile Optimization: Test branding elements on mobile devices

Patient-Facing Name Tips​

  1. Brand Alignment: Choose a name that aligns with your brand
  2. Clarity: Use a name that patients will easily recognize
  3. Consistency: Use the same name across all patient communications
  4. Testing: Preview the patient experience to ensure branding appears correctly

Configuration Workflow​

  1. Plan Your Branding: Gather all visual assets and text content
  2. Configure Basic Settings: Set up the instance with required information
  3. Upload Assets: Add logo, icon, and background images
  4. Customize Text: Configure headlines, subtitles, and call-to-action text
  5. Test Patient Experience: Preview the registration and portal interfaces
  6. Iterate and Refine: Make adjustments based on testing and feedback

Troubleshooting​

Common Issues​

  • Logo Not Displaying: Check file format and size requirements
  • Patient-Facing Name Not Showing: Verify the field is saved and not empty
  • Branding Inconsistencies: Clear browser cache and test in incognito mode

Support​

For assistance with instance configuration:

  • Review the configuration steps above
  • Check file format and size requirements
  • Contact support if issues persist