Installation Guide

Overview

This guide walks you through the complete process of installing KiviCare EHR on a WordPress website. It covers system preparation, plugin installation, and basic verification steps to ensure the platform is installed and functioning correctly.

Before you begin, make sure your server meets the minimum system requirements outlined in the previous section to avoid installation or performance issues.

---

Pre-Installation Checklist

Before installing KiviCare EHR, confirm the following requirements are met:

• WordPress is installed and accessible
• Server meets the required PHP and database versions
• HTTPS (SSL) is enabled
• You have administrator access to WordPress
• WordPress REST API is enabled
• WP-Cron is enabled

Completing this checklist helps prevent common installation problems and ensures a smooth setup process.

---

Step 1: Download KiviCare EHR

• Obtain the KiviCare EHR plugin package from the official source provided by your vendor.
• Ensure the plugin files are not modified before installation.

---

Step 2: Install the Plugin

Install via WordPress Admin Panel

1. Log in to the WordPress Admin Dashboard
2. Navigate to Plugins → Add New
3. Click Upload Plugin
4. Select the KiviCare EHR (.zip) file
5. Click Install Now

Once the installation is complete, WordPress will display a success message.

---

Step 3: Activate KiviCare EHR

After installation:

• Click Activate Plugin
• During activation, KiviCare EHR will automatically:
  • Create the required database tables
  • Register custom user roles
  • Initialize default system settings

⚠️ Do not interrupt the activation process, as doing so may result in incomplete setup.

---

Step 4: Verify the Installation

After activation, confirm that the installation was successful by checking the following:

• The KiviCare menu appears in the WordPress admin sidebar
• No PHP or JavaScript errors are visible
• Required database tables have been created
• Default user roles, such as Doctor, Patient, and Clinic Admin, are available

If any of these checks fail, review your server configuration before continuing.

---

Step 5: Configure Permalinks

Pretty permalinks are required for REST API endpoints and frontend routing.

1. Go to Settings → Permalinks
2. Select any option other than Plain
3. Click Save Changes

---

Step 6: Enable Cron Jobs

Ensure one of the following cron options is enabled:

• WordPress WP-Cron (default)
• Server-level cron job (recommended for production environments)

Cron jobs are essential for scheduling, notifications, and background tasks.

---

Step 7: Email Configuration (Recommended)

To ensure reliable email delivery for confirmations, reminders, and system notifications:

• Configure SMTP using a trusted email provider
• Avoid using the default PHP mail function where possible
• Test outgoing emails after setup

---

Common Installation Issues

Plugin Activation Fails

• Verify PHP version compatibility
• Increase the WordPress memory limit
• Review server error logs

Blank Dashboard or Broken UI

• Ensure JavaScript is enabled in the browser
• Clear browser cache
• Confirm the WordPress REST API is not blocked

Emails Not Sending

• Verify SMTP configuration
• Ensure cron jobs are running correctly